ConnectWise

Tips for Maximizing ConnectWise

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ConnectWise is a powerful business management platform that provides essential tools for managing various aspects of your IT services business, including ticketing, billing, project management, and more. However, to truly maximize the benefits of ConnectWise, it’s crucial to understand its capabilities and implement best practices. This is where a consulting team of ConnectWise experts can play a vital role. In this blog, we’ll explore some tips for getting the most out of ConnectWise and why partnering with consulting experts can be incredibly beneficial.

Tip #1: Understand the Full Potential of ConnectWise

To make the most of ConnectWise, it’s essential to have a deep understanding of its features and capabilities. This includes ticketing, project management, customer relationship management (CRM), and financial management. Many businesses initially use ConnectWise for basic ticketing and time tracking but may not fully explore its advanced features.

A can help you uncover the platform’s hidden gems and customize it to suit your specific needs. They’ll provide insights into how different modules can work together to streamline your processes and improve efficiency.

Tip #2: Tailor ConnectWise to Your Business Processes

One of ConnectWise’s strengths is its flexibility and customization options. However, this flexibility can be overwhelming without guidance. A consulting team can help you tailor ConnectWise to align with your unique business processes. They’ll work with you to map out your workflows and configure ConnectWise to match, ensuring that the software becomes a seamless part of your daily operations.

This customization extends beyond simple configurations. It can involve creating custom reports, dashboards, and automation rules to automate repetitive tasks and enhance your team’s productivity.

Tip #3: Train Your Team Effectively

Proper training is crucial to ensure that your team can use ConnectWise efficiently and effectively. A consulting team can provide comprehensive training sessions tailored to your specific needs. They can help your team members become proficient in using the software, from basic functionalities to advanced features.

Regular training sessions are also essential to keep your team up-to-date with any software updates or new features. A knowledgeable consulting team can ensure that your team remains well-versed in the latest ConnectWise enhancements.

Tip #4: Optimize Integration with Other Tools

Chances are, your business uses a variety of other software tools alongside ConnectWise, such as accounting software, remote monitoring and management (RMM) tools, and customer support solutions. Integrating these tools seamlessly with ConnectWise can improve your overall efficiency.

ConnectWise experts can help you identify the best integration options for your specific needs, whether it’s integrating your accounting system for streamlined invoicing or connecting your RMM tool for real-time monitoring and automation.

Tip #5: Stay Compliant and Secure

In the world of IT services, compliance and security are paramount. ConnectWise consulting experts can assist you in configuring the platform to meet industry-specific compliance requirements and security best practices. They can help you establish user access controls, implement data encryption, and set up regular security audits to protect your sensitive information.

Why Partner with ConnectWise Consulting Experts?

Now that we’ve discussed some tips for maximizing ConnectWise, let’s explore why partnering with a consulting team of ConnectWise experts can be incredibly helpful:

  1. Expertise: Consulting experts have a deep understanding of ConnectWise and can provide valuable insights and best practices that may not be apparent to your in-house team.
  2. Time Savings: With their expertise, consulting teams can expedite the implementation and customization process, saving you valuable time.
  3. Maximized ROI: By optimizing ConnectWise and tailoring it to your business, experts ensure that you get the most out of your investment.
  4. Ongoing Support: Consulting teams can offer ongoing support and guidance as your business evolves, helping you stay ahead of the curve.
  5. Risk Mitigation: Experts can help you avoid common pitfalls and ensure compliance and security, reducing the risk of costly errors.

Maximizing ConnectWise involves a combination of understanding its full potential, customizing it to your business processes, training your team, optimizing integrations, and ensuring compliance and security. Partnering with a consulting team of ConnectWise experts can provide you with the guidance, expertise, and support needed to achieve these goals effectively, ultimately leading to improved efficiency and a higher return on investment for your IT services business.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands-on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise Consulting

Understanding the Power of Streamlined Sales

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In today’s dynamic business landscape, an efficient sales process is the key to staying competitive and achieving consistent growth. Streamlining your sales process not only enhances your team’s productivity but also provides a better experience for your customers.

Good Systems Are Key

A streamlined sales process involves optimizing each step from lead generation to closing the deal. It’s about removing bottlenecks, automating repetitive tasks, and enabling your sales team to focus on building relationships and driving revenue. The heart of a streamlined sales process is easy access to accurate customer data. CRM (Customer Relationship Management) systems provide a centralized platform where you can store and manage customer information, interactions, and preferences. This empowers your sales team to make informed decisions and personalize their approach, enhancing customer satisfaction.

With FocusPlanit’s help you can automate lead capturing, tracking, and nurturing. With our help we ensure all your systems and software, like ConnectWise are set up to categorize leads, prioritize follow-ups, and ensure no opportunity slips through the cracks. Leverage your sales software systems like ConnectWise Manage (PSA) and ConnectWise Sell (CPQ) to expedite your sales process from gathering and organizing leads to procuring the products. Working with our consulting team you can expect to create accurate and efficient quotes, reduce sales mistakes, and improve procurement processes.

This leads to higher conversion rates and a more efficient allocation of your team’s resources. Say goodbye to manual follow-ups, businesses can use automated communication through personalized emails and reminders, ensuring that prospects and clients receive timely responses and nurturing at every stage of the sales cycle.

Creating proposals and quotes becomes a breeze with proposal generation tools. Customizable templates and a user-friendly interface help teams create professional proposals that align with your brand, saving time and ensuring consistency. Collaboration among team members is essential for a seamless sales process. Businesses should invest in tools for internal communication, document sharing, and task assignment, ensuring that everyone is on the same page and working towards common goals.

Data-driven decisions are critical in sales. Businesses need real-time analytics and reporting dashboards that allow them to track key metrics, analyze trends, and identify areas for improvement. This empowers businesses to refine their strategy and drive better results. Every business has unique sales processes. Businesses need customizable workflows that can be tailored to their specific needs. This flexibility ensures that the system adapts to your processes, not the other way around.

Be In Control of Your Systems

In a fast-paced business world, staying ahead requires an optimized and streamlined sales process. With FocusPlanit’s help, you can elevate your sales operations, improve efficiency, and deliver exceptional customer experiences. From lead management to closing deals, we empower your team to work smarter, not harder, and unlock the full potential of your sales process. Embrace the power of streamlining with FocusPlanit and watch your business thrive in a competitive landscape.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise Consulting

The Importance of Using a Business Consultant During Growth

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As a business embarks on a growth journey, it faces a myriad of challenges and opportunities. Whether it’s expanding into new markets, increasing market share, or diversifying product lines, navigating through growth requires careful planning and strategic decision-making. In such crucial times, the expertise and guidance of a business consultant can prove to be invaluable. In this blog post, we’ll explore the importance of using a business consultant during periods of growth and how their insights can lead to sustainable success.

Objective Perspective

During periods of growth, businesses may find themselves caught up in the excitement and challenges of expansion. In such situations, internal teams can become biased and subjective when evaluating strategies and decision-making processes. A business consultant brings an objective perspective to the table, free from any internal biases. They are independent professionals who can critically analyze the organization’s current state, challenges, and potential opportunities without being influenced by internal politics or emotions. With their unbiased viewpoint, consultants can identify hidden inefficiencies, organizational bottlenecks, and areas where the company might be missing out on growth prospects. By leveraging this fresh perspective, business leaders can make more informed and rational decisions, leading to a more effective growth strategy.

Strategic Planning

Growth without a well-structured and comprehensive strategic plan can be akin to sailing without a map. A business consultant plays a pivotal role in strategic planning during periods of growth. They work closely with the leadership team to understand the company’s vision, goals, and growth aspirations. Based on this understanding, the consultant collaborates with the organization to develop a clear and actionable growth strategy.

The consultant’s expertise in strategic planning ensures that the growth plan aligns with the company’s core values, strengths, and long-term objectives. Moreover, they assist in setting realistic milestones, breaking down complex goals into manageable tasks, and developing a timeline to monitor progress effectively. A well-crafted strategic plan gives the organization a roadmap to navigate growth challenges, seize opportunities, and remain agile in a dynamic business environment.

Market Insights and Expansion

Entering new markets or launching new products/services can be risky endeavors without proper research and insights. A business consultant brings market expertise to the table, offering valuable insights and data-driven analysis to support expansion decisions. Through in-depth market research, consultants assess market trends, competitor landscape, target audience preferences, and potential challenges. This information is instrumental in identifying the right market segments to target, understanding customer needs, and positioning products or services effectively. Furthermore, a consultant can guide the business through market entry strategies, recommending the most suitable approach for expansion. They can assist in evaluating the risks involved and devising contingency plans to address potential obstacles. By leveraging market insights, companies can confidently venture into new territories, mitigating risks and optimizing growth opportunities.

Resource Optimization

During times of growth, businesses often need to allocate resources wisely to support expansion initiatives. Resource optimization is critical to ensure that the company is using its finances, workforce, and technology efficiently and effectively. A business consultant brings expertise in resource management, helping organizations assess their current resource allocation and identify areas for improvement. They conduct cost-benefit analyses, scrutinize budgets, and suggest cost-cutting measures without compromising the quality of operations. Consultants also play a crucial role in talent management during growth. They assist in evaluating the workforce’s skill sets, identifying talent gaps, and recommending hiring or upskilling strategies to meet the demands of the expansion. By optimizing resources, businesses can make the most of their investments, enhancing productivity and profitability throughout the growth phase.

In conclusion, utilizing the services of a business consultant during periods of growth is essential for businesses seeking sustainable success. Their objective perspective, strategic planning capabilities, market insights, and resource optimization expertise provide a solid foundation for making informed decisions and navigating growth challenges effectively. By leveraging the unique skill set of a consultant, organizations can accelerate their growth trajectory while maintaining a clear and purposeful approach to expansion. If you have any questions or would like to explore some of the services discussed, contact the professionals at FocusPlanit.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. We offer hands on support and training to ensure you get the maximum benefits from your business solutions and software. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

Connectwise consulting

ConnectWise Streamlines Operations

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In today’s world, where technology is rapidly advancing, businesses must use software systems like ConnectWise to streamline their operations and improve their bottom line and ConnectWise streamlines operations seamlessly. ConnectWise is a software platform that can help businesses develop a sustainable strategy for their operations by leveraging their existing software systems.

ConnectWise is a software solution designed for managed service providers (MSPs) and businesses that provides a suite of tools for managing their operations, including customer relationship management (CRM), project management, billing, and more. In this blog post, we will explore how ConnectWise software can help businesses develop a sustainable strategy for their operations.

 A Sustainable Operations Strategy

One of the primary ways ConnectWise can help businesses develop a sustainable strategy for their operations is by integrating with their existing software systems. ConnectWise is designed to integrate with a wide range of software systems including those involved with:

  • Accounting
  • Marketing
  • Sales

By integrating with these systems, businesses can streamline their operations and improve their efficiency, resulting in significant cost savings.

Efficient Project Management

Another way ConnectWise can help businesses develop a sustainable strategy for their operations is by providing a central location for managing their projects. With ConnectWise, businesses can create and manage projects, assign tasks to team members, track progress, and more. This helps businesses stay organized and on track, ensuring that projects are completed on time and within budget.

A Complete CRM Tool

ConnectWise also provides businesses with a CRM solution that can help them manage their customer relationships. With ConnectWise’s CRM, businesses can track customer interactions, manage leads, and automate marketing campaigns. This helps businesses improve their customer service and increase their customer retention rates.

 Powerful Billing Solution

In addition to these features, ConnectWise provides businesses with a powerful billing solution that can help them automate their invoicing and payment processes. With ConnectWise’s billing solution, businesses can create invoices, send them to customers, and track payments. This helps businesses improve their cash flow and reduce their administrative burden.

There is no doubt that ConnectWise streamlines operations and is a wise business choice, and while ConnectWise provides businesses with a single operational platform, we have found that most clients get overwhelmed with integrating into their businesses, which is why we created a ConnectWise All Inclusive Partnership called TeamFocus. This partnership allows us to partner with your team and will empower your business to maximize your sales processes, your operational systems, and your finance tools by using existing systems like ConnectWise.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise consulting

Finding A Quality ConnectWise Consultant

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Finding a quality ConnectWise consultant can be daunting, but the benefits lead to a vastly improved work environment in more ways than one. When looking for a MSP provider, make sure it’s a team of dedicated IT professionals. Regardless of the area of the business that has needs, you want a team who can help your business be more efficient and profitable.

FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes, freeing up your time (and your budget) for other high-priority areas of your business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems like ConnectWise.

Experience Matters:

Beyond experience, you want a ConnectWise partner that can help you develop the right strategy to meet your business goals. Identify the right structure and necessary tools needed to keep your office running smoothly, and offer support in your sales processes, your operational systems, and your finance tools.

FocusPlanit is a trusted team when it comes to improving strategy, structure, and support by providing expertise in:

Sales Processes

  • Quoting
  • Sales Management
  • Sales Reporting
  • Opportunity Management
  • Leads Management
  • Procurement

Operations

  • Automation
  • Service Desk
  • Dispatching
  • Project Management
  • Time Management
  • Scheduling
  • RMM Integration
  • KPI Reporting
  • SLA Management
  • Relationship Management
  • Onboarding

By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes. freeing up your time (and your budget) for other high-priority areas of your business. With a focus on quality, the FocusPlanit ConnectWise consulting team is a concentrated team of experts who truly understand not just the ConnectWise Suite, but the industry as a whole.

Only FocusPlanit has the expertise needed to leverage your software systems to develop a sustainable strategy for operations. Working with our consulting team you can expect help creating and executing a strategy that will streamline and expedite your help desk, projects, and overall management.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

What Is ConnectWise PSA?

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What is ConnectWise PSA? ConnectWise PSA (formerly Manage) is a dedicated business management software designed to streamline your business using a single view (via one single data layer), automate sales processes, improve internal communication, and decrease operational costs through optimization. ConnectWise PSA makes things easy by managing cloud billing for all clients, utilizing built-in marketing functionality and sales opportunity management to stay informed, and maximizing productivity with time tracking and planning.  

 Only ConnectWise PSA can provide your company with the top-tier, highly effective business management tools needed to provide full visibility of the service and sales pipeline, as well as superior customer service and unrivaled cost-cutting.  

 Support For ConnectWise PSA 

The FocusPlanit team partners with your team to manage your ConnectWise PSA, We offer a monthly partnership package called Team Focus. It includes: 

  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • And much more!

Packages are offered standard as one year but can be financed monthly. In addition, the FocusPlanit team can build in custom reporting or RMM consulting if needed at an additional cost.  

 Use your business systems to its fullest potential. We can partner with you to maximize your sales processes, operational systems and finance tools. Working with our dedicated team of consultants, we’ll look at your implementations to identify and streamline the gaps within your current processes 

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

FocusPlanit

End Of Year Message

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To Our Clients and Partnerships (both new and old),

As the end of the year draws near, we want to thank all of you for an amazing year. The success of FocusPlanit is based on the relationships we have built over the years, and we really wouldn’t be where we are without you. Over this past year, we have added staff, partnerships, and new clients. We are grateful for the opportunity to work with, you and for you. Our passion for helping our clients use business systems to the fullest remains strong.

This year has been filled with a multitude of both challenges and victories. Every year is different but this one has been filled with more change than normal. The business world is evolving quickly, and consulting is changing along with it. It has been reassuring to see how our colleagues have risen to meet every roadblock, while always looking out for all our Clients.

No matter the economic climate, we have persevered as a team and come out stronger. Often, we find our greatest successes in the most surprising places. We are sure it has been the same for you.

As the end of the year approaches, we are so excited for what 2023 has in store for us – enthusiasm and anticipation are building around new opportunities nationwide. Stay tuned for more details in the new year.

Working together this past year has been a pleasure and we’re proud to have you all with us. Best wishes and happiness to you and your families over the holiday season. We look forward to a successful 2023 working together!

From the entire team at FocusPlanit.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

outsourcing

Outsourcing: The Answer to Staffing Shortages

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With staffing shortages becoming a very real issue for businesses, outsourcing is an easy answer. Outsourcing can be an unfamiliar concept for businesses and does raise questions – will outsourcing cause issues and loss of confidence for my customers?  Will outsourcing mean I lose control and consistency? Many companies are concerned about compromising service and product quality for the sake of cost-saving when they decide to outsource business tasks.

At FocusPlanit we understand these concerns – that’s why our goal is to not only reduce costs, but also to improve the quality of the customer experience. FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

What Benefits Can Outsourcing Offer Your Business?

Outsourcing back office operations can help businesses strategically use their systems to meet their business goals by:

  1. Controlling Costs
  2. Decreasing Downtime
  3. Provide Enhanced Security
  4. Reduce Risk
  5. Offer Compliance Expertise
  6. Support Remote Workers
  7. Guide Strategic Growth
  8. Provide Peace of Mind

Outsourcing Saves Time and Money

The number one reason for outsourcing is to save time and money. Often, a business chooses to take non-core activities out to free up stretched resources. As a result, you can focus on what you do best.

By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes. freeing up your time (and your budget) for other high-priority areas of your business.

Additionally, you don’t just benefit from the expertise outsourced solutions provide, but you also benefit from top-quality technology and infrastructure to pave the growth path. For small companies, it’s the perfect opportunity to enjoy the latest technology at a manageable cost.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

Connectwise

The ONE Tool Your Business Needs

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The one tool your business needs, as told by our CEO Bill Black. I don’t watch a lot of mindless television. I’d rather kick back and fly my Microsoft Flight Simulator or read a book.  The other day, however, the in-laws were visiting, and I thought I should at least be in the same room as them. They were watching a show called “Help I Wrecked My House!”  On the show, HGTV favorite Jasmine Roth helps guide homeowners through fixing DIY projects gone horribly wrong. From a hodgepodge of minor mistakes to unlivable nightmares, the show features homeowners who have overestimated their DIY and project management abilities. I couldn’t help but be reminded of similar stories I’ve seen clients face because they did not have the ONE tool needed to help their business run smoothly, ConnectWise.

The Answer To All Your Stress

Getting ConnectWise up and running properly with all the capabilities requires a lot of time and experience. It’s tough. When your ConnectWise isn’t working as designed, it doesn’t only wreck the functionality, it also places stress on you and your team relationships. If you log in every day and have looming projects, deadlines, and other fires, you just don’t know how to move forward.  So being able to fix your ConnectWise and make everything work well together for your team is special.

I can’t help but think of all the DIY ConnectWise projects that have gone wrong, featuring business owners that have overestimated their available time or ability to successfully implement and properly maintain the software. The FocusPlanIT Team has been able to roll up our sleeves and help get ConnectWise working properly while helping MSPs and their teams become more productive by using all the features that ConnectWise has to offer.

Hire Help!

Stop allowing your ConnectWise programs to control you and start focusing your efforts on building a better workflow by utilizing a ConnectWise consulting partner. Simple goals can seem overwhelming when you don’t know where to start. A consulting partner can help turn those goals into measurable solutions. Master your systems by partnering with a ConnectWise consultant in order to bring new revenue into your business. A strategic partner can help you develop the right strategy to meet your business goals, support in your sales processes, operational systems, and your finance tools, so you can keep your business running smoothly.

Your ACTION List:

  1. Sit down with your in-laws and watch TV. (Or, just give yourself 30 minutes of mindless TV)
  2. Send an email to sales@focusplanit.com let us help with your Wrecked ConnectWise

FocusPlanit is one of the industry’s premier ConnectWise Consultants serving the entire United States. Collectively our team has over 30 years of experience with ConnectWise and can help you optimize your programs and systems transforming them from an expense into your most valuable asset. Contact us today and let us be your partner in success. You can learn more about our offerings and team at focusplanit.com

FocusPlanit Team

The FocusPlanit Team

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FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

With a “heart of service,” the team brings an unparalleled level of dedication that powers the desire to make effective changes to help business owners streamline their ConnectWise implementations and grow the business.

Meet Our Team Members

    Bill Black – CEO, GMF

 Bill has owned seven businesses, the most recent one (before FocusPlanit) being a successful MSP. He grew the MSP organically and sold the business in 2012. After selling the MSP, he started helping other MSPs with operations, sales process, and a lot of business therapy! FocusPlanit has helped hundreds of companies of all types and sizes with their ConnectWise implementation and consulting. Bill continues to work with companies like yours to achieve goals and get the work done. He enjoys a good cigar and spending time with family and friends.

   Amy Cantine – Director of Finance, Manage Consultant

 Amy has 20+ years of accounting experience with ten of those being a controller at a Fortune 500 company. Amy understands the importance of accurate financial information and will help you understand results in order to forecast for the future of your business. She has worked with large and small companies and excels at understanding the complexities of accounting and the integration with ConnectWise Manage. Amy also manages the accounting for her husband’s successful MSP and enjoys relaxing on the beach.

    Amy Cinnamon – Director of Marketing

 Amy has over 20 years of combined experience in marketing and branding. She brings a track record of accomplishment both academically and as a leader. She is responsible for developing and executing the overall marketing and communications strategies for the company. From our website to our social media posts, she takes our brand very serious and is committed to ensuring that every client has an engaging and pleasant experience.

Originally from Cincinnati, Ohio she earned her undergraduate degree from the University of Cincinnati and her Master of Business Administration degree from Thomas More College. Amy is a proud mom of four boys and 2 dogs. In her spare time, she enjoys traveling, the outdoors, live music and fine tuning her decorating skills.

    Becky Cozzone – Manage Consultant

Becky joined the industry in 2011 working with CharTec and ARRC. She spent 7 years training MSPs all over the world, helping define and establish accounting processes as well as running the day-to-day accounting operations of an MSP. She then decided to transition from Director of Finance to ConnectWise Consulting. Becky has helped hundreds of MSPs of all sizes from implementation and new instance build to assessment and renovation of ConnectWise Manage instances that have been in operation for 10 years in need of clean-up. When not in the office, Becky is most likely traveling, preferably hiking or climbing a mountain somewhere.

    Amanda Fox – Business Manager

Amanda comes to FocusPlanit with extensive customer service and business management experience. Upon graduating from Indiana University, she worked for several years in HR and as an Operations Executive for large retail companies. Most recently, her focus has been on the finance industry. Amanda joined FocusPlanit to apply her passion for taking care of clients and building strong relationships. In her free time, she enjoys spending time with her son, family, friends, and animals. Amanda loves everything outdoors, including boating, hiking, biking, and gardening.

    Calvin Johnson – Director of Sales

 Calvin served as the ConnectWise Sell Administrator for the ConnectWise Sales team starting in 2014, when he supported a Sales Department of over one hundred members. In 2016 he transitioned into services and education and began working with the ConnectWise education department to build much of the ConnectWise University Sell documentation you see today. During that time, he initiated ConnectWise Sell implementations and set up hundreds of ConnectWise Sell partners remote and onsite. He built out the peer training program used by ConnectWise Sell consulting today and also took on the first Sell Virtual Admin partner while at ConnectWise. He taught breakouts, labs, and boot camps on ConnectWise Sell and Manage Procurement at over a dozen events through the years. After leaving ConnectWise in 2019 Calvin joined FocusPlanit to continue his passion for helping partners build more efficient processes that will help their business scale better and improve their lives as they get more and more out of ConnectWise Sell.

    Marissa Fleckenstein – Manage Consultant

 Marissa has 14+ years of customer service experience. She started her IT background in 2016 when joining the ConnectWise Manage Onboarding team. She worked closely with hundreds of new partners globally and built strong relationships, all while prepping each partner for their Implementation. In 2017 she transitioned her focus to the support team. She gained extensive knowledge of all ConnectWise products but mainly focused on Manage. Working on the support team gave her the ability to be challenged along with learning the processes behind the magic of Manage. After working more than 10,000 service tickets, Marissa wanted to take her knowledge and passion of working with partners and focus on the business side. After leaving Connectwise, Marissa joined FocusPlanIT to further increase business clients’ knowledge of ConnectWise and partners with clients to help them advance in their industry. When she isn’t working, you can find her at the dog park with her 4 dogs and enjoying the beautiful weather of Tampa, Florida.

   Michelle Waddell – Director of Human Resources

Michelle Waddell is a seasoned, results-driven business leader and human resource professional. With over 25 years of experience, she leads the initiatives of attracting, engaging, developing, and retaining great talent for FocusPlanit. She also partners with growing MSPs to provide guidance and support in their talent acquisition, performance management, employee retention, employee cohesiveness, team engagement, and strategic planning.

Michelle’s areas of focus include executive leadership development, talent planning and acquisition, performance management, and team communications. Michelle has spent her career in Human Resources and has professional certifications in Behaviors, TriHD, Motivators, and Emotional Intelligence, and holds a B.A. in Psychology from Indiana University. In her spare time, she enjoys nutrition consulting and spending time with her family and friends.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.