Kits for running a managed service, a consultancy or a professional services firm
Nine kits, each built around one part of running an MSP or a professional services firm: pricing a managed service, the rate card, capacity, contracts, the forecast, the board pack, account growth, paid discovery and the sale. Every kit is a written playbook, a working model and the templates to run it on your own numbers. They arrive one a fortnight, starting with managed services pricing. Each is sold to businesses at an introductory price, shown + VAT, that rises once the kit has reviews, and each comes with a 30-day money-back guarantee.
Price a managed service from what it costs to serve, package it in tiers, write the promises and fair use down, and keep every agreement profitable after it is signed.
A rate card that defines the day it prices, three commercial models set out as term sheets, and the audit that shows where your rates slip between the quote and the invoice.
An architecture for services contracts: what each document decides, which one wins, who owns what, and what to trade when a client's lawyers push back.
Forecast the delivery month from committed revenue, weight the pipeline from your own history, plan the year in steps, and write the cut order before you need it.
A five-chapter monthly board pack, a one-page scorecard, and a meeting rhythm that carries the same numbers from the weekly operating meeting to the board.
Grow the clients you already have: spot the extension trap, run a quarterly review that earns the next piece of work, and pay commission for revenue that stays.
Prepare a services business for a sale from the seller's side: a diligence file written before the buyer asks, numbers in the shape a buyer reads, and a scorecard of what moves the value.
One email when they do, at an introductory price. The stories behind them arrive free on the newsletter meanwhile.
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