The Guide

  1. Research
    1. Self Knowledge
    2. What Is an MSP?
    3. Scope of Services
    4. Competition
    5. Local Demand
    6. Margins I: Expenses
    7. Margins II: Profits
    8. Hourly Rate
    9. Pulling Your Research Together
    10. Making Your Decision
  2. Legal Arrangements
    1. Legal Organization
    2. Picking a Name
    3. LLC Registration
    4. Incorporation Documents
    5. EIN
    6. Tax Account Registration
    7. Business License
    8. Contract & Statement of Work
    9. Liability Insurance
  3. Setting Up Shop
    1. Credit & Checking Accounts
    2. Accepting Payment
    3. Domain Registration
    4. Logo & Business Cards
    5. Website
    6. Brochures
    7. Claim Your Business
    8. Advertising
    9. Office Space
    10. Duns #
    11. Microsoft Partner
  4. Technology
    1. Cell Phone
    2. RMM
    3. No Shopping Sprees
    4. The Basic Setup
  5. Financial Organization
    1. Finance Tracking
    2. Billing
    3. Invoices
    4. Time Tracking
    5. Taxes
  6. New Clients
    1. Evaluating Prospects
    2. Early Discussions
    3. Taking the Reins
    4. Gathering the Passwords
    5. Everyone’s an Administrator
    6. Orientation
    7. Stay In Touch
  7. Management
    1. Response Times
    2. Support Ticketing
    3. Automation
    4. Templates
    5. Downtime