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Awesome video! MSPs rely on effective PSA tools to keep things running smoothly. Pair those with robust cybersecurity, reliable backups, and Thirdlane Multi-Tenant PBX for secure and seamless communication.

I work for an MSP that have never used any kind of PSA tool. The first thing I mentioned to the management team was that they were working in the 1970s, and they didn't believe me when I told how easy I performed my tasks and work at my former job using CW Manage. So now they have finally started looking into replacing old legacy systems and manual tasks with one single PSA system doing all of it. Connectwise seems to have priced themselves out of the running, and the management team have a sweet spot for Halo. But my testing of the demo environment of Halo only have me missing CW Manage even more. Manage might be a bit more expensive, but as you say they have a feature rich and mature platform. Halo seems a bit "thin" or lacking to me. 😞

And now after a some time post acquisition, we see the standard playbook being followed. IYKYK. You can see in real time what's happening on the MSP subreddit. I have a hard time believing the complaints are a just a vocal "minority."

mad Wright said they

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HaloPSA integration is done with Keeper, right?

A solo to small operator is going to find ConnectWise overkill and costly. A $4M MSP with complicated billing? Sure. Point is, business changes and needs definitely change as you grow. Especially in this industry. What you start with won't be what you end up with later on. And I think that's perfectly ok.

Wonder if you get push back ... but a basic low priced monitoring service probably isn't a bad idea for someone that needs momentum and get off the ground running. Later on you can change those clients out anyway for AYCE.

keeper

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I am getting picky about the conferences that I attend now. Only going to ones that have educational content and not sales pitches, or thinly veiled sales pitches. I also go for the networking, to meet up with friends and colleagues to share wins, struggles, ask questions about what works/doesn't work for them, etc. That's the most valuable part of why I attend conferences honestly. The hallway chats. So far this year I've attended Pax8 Beyond, ASCII Edge, and TechCon Unplugged. Each one a little different than the other, and all were valuable. I don't think I'll be attending any others this year. DattoCon last year was one big sales pitch, outside of Autotask Community Live which had some useful info. IT Nation Connect was awful, one huge sales pitch no educational value, and lame after-hours party (even though that isn't why I am there nor really care too much about it). Plus Orlando is not fun or appealing to me.

I don't go to these events anymore. Very little, if any value. I can learn a lot more by watching videos like yours. I've bought your templates before and I like the idea of an all inclusive plan. I just need to get my shit together to focus and get more value. Nealy there!

I enjoy going to events when I can to catch up with other MSP's and I get value from speaking to these MSP owners and asking them questions etc. I just wish I had space to take my gimbal with me to the uptime event yesterday but packed light. My next video is dropping tomorrow.

I considered going to this one (and another last week) after not bothering to go to any mainland events for years. Not sure what I’d get out of them though other than being sold to, and changing stack is a pain! Networking with peers would be good but to be honest it’s the same people I speak to on forums 🤷‍♂️ Thanks for saving me the (IOW) ferry fare plus travel time!! - Andrew

Great Video Pete! Well said, the truth is hard for some to swallow.

Spot on my friend!!!

Why do you attend MSP Events? Do you find that you get value from going?

Great videos! Very insightful.

Normally great advice from you, but this is too gamey for quality services...

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Weird, we use Autotask And love it, its gotten alot better in the past year

Love it. ActiveCampaign was amazing for our small business at Bonjoro. Joined 3 years ago and it has grown so well with us

I needed to use the variable $INVOICESITE, using SITE just dropped in the Main company site. Thanks for the guide!

I definitely see how this tactic would work with something like coaching, but I'm skeptical about whether or not it would work for an MSP 🤔 Did you try this with your own MSP?

Do the have USA Legal template documents?

Keep up the good videos. Tried DeskDay PSA?

Hey Man , really nice video! I was wondering if I could help you edit highly engaging trending short videos from your long form content like the one on my page which can help you built your strong personal brand across all social media platforms and also don't have you give extra efforts for creating shorts separately ?

Thanks bro!

CW is easy to hate but also easy to love.

Just switched from Dashlane to Keeper. We use IT Glue as well for documentation. However, MyGlue is not very good. So far so good with Keeper, I have been looking for a good password keeper. It is offered through Atera's App Center as a 14-day trial.

Hi Pete, we are currently using SyncroMSP right now and are considering making a switch over to either HaloPSA or Accelo. Is there a product you may recommend over the other. Our IT stack is CW RMM(ASIO) now as we moved away from syncro for the MSP, right now syncro is only handing ticketing, billing and we don't want to use CW Manage as we just didn't like it. any input is greatly appreciated.

Hi, Is there any chance that you`re looking for a video editor to create valuable content and make your RUclips Shorts, Instagram, and TilTok more ENGAGING?

Good advice and clear, concise demo

I also like to block out my whole day so I know where I'm meant to be and what I'm meant to be doing. That being said, I found planning every item out (especially with a young family, as I'm sure you can appreciate) to sometimes be impossible to stick to. As a compromise now I use wider time blocks partnered with a to do app, in my case Todoist. For instance, I block out 6am to 9am in my calendar as 'Morning Routine'. I then have a reoccurring task in Todoist titled the same, that includes all the things I need to do in that period i.e make my sons breakfast, make my breakfast, empty the dishwasher, wash my baby sons bottles, clean down, take vitamins, hydrate, travel to the gym, train, return home, drop the kids at school/ grandparents. All these activities need doing in that calendar 'block' but each to do isn't set to a specific time. I also do the same for work, using typically 90 min blocks and I'll create a to do for that work block and again the same for an 'Evening Routine'. It achieves the same end as blocking off the whole day but allows for some more flexibility within that window. It also prevents the weird shame of, 'oh no I haven't made my breakfast by 07:02 - now I'm behind'. As long as the jobs get done in that block, the actual time itself doesn't matter too much.

What about Growably ?

Damnit, thats brilliant! 😂

I been loving KeepassXC

I just subscribed to Fantastical & your channel. Definitely an inspiration keep it coming.

Hi sir How are you Can you growth your channel

What about Pipedrive ? Do you think this is a good SME programe ?

i agree active campaign is better with workflows and not too bloated hubspot tries to do too much

This Video is very nice. Thanks for Video.

Do you use a separate calendar to do the blocking/design?

Thank you! That was exactly what I was looking for

Happy to be your 1k subscriber! Great stuff!

Dude, your videos are always AWESOME 👏👏👏 Thanks for spreading the word about the Tribe 🙏