ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Key Processes for EVERY MSP"
Episode Synopsis
As we talk to MSPs each week we find ourselves talking about several processes on a regular basis.
Natalie and I took a little bit to come up with our top 5 processes that all Managed Service Providers should have in their business. We had a little bit of overlap so our top 5 processes each turned into a total of top 8 processes.
Our top processes are (in no real particular order are):
1. Invoicing and Accounts Receivable
2. Backup and Disaster Recovery
3. Lead Generation https://www.youtube.com/playlist?list=PL4Oa0PmgihVt9vZaDAcDQkxxNKNvFdjDl
4. Incident Response
5. Documentation and an SOP for your SOPs https://youtu.be/YIyfIl-eNB4
6. Triage and Dispatch https://youtu.be/dTebauCEi3o & https://youtu.be/zmr0SQ5AG7o
7. Account Management https://www.youtube.com/playlist?list=PL4Oa0PmgihVt9vZaDAcDQkxxNKNvFdjDl
8. Client Onboarding https://youtube.com/playlist?list=PL4Oa0PmgihVtIrvJ5frGEafvWErKj48iu&si=IQ5xCtZHBobcOwIO
We've put out some videos about several of these topics so those links are above as well.
Interested in the Pax8 Peer Groups? You can find out more info here: https://www.pax8.com/en-us/academy/groups/
Interested in the Pax8 Instructor Led Training? You can find out more info here: http://pax8.com/en-us/academy/training/
Natalie and I took a little bit to come up with our top 5 processes that all Managed Service Providers should have in their business. We had a little bit of overlap so our top 5 processes each turned into a total of top 8 processes.
Our top processes are (in no real particular order are):
1. Invoicing and Accounts Receivable
2. Backup and Disaster Recovery
3. Lead Generation https://www.youtube.com/playlist?list=PL4Oa0PmgihVt9vZaDAcDQkxxNKNvFdjDl
4. Incident Response
5. Documentation and an SOP for your SOPs https://youtu.be/YIyfIl-eNB4
6. Triage and Dispatch https://youtu.be/dTebauCEi3o & https://youtu.be/zmr0SQ5AG7o
7. Account Management https://www.youtube.com/playlist?list=PL4Oa0PmgihVt9vZaDAcDQkxxNKNvFdjDl
8. Client Onboarding https://youtube.com/playlist?list=PL4Oa0PmgihVtIrvJ5frGEafvWErKj48iu&si=IQ5xCtZHBobcOwIO
We've put out some videos about several of these topics so those links are above as well.
Interested in the Pax8 Peer Groups? You can find out more info here: https://www.pax8.com/en-us/academy/groups/
Interested in the Pax8 Instructor Led Training? You can find out more info here: http://pax8.com/en-us/academy/training/
More episodes of the podcast Tales From the Trenches: Wisdom from the Frontlines of Managed Services
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Top 5 Processes to Make Projects Profitable
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If You Step Away, Does Your MSP Survive?
30/09/2025
Lessons from Losing MSP Clients
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All Things Triage and Dispatch for your MSP
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Professional Development for your MSP Team
22/07/2025
The Importance of Knowing Your Financials
04/07/2025
Peer Groups: You MUST be Present to Win
30/05/2025
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