041: Managed Services Roundtable with Allen Hancock, Luis Giraldo, and Kevin Ginger, Part 1

Recorded March 2, 2014

Sponsored by MoonClerk

This is part one of a special two-part Managed Services roundtable feature six members of the Apple Consultants Network, discussing the benefits of a Managed Services pricing model and how to transition a traditional hourly-billing consultancy into offering Managed Services.

Thanks to our brand new sponsor, MoonClerk – an easy and inexpensive way to collect recurring payments for your subscription services.

Thanks also to our special guests for this roundtable:
Allen Hancock, The Orchard Solutions and Watchman Monitoring
Luis Giraldo, Ook Enterprises and MonkeyBox
Kevin Ginger, kGinger Consulting

Topics:

- using half-day and full-day rates to discourage "tire-kickers" and very infrequent break-fix clients, helping to position Managed Services as a better alternative

- should a Managed Services Provider include Help Desk services? end-user training? value-adds vs. just keeping the systems running

- transitioning from "one-man-show" to managed services consultancy; see also: CCP 013: Easing into Managed Services with Allen Hancock and 010: Managed Services discussion with Luis Giraldo

- developing systems for consistency, standardization to improve efficiency

- Quantifying the Value of Managed Services blog post by Luis

- "first 15 minutes free for $_/mo" is a good first step; relieves burden bulk hours

- business clients are more efficient billing-wise, and from the perspective of delivering value

- residential clients are higher-maintenance, higher-touch, more-demanding, and less efficient

- yet, Allen points out that residential clients can be more satisfying to work with, and when charging hourly it doesn't matter because they all pay the same rate

- enforcing the use of a help desk ticketing system

- user training: why should users use your ticketing system?

- reminding clients to restart

Memorable lines:

- "Hourly billing breeds inefficiency." – Luis (see also: "how hourly billing is the scum of the Earth" in 010: Managed Services discussion with Luis Giraldo)

"All inclusive billing breeds efficiency." – Luis

"We hate spending time tracking time." – Luis

"Allen, is there any way to wire that support menu to a restart command?" – Joe
"And we don't need to save, right?" – Allen
"If they call, their call can be directed to voicemail if they haven't restarted." – Joe
"Spoken like a true 'break/fix man'." – Luis

040: Remote Support Workflows and Coverage when Traveling

Recorded live March 4, 2014

Topics:

- Rumpus FTP server

- Device Enrollment Program; there goes 15 minutes billable/device… leaving more time for client face-time?

- remote support and workflows for being away from the office, either at a conference or on holiday

- Wi-Fi quality in hotels when traveling

- timing vacations as extended weekends instead of full weeks to minimize downtime

- teaming up with local consultants for backup coverage; filtering incoming requests in your absence

- away messages and advance notice for clients; why shake the hornet's nest?

- SendLater plugin

- going off the grid for a day... or nine… I took nine.

- subcontractor rates; professional courtesies

- SIMporium.com

- representing the contracting company, or generically Apple, or explaining the coverage arrangement between the consultants to the client

- sharing secure notes with trusted partner consultants; e.g. MonkeyBox.com

- monitoring client machines with Watchman Monitoring

- the importance of comprehensive documentation

Followup:

- re: episode 039: when enabling (Legacy) FileVault on 10.6 and prior, there's an option to "use secure erase" when deleting the old home folder after it's been migrated to the encrypted disk image

033: Marketing and Followup

Recorded on January 14, 2014

Topics:

- Promise Pegasus R6, 4 TB RAID 6 failed 1 TB drive replacement – live rebuild during a workday, approximately 3 hours; Promise Utility had reported a PFA condition on Drive #5; sent log to Promise support who authorized an advance shipment RMA; drive reported several bad blocks the next day and went offline; drive replaced and RAID rebuilt successfully in 3.5 hours

- Google's algorithms rank local sites higher for local service providers

- Google text ads are often clicked indiscriminately by "normal" people even though we technical people often avoid them

- "white hat" vs. "black hat" SEO techniques

- put your phone number at the top of every page

- put your email address on the page; spam is a solved problem

- good to have separate pages for each type of service you offer, e.g. Remote vs. Onsite

- being a salesperson without sounding like a salesperson

- giving away your time on "good faith" and asking the client to write a good referral; prospects look for recent referrals

- alternatives to the ACN Consultants Locator for reviews, e.g. Yelp

- however, be wary: Yelp often removes positive reviews written by legitimate users, if those users have only posted one review; also, it has been reported that "Yelp will help you remove bad reviews…for a price."

030: Interview with Ryan Powell of iLifestyle Consulting, plus Bonus Rants

Recorded live on December 10, 2013

Topics:

- special guest Ryan Powell of iLifestyle Consulting discusses some cloud-hosted apps he uses to help run his consulting practice

- looking at the per seat recurring/subscription pricing models of cloud software as a predictable cost of doing business

- Work(etc)

- Wufoo for forms

- LiveChat for website live chat

- RingCentral for phone system

- Highrise for CRM

- Basecamp for Project Management

- Echosign for agreement signatures

- Timely for scheduling and automatic appointment reminders

- Xero for accounting

- Zendesk for support

- Mailchimp for email marketing

- HootSuite for social media

- Google Apps for email hosting

- Robot Cloud for client monitoring and policy management

Plus:

- Joe's rant about Yahoo Small Business

- Joe's rant about Apple Store

028: Client Gifting and Consultant Go Bags

Recorded live on November 26, 2013

Follow Up:

Joe installed Knock app last week and noticed that it moved itself from the ~/Downloads folder to the /Applications folder without needing to authenticate despite being logged into a standard user account. Joe checked permissions on /Applications and found that the folder permissions were configured to give Everyone Read/Write access. Repaired permissions for the first time in forever and it corrected this and a few other things.

Topics:

New Mac Pro on December 3rd?  Expect Promise to release new Pegasus 2 alongside Apple's Mac Pro release.  Look for discounts on original Promise Pegasus models.

Jony Ive biography by Leander Kahney, recommended by Jerry

Fast Company Weekend Reading: An Oral History of Apple

Guest Pass app to generate iOS profile granting temporary access to a wifi network

KeyCard app to lock and unlock your Mac based on iOS device proximity

Indigo for home automation

Nest Thermostat and Smoke Alarm

Client gifts: how to select clients? Contract clients? Nurturing existing client relationships and rekindling old client relationships.

Client gift ideas: chocolate macaroons, iKlear kits, scotch

Tip from Ryan Powell: I gift throughout the year by giving new clients a "new client care package" with little Klear singles, microfiber cloth, referral cards  drive savers pamphlet and an explanation of my monthly support plan. The referral card is a little elevator pitch about the company, short link to the contact form with the promise of a free phone consultation, then when a client books an appointment I'm sure to give the referring client a small account credit as a thank you.

Sending a Thank You cards to new clients

Referral credit vs. something tangible like an iTunes gift card

What's in your Consultant Go Bag? Examples:

• MagSafe to MagSafe 2
• Thunderbolt to FireWire
• Thunderbolt to Ethernet
• USB to Ethernet
• Ethernet cables
• USB flash drive with partitions for Mac OS installations, diagnostics
• FireWire 400 to 800
• FireWire 800 to 800
• USB, mini USB, micro USB
• USB to Lightning
• USB to 30-pin
• iPhone Headphones
• Tools including screwdrivers, spudger, putty knife
• Memory assortment for all Intel Macs from lifetimememory.com

Joe's current bag: iBackFlip Somersault

020: Client Anecdotes & Rates

Recorded Live October 8, 2013

Topics:

- Quicken 2007 for Lion; migrating from Quicken 2003

- Sam's story about his client's self-help attempt: the client diagnosed a server's startup disk failing, erased the Time Machine backup, cloned a copy of the data to it, and then when the clone wouldn't boot, they called their trusted advisor (Sam) to swoop in and heroically save the day.

- liquid spills, and the accompanying story

- what to do when a client declines a backup recommendation

- Jerry's story of the need for a consultant to support legacy equipment

- Joe raised his rates recently; here's how

- new services; group class offering; break-even analysis

Memorable Lines:

"Step 1: Diagnose drive failure; step 2: erase the backup." - Joe

Picks of the Week:

- PowerBookMedic.com 

- SignMyPad.com