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Natalie and I don't really coordinate our topics that carefully, but often we land on the same topic each week. This week was finance.

Our conversations throughout the week led us to how important it is to understand your MSP financial situation properly and make decisions on your finances. Join our conversation as we talk about the importance of understanding finance.

Links from the conversation:

• Getting Your Finances in Order course: https://www.pax8nebula.com/m/77466a2f3be8d3e1/original/Getting-your-finances-in-order.pdf
• Leveling Up Your Finances: https://www.pax8nebula.com/m/7b1d6ff209a002f8/original/Leveling-up-your-finances.pdf
• Finance for Service Managers: https://www.pax8nebula.com/m/37d5d9f8d0c12278/original/Finance-for-Service-Managers.pdf
• Chart of Accounts (Organizing Your Financial Data): https://www.pax8nebula.com/m/46ca006363dca972/original/Organizing-your-Financial-Data-Syllabus.pdf

If you're looking for more information about Peer Groups check this link out: https://www.pax8.com/en-us/academy/groups/

Connect with Adam on LinkedIn: https://linkedin.com/in/ahannemann Connect with Natalie on LinkedIn: https://linkedin.com/in/natalie-hell

New client onboarding is one of those vital processes for your MSP. Managed Service Providers MUST onboard new clients well. When client onboarding is done well everyone wins. When client onboarding isn't done well, everyone loses.

Onboarding sets your team up for success with the new client, it sets the client up to know what to expect, and it's often the first work you do for the client. Natalie and Adam will cover the important pieces of onboarding new MSP clients in this week's episode of Tales from the Trenches. More Onboarding Content:

1️⃣ Adam's onboarding process: https://youtu.be/KwwLSklQjGY

2️⃣ Adam's onboarding slides: https://youtu.be/1hoksunMatc

3️⃣ Adam's Blog post about Onboarding: https://adamhannemann.com/mastering-msp-client-onboarding-a-repeatable-path-to-success/

Join Adam's Newsletter: https://adamhannemann.com/newsletter

One of the most common sayings we have in Peer Groups is that "You must be present to win." When you try and attend a meeting that is largely in person, but you attend remotely it really inhibits the value you gain from being in the group in the first place. So, in short, you get more from your Peer Group from being there and fully engaged than attending remotely.

Check out the Pax8 Peer Groups: https://www.pax8.com/en-us/academy/groups/