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Service Leadership, Inc®., a ConnectWise solution, Presents

Creating a Roadmap: A Three-Part Webinar Series

Recap of 2023 Three-Part MSP Webcast Series

Creating a business roadmap for your company is a critical tool to have in your arsenal. It allows you to analyze your performance to see if you are on track to meet your goals and objectives.

But did you know there are cycles within the business year that can help you reach your destination? Each quarter has specific financial and operational areas that you need to focus on to keep your business running smoothly. If you treat all seasons equally, you will not optimize your performance over the course of the year.

Join Peter Kujawa, VP, Service Leadership, Inc®., a ConnectWise solution, and Lee Rozeboom, VP & Managing Director of Sales, Connected Technology Group, GreatAmerica Financial Services for this three-part webinar series as they discuss the business cycles and the quarterly strategies that will give you the greatest momentum to not only finish the year strong, but prepare you for 2024.

Part 1

Creating a Roadmap: What the Best-In-Class Focus on in the Second Half of the Year


In Part 1 from July 11, Peter and Lee discussed why the mid-year point (Q3) is an important time for solution providers.

They shared why this is a critical time to start taking action and to make executive decisions based on Q1 results that are relative to course corrections in: financial forecasting, headcount, operational improvements, marketing approach, capital investment, compensation, etc. With over half of the year left, time is of the essence to reap the rewards of changes you make now.

Part2

Creating a Roadmap: Compensation Best Practices of the Top Performers


In Part 2 from September 12, Peter and Lee looked at Q3 from a compensation perspective. They shared data from the Service Leadership Index® 2023 Annual IT Solution Provider Compensation Report™ (released April 2023) on what top performers are actually paying their employees across 50+ common solution provider positions, geographic regions, and Predominant Business Models. They also provided best practices of what the most profitable solution providers are doing.

Part 3

Creating a Roadmap: Finishing the Year Strong - Top Three Things You Need to Do Now to Prepare for a Successful 2024


In Part 3, Peter shared how top-performing solution providers use the last quarter of the year to finish strong and prepare effectively for success in the new year. He and Lee showed you the steps they take to successfully deliver year over year increases in financial and operational performance and how you can start doing it too.

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Best Practices for Recruiting and Retention to Maintain Profitability (2022)

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