Steve’s Tribal Dispatches #2 – May 2023
In the short series “Steve’s Tribal Dispatches”, I, Stephen McCormick, will be taking a look at some of the resources available inside The Tech Tribe.
I’ll be reporting back on the best the membership has to offer, so that you can see what’s available to you, should you decide to become a member.
The Tech Tribe is a paid, members-only, online community for managed service providers (MSPs) that is filled with great resources for its members.
In this month’s dispatches, I mention the monthly marketing packs, job description templates and the new client onboarding checklist.
Featured Resource: Monthly Marketing Packs
Every month, the Tech Tribe put together a pack containing all the marketing content templates the average MSP needs.
TechMarketingEngine helped design these marketing packs and they’re free to all Tech Tribe members.
These packs contain a staggering amount of content.
They’re aimed at assisting busy MSP owners who are trying to build an audience. Whether that’s to assist in driving traffic to their website, or building a following on social media.
The aim of the content is to be informative and educational. Included are blog posts, videos and newsletters, and there some nurture email templates to follow-up any interested new contacts.
An average monthly marketing pack contains:
- 6 x professionally written blog posts
- 6 x social media videos (related to the blog posts)
- 18 x social media image posts (related to the blog posts)
- 18 x social media text posts (related to the blog posts)
- 30 x daily social media posts (ready to be imported into your scheduling tool)
- 1 x email newsletter template
- 8 x nurture emails
- Plus a load of A4 legacy printed newsletter templates
Designed to be easy to use, the monthly marketing packs take the hassle out of content marketing.
In fact, the blog posts can be automatically published on WordPress, using the Tech Tribe’s own WordPress plugin.
From the Tribal Library
The Tribal Library is an area of the Tribe where you can quickly access templates, videos, reviews and other tools.
This month, I took a closer look at the Job Description templates and the New Client Onboarding Checklist.
Job Description Templates
Whether you’re scaling up and expanding your business or filling in skills gaps in your team. It’s vital, when you’re recruiting, to set the expectations for the role in the job description.
The two primary purposes of a job descriptions are to:
- Set out the roles and responsibility expectations of the job
- List the skills and attributes required and desired of the applicants applying
Inside the Tribal Library, there are a number of pre-written job description templates for you to download and make your own.
These templates represent roles that a great many managed service providers will be familiar with.
Among them are:
- Field Engineer
- Service Delivery Manager
- Senior Helpdesk Engineer
New Client Onboarding Checklist
The new client onboarding checklist is a comprehensive pdf guide to help you start off in the best way possible with new clients.
This is not a checklist in itself, but a guide to preparing your own checklist.
This guide ensures all bases are covered during the onboarding process. From setting up the account details, to administrating the passwords, as well as all the admin in between.
The checklist is part of a series of materials for onboarding new clients, which includes:
- The New Client Manual
- The New Client Intake Survey
- The New Client Onboarding Email Scripts
Getting the onboarding process right from the start sets a strong foundation for partnerships with your clients.
Tribal Dispatch Hot Topics
Steve’s Tribal Dispatches are designed to help you quickly identify the most helpful parts of The Tech Tribe, so you can get up and running as soon as you join.
The Community Forums are where members of the tribe can post and comment on topics that are relevant to them.
The forums are where members may openly ask any questions they have, whilst helping others who are seeking answers.
This can be anything from advice on how to cultivate a prospects list, to help in choosing an insurance provider.
Some of this months featured Hot Topics were:
- Advice on paying a sales person working on a commission basis
- Getting marketing development funds from vendors
- Advice on how to deal with a client dispute
- Suggestions for call answering services
- Choosing a CRM for a One-Person MSP
- What to do with spare devices on a per-user policy
Local Gatherings of The Tech Tribe
Each month there are regular local gatherings of The Tech Tribe. And you don’t even have to be a member to attend them!
One of the more recent additions is a regular local gathering set up by Chris Timm to serve the East Anglia region!
You can find out where your local Tech Tribe gathering is, as well as who to contact about attending, here.
These are great peer groups that are free to attend, and are well worth your time.
Thinking of Becoming a Member?
Was there anything in Steve’s Tribal Dispatches this month that has piqued your interest, and made you want to find out more?
Click here for more information and discounts up to a 49%!
Tribal Dispatches Final Word
The purpose of a template is to standardise a process, thereby making it easier to delegate to someone in your team.
A big tick on your operational maturity checklist, as a business owner, is for it to able to succeed without you.
As a member of The Tech Tribe, you always have the opportunity to draw upon the expertise of other members, if you need to.
Look out for next instalment of Steve’s Tribal Dispatches, where I’ll be reporting on some of the Sales & Marketing resources available to members.
Are you already a member of the Tribe? What do you think is the best thing about being part of the community? We’d love to hear from you in the comments.
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I'm a small business owner, technical writer and blogger, with 15 years experience in corporate IT. I frequently attend MSP peer groups and create content relevant to IT service providers and business owners.
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