Replies – Forums – Carla – Start Grow Manage

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Carla

Administrator
June 6, 2025 at 12:03 pm in reply to: Marketing Q&A (June 6 2025)

@jeff shared this during today’s call appyreward.com
Carla

Administrator
October 31, 2023 at 3:06 pm in reply to: 10-27-2023 Active Campaign

@jed-levine
Carla

Administrator
July 28, 2023 at 9:26 pm in reply to: 07-28-2023 How Niching Helps Supply and Demand + Creative Marketing Strategies

@shalakay-gibbs @david-quick @robertharney @kdolaattexastelcom-com
Carla

Administrator
June 14, 2023 at 3:05 pm in reply to: Father’s Day Book Recommendations + How to Grow Your Small Business Resources

Hey @kylelicenselounge-com , @davidgraymatternetworks-com , @robertharney , @Joe and @marc-pickard this is what Mike spoke about on our call.

Everyone else, feel free to tag a dad in the community that should see this… I’ll go first:

@Jeff
Carla

Administrator
June 9, 2023 at 11:44 am in reply to: MSP Resources

Older MSP Resources/Tools

https://drive.google.com/drive/folders/1VSVVt_9kge6fUiZzeMgmQ8MdHIS1DZwO?usp=drive_link
Carla

Administrator
May 15, 2023 at 5:10 pm in reply to: 05-12-2023 Business Q&A

Here’s the sheet that Jeff shared on Friday
https://docsend.com/view/pxpwtttetu3mk6v2

@benclicrite-com @shayaclicrite-com @david-quick @shipra-deny
Carla

Administrator
April 14, 2023 at 1:57 pm in reply to: 04-14-2023 Q&A Session about Website Copy for Telecom Services

Tagging appropriate people; @robertharney @Joe @Jeff
Carla

Administrator
March 24, 2023 at 5:53 pm in reply to: 03-24-2023 Marketing Q&A – How to market to a cold audience

Tagging relevant folks: @robertharney @Joe @Jeff @pooah-alon @davidgraymatternetworks-com @alexandra-graymatternetworks
Carla

Administrator
February 13, 2023 at 11:17 am in reply to: Our new and improved performance evaluation template

This is such an awesome template, and I love that you are able to keep track of all the different performance evaluations in one single excel file.
Carla

Administrator
January 19, 2023 at 9:29 am in reply to: MSP Resources
MSP Hats Chart

https://www.mindomo.com/mindmap/msp-hats-chart-template-6063ed828c5441d1acad12d17666a02f
- This reply was modified 3 years, 2 months ago by Carla.
Carla

Administrator
April 11, 2025 at 9:18 am in reply to: Technical Q&A (4 April 2025)

Yes! Love to hear that!
Carla

Administrator
March 12, 2025 at 11:35 am in reply to: Technical Q&A Call (7mar2025)
Hi @bernymac-tech do you mean the document you just shared?
I’ve downloaded it and attached a PDF here.

The mindomo chart that Joe shared during that Q&A is also found on this knowledge base article:
https://sgmcommunity.com/knowledge-base/how-do-i-onboard-a-new-client/

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SGM-MSP-Client-Onboarding-Process-Template-1.docx 300 KB Word Document - Click to view

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Carla

Administrator
March 7, 2025 at 2:32 pm in reply to: Technical Q&A Call (7mar2025)
Hi @rdiazwehelp-technology here: https://sgmcommunity.com/knowledge-base/how-do-i-onboard-a-new-client/
- This reply was modified 1 year, 1 month ago by Carla.
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Carla

Administrator
January 2, 2025 at 9:26 am in reply to: Getting Conversations

Happy New Year David!
Have you been implementing the Dream 100 strategy completely? Cold calls and LinkedIn outreaches may not be enough. You may need to include some more ‘human’ touches like snail mail or in-person office visits.

Here’s the article if you need a quick refresher for the new year: https://sgmcommunity.com/forums/topic/getting-conversations/#post-16554

I’m also going to tag @jeff and see if there’s anything else he could suggest for CPAs since that’s what your question was specifically asked for. I just wanted to give you my two cents!
Carla

Administrator
January 18, 2023 at 4:33 pm in reply to: Personality Questionnaires

And if you want to read about your personality type, go here:

https://drive.google.com/drive/folders/1CE6_RnqoK1rXC_41-_hGXvQxCLTAysA5?usp=share_link

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