Using IT Assessments To Get Into Managed Services & Expand Your Client Relationships RapidFire Tools, Inc.

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1 Using IT Assessments To Get Into Managed Services & Expand Your Client Relationships

2 RapidFire Tools, Inc. Kevin Jones Sales Engineer RapidFire Tools, Inc. Founded by former MSP Focus on tools for Service Providers Committed To IT Service Community Partners with the leading PSA and RMM Vendors Thousands of Raving Fans

3 Top Ways to use IT Assessments Lead Generation Pre-Engagement Checks CLOSING DEALS! Onboarding New Clients Regular Customer Audits Identification of New Projects Sell a Managed Security Service Sell an Exchange or Cloud Migration Sell MS SQL Server Health Checks

4 1. Lead Generation Free Assessment is a powerful offer

5 1. Lead Generation Free Assessment is a powerful offer With the right tools... Should be non-threatening/non-invasive Should be quick less than an hour Should be automated you talk while it works Should demonstrate your level of professionalism Should provide you with brandable reports Identify poor practices and security holes Don t give away The Farm

6 2. Proposals/Pre-Engagement Checks Know what you re getting into before committing Check age, OS, configurations of all assets Check for existing security holes & vulnerabilities Validate AD configuration and setup If they have an Exchange or SQL Server, scan that too Share what you find with your prospect

7 3. Closing Deals Executive Summary is part of proposal Issues and Recommendations Discuss Implications Assessment details back-up your analysis Demonstrates your thoroughness / attention to detail Sets you apart from your competition Thump factor!

8 4. On-Boarding New Clients Get a baseline snapshot of what you re inheriting Document everything you can: All assets (whether or not you plan to monitor) All network settings (open ports, firewalls, etc) All users in Active Directory Export information into Autotask and ConnectWise Customer Contacts Configurations

9 5. Regular Customer Checkups Assessments part of your regular services offerings Use to add value, or increase billing levels Quarterly general technology appraisals Validate Security Internal Vulnerabilities External Vulnerabilities Exchange environment and permission reviews Audit yourself Don t just send over the reports

10 6. Identification Of New Projects Types of projects coming out of assessments Hardware/software upgrades/replacements Active Directory clean-up Security policies Exchange Migrations Documentation helps sell Before/After to show results

11 7. Sell a Managed Security Service Regular Security health checkup Guard against business downtime Ensure network and employee productivity Document Access Rights and Policies Add-on revenue to your existing clients Sell as quarterly service ($199 and up) Use as wedge to penetrate new accounts!

12 8. Sell An Exchange OR Cloud Migration The world is moving more toward the cloud Migrate Exchange to Office 365 Scope and plan infrastructure migration Full cloud migration Hybrid Documentation demonstrates your credibility and helps you sell Document what s in the cloud afterwards

13 9. Sell A HIPAA Risk Assessment Opportunity: 700,000+ Covered Entities 2 Million+ Business Associates Make money delivering risk analyses Make money remediating what you find Recurring revenue from regular Compliance-As-A-Service

14 10. Sell A SQL Server Check-Up Use off-the-shelf tools to generate a high level SQL Server Health Report Use SQL Server Detail Reports to identify key issues If you have DBAs on staff, add a SQL Server Maintenance Plan to your service offerings If not, subcontract out to a DBA you can resolve the issues you find.

15 GET THE RIGHT TOOLS TO MAKE IT HAPPEN IT Assessment Tool Checklist: Quick Easy to Run Non-Invasive Compelling Brandable Scalable

16 Stop By Our Booth To Learn More I will be there to: Answer your questions Show you sample reports Introduce you to people who use our tools Make you an offer you can t refuse! Thousand of service providers subscribe to Network Detective All RapidFire Tools have a 30-day money back guarantee!