Summary

Explore the challenges and successes of building remote teams in MSP, the importance of accountability, and the use of KPIs to measure performance with Jon Katz & Andrew Moore. The discussion also touches on client interactions, meeting structures, and the scaling of teams through a pod system. They discuss the evolution of remote work in the IT industry, particularly focusing on how Katz's company transitioned from a traditional office setup to a remote work model. Katz shares insights on hiring practices and the significance of maintaining effective communication within remote teams.

Jon explains the "Rule of 8" for management, how to handle the specific challenges of remote accountability, and why generalists fail as you scale.

In this episode, we cover:
* The "Pod" Model: Why you need 1 Team Lead for every 4-6 engineers
* Remote Hiring: Why it’s easier to hire Level 2/3 techs remotely than Level 1 support
* Accountability: Using "Agile" huddles to replace office oversight
* The "Mute Button" Story: A hilarious lesson on why you never trust the mute button on a client call

Join the Armie! Get all the latest happening on MSP training, educational content, best practices and more.

Head to Ridgeview Advisors to learn more about our training programs, class-based accountability groups and online learning systems.

You can subscribe on Youtube and watch FULL episodes. Subscribe today on the 'How To MSP' Youtube Channel

How to MSP is brough to you by Ridgeview Advisors and Andrew Moore.

Are you losing clients because your MSP account management is reactive instead of strategic? In this episode of How to MSP, Andrew Moore and Dan Mallard (Iron Edge Group) break down exactly how to build an account management layer that retains clients and drives revenue.

We cover the transition from technical roles to account management, why the "owner-led" sales model fails at scale, and how to grade your clients (Red/Yellow/Green) to prevent churn.

In this episode, we cover:

Why technical staff struggle as account managers
The difference between a QBR and a Strategic Business Review (SBR)
How to track "Client Health" scores to predict cancellations
The "Mafia Style" client meeting that got an account fired

About the Guest: Dan Mallard is the Practice Director of Strategic Solutions at Iron Edge Group, with over 20 years of experience in IT and MSP growth.

Join the Armie! Get all the latest happening on MSP training, educational content, best practices and more.

Head to Ridgeview Advisors to learn more about our training programs, class-based accountability groups and online learning systems.

You can subscribe on Youtube and watch FULL episodes. Subscribe today on the 'How To MSP' Youtube Channel

How to MSP is brough to you by Ridgeview Advisors and Andrew Moore.