Agenda / Details

Agenda | Seminar Objectives | Target Audience | Bonus | Handouts


8:30 AM – Welcome and Registration

9:00 AM – Session One: Cloud Services in Small Business – 2017

10:30 AM – Break

10:45 AM – Session Two: The Cloud Five-Pack

Noon                            Lunch on Your Own

1:00 PM – Reconvene / Questions from the Morning

Local groups and Announcements

1:30 PM – Session Three: Cloud Migration

3:00 PM – Break

3:15 PM – Session Four: Implementation

4:30 PM – Break

… Followed by BeerFest 2017

– Details to be arranged with locals

Seminar Objectives

This is a workshop – which means you will leave with some real-world goals, and the tools to implement them.

We will cover the strategies for creating a powerful and profitable cloud service offering for the small business market. Karl’s managed services businesses have been selling these bundled cloud services since 2008. In fact, it’s one of the things that helped his business thrive during the recession!

This is NOT a 30 thousand foot overview. We will discuss:

  • Specific products and services
  • How to bundle them
  • How to maximize profit
  • How to combine cloud-based and onsite options
  • The best way to integrate your onsite server
  • Managing multiple accounts
  • Specific scripts for implementing your “Cloud 5-Pack”
    (or whatever you end up selling)
  • How to change/upgrade the bundle
  • Tiered pricing options
  • Click-by-click setup and integration
  • Selling the cloud bundle
  • Bandwidth realities – and why you do NOT need massive bandwidth for a successful cloud integration
  • … and more!

The handouts include VERY detailed instructions for configuring your bundles, implementing services, and migrating clients to the cloud. See below.

Target Audience

This all-day seminar is intended for any IT service provider who wants to sell very profitable cloud-based services to small businesses. The ideal end-user client is anyone with 1 to 20 users.


You can certainly sell these services to larger companies – and this seminar will give you all the tools and strategies to do that – but larger companies tend to have slightly different requirements.

The basic cloud bundle is intended to provide all the technology a small company needs, including email, storage, backup, anti-virus, spam filtering, patch management, and remote support. You will learn how to up-sell this to include telephones, security monitoring, and other services.

The overall goal is to help you create a combination that is reasonably price for the client and hugely profitable for you.

Bonus Membership

We have created an exclusive Facebook page, open only to people who attend this seminar. It is a place to discuss the strategies presented in the seminar, share their experiences, exchange documents, and so forth.

Once you register for any city, and pay your tuition, you will have access to the Facebook group.

Another great reason to register early!

Handouts for these sessions:

Your Cloud Services Toolkit will include these handouts . . . and more!

Session One

01 Strategies and Goals for the Day

Slides – 01 Cloud Services and Managed Services


Session Two

Slides – 02 Cloud Five

02 What Goes in the Box

03 Pricing-Cloud-5-Pack – v1

04 Flyer-Cloud-5-Pack

05 Change Plan

06 Cost of Goods Sold v1

07 Pricing-Cloud-5-Pack – v2

08 Pricing-Cloud-5-Pack – v3

09 Pricing-Cloud-5-Pack – v4

10 Cost of Goods Sold 2017

11 Hosted Services Pricing (COGS)


Session Three

Slides – 03 Cloud Migration

12 Community Knowledge

13 One Service at a Time

14 Checklist New Cloud client


Session Four

Slides – 04 Implementation

15 Cloud Readiness Checklist

16 Cloud Migration Plan

17 Sales Line Card

18 Price List – Special