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Posts by Scott Bauer

Shining drawn graphic yellow gear icon connected to a three-way splitting process under it, with the right and left nodes represented by yellow rectangular prisms and the bottom by a yellow sphere.
Handling quote creation while running a business can be a time-consuming and tedious process. Constant communication with potential clients can drain your resources and slow...
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Scott Bauer
 | IN 
Yellow unlocked padlock with the keyhole visible on the side representing how recurring revenue is a key to MSP growth.
As Evan Pappas at ScalePad says: “Getting an MSP off the ground is an immensely rewarding achievement. But growing beyond that has proven to be a...
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Scott Bauer
 | IN 
Pocket watch representing a hidden way that repeated tasks in the MSP quoting process slows things down.
How much brainpower did it take to get to your desk today?  Not much, unless it’s a particularly rough Monday. Automatic thoughts and behaviors let us do...
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Scott Bauer
 | IN 
A white bag with a dollar sign on it representing time-saving tips in Quoter, presumably because time is money.
When you’re up at night, stressing about your business competition, do you ever think:  “I’ve got to win this race!” 🏎️ Speed Racer, also known...
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Scott Bauer
 | IN 
White speech bubble with three black dots over top of a yellow speech bubble in the background, representing a collection of MSP podcasts.
The IT services industry moves quickly. Listening to some industry-specific podcasts is a productive way to stay on top of the trends and learn from...
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Scott Bauer
 | IN 
A hand holding a golden first-place trophy representing an MSP's winning line of questions to customers.
You’ve got all the details needed to improve your quote-to-cash process. Just ask your customers! Feedback from your customers allows you to: In this post, we’ll...
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Scott Bauer
 | IN 
Yellow toolbox containing a wrench and a slotted screwdriver, representing a box of Sales Operations tools for a MSP.
Sales is much more than creating and sending a quote. It’s a collaborative process that is overlooked by many SMBs. Over the last two years, team collaboration has...
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Scott Bauer
 | IN 
Person's head with three dollar sign coins representing an MSP thinking about money problems from inaccurate quotes.
Sales quotes are the foundation for customer relationships, financial stability, and maintaining a competitive edge. When these quotes are inaccurate, it can have significant negative...
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Scott Bauer
 | IN 
Stylized binoculars representing the ability to follow something visually, as in tracking it like a hunter would his or her quarry.
After the Quote is sent to the customer (or prospect) you’re one step closer to the sale! However, your work is not yet done, and...
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Scott Bauer
 | IN 
Two yellow snowcapped mountains, the taller with a shining yellow flag above it, representing how a professional sales proposal gets an MSP ahead of competitors.
Winning a sale isn’t a beauty contest. Or is it? Usually, your proposal wins because of various factors, all jumbled together individually to your customer. Price,...
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Scott Bauer
 | IN 
Three yellow chess pawn figures with an exponentially increasing line with an arrow pointing up and to the right above them, representing growth due to improved MSP-client relationships.
Building strong relationships is crucial in the world of B2B sales. The success of your business often depends on the connection you establish with your...
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Scott Bauer
 | IN 
A drawn graphic with an incandescent lightbulb with a brain-like filament giving off light, representing the idea of how customers can be introduced to automated payment for recurring managed IT services by their MSP.
If you want to reduce administrative tasks and provide clients with an effortless experience, it’s time to consider automating payments for recurring services.  In this...
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Scott Bauer
 | IN 
A white silhouette head with three yellow gears inside representing how an MSP is process- and tech-driven rather than naturally relationship-focused.
Building customer relationships is essential to running a successful managed service provider (MSP) business. However, as an MSP, it’s easy to get caught up in...
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Scott Bauer
 | IN 
Two yellow and one white and yellow ring connected in a line to represent the process of onboarding Quoter.
Integrating a new quoting software into your business is not as easy as simply creating an account. It’s the change of a business process that can be...
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Scott Bauer
 | IN 
Growing plant with seven yellow leaves representing nurturing improved relationships with clients of an MSP.
For managed service providers (MSPs), building strong relationships with existing clients is crucial to success. Not only does it improve client satisfaction and loyalty, but...
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Scott Bauer
 | IN 
Two overlapping checklists linked by yellow arrows representing how an MSP should update their recurring service contracts.
As Managed Service Providers (MSPs) strive to adapt to ever-changing client needs, it becomes essential to revise service agreements periodically. However, this task can be...
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Scott Bauer
 | IN 
Two overlapping checklists linked by yellow arrows representing how an MSP should update their recurring service contracts.
Want to be more proactive about your MSP’s growth in 2024?  One area that often needs attention is your recurring service contracts. Reviewing and updating these contracts...
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Scott Bauer
 | IN 
A smiling cartoon lumberjack with one foot on a tree stump, with his hand balancing an axe resting on the same tree stump, and a percentage symbol behind him, representing how percentage savings codes can help grown an MSP business.
Discount codes are a powerful tool that can help Managed Service Providers (MSPs) grow their business in various ways. By offering discounts to customers, MSPs can:...
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Scott Bauer
 | IN 
Shining drawn graphic yellow gear icon connected to a three-way splitting process under it, with the right and left nodes represented by yellow rectangular prisms and the bottom by a yellow sphere.
Reducing workload while boosting revenue: that’s the dream. In pursuing the good life, business owners are constantly searching for ways to streamline operations and optimize...
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Scott Bauer
 | IN 
A yellow coin with a dollar sign on it hovering over a hand, representing speedier sales cycles for MSPs.
When a prospect reaches the quote stage in your sales cycle, what happens next?  When a quote is initiated, there is an opportunity to wow the...
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Scott Bauer
 | IN 
Cartoon man with a clipboard in the foreground with three checkmarked process boxes behind him representing an MSP staff training process for quoting.
The quote-to-cash process is a critical aspect of any business. It is the backbone of revenue generation and customer satisfaction. However, implementing a new quote-to-cash process can...
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Scott Bauer
 | IN 
Three yellow arrows pointing up like a bar chart, the centre being the longest, representing an elevated quote to cash experience for an MSP's clients.
In the competitive world of managed service providers (MSPs), ensuring an exceptional quote-to-cash experience is key to retaining existing clients. MSPs can elevate the overall client experience...
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Scott Bauer
 | IN 
A white bag with a dollar sign on it representing time-saving tips in Quoter, presumably because time is money.
It’s been tough out there for many businesses. There’s plenty to lay awake and worry about.  The good news is that you’re not alone. And...
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Scott Bauer
 | IN 
Two meshing gears, one yellow and one white, each with yellow arrows in the centre that point to each other, representing automation in the quote-to-cash process for MSPs.
Running a successful business requires efficient processes across all departments. Easier said than done, right?  Fortunately, the quote-to-cash process is an excellent area of opportunity to automate...
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Scott Bauer
 | IN 
Two cartoon lightning bolts that represent how one can have a lightning-fast quote-to-cash process for MSPs with Quoter.
For many, being a one-person show is living the dream. As your own boss, you can shape your destiny and create a business that reflects your unique...
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Scott Bauer
 | IN 
A star floating above a yellow centre bar between two white bars, representing one of the qualities that could make you an MSP sales legend.
What if you could be an MSP sales legend?  Someone who confidently goes into Zoom meetings, having all the right things to say.  Someone who...
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Scott Bauer
 | IN 
A cartoon of a man in a pith helmet wearing a collared short-sleeve shirt and a backpack facing a map on a round table that he's drawing an X on, representing the creation of a plan for networking to grow MSP B2B sales.
As an MSP, navigating the complex world of B2B sales entails more than just delivering reliable tech services. It involves creating robust channels for business growth, fostering...
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Scott Bauer
 | IN 
Smiling cartoon character with a collared white polo shirt and a pith helmet waving a celebration cracker while sitting in front of a yellow laptop, representing how sales is actually fun for MSPs.
Selling can be daunting, especially in B2B, where hybrid and remote workplaces are increasingly common.  The thought of approaching potential clients over Zoom, making pitches, and...
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Scott Bauer
 | IN 
Yellow toolbox containing a wrench and a slotted screwdriver, representing a box of Sales Operations tools for a MSP.
The complexities of distributor supply chains can feel like a moving target when Quoting. It’s important that any changes to pricing or availability on hardware...
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Scott Bauer
 | IN 
Handshake showing just two hands from the wrists, representing relationship-building with an MSP's B2B clients.
This is a guest post submitted by Dialpad. In any type of business, your customers are your biggest asset. And maintaining a consistently great relationship with...
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Scott Bauer
 | IN 
Shining drawn graphic yellow gear icon connected to a three-way splitting process under it, with the right and left nodes represented by yellow rectangular prisms and the bottom by a yellow sphere.
CRM + Quoter = 🍞 + 🧈 A good CRM is an essential part of maintaining customer relationships. Up-to-date, rich detail on customer history turns...
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Scott Bauer
 | IN 
Two overlapping yellow leaves inside a large drawn gear, representing smooth growth from standard operating procedures for MSPs.
Look under the hood of any MSP, and you’re bound to see some quirks.  The truth is that every organization does things a little bit...
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Scott Bauer
 | IN 
Smiling cartoon character with a collared white polo shirt and a pith helmet waving a celebration cracker while sitting in front of a yellow laptop, representing how sales is actually fun for MSPs.
Remember briefcases?  (💼) If there were ever an international symbol for a salesperson, it would be a briefcase.  Today, on Google, a popular search query:  The...
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Scott Bauer
 | IN 
Two overlapping checklists linked by yellow arrows representing how an MSP should update their recurring service contracts.
Using Merge Fields to customize your quotes, proposals and emails can add up to saving a ton of time while creating a highly personalized experience for your customer. Quoter...
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Scott Bauer
 | IN 
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