Beyond the Dashboard

RocketMSP LLC

Welcome to "Beyond the Dashboard" - your one-stop podcast for all things related to KPIs and metrics in the Managed Service Provider (MSP) space. In today's data-driven world, we understand that numbers matter. But what matters even more is understanding those numbers and knowing how to leverage them for the growth of your MSP business. That's where we come in. Every week, we delve into the vast sea of data and bring you insightful discussions about the key performance indicators (KPIs) that MSPs should be measuring. We don't just talk about the numbers; we go beyond the dashboard to look at the stories these numbers tell and the strategies they inform. Whether you're a seasoned MSP looking to fine-tune your metrics or a newcomer seeking to understand the basics, our episodes cater to all levels of expertise. Our goal is not just to provide you with data but to equip you with the knowledge to interpret this data and transform it into actionable insights for your business. Our host, an experienced MSP professional himself, brings in industry leaders, data analysts, and successful MSP owners to share their experiences, tips, and tricks of the trade. With topics ranging from marketing performance and sales effectiveness to client satisfaction, operational efficiency, and cybersecurity metrics, we cover every aspect of your MSP business. In addition to discussing established KPIs, we also explore emerging trends and innovative metrics, helping you stay ahead of the curve in a rapidly evolving industry. We understand that every MSP is unique, so we focus on providing a wide array of metrics, allowing you to pick and choose the ones that best align with your business goals and strategies. "Beyond the Dashboard" is more than just a podcast; it's a community of like-minded professionals who believe in the power of data to drive business success. Join us as we navigate the numbers, decode the data, and uncover the strategies that will take your MSP business to new heights. Tune in, learn, share, and grow with us on "Beyond the Dashboard."

  1. Customer Persona Score

    03/12/2024

    Customer Persona Score

    In this episode of Beyond the Dashboard, we're joined by Gray Mabry, CEO of iVenture Solutions, to discuss their innovative approach to measuring customer satisfaction. Gray shares insights on their "Customer Persona Score," a metric that goes beyond traditional NPS and CSAT scores. Discover how iVenture Solutions: Analyzes communication data to assign personas to customersTailors their service based on these personas to minimize attritionLeverages language models to process unstructured data and gain valuable insightsFocuses on both low and high scores to identify areas for improvement and replication Gray also emphasizes the importance of measuring response times for simple issues and the quality of engagement for more complex problems. Tune in to learn how you can apply these strategies to your MSP or ITSP and take your customer satisfaction metrics to the next level. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    12 min
  2. Email Marketing

    03/05/2024

    Email Marketing

    Are you keeping pace with email marketing benchmarks in the MSP industry? In this episode, we dive into the key metrics and KPIs MSPs should track to optimize their email campaigns. We break down the email marketing funnel, including list size, open rates, click-through rates, and more. Learn the industry averages in each area and evaluate how your email program stacks up. You'll get actionable tips on how to improve deliverability, drive more clicks, and add value for your subscribers. We discuss the best days and times to send emails, personalization tactics, mobile optimization, and going beyond basic monthly newsletters. While social media has its place in marketing, we debate whether follower counts should be a priority KPI for MSPs. Get perspectives on the ROI of social platforms and how much time to reasonably invest there. If you want to level up your email marketing and align with industry leaders, don't miss this episode. Now is the time to start surpassing benchmarks and see results. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    18 min
  3. Customer Reviews

    02/20/2024

    Customer Reviews

    Get More 5-Star Reviews and Boost Your Credibility As an MSP, positive online reviews are critical for establishing trust and credibility with potential clients. In this episode, we dive into the #1 most important marketing KPI - customer reviews. You'll learn: The 3 main platforms to focus your review efforts (Google, Facebook, LinkedIn)Creative ways to incentivize customers to leave reviewsHow to leverage reviews across your marketing materialsThe power of employee reviews on Glassdoor for employer branding We share plenty of strategic tips to make review gathering a consistent part of your marketing strategy. With the right systems in place, you can showcase social proof and build authority in your niche. Don't leave your online reputation up to chance - listen now to learn how to proactively manage reviews. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    12 min
  4. Sales Conversion Rate

    02/05/2024

    Sales Conversion Rate

    Maximizing MSP Sales: Improving Conversion Rates The hosts discuss the inherently slow sales cycle of most Managed Service Providers (MSPs), leading to low lead conversion rates. Paul Green highlights the importance of pre-qualifying prospective clients and improving the sales process. He stresses personalized and efficient sales meetings rather than formal training. Paul also provides ways to increase sales conversion rates through pre-communication and detailed post-meeting follow-up. He notes automation should only be implemented once proven manually. Finally, Paul draws parallels between marketing and dating, emphasizing mutual selection for better client-provider relationships. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    18 min
  5. Lead Time

    01/29/2024

    Lead Time

    Streamlining Business Operations Through Lead Time Metrics Wim explores the important metric of lead time - the total time from initiating a task to completion. He explains how lead time matters more than just time spent on work. By minimizing lead time, MSPs can operate more efficiently. Strategies include pricing consistency, automation, and cross-training to speed up work cycles. Wim discusses common misconceptions about lead time. Monitoring it identifies process issues. Related books for further knowledge are also covered. Understanding lead time helps MSPs and manufacturers optimize operations. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    10 min
  6. Flow Efficiency

    01/22/2024

    Flow Efficiency

    Improving Flow Efficiency for Better MSP Performance Wim explains the concept of flow efficiency, using an office migration example. He discusses how efficiency depends not on number of tickets, but on time spent usefully working on a project. MSPs should focus on work performed rather than individual workloads. Addressing one ticket at a time improves outcomes. Monitoring work in progress, response times and productivity matters more than technician utilization. The goal is faster, quality problem-solving to satisfy clients. Regularly tracking work progress helps, as does using a Kanban board. Wim warns against over-focusing on staff utilization as it can reduce work flow and efficiency. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    12 min
  7. Lead to Appointment Conversion Rate

    01/15/2024

    Lead to Appointment Conversion Rate

    Deciphering the Lead to Appointment Conversion Rate in Sales In this informative conversation, the speakers delve into the concept of lead to appointment conversion rate, a measure of a sales team's effectiveness in turning leads into scheduled appointments. The speakers highlight that the conversion rate can depend on factors like geography, business nature, and more. While Paul Green notes the rate tends to be low for Managed Service Providers (MSPs) due to long sales cycles, he advises tracking it over time for consistency. Fluctuations may indicate an issue. Paul also discusses assessing appointment quality through a traffic light scoring method. Review frequency of metrics can vary based on MSP activity and changes being made, Paul mentions. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here. Today’s sponsor is Movebot. Movebot is a fully hosted, lightning-fast data migration tool designed for MSPs to simplify moving files and emails.  Try Movebot for yourself with 250GB free with no credit card or calls required. Get Started Mentioned in this episode: We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

    15 min

About

Welcome to "Beyond the Dashboard" - your one-stop podcast for all things related to KPIs and metrics in the Managed Service Provider (MSP) space. In today's data-driven world, we understand that numbers matter. But what matters even more is understanding those numbers and knowing how to leverage them for the growth of your MSP business. That's where we come in. Every week, we delve into the vast sea of data and bring you insightful discussions about the key performance indicators (KPIs) that MSPs should be measuring. We don't just talk about the numbers; we go beyond the dashboard to look at the stories these numbers tell and the strategies they inform. Whether you're a seasoned MSP looking to fine-tune your metrics or a newcomer seeking to understand the basics, our episodes cater to all levels of expertise. Our goal is not just to provide you with data but to equip you with the knowledge to interpret this data and transform it into actionable insights for your business. Our host, an experienced MSP professional himself, brings in industry leaders, data analysts, and successful MSP owners to share their experiences, tips, and tricks of the trade. With topics ranging from marketing performance and sales effectiveness to client satisfaction, operational efficiency, and cybersecurity metrics, we cover every aspect of your MSP business. In addition to discussing established KPIs, we also explore emerging trends and innovative metrics, helping you stay ahead of the curve in a rapidly evolving industry. We understand that every MSP is unique, so we focus on providing a wide array of metrics, allowing you to pick and choose the ones that best align with your business goals and strategies. "Beyond the Dashboard" is more than just a podcast; it's a community of like-minded professionals who believe in the power of data to drive business success. Join us as we navigate the numbers, decode the data, and uncover the strategies that will take your MSP business to new heights. Tune in, learn, share, and grow with us on "Beyond the Dashboard."