How to MSP

Andrew Moore

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MANAGEMENT

The How to MSP podcast is where smart MSP owners and IT leaders come to laugh, learn, and level up. We unpack the chaos of running a Managed Services Provider—from service delivery to scaling strategies—with expert tips, real talk, and just enough sarcasm to keep it real (and fun).

2D AGO

Setting Expectations With Your MSP Clients & Team

Can Your MSP Scale Beyond You? Avoiding the Process TrapMost MSP owners get stuck at the same ceiling: they are the smartest person in the room, and their "processes" only exist in their heads. When they finally try to document everything, they often create a bureaucratic monster that kills creativity and slows down service delivery. In this episode of How to MSP, Andrew Moore and Connor Fagan (Renada) break down the high-level operational strategy required to move from a "hero-based" business to a repeatable machine. We discuss the "Ambiguity Trap," the dangers of over-engineering tools like Halo PSA, and why your senior engineers might actually be the biggest bottleneck in your helpdesk. Blurb: "Everything I do is: how simple can we make it? I'm obsessed with simplicity in everything I do in my entire life. Because as soon as it's really simple and repeatable, it gets done way more accurately." — Connor Fagan What You’ll Get Out of This Episode: The Ambiguity Trap: Why technical failures are usually management failures in disguise—learn how to look inward to find the root cause.Process vs. Outcomes: How to give your team "Commander's Intent" so they can solve problems autonomously instead of just clicking buttons in a workflow.The 60% Rule for Growth: Why accepting "good enough" from an autonomous employee is the only way to eventually get 100% results without you doing the work.Solving the Sales-to-Ops Handover: A simple framework to move the "laptop quote bottleneck" away from your high-cost technicians.AI Reality Check: Why AI is currently better at "party tricks" than actual MSP logic, and why you should probably use a script instead.Ling to Show Notes 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.

1h 25m
FEB 17

MSP Valuation Secrets: How to Maximize EBITDA Multiples for Your Exit

Are you building a business or just a job? In this episode, Andrew Moore sits down with Reed Warren, President and CEO of IT Valuations, to pull back the curtain on what actually drives the market value of a Managed Service Provider. With over 30 years of experience and 700+ clients, Reed explains why your valuation is the most critical metric for directing your business investments. Whether you are planning an exit in the next three years or want to build a more resilient, profitable MSP that can weather any market downturn, this conversation provides the financial roadmap you need. In this episode: What is a Multiple?: Understand how EBITDA and revenue multiples are used for comparative analysis in the MSP space. The Rule of 40: Learn how to balance growth and profitability to achieve an operationally efficient organization. Driving High Valuation: Discover the 26 risk factors, including contract length and customer churn, that impact your transaction value. Revenue Mix Strategies: Why maintaining 65% to 70% recurring revenue is the "sweet spot" for maximizing both EBITDA and multiples. M&A Readiness & Due Diligence: Practical advice on "corporate hygiene," including assignability in contracts and resolving hidden liens before you go to market. Owner Dependency: How to delegate effectively so your business can thrive without you, making it more attractive to investors Show Notes: https://www.ridgeviewadvisors.com/blog/msp-valuation-secrets-how-to-maximize-ebitda-multiples-for-your-exit 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.

1h 10m
FEB 3

Your Service Desk is Trash: Building an MSP Service Desk with Data, Process & Heart

Is your service desk a high-efficiency engine or a breeding ground for "hot garbage" data? If you’re tired of technicians playing "Hero Ball" instead of following procedures, this episode provides the blueprint for taking back control. In this episode of How to MSP, host Andrew Moore welcomes Mark Sowden, a 20-year MSP veteran and former Vice President of Service who has built award-winning delivery teams from the ground up. Mark breaks down the exact strategies used to whip chaotic service desks into shape, focusing on accountability, data integrity, and scalable team structures. In this episode we cover: The Data-First Approach: Why your ticketing system is your only window into reality. Capacity Planning: How to use the "half-hour/half-ticket" math to right-size your team. The Service Industry Analog: Applying restaurant-style "front-of-shift" and "end-of-shift" routines to IT. Talent Pipelines: Why you should embrace being a "talent generator" rather than fearing turnover. Don't let "hot garbage" data ruin your efficiency. Tune in to learn how to whip your service desk into shape and lead with both intellectual honesty and heart. Show Notes: Episode 5 Notes 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.

1h 12m
JAN 19

The Death of Traditional MSP Outsourcing: Why Staff Augmentation Trumps Outsourcing

In this episode of the How to MSP podcast, host Andrew Moore sits down with Jason Knight, one of the founding partners of Scaled and a veteran MSP coach. Jason pulls back the curtain on why traditional "outsourcing" often fails and how a staff augmentation model—specifically utilizing high-tier talent from South Africa—can solve the dual challenges of operational capacity and rising labor costs in the US. If you’ve been hesitant about offshore resources due to quality or cultural concerns, this conversation is a must-watch. Jason explains why culture, English proficiency, and "problem-solving initiative" are the true keys to integrating remote L2 and L3 technicians into your service desk. Key Topics Covered: Staff Augmentation vs. Outsourcing: Why dedicated resources beat "call center rollover" models every time. The South African Advantage: How cultural alignment and language make South Africa a prime hub for MSP escalation tiers. Managing Remote Teams: Why the "video always on" rule and "daily huddles" are non-negotiable for success. The Financials: The reality of 60-70% cost savings and how to handle international employment laws legally. "Visible Work": Why your remote team must prioritize the client-facing tasks that prevent you from getting fired. 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.

1 hr
JAN 5

Why MSPs Screw Up Hiring

Are you burning precious management calories on hiring, only to find candidates that don't fit your MSP's culture or pace? In this episode we talk with James Bier (Co-Founder of VAR Staffing) about recruitment, retention, and building processes to help scale your MSP. James explains the critical difference between "active" and "passive" candidates , why generic job postings often fail , and how to apply the Moneyball philosophy to find undervalued talent that drives growth. In this episode, we cover: Active vs. Passive Candidates: Why the best talent isn't replying to your LinkedIn ads Vetting Tactics: How to use scenario-based testing to spot "paper tigers" who can't actually troubleshoot Hiring Hacks: Why you should look for community college grads, collegiate athletes, military veterans, and Eagle Scouts The "Moneyball" Strategy: How to identify one-or-two tool players who can still score runs for your business Gen Z & Remote Work: Navigating the new demands for 100% remote roles Show Notes: Complete Notes and Links 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.

1h 8m
12/09/2025

Building Successful Remote Teams in an MSP

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.

51 min
11/25/2025

How to Build an MSP Account Management Process (That Doesn't Suck)

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.

1 hr

7 Episodes

The How to MSP podcast is where smart MSP owners and IT leaders come to laugh, learn, and level up. We unpack the chaos of running a Managed Services Provider—from service delivery to scaling strategies—with expert tips, real talk, and just enough sarcasm to keep it real (and fun).

Creator

Andrew Moore
Years Active

2025 - 2026
Episodes

7
Rating

Explicit
Copyright

© 2026 How to MSP
Show Website

How to MSP