Pax8 Academy

Learn What You Want, How You Want

On-Demand Content
Instructor-Led Courses
Peer Groups
Business Coaching

On-Demand Content

Find answers to your most pressing business questions with our on-demand resources.
The Four Levers of Gross Margin
A discussion of the four levers:
-Engineer Pay Rate
-Billing Rate
-Billable Utilization
-Fixed Fees Effective Ratio
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The 6 Common Operational Mistakes
The top 6 operational mistakes outlined through stories and best practices.
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How to Build Long-Term Business Goals
Understand the journey to success with the help of long-term business goals.
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Setting Up Your Stack
Understand stacks and solutions through concrete standardization examples, so you can build your individual stack offering.
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Interactive learning: Instructor-Led Courses

Solve your most important business challenges with real-time, virtual courses

Enroll in individual courses or maximize your team’s education and give all your employees unlimited access to all our courses with a monthly subscription created just for Pax8 partners.*
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Courses for Every Part of Your Business

Security

Applying CIS Controls

Developing Security Policy

Understanding Email Security

Navigating Risk Management

Why Every MSP Needs a Cybersecurity Culture

Project management

Project Management

Managing Projects in ConnectWise

Managing Projects in Autotask

Facilitate and Scope a Statement of Work

Advanced Project Management

Leadership and management

Building Your MSP

Success Through Mission and Values

Preparing for Your First Hire

So, They Want You to Lead

Introduction to Management

Leading the Leaders

Implementing a Framework for Strategic Business Growth

Introduction to HR for MSPs

Legal and finance

Contracts and Agreements

Getting Your Finances in Order

Leveling Up Your Finances

Finance for Service Managers

Contracts in Autotask

Agreements in ConnectWise

Operations and service delivery

Operations for Efficiency and Profitability

MSP Employee Onboarding

Service Management

Advanced Service Management

Utilizing Service Templates

Creating a Culture of Documentation

Account Management

Dispatch 101: Managing Tickets, Teams, and Clients

Customer Service Skills

Elevating Client Support: Proactive Care and Problem Solving

Sales and marketing

Marketing Strategy for MSPs

Selling to Your Perfect Client

Jumpstart Your Owner-Led Sales

Results Selling Framework

Secrets of Effective Prospecting

So, You Want to Hire a Salesperson?

Hiring, Managing, and Leading Your Sales Team

Technical

Deploying M365 Business Premium

Azure 101: Introduction to Azure

Azure 102: Azure Best Practices for MSPs

Azure 103: Managing and Supporting Azure Environments

Design and Deploy Azure Virtual Desktop (AVD)

Optimizing Copilot for Microsoft 365

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"Course was absolutely great! Really liked that there was more than one Pax8 representative at the meeting helping out with Chat and other organizational tasks to keep the course rolling."

Roman Schwab, REMSIS
"I loved the classes — the content was very informative, and the instructors were engaging and knowledgeable, which was very helpful. This course was worth paying for based on how it has helped me learn how to set up a successful MSP business."

Dena Francis, Encompass Technology
“Overall, the course was very well done and provides an excellent foundation to help build and grow an MSP.”

Tom Williams, Anywhere Computer Care
“This is exactly what I was hoping for.”

Alexander D. Shields, Shields Networking

Peer Groups

Gain insights from leaders like you with curated, non-competitive peer groups facilitated by industry experts.
Owners

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Security

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Sales and Marketing

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Dispatch

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Submit your Peer Group application to get started.

Business Coaching

Get a customized roadmap to success, objective guidance and accountability from expert MSP coaches.
Learn about Business Coaching
Featured Learning: Security Resources

Is Your Business Defensible?

Pax8 equips partners with world-class expertise, top vendors and real-time resources.
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Find out how to become a partner.

Launch Your Business into What's Possible

Schedule a call to:

  • Find the right track

  • Create a 90-day roadmap

  • Confidently break through barriers

IT service providers coached by Pax8 Academy achieve growth†

  • Achieved 32% higher EBITDA

  • Increased profitability 14% more

  • Increased company value 16% more

*All Pax8 events and courses are exclusive and complimentary to our partners.

† According to Service-Leadership (SLI), year-over-year 2022 vs. 2023

North America

United States
English
Canada
English français

Europe, Middle East, Africa

United Kingdom
English
Austria
Deutsch
Germany
Deutsch
Switzerland
Deutsch français
Belgium
français
France
français
Other Europe
English

Asia-Pacific

Australia and New Zealand
English
Indonesia
Bahasa Indonesia
Thailand
แบบไทย
Other Asia-Pacific
English

Applying CIS Controls

Improve and strengthen current security postures.

Gain a strong understanding of the threats to your business and your clients as well as how to communicate those risks to your clients. Learn how to develop your security practice to increase profits and defensibility by aligning to Center for Internet Security (CIS) Controls v8.

What you'll learn
  • How to be defensible when securing your own environment
  • The basics of a control framework in relation to both your business and your clients
  • How any control framework increases your defensibility
  • How to explain what security is really all about to your clients
Who should enroll

This course is right for you if you are:

  • An MSP needing guidance to incorporate security offerings for your clients
  • An MSP looking to deepen your cybersecurity knowledge, learn best practices, and evolve your practice
  • An MSP that wants to understand how to position security offerings with your clients
Enroll

Developing Security Policy

Write effective security policies for your MSP or client.

Gain the information and skills you need to write effective security policies. Having a strong security plan for your company and for your clients is best practice for all MSPs, and this course is designed to set you up for success. By the end of this workshop-style course, you will walk away with two completed security policies for your company.

What you'll learn
  • How to write security policies that meet both the goals of the business and the requirements for security compliance
  • Why it is important to develop policies
  • The key terms and principles in a security policy
  • The necessary elements that should be included in a security policy
Who should enroll
  • MSPs who are looking to develop or strengthen the security policies for their company
  • MSPs who assist or plan to assist clients with developing their security plans
Enroll

Understanding Email Security

This engaging four-session course offers a thorough exploration of email security. Participants will gain insights into its origins, strategies to enhance efficiency, methods for selecting the right tools for business growth, and techniques for mitigating risk.

What you'll learn
  • The fundamentals of email security, defining what it means to maintain a secure email environment
  • Strategies that save time and ensure organizational and security policies are effectively enforced and regularly audited
  • Measures crucial for safeguarding sensitive information
  • Protection against unauthorized access such as password security, multi-factor authentication, and email encryption
  • Data protection regulations and industry-specific security standards insights to ensure your organization remains compliant
  • How to choose the most suitable email security solution based on a thorough understanding of mail flow dynamics
Who should enroll

  • Owners, technicians, sale engineers, and security-focused roles in small- to medium-sized MSPs

  • MSPs looking to improve their own internal email security and the email security of their clients
Enroll

Navigating Risk Management

This comprehensive 4-session, virtual, instructor-led course on risk management is designed to equip participants with the skills and knowledge necessary to identify, assess, and mitigate business risks effectively. This course will guide MSPs in managing their own risks and understanding their clients’ risks.

What you'll learn
  • Identify potential risks within your organization, including business operations, mental health, and client relationships.
  • Develop and implement tailored risk mitigation strategies.
  • Integrate continuous monitoring and improvement to enhance decision-making capabilities.
  • Build sustainable resilience that allows your organization to adapt to and recover from disruptions swiftly to ensure continuity and operational efficiency.
  • Collaborate effectively with clients to develop customized risk management plans that help them navigate uncertainties and achieve long-term success.
Who should enroll
  • MSP owners and leadership teams
  • It is recommended that all MSP team members be involved in risk management.
Enroll

Project Management

Scope, plan, and drive a project to execution

Project management is a four-week, live-instruction, virtual course that will lead you through the best practices for scoping, creating, and driving a project to completion — on time and on budget.

What you'll learn
  • Best practices and PMI PMBOK standards for your project management process
  • Review the Project Manager’s Toolkit and map all requisite tools needed to implement a successful project
  • How to develop a scoping process that will allow you to bring estimation and expectations into alignment with execution and delivery, leading to repeat success and higher gross margin
  • How to design a project plan that will provide value with recourse management, communication management, schedule management, quality management, change management, and more
Who should enroll
  • MSPs who are looking to establish a project management process
  • MSPs who already have a process but would like to improve their efficiency and grow their project management skill set.
Enroll

Managing projects in ConnectWise

Easily manage projects from start to finish

Managing projects in ConnectWise is a four-week, live-instruction, virtual course that will guide you through the project management process in the ConnectWise PSA. The course will cover how to easily set up, schedule, and manage a project, and use scoping templates, project plans, and more.

What you'll learn
  • The key to understanding business units in ConnectWise
  • The differences between service boards and project boards
  • Setup security roles, project roles, workflow rules, and more
Who should enroll
  • Project managers who use ConnectWise as their PSA
  • MSPs who have recently started using ConnectWise
  • MSPs wanting to improve their project management with ConnectWise
Enroll

Managing Projects in Autotask

Gain hands-on knowledge managing projects in Autotask

Drive a project from start to finish with Autotask. You’ll learn how to set up, schedule, and manage projects directly in the Autotask PSA, including contract, revenue, and resourcing. By the end of this course, you’ll be able to map out your project, manage its phases and tasks, and track ongoing metrics to ensure project success.   
What you'll learn
  • How to manage a project from start to finish
  • How to manage projects by exception using views, dashboards, and workflows
  • The project hierarchy and its phases, tasks, and checklists
  • How to utilize capacity planning within the project team, through task types, workload reporting, and dispatching
  • How to incorporate lines of business to report utilization and profitability
Who should enroll
  • Pax8 partners who have taken the project management course through Pax8 Academy
  • Project managers who use Autotask as their PSA
  • MSPs looking to improve their project management with Autotask
Enroll

Facilitating and Scoping Statements of Work

How to draft successful Statements of Work

Facilitating and Scoping Statements of Work is a four-week course designed to equip you with the skills for effective project scoping and management. You’ll explore the criticality of precise scoping, identify common scoping pitfalls, and master the art of drafting Statements of Work (SOW).

What you'll learn
  • Identify key stakeholders involved in a SOW
  • Understand the essential elements needed to develop a SOW
  • Employ precise wording in a SOW to safeguard the MSP and their client
  • Cultivate the skills to uphold a quality assurance framework
Who should enroll
  • MSPs who produce Statements of Work
  • Sales, account managers, project managers, or owners
Enroll

Building Your MSP

Learn the key fundamentals of operating in the cloud.

This course covers topics critical to running a successful MSP including how to operate in the cloud, selecting the right solution stack, optimizing your internal processes, and positioning your value to prospects.

What you'll learn
  • Establishing your business model and operating in the cloud
  • Choosing products and services to build your solution stack
  • Optimizing internal processes with tools, documents, and security best practices
  • Determining your value, choosing pricing models, and positioning to clients
Who should enroll
  • MSPs who are just getting started
  • Those looking to move from the break-fix model into managed services
  • Those looking to start an MSP business from scratch
  • Small IT business owners wanting to build their first MSP stack
Enroll

Success Through Mission and Values

Get the tools your company needs to identify your purpose, values, and mission.

This four-week, live-instruction, virtual course will give you the tools your company needs to be successful. Whether just starting out or having been in business for years, you need to be able to share who you are and what you do with employees, interviewees, clients, and prospects.

What you'll learn

  • Clearly define your company’s purpose and understand your “why.”

  • Identify your company’s values, match values to behaviors, and ensure the entire company shares those same definitions.

  • Write effective mission and vision statements showcasing the path ahead.

Who should enroll
  • Owners and leadership teams of any size company or growth stage should enroll.
  • We recommend that all leaders at the company attend the workshop together.
Enroll

Preparing for Your First Hire

Learn to recruit, hire, and lead new employees.

This course is intended for owners or managers who are looking to navigate the transition with ease. This interactive course provides success stories and avoidable pitfalls along with tools and example documents to address specific MSP needs.
What you'll learn
  • Organizational checklist of needs prior to hiring an employee
  • Identify the type of employee needed and how to attract that employee
  • Priorities in establishing what kind of manager you want to be
Who should enroll
  • MSP owners adding employees to their solo or small shop
  • First-time hiring managers
Enroll

So, They Want You to Lead

So, They Want you to Lead is a four-session introduction to leadership. We will cover important skill-building including communication, delegation, how to motivate and hold others accountable, and how to build a team. There will also be a focus on achieving greater efficiency and scalability.
What you'll learn
  • Understand the role of a leader and your contribution to the company.
  • Develop the skills needed to be successful in your new leadership role.
  • Prepare to scale through process, training, and measuring metrics.
  • Build strong relationships with company leadership, peers, vendors, and clients.
Who should enroll
  • MSP employees who were recently promoted into a leadership role (tech lead, dispatch lead, sales lead, manager, etc.)
  • MSP employees who are the only person covering a full department (sole account manager, sole salesperson, etc.)
  • Individuals who have been identified as having leadership potential
Enroll

Introduction to Management

Introduction to Management is a four-week, live-instruction, virtual course designed to support any manager: new to the position or experienced; service, project, sales, or any other department. This course will help managers understand their unique and pivotal role in their team’s success.

What you'll learn

  • How to embrace the manager’s role in the team’s accountability structure

  • How to find the right balance in leading people and managing things
  • Basics for creating an operationally mature team
  • How to create a team that executes
Who should enroll

  • Anyone who is managing people at an MSP: owners, operations managers, service managers, project managers

  • New managers who would like to build on their management skills
  • Experienced managers who would like to improve their skills
Enroll

Leading the Leaders

Leading the Leaders is a 4-week, live instruction, virtual course intended to support leaders who are (or will be) building a middle management team. This course addresses how to transition to a more defined, role-focused culture and vision, while simultaneously developing middle management leaders with synergy and collaboration.

What you'll learn

  • Embrace your new role while developing the next level of leadership

  • Build accountability within your team through structure, collaboration, ownership, and team culture

  • Develop a common language that allows for identifying trouble areas while encouraging healthy conflict and dialogue necessary for a leadership team

  • New skills and perspectives needed in a leadership role.

Who should enroll

  • MSP CEO/Owners, COOs, Operations Managers, or anyone developing a second tier of authority

  • Leaders who are (or will be) building a middle management team
Enroll

Implementing a Framework for Strategic Business Growth

This course will take you through the steps to articulate a clear and differentiated strategy for company growth. You will create a strategy that encourages domination of your niche market while driving sustainable top line revenue growth and increasing gross margin dollars. This course incorporates the scaling up methodology.

What you'll learn
  • Understand the strategic growth framework based on the scaling up growth tools, and apply this framework to your company.
  • Identify your company’s values, purpose, and competencies.
  • Articulate a strategy that allows your company to dominate its market niche.
Who should enroll
  • Owners and executives of MSPs with revenue greater than $1,000,000.
  • Leaders of the company will get the most value out of this course. It is not designed for mid-level managers.
Enroll

Contracts and Agreements

Build an understanding of legal best practices

Review the fundamental agreements, documents, and contracts that an MSP uses to define its relationship to its clients and employees. At the completion of this workshop-style course, you’ll learn key legal best practices for your IT services business and see real-world examples of how legal documents can reinforce or undermine protection for MSPs.

 

This course is for informational and educational purposes and does not replace the need for legal advice.

What you'll learn
  • Which types of agreements are critical to successfully protecting an MSP
  • The similarities and differences between internal and external agreements
  • The vocabulary of legal agreements, and what terms mean
  • The relationship between contracts and agreements, and how they can either reinforce or conflict with one another
Who should enroll
  • Owners and senior leaders of MSPs who are looking to protect their businesses from a legal perspective.
Enroll

Getting Your Finances in Order

Make well-informed financial decisions that will fuel your growth.

This four-week, live-instruction, virtual course will give you greater confidence in understanding your business’s finances while empowering you to make better business decisions that will lead to more significant growth.

 

Getting your finances in order is crucial to learning the ins and outs of MSP finance. After completing the course, you’ll have a better understanding of what is happening in your business and how to make it more profitable.

What you'll learn

  • How to determine your MSP growth stage

  • How to accurately track your MSP’s finances

  • How to appropriately set up your chart of accounts

  • How to review your profit and loss statement and calculate gross margin

  • How to take steps to increase profitability

Who should enroll

  • Owners and operators of MSPs of all sizes and growth stages

  • Anyone that wants to get a better understanding of their business finances to increase profitability

Enroll

Leveling Up Your Finances

Create a budget and management strategies.

Gain a deeper understanding of your company finances and walk away with a budget, strategies on how to manage it, and how to benchmark yourself. Learn about the balance sheet, how to identify assets and liabilities, and other core metrics to help manage your cash flow better.
What you'll learn
  • Why the balance sheet is important and core metrics you should know
  • How to create a budget and manage it
  • How to define benchmarking and compare yourself to other companies
Who should enroll
  • Owners and operators of MSPs looking for advanced finance topics
  • Anyone who wants to better understand their business finances
  • Partners who’ve taken Getting Your Finances in Order with Pax8 Academy
Enroll

Finance for Service Managers

Finance for Service Managers is a 4-session, live-instruction, virtual course that will teach service managers about finance in a way that is relevant to their role within their MSP, how to weigh the financial numbers against their operational metrics, and how to put this all together to help their MSP succeed. After attending this course, service managers will have the tools they need to understand how finance helps them, the company they work for, and ultimately their staff. 

What you'll learn
  • An overview of what MSP/SMB finance looks like, including financial terms and processes.
  • How to align financial with operational metrics, and how to leverage both views of the data to make better business decisions.
  • How to work with their team(s) to improve the financial metrics in meaningful ways.
Who should enroll
  • Service managers of any MSP size or growth stage.
  • Service managers seeking to better understand their company finances and improve in their role.
Enroll

Contracts in Autotask

Contracts in Autotask is a 6-week course that builds a framework for Autotask contracts and produces measurable reporting of profitability and efficiency. The course covers best practices and key foundational components such as billing codes, roles, product and service components, and how those components are applied to contract types.

What you'll learn

  • Apply contract types to business units in Autotask

  • Contract foundations for billing codes, roles, and products and services

  • Contract components by contract type including services, billing rules, exclusions, charges, configuration items, and projects

  • Contract management and profitability reporting

Who should enroll

  • MSPs who have recently started using Autotask

  • MSPs who are looking to improve contract profitability and efficiency within Autotask

  • Autotask users with roles in finance administration, account management, sales administration, service executives, or owners

Enroll

Agreements in ConnectWise

Agreements in ConnectWise is a 6-week course that builds a framework for ConnectWise Agreements to produce measurable reporting of profitability and efficiency. We will explore best practices and key foundational components such as parameters, additions, service components, and how they are applied to agreement types.

What you'll learn

  • Apply agreement types to business units

  • Agreement foundations for PSA-impacting components

  • Agreement components by agreement type including services, billing terms, exclusions, charges, addition items, and projects

  • Agreement management and profitability reporting
Who should enroll

  • MSPs who have recently started using ConnectWise

  • MSPs who are looking to improve contract profitability and efficiency within ConnectWise
  • ConnectWise users with roles in finance administration, account management, sales administration, service executives, and owners
Enroll

Operations for Efficiency and Profitability

Learn best practices to increase your efficiency and profitability.

This four-week, live-instruction, virtual course will provide MSPs with a framework for success wherever they are in their operational journey. The course will cover the four growth stages of Establishment, Enablement, Expansion, and Enhancement that give MSPs insight into where they are now and how to get to the next stage. 

 

By taking this course, you will learn the best practices to operate your company at its most efficient level so you can achieve greater profitability. 

What you'll learn
  • Where your company fits into the MSP operational journey 
  • How to create standard policies and procedures 
  • How to make business decisions using reliable data 
Who should enroll
  • Owners and operators from any growth stage
  • MSPs that want to get a handle on or improve their operations
  • MSPs that want to be more efficient and profitable
Enroll

MSP Employee Onboarding

Help your new employees find success in their new roles at your MSP.

MSP employee onboarding is a four-week, live-instruction, virtual course that will get your new employees ready for their first month by learning how an MSP operates. We will review core MSP tech tools like professional services automations (PSAs), remote monitoring and management (RMM), backups, go over essential technical terms, define roles and the career ladder at a typical MSP, and discuss how time is our product in a service-based business.

What you'll learn

  • How to be ready for your first month working at an MSP and what to expect

  • Understand the core concepts around technical processes and tools

  • How to properly process a ticket and submit time, no matter what PSA is used

  • How time is our product and how your role supports the company’s function and growth

Who should enroll

  • New hires for any role within an MSP (helpdesk, reception, HR, account managers, etc.) who are new to the industry

  • Engineers coming from an enterprise IT background who would like a common MSP language and definitions of technical terms

Enroll

Service Management

Grow the service manager role for your MSP.

Learn best practices and a practical approach to successfully develop your service manager role along with steps to overcome the common challenges to success in the role.

What you'll learn
  • Defining the role and its boundaries
  • Principles of consistent service delivery and team management
  • Getting team buy in
Who should enroll
  • Current service managers too busy to show a measurable impact
  • Anyone transiting from another role or industry
Enroll

Advanced Service Management

Learn about topics related to higher growth stage organizations.

In this course, you will learn about topics related to higher growth stage organizations. We will discuss managing and leading your team, including how to develop a leadership style that works for you, creating a positive culture and community, and problem solving when you encounter difficulties.

What you'll learn
  • How to be a better leader, build a positive and productive service culture, and motivate your team effectively
  • How to resolve conflicts and develop your communication skills while showing value to your clients
  • How to manage finances accurately, improve profitability, and control costs for the MSP
  • How to optimize your processes and create an amazing client experience
Who should enroll
  • Service Managers with a minimum of two years of experience
  • MSPs who have already taken the Pax8 Academy course, Service Management
Enroll

Utilizing Service Templates

Transform your business efficiency with service templates.

This 4-session course will provide your company with practical tips and service templates to gain efficiencies in your business. By attending this course, you will know where and how to start the process of templating core service functions. The instructor will show you how templating increases quality, reduces dropped balls, and increases employee and client satisfaction. The course will cover Service Template Optimization through ITIL standardizations of Types, Subtypes, and Items.
What you'll learn
  • Understand why you should use service templates and how to make the most of them
  • How to create proactive and reactive service templates to gain efficiencies in your business
  • How to implement service templates in your business to create cultural change
  • How to mine and use the data you pull from service templates
Who should enroll
  • Service Managers who are new to using service templates
  • MSPs who would like to gain efficiencies with their service team
Enroll

Creating a Culture of Documentation

Develop an effective documentation process.

This 5-hour course is designed for partners who don’t have a system of documentation in place or need their documentation to be more formalized, consistent, secure, and centralized. A robust culture of documentation will lead to increased efficiency, reduced risks, and faster onboarding.

What you'll learn
  • Gain understanding of why thorough IT documentation is essential for MSPs
  • Learn the ideal features and functions to look for in your tools and systems
  • Get higher buy-in from your team to use/maintain documentation
Who should enroll
  • Owners, COOs or operations managers, CTOs, and service managers
  • MSPs just starting their IT documentation journey
  • MSPs looking for better consistency in their documentation processes
Enroll

Account Management

Optimize all areas of your account management.

This live instruction course will help you become a trusted partner to your clients. Over the course of four weeks, you will learn how to evaluate account management with your current company size and structure and ways to nurture mutually beneficial relationships with your ideal clients.

What you'll learn
  • How account management impacts success for your clients and company.
  • The structural tools for setting up a successful account management plan.
  • Utilizing account management to transform from a vendor into a trusted, strategic partner.
Who should enroll
  • MSP owners, account managers, and operations managers
  • Any size MSP seeking to build or improve their account management
Enroll

Dispatch 101: Managing Tickets, Teams, and Clients

Dispatch 101 participants will gain a comprehensive understanding of the dispatcher’s vital role at an MSP. The course will cover the lifecycle of a ticket, proper triage techniques, conflict management, effective communication with service teams and clients, and methods for measuring and maintaining success in the role.

What you'll learn
  • Define what a dispatcher does and understand the skills and characteristics of a good dispatcher.
  • Understand the lifecycle of a ticket, including how to triage and guide a ticket to completion.
  • Manage conflict in the role, and effectively communicate with service teams and clients.
  • Begin measuring success in the dispatcher role.
Who should enroll
  • Owners or managers looking to add a dispatcher role to their team
  • Dispatchers new to their role, or those seeking to improve their dispatching skills
Enroll

Customer Service Skills

Managed Service Providers (MSPs) are customer service companies that provide technical support. This course helps MSPs to achieve greater success by achieving synergy between customer service and technical support. Learn best practices and develop skills to win over clients and create a more efficient and effective help desk.

What you'll learn
  • Gain understanding of the critical nature of customer service for a growing MSP.
  • Identify key areas within the life of a ticket that have the largest impact for both remote and onsite support.
  • Learn recovery and resiliency through work escalations and stress.
  • Discover tips and tricks to create enjoyment throughout your day.
Who should enroll
  • Any customer-facing role at an MSP such as help desk technician, engineer, or dispatcher
  • Leaders looking to improve customer service skills among their staff
Enroll

Marketing Strategy for MSPs 

Learn why it’s important to have a strategy and how to create one. 

Learn how to create and execute a marketing strategy while considering the external landscape and customer needs. Segment the market and position your offerings for each segment. Understand the importance of branding and consistent messaging. The course will also cover the role of marketing technologies, including A.I. and social media.
What you'll learn
  • How to define marketing for MSPs — what should you do and what’s not worth it?
  • Understand the importance of a marketing strategy and how to build one
  • Know who your clients and competitors are to position yourself well
  • Discern the components of a successful brand and campaign
  • Leverage technology and tools to make marketing easier
Who should enroll
  • MSPs new to marketing
  • MSPs looking to build a marketing strategy
  • MSPs who would like a brand refresh
Enroll

Selling to Your Perfect Client

Evaluate client fit, define your marketing tactics, messaging, and branding, and generate consistent leads.

As a busy MSP, you may have limited time and budget for selling. By identifying and working with perfect clients, you can use your resources efficiently and make a greater impact on your business.

What you'll learn
  • Define and find your perfect client
  • Develop your elevator pitch
  • Get referrals to your perfect client
Who should enroll
  • MSP owners in charge of sales
  • MSP sales managers and salespeople
  • Any MSP who wants to improve their sales strategy — whether you’re just starting out or have been in business for years
Enroll

Jumpstart Your Owner-Led Sales

Help your MSP overcome typical sales obstacles

Get tactical strategies to close the sales that will grow your business. You’ll also learn to focus on topics worth your “daily rate,” remove clutter, and use your time most effectively. We’ll discuss how to network to make the greatest impact on building relationships and getting good referrals.

What you'll learn
  • Reduce clutter to focus on sales and other high-value items
  • Networking best practices and leveraging relationships
  • Properly qualifying prospects
Who should enroll
  • Owners who are leading or responsible for new sales efforts
  • MSPs under $1.5 million in annual revenues
  • MSPs facing challenges with growing their sales
Enroll

Results Selling Framework

Take the guesswork out of the sales process.

This course covers the Results Selling Framework, which enables you to sell better by developing stronger relationships, gaining credibility as a subject matter expert, and asking questions to learn more about a prospect or client’s business.

What you'll learn
  • What the Results Selling Framework is and how to implement it
  • How to qualify a prospect and the client/prospect buying process
  • How to articulate and prove your value and unique selling proposition
Who should enroll
  • Sales professionals at MSPs
  • Owners who lead sales efforts at MSPs
Enroll

Secrets of Effective Prospecting

Learn how to get new leads and prospects.

This 4-session course will show you how to find new business and your ideal prospects in your community. The course covers the right (and wrong) prospecting tactics to focus on to ensure you generate results. You’ll also learn about the importance of networking, seminars, webinars, and events.

What you'll learn
  • How to complement inbound marketing with outbound marketing
  • Establish language you can use to speak to your clients and prospects
  • Differentiate yourself from the competition
Who should enroll
  • Owners who lead the sales efforts for their companies
  • Sales professionals looking to build a sales pipeline
Enroll

So, You Want to Hire a Salesperson?

Why you need sales department, not just a salesperson. 

Get sales off your plate! In this course, you’ll learn what an effective MSP sales department looks like, the roles and responsibilities of each team member, and when to hire each person for maximum value. We’ll discuss how to pay your sales team members to increase motivation and maintain company profits. We will also cover common sales KPIs (Key Performance Indicators) for sales roles and using data to measure performance.
What you'll learn
  • When to hire your first salesperson and why it’s important to build up a sales team
  • What an effective sales department looks like including roles, responsibilities, pay, and KPIs
  • Why a Sales Admin should be your first hire for your sales department
  • The differences between Account Managers and sales hunters and why both are needed for client retention and advocacy as well as lead generation and acquiring new clients.
Who should enroll
  • MSP owners who lead sales efforts and want to hire their first salesperson
  • MSP owners who want to be strategic with their sales process and build a sales department
Enroll

Hiring, Managing, and Leading Your Sales Team

This course will cover the essential roles of a best-in class sales department. You will learn key skills for hiring and interviewing in addition to establishing KPIs, setting sales targets, and creating effective commission structures. Learn to become an effective sales leader and manager.

What you'll learn
  • Understand what a best-in-class sales organization looks like.
  • Build job descriptions for the sales roles on your team.
  • Develop interview questions and skills for salespeople.
  • Establish KPIs that matter and set sales targets.
  • Create effective sales meetings for your team.
Who should enroll
  • MSP owners, sales managers, or chief revenue officers (CRO)
Enroll

Deploying M365 Business Premium

Implement Microsoft Modern Workplace using Azure Active Directory, Intune, and Defender for Office 365

This course covers all the critical tools the suite offers for managing users, devices, and employee experiences to drive Modern Workplace solutions in the SMB arena. Taught by tenured Pax8 engineers.

What you'll learn

  • The build process in a real Microsoft 365 environment

  • Managing devices with Intune

  • Protecting clients from threats with Defender for Office 365

Who should enroll

  • A technical audience looking to learn Microsoft 365 business premium

  • Those with a fundamental knowledge of Office 365

Enroll

Azure 101: Introduction to Azure

Gain hands-on knowledge of the Azure opportunity.

Learn why moving your clients’ infrastructure to the cloud is the right fit for your business. Develop the technical fundamentals for pricing, selling, and deploying key Azure technologies. The course is led by tenured Pax8 engineers who deploy and empower Azure resources every day.
What you'll learn
  • Introduction to Cloud and Azure concepts
  • Navigating the Azure Portal and Azure Cost Calculator
  • Azure core components and services
  • Key elements to Infrastructure-as-a-Service (IaaS) build outs
Who should enroll
  • Small and medium MSPs looking to learn Azure fundamentals
  • Those wanting to expand into the technical space to serve clients
  • Anyone who has turned down an Azure opportunity because of lack of experience
Enroll

Azure 102: Best Practices for MSPs

Learn how to deploy Azure using best practices.

Azure best practices for MSPs is a four-session, live-instruction, virtual course that will cover the best practices MSPs need to know when they are deploying an Azure project for their clients.

What you'll learn
  • Best practices for setting up access, permissions, security, and groups
  • Performance, redundancy, and scaling your Azure environment
  • Understanding data, databases, syncing, and lifecycle management
Who should enroll
  • Any partner who has taken Azure 101: introduction to Azure
  • MSPs with a basic understanding of Azure and who are ready to start building projects
Enroll

Azure 103: Managing and Supporting Azure Environment

Learn how to support and manage Azure environments.

Azure 103: managing and supporting Azure environments is a four-week, live-instruction, virtual course that will prepare you to support and manage Azure environments after deployment.

What you'll learn
  • Azure cloud governance, including the management areas
  • Managing security and backups in Azure
  • Azure monitoring tools and configure alerting
  • Planning for operational excellence with policy and cost management
Who should enroll

  • Any partner who has taken Azure 101 and Azure 102

  • MSPs who know Azure but need support with ongoing management
Enroll

Design and Deploy Azure Virtual Desktop (AVD)

Design and Deploy Azure Virtual Desktop (AVD) will teach you how to plan, size, build, configure, manage, monitor, and optimize AVD deployments. Each class will include live demos showcasing how to implement AVD best practices. By the end of this course, you will be able to deploy and manage AVD solutions that meet your business needs and budget.

What you'll learn
  • Define and explain the key benefits and use cases for Azure Virtual Desktop.
  • Accurately plan and size an AVD deployment with cost, performance, and scaling in mind.
  • Build an AVD environment and configure the appropriate networking and identity options.
  • Manage, monitor, optimize, and troubleshoot common AVD issues.
Who should enroll
  • MSPs looking to get started or improve their AVD deployment skills
  • Engineers at MSPs focused on Azure projects
Enroll

Optimizing Copilot for Microsoft 365

Unlock the full potential of AI with this course designed for partners looking to build and enhance their AI practice using Copilot for Microsoft 365. This course will guide you through the essential aspects of Copilot, from understanding its capabilities to effectively selling, using, and securing it within your Microsoft 365 environment.

What you'll learn
  • Understand the core functionality and benefits of Copilot, including how AI enhances overall productivity in the platform.
  • Identify ideal customers for Copilot and develop effective strategies to articulate its value and business impact.
  • Refine the creation and use of prompts to maximize the efficiency of Copilot for Microsoft 365. 
  • Implement best practices for securing Copilot within Microsoft 365 to ensure compliance and data protection.
Who should enroll
  • MSP owners
  • Technical and sales leaders
  • Anyone interested in learning more about Copilot for Microsoft 365
Enroll