Show Website: https://mspbusinessschool.com/

Hosts

Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/
Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/
Tim McNeil: https://www.linkedin.com/in/timmcneil3/

Sponsors

vCIOToolbox: https://vciotoolbox.com
OSR Manage: https://osrmanage.com

2:11 Tim kicks things off by mentioning that there are various paths to making a transition. He then shares a story about how he and Robb got their transition journey underway, offering some friendly advice on how to go about hiring more folks and what initial steps you should take when thinking about making a switch. Afterward, Robb chimes in on Brian's question about the ideal timing for bringing in a sales rep, pondering whether it's best to do it before you commit to a transition or afterward.

8:57 When talking about sales reps, Tim points out that if someone's doing well within the MSP community, they really know their stuff. However, he also emphasizes that it's not a one-person show. Having a solid sales engineer and a good process working behind the scenes is just as important.

11:00 When Brian reflects on the most memorable onboarding experiences, he fondly recalls receiving gifts, but what stood out was that these gifts weren't just for the new sales reps themselves—they were actually thoughtful gestures for their spouses or partners. He also brings up some other awesome practices that he found really valuable during onboarding.

16:00 Robb jumps in and gives a full list of what to do and how to properly onboard a new sales rep. Brian and Tim add their two cents by sharing one of their memorable experiences.

20:00 Returning to the key question about shifting towards owner-led sales, Brian explains that having a great sales rep has a direct impact on your sales. It's crucial to consider how these reps communicate with the team, their people skills, and how they handle interactions with others, as this reflects how they treat your company's customers.

Roundtable - Making the Shift from Owner-Led Sales

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