ScopeStack Blog

Learn how First Focus, Australia's #1 Mid-Market MSP, used ScopeStack to eliminate documentation sprawl, standardize scoping across regions, and cut proposal turnaround from days to hours.

Learn how Centre Technologies used ScopeStack to standardize services quoting across 5 business units, enabling 30 SOWs per architect per month with consistent accuracy.

Establishing operational infrastructure provides boundaries that prevent revenue leakage. For many IT service providers, this begins with better scoping.

When capacity plans fail, the problem is often foundational data. A common upstream cause of capacity planning failure is unreliable scoping.

The effects of overcommitting compound quietly. Operating productively means preventing overcommitment from creating structural fragility.

Sales need to close deals, delivery needs to execute them, and product CPQs aren't designed to bridge that gap, which can lead to structural tension.

A problem across all levels and sizes of IT businesses is that experience lives in people’s heads or in past projects, rather than in a reusable system.

The breakdown between sales and service delivery is a common and expensive problem for solutions providers. Here's how to make it smooth and efficient.

Understanding client satisfaction metrics can be the difference between predictable revenue growth and constant client churn.

Setting KPI benchmarks involves understanding your operational reality and creating meaningful targets that drive your business forward.

Flexible pricing allows you to adapt your rates and service structures to meet diverse client needs without sacrificing profitability.

A SOW is your project blueprint, ensuring alignment between clients and IT services teams, how the team will deliver those services, and what it will cost.

For MSPs and solution providers, risk isn’t just theoretical, but should be baked into every configuration, quote, and deployment you deliver.

Successful solution providers rely on a formal change control process to evaluate, document, and approve scope adjustments. Here's how to get it right.

Capacity planning ensures your resources remain aligned with incoming demand so no one is overloaded or leaves revenue on the table. 

Underpricing your IT delivery services quietly erodes profit. Here are 5 strategies to help you price services in a way that sustains growth.

Learn aspects to look for in a good IT project management software, and why CPQ tools like ScopeStack are a critical piece of that puzzle.

Learn what makes IT project management distinct, its biggest challenges, and how to build a streamlined, scalable delivery model.

A repeatable delivery model transforms your business from reactive to proactive growth. Learn how to build a delivery engine that scales.

Creating a CBS keeps projects on track, prevents over-allocation of resources, and protects client relations and your company’s margins.

Project overruns are one of the most painful issues in service delivery. The better the scoping, the better a project is set up for success.

Client management requires understanding clients’ needs, communicating effectively, and continuously delivering value-adding results.

Predictable cash flow allows you to budget and forecast strategically. But it hinges on a pricing model that accurately reflects the value you deliver.

Since implementing ScopeStack, Computacenter has achieved remarkable improvements.

Profitability isn't just about charging more than your costs. It’s about optimizing service delivery, managing costs effectively, and ensuring each engagement contributes to the bottom line. That’s wh

Adding SLAs as a standard part of your operational procedures remove risk and add a new level of trust between you and your clients.

Accurate estimates set the stage for a smooth project execution, transparent client relationships, and a more profitable business.

Scope creep can turn profitable, well-run projects into costly, stressful experiences. Learn how to prevent or minimize it in your business.

Finding the sweet spot in MSP pricing is tricky. Learn what to consider to strike the perfect balance between profitability and client satisfaction.

By understanding how mature your services are—and how to measure and improve them—you can consistently deliver high-value work at scale.

Effective pre-sales reduce the effort required to qualify prospects. These strategies will help you succeed in your pre-sales efforts.

Not understanding required resources leads to missed deadlines and bottlenecks. Resource Breakdown Structures help avoid these issues.

MSPs manage client needs, complex infrastructure, and high expectations. Automation helps streamline operations and boost satisfaction.

Elevate your help desk with the right mix of people, processes, and technology for smoother operations and greater client satisfaction and retention.

Overpromising and under-delivering can damage your reputation and the bottom line. Learn how proper scoping can help you avoid it.

Learn how to transform your services into products to boost efficiency, streamline operations, and consistently deliver value to clients.

As an IT service provider, choosing the right pricing model can help your business thrive. Learn how to find the right option for you.

Press Release: ScopeStack Selected as a Venture Atlanta 2024 Presenting Company

Press Release: ScopeStack Named to Will Reed’s Top 100 Class of 2024

Learn the differences between a quote and a proposal and when to use each to position your company to convert more leads into active clients.

Learn how LoE helps you track progress and translate the development process into terms that clients and stakeholders can easily understand.

Seeking to optimize your cash-to-quote process? It might be time to look beyond the Salesforce ecosystem. Here are five alternatives.

By embracing both PSA and RMM solutions, IT service providers and MSPs can position themselves for success. Discover the benefits of each and what to look for when selecting the best tool for your nee

A managed service agreement is more than just a legal necessity – it's a powerful tool for building successful, long-term client relationships.

Deciding to go beyond the scope of work without informing the client—though often well-intentioned—can lead to unforeseen issues with the project. Learn more about gold plating and how to avoid it.

The difference between a successful project and an unsuccessful one usually hinges on correctly managing out-of-scope work.

Distinguishing between a SOW, proposal, and contract is crucial to smoother project management and avoiding common pitfalls.

Incorporate resource allocation planning into the early stages of project management to set your team up for greater success.

Are you familiar with planning all the details but never seeming to finish a project on time? Welcome to the planning fallacy.

Streamline your MSP workflow using platforms that push and pull data from multiple clients in one easy-to-use place.

Find out if Salesforce solutions are enough for your business or if you need a powerful integration to take your business to the next level.

“Scope” is the outlined work within a project. But how do you avoid a project creeping "out of scope"? Here's everything you need to know.

The right tools can revolutionize how MSPs deliver IT services. You can automate repetitive tasks to save time and improve your bottom line.

A SOW sets clear expectations about a project and serves as a blueprint for collaboration with a client. Learn what a SOW should include.

A work breakdown structure dissects complex projects into manageable, trackable tasks. Learn how to write a good WBS for an IT project.

Learn how to estimate a project’s time and cost using multiple methods so your team knows how much time to spend on your next IT project.

Configure, Price, Quote software generates quotes for customers quickly and accurately. Learn how CPQ software can benefit your IT business.

Scope of work and statement of work are both abbreviated as SOW, but they’re two distinct documents. Learn how they're different.

In this episode of the podcast, Jon Scott, CEO of ScopeStack, sits down with Josh Moree, a senior executive coach at Pax8, to delve into the world of project scoping and management best practices. Thr

Ariel Davenport, a Lead Architect from Centre Technologies, shares insights on how businesses can effectively communicate the value and cost of different resources to their clients, showcasing the qua

Discover how ScopeStack can help you increase your services revenue by maximizing your Statement of Work (SoW) Throughput

ScopeStack brings together the best features of CPQ and CRM, streamlining workflows, boosting productivity, and enhancing the customer experience. By incorporating ScopeStack into your business, you c

Over the years, businesses have leaned heavily on spreadsheets for a variety of tasks. However, with the rising complexities of modern enterprises, especially in the IT services sector, the limitation

The Managed Services Provider (MSP) industry is a dynamic landscape, where efficiency, consistency, and customer satisfaction are key. To provide optimal service and maintain healthy business relation

In this article, we will explore the key features and benefits of ScopeStack, as well as its impact on IT services providers.

Welcome to the complete guide to the Channel Sales Acronyms in the IT Industry.

Learn the benefits and drawbacks of a tiered pricing strategy for services and get the information you need to make an informed decision - read now!

Discover the benefits of recurring revenue for long-term business success with Jon Scott and Shay Houser and unlock financial stability for your business- read now and take the first step towards succ

Learn the benefits and drawbacks of a tiered pricing strategy for services and get the information you need to make an informed decision - read now!

Learn the benefits and drawbacks of a tiered pricing strategy for services and get the information you need to make an informed decision - read now!

MSPs need a community too, and that's exactly what led Kyle Spooner to MSPGeek—a community for....MSP geeks. Kyle is the Chief Executive of MSPGeek Con—the gathering that MSPGeek Inc. puts on—and is t

Melissa Korzun noticed inefficiencies all around TeleTracking's scoping process despite having the best integration platforms. So, she decided to press on those pain points and do what she does best—s

John Scott and Jacob Martin form a dream team hosting duo on this episode of In Scope with Nick Wolf, Director of Partner Acquisition at Evo Security. Nick has an extensive background in the MSP space

This is a real-world example of how ScopeStack can impact your MSP in the same way as ConnectWise. Lex Indigo, Project Coordinator for Greystone Technology, has seen firsthand how the presales process

Press Release: ScopeStack Secures Series A Funding from Cultivation Capital

Most businesses look to scale, but COVID forced the IT industry into a position where scaling became necessary. Jeremy Ryder is an Enterprise Architect Project Manager for Network Solutions, Inc. and

MSP roles are changing from commodity-based services to knowledge-based ones. After sensing this shift in the IT business sector, Logically adapted. CEO of Logically, Josh Skeens saw the importance of

Jason Barbee is a Solutions Architect at C-Spire who was looking for a platform that would enhance operational processes. But as someone who solved issues in the MSP space, he wasn't your typical soft

This is a real-world example of how ScopeStack can impact your MSP in the same way as ConnectWise. Lex Indigo, Project Coordinator for Greystone Technology, has seen firsthand how the presales process

What's the best way to scale a business? Jacob Martin is back for another episode of In Scope to share how MSPs can successfully scale. Jacob's experience in leadership roles has taught him a lot, and

Jacob Martin recently became the VP of Sales and Marketing for ScopeStack. As a former employee at an MSP, he's brought and seen a new perspective to selling services. Jon and Jacob sit down to discus

Jonathan Philipsen, EVP of Cloud Strategy at Thrive, has been in the MSP space for a while now, and he's noticing a shift. Work-from-anywhere businesses put a strain on employee retention and increase

VARs and the distribution process have changed a lot over the past 20 years. When Cisco used to dominate the industry, it was easier to be an expert in the field. Now there are all kinds of systems av

The services industry is not immune from evolution. As we try to provide more and more value for clients while growing our own teams, it means the definition of "services" is always changing. Heck, it

Todd Kane has spent the last decade helping MSPs and VARs deliver higher value to their clients while bringing their turnover down and skyrocketing their team morale. He talks Jon through the science

Back by popular demand: the Director of Academy at Pax8, James Davis, returns to In Scope to discuss the Digital Transformation of scoping. Not only has this changed the way presales folks and enginee

James Davis is the Director of Academy at Pax8, a global leader in cloud solutions. He joins Jon from Down Under to talk about arguably the most critical business function of any MSP or VAR (and somet

Dennis Manfra is the VP of Technical Services at IE, and he's joining Jon to talk pricing. We know, it's not the sexiest topic, but that doesn't mean it's not incredibly important. Dennis and Jon talk

How do you make the handoff from presales to post-sales? Jesse White of Katalyst explains why this is a critical question and how to handle it.

Steven Madick knows a thing or two about the presales process. He's been in this world for years, building and managing wildly success teams for a number of service providers. He talks with Jon about

MJ Patent is the CEO and co-founder of Alveo, a go-to-market services company specializing in the IT channel. They've worked with tons of IT companies, leading them on a journey to scalability and sus

Efficient and thoughtful processes are critical to the success of any MSP. No one knows those processes better than Brook Lee of Eureka Process, who leads MSPs to financial success by flipping them in

What's the best service to offer a client? Jon Scott and Jacob Martin, COO of Unified Network Group Inc., sit down to discuss the importance of mastering a service. Businesses can't possibly master ev

Efficiency is key when it comes to IT problems and solutions, so it's important to go to the source of productivity—the people. Jon and Greg are for the people, i.e. their employees, on this episode o

Looking to streamline your processes? Join Jon and Brandon as they discuss how to use presales tools to increase efficiency. Measuring the success of a presales tool is more than just data points, as

Shay and Jon walk through growth within a business—from the moment the epiphany hits, to how to get ahead of the curve. Different practices work for different businesses, but understanding the marketp

Jon and Shay have been working with MSPs for a long time—long enough to know that the most critical piece of a successful IT Services company is creating maximum value for clients. That feeds into rec

Kenny Taylor is the Manager of Systems Engineering at Cisco. He shares with Jon his secret to leading a successful sales team, dropping some serious gems along the way. At the heart of everything: str

How important is culture to your presales team? Jesse White of Katalyst explains why culture matters and how to build a great culture with your team.

SEs (or whatever you call your presales team members) are a key piece of your business. That's a no-brainer. They're also a significant investment and as such, they require a ton of support and direct

Nicko Roussos is the VP of Cisco Operations and Digital Transformation at TD SYNNEX. He's been in this game for a while and has helped Jon out with his rise, too. His wealth of knowledge in this indus

Looking to grow a young services company? Take some advice from someone who's built several services companies to remarkable heights and value. Scott Millwood joins us again on In Scope to share what

The efficiency of your sales process directly affects how your company brings in money, point blank. Although each customer has a different need, there are still plenty of similarities in their purcha

The typical 18-day presales turnaround window is insane, to be frank. There are way too many boxes for the presales team to check off their list before they can actually present a solution to their cl

The services industry is not immune from evolution. As we try to provide more and more value for clients while growing our own teams, it means the definition of "services" is always changing. Heck, it

Efficient and thoughtful processes are critical to success for any MSP. No one knows those processes better than Brook Lee of Eureka Process, who leads MSPs to financial success by flipping them insid

Kenny Taylor is the Manager of Systems Engineering at Cisco. He shares with Jon his secret to leading a successful sales team, dropping some serious gems along the way. At the heart of everything: str

Todd Kane has spent the last decade helping MSPs and VARs deliver higher value to their clients while bringing their turnover down and skyrocketing their team morale. He talks Jon through the science

Dennis Manfra is the VP of Technical Services at IE, and he's joining Jon to talk pricing. We know, it's not the sexiest topic, but that doesn't mean it's not incredibly important. Dennis and Jon talk

So back in 2018 Joe Panettieri wrote an article about then ConnectWise CEO Arnie Bellini and his efforts to simplify services and pricing models for managed service providers. Jon Scott, ScopeStack CE

Steven Madick knows a thing or two about the presales process. He's been in this world for years, building and managing wildly success teams for a number of service providers. He talks with Jon about

An ineffecient presales process bleeds money, plain and simple. And if your company isn't profitable, you're going to struggle to keep your doors open. It doesn't matter how good your solutions are—if

A good member of the presales team is like a Jedi Knight—they have to deeply understand the balance between the highly technical side of your service and have a great image of the end product from a s

How do you make the handoff from presales to post-sales? Jesse White of Katalyst explains why this is a critical question and how to handle it.

How important is culture to your presales team? Jesse White of Katalyst explains why culture matters and how to build a great culture with your team.

Are you looking to increase services revenue? Join ScopeStack CEO Jon Scott as he talks to IT industry leaders to get their insights. These experts from the top MSPs and VARs will share their actionab

Looking for a way to supercharge your results this year? Add storytelling to your sales process! Here are some books to get you started.

As part of their approach to efficiently offer unique solutions, Connection was one of the first solution providers to use CPQ for services.

If you need to improve your presales process, check out our latest webinar with Todd Kane on how to make more money with IT services.

These statement of work best practices will ensure that everyone involved in the project is satisified with the end result.

4 Reasons Why You Need a Statement of Work for Every IT Project

IMS is a managed service provider with a secret weapon to increasing MSP profitability. Here's how they did it.

With time-saving features like proposal automation, services CPQ software can help MSPs and VARs scope and price services more efficiently.

There are four ways to increase IT services revenue. Here are 3 ways to pull these levers to increase service revenue.

Centre Technologies found a simple way to increase its presales team's efficiency. Here's how they write SOWs 300% faster while maintaining consistency.

Tired of projects with moving goalposts? Revamp your SOW format with these statement of work tips for writing bulletproof SOWs.

Are your IT services margins not where you want them to be? Here's how to increase your managed services margins by solving the Presales Problem.

SMP used to spend up to 15 hours writing services and putting SoWs together. With ScopeStack, it never took more than 2 hours.

MSP PSA software can dramatically increase your productivity, but finding the right platform can be daunting. Here's what to look for.

Many of the best ConnectWise integrations for presales teams are in the CPQ category. Here are some of the options available for MSPs & VARs.

ConnectWise Manage is one of the more popular PSAs on the market. But is it the right PSA for your MSP company? Let's find out.

Services CPQ saves lives. Okay, lives might be dramatic, but time, money, and headaches for sure. So maybe the life of your business? Configure, Price, Quote (CPQ) takes the most error-prone parts of

Selecting the right pricing contract is one of the more important decisions you'll make. The wrong decision can lead to a lot of headaches and lost revenue. So the decision between fixed fee and time

In complex companies, it can be hard to keep your teams in sync. But if pre-sales and post-sales aren’t aligned, problems can arise during delivery. It’s the responsibility of your post-sales organiza