ScopeStack Blog

Insights, best practices, and industry trends for IT service providers looking to optimize their scoping process and improve profitability.

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Our most popular and impactful blog posts, trusted by thousands of IT service professionals.

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Key Features of the Best IT Project Management Software
Blog Post 5 min read Jul 17, 2025

Key Features of the Best IT Project Management Software

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.

IT Services Best Practices
Featured
Mastering IT Project Management: From Strategy to Scope
Blog Post 5 min read Jul 1, 2025

Mastering IT Project Management: From Strategy to Scope

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

IT Services Best Practices
Featured
How to Build a Repeatable Delivery Model: A Blueprint for Solution Providers
Blog Post 5 min read Jun 19, 2025

How to Build a Repeatable Delivery Model: A Blueprint for Solution Providers

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

IT Services Best Practices

All Posts

Browse our complete library of blog posts organized by category and topic.

The Three G's of Scaling with Jacob Martin
Blog Post 5 min read Feb 20, 2023

The Three G's of Scaling with Jacob Martin

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

IT Services Best Practices
The Authenticity of Selling Services with Jacob Martin
Blog Post 5 min read Feb 6, 2023

The Authenticity of Selling Services with Jacob Martin

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

IT Services Best Practices
The IT Industry is Changing. Will You Keep Up? with Jonathan Philipsen
Blog Post 5 min read Jan 23, 2023

The IT Industry is Changing. Will You Keep Up? with Jonathan Philipsen

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

IT Services Best Practices
The Storytelling of Solutions with Greg Richey
Blog Post 5 min read Jan 9, 2023

The Storytelling of Solutions with Greg Richey

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

IT Services Best Practices
The Future of Services from a Leader's Perspective with Chris Ward
Blog Post 5 min read Dec 26, 2022

The Future of Services from a Leader's Perspective with Chris Ward

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

IT Services Best Practices
The Missing Manual with Todd Kane
Blog Post 5 min read Dec 19, 2022

The Missing Manual with Todd Kane

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

IT Services Best Practices
How to Thrive in the Digital Transformation Era with James Davis
Blog Post 5 min read Dec 12, 2022

How to Thrive in the Digital Transformation Era with James Davis

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

IT Services Best Practices
The Art of Scoping Accurately with James Davis
Blog Post 5 min read Dec 5, 2022

The Art of Scoping Accurately with James Davis

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

IT Services Best Practices
Recast: How to Price Your Services with Dennis Manfra
Blog Post 5 min read Nov 28, 2022

Recast: How to Price Your Services with Dennis Manfra

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

IT Services Best Practices
Recast: Transition from Presales to Postsales
Blog Post 5 min read Nov 21, 2022

Recast: Transition from Presales to Postsales

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.

Podcast
Blog Post 5 min read Nov 14, 2022

Building a Presales Team, Measuring Success with Steven Madick

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

IT Services Best Practices
Blog Post 5 min read Nov 7, 2022

The importance of organizational buy-in during MSP go-to-market with MJ Patent from Alveo

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

IT Services Best Practices
Blog Post 5 min read Oct 31, 2022

Recast: What's Wrong With Your Presales Process with Brook Lee from Eureka Process

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

IT Services Best Practices
Blog Post 5 min read Oct 24, 2022

Episode 20: Master Your Craft: Why You Shouldn't Be Afraid of 3rd Parties with Jacob Martin

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

Podcast
Episode 19: People First, Business Second with Greg Weiner
Blog Post 5 min read Oct 17, 2022

Episode 19: People First, Business Second with Greg Weiner

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

Podcast
Blog Post 5 min read Oct 11, 2022

Episode 18: There's Not One Right Answer with Brandon Myers

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

Podcast
Episode 17: How to be a Winner in the Industry with Shaler Houser
Blog Post 5 min read Oct 3, 2022

Episode 17: How to be a Winner in the Industry with Shaler Houser

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

Podcast
Blog Post 5 min read Sep 26, 2022

Episode 16: The Question You Should Be Asking: How Do I Get the Most Value?

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

Podcast
Blog Post 5 min read Sep 19, 2022

Recast: Why Relationships Matter More Than You Think with Kenny Taylor

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

IT Services Best Practices
Blog Post 5 min read Sep 12, 2022

Recast: Importance of culture in a presales team

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.

IT Services Best Practices
Blog Post 5 min read Sep 5, 2022

Episode 15: How to Empower Your IT Presales Team to be Their Best with Steven Madick

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

Podcast
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