Visionary360 Blog

Category: Business Talk

Insurance Needs for Solution Providers

Does your business have the appropriate insurance coverage in place? We find that many startups are, well lost.  It’s a wild ride for startups but growing businesses can experience the same turmoil.  As always, please sit down with an experienced CPA and discuss business plans, finance and taxes.  This experience will set your company up for success! Our friends at Techrug complied a wonderful outline of of different types of insurance along with explanations for

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Education is key – BuiltIT

COMMITTED TO EDUCATION Looking for an excuse to get out of the office? Missing being on the road? Here is an excellent opportunity, and you might just learn something useful for your business at the same time. Build IT Live is a unique conference where Vendors are not the main stage pitch, education is. Get answers, templates, tools and more for attending. -Culture  -Finance  -Human Resources  -Leadership  -Marketing-Sales  -Security  -Service / CX  -Strategy   Zero product

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Handling direct support requests via email

Running a service department is hard enough.  Coordinating support requests, rescheduling, emergencies and the list continues. The last thing a service coordinator needs is a client sending support requests directly to a team member.  Once a client acquires one of your team members email addresses, it’s like winning at Vegas!  Well, at least in their prospective view.  They feel sending a support request directly to a technician will result in instant support. Here is the

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A lesson from public safety – Audit & Review

Creating a workforce to follow a vision can be challenging.   Contrary to popular believe, no one can read the minds of the leadership team, so until science brings this ability to us we need another way to transfer knowledge and “the way” to our employees. In the Emergency Medical Services world, a popular task known as “Audit & Review” is performed routinely, a procedure that is simple and effective.  Let’s translate their procedure to one

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Consistent Communications | ConnectWise Manage

Service Delivery:  Service quality, availability, and timeliness. Communications in Service Delivery has many aspects: Person to person Email (Direct, ticketing, automation) Text (SMS) Phone In ConnectWise Manage, we can use “Standard Notes” to help standardize ticket closed loop time entries.  Contacts and internal auditing will benefit from the uniformity it brings. Standard Notes is a feature available for ticket and project ticket time entries.  Each configured note can be made to be useable system wide,

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Custom Invoices | Customer Spotlight: Arclight Group

Invoices; it is one of the topics which bring some interesting discussions during our consulting calls.  Brian Largent, owner of The Arclight Group, had a vision of an invoice that stood out, different than any other ever seen. Brian needed his vision to be converted into a custom report, which then could be used as an invoice template. We suggested that Brian work with one of our creative partners, NEXNOW and after the introductions were

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“Legacy, Life, Leadership and Business”

One of the workflows that we setup for clients pushes an email which says, “This ticket requires human intervention to continue….”. Human intervention…  Is your business or personal life ready for human intervention, where you are not the human? Being past founding members of HTG peer groups, now known as IT Evolve by ConnectWise, we routinely discussed the topic of “Legacy, Life, Leadership and Business”.   We tend to forget that life does not go on

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Staff bonuses, motivation and ways to have fun – The Tipsy Bartender

This is part 1 of a mini-series on how to keep our staff motivated during this extremely “Unique” year, and 2020 has been that! Business owners are always trying to figure how to keep their teams’ motivation up, what bonuses to give (If it can be afforded) and how to have fun.  2020 has really locked down our ability to do this but don’t give up hope as throughout the next couple months, we’ll share stories

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Jumping the line; how being nice can cost you.

Your favorite concert is finally coming to town and for the last few hours a group of your best mates have been standing in line for tickets.  Finally, you can see the box office window, and relief calms your anxiety.   A blue car pulls up, the occupant gets out of the car and walks straight to the box office window, zipping in front of the next person.  They purchase their tickets and leave, leaving everyone’s

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Covid-19 Emergency Loans and PPP

There is so much information on the internet, yet trying to understand the SBA loans, Paycheck Protection Program is mind boggling.   The US Chamber of Commerce has put together some really awesome literature covering all of this, including some downloadable literature which you can use within your company or share with your clientele. Coronavirus Response Toolkit COVID-19 Emergency Loans:  Small Business Guide Guide to SBA’s Economic Injury Disaster Loans Information provided by US Chamber of

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at or setup an introductory meeting to discuss your needs.

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