What is The Operations Guide?
The Sea-Level Operations Guide serves as a comprehensive client resource library. Our clients benefit from the Ops Guide’s consolidated best practices and processes. You’ll gain great efficiencies and avoid pitfalls with the proven:
- Planning Templates
An Industry Best Practices & Processes Library at Your Fingertips
A comprehensive resource covering an extensive range of operational needs, The Ops Guide is a dynamic, constantly updated library to ensure you always have access to up-to-date references and resources in a quickly changing business climate.
Sea-Level Operations coaches work with you and your service manager to help you understand and adopt the proven best practices contained in our Operations Guide.
All of the IT service providers and MSPs that work with us for 1:1 coaching gain access to the documented policies, procedures, extensive templates and best practices we’ve painstakingly documented in The Ops Guide.
How the Ops Guide Helps IT Providers:
Configuration of your PSA
See best practices on how to configure service delivery and agreements, create workflows, correct billing and expense reports, and manage a client portal.
Policy and procedure documentation
Develop smoother processes for service delivery, ticket management, engineer time documentation, expense reports, time sheets and much more.
Establish measurable KPIs
Get results with KPIs for agreement profitability, SLA measurement, service efficiency and utilization, and the best practices for displaying KPIs for the team.
Human resources for the service team
Figure out what your engineer and service manager bonus plans should look like. Develop organization charts and accountability charts and ensure your job descriptions and payroll procedures are well documented.
Leverage your tools
Use your tools more effectively and have more efficient processes for client documentation, backups, patch management and scripts. Standardize your BDR/servers and workstations across clients.
Get your accounting systems in order
Everything you want to know about accounting and financial management, from creating financial reports in SLI format, billing procedures, procurement and proposal integration.
Manage client-facing systems
Create a more refined experience for your clients with systems, procedures and processes that take you from pre-sales client assessments to spot red flags through onboarding to project management to client satisfaction, QBRs and problem management.
Prepare for growth!
Smooth out your employee hiring and onboarding processes while negotiating compensation, training, employee goal-setting and team growth opportunities.
Run successful marketing programs
Move company vision through branding, developing a marketing plan and managing the essentials of marketing, like your website, vendor relationships and MDF funds, events and outreach.
Develop your outside sales strategy
Create sales compensation plans and learn how to manage your sales funnel opportunities and bring in the right leads for your MSP.