Standard Operating Procedures for Technology Consultants

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Standard Operating Procedures for Managed Services: The Basics

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Introduction to Money-Related Policies for Managed Service Providers

Introduction to Money-Related Policies  for Managed Service Providers

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About the Author

Karl W. Palachuk is the founder and CEO of a managed service business in Sacramento, CA. He is the founder and co-president of the Sacramento SMB IT Professionals Group and author of several books, including The Network Documentation Workbook and Managed Services in a Month.

Karl has been a featured speaker at conferences and seminars over the last ten years. He is a Microsoft Certified Systems Engineer with a Bachelor's Degree from Gonzaga University and a Master's Degree from The University of Michigan. He is also a Microsoft Small Business Specialist, and is an original member of Microsoft’s Small Business Specialist Advisory Panel.


Selected Topics From The Book:

- Activating and Registering Client Software and Hardware
- Adding a New Machine to Managed Services
- After Hours Work
- Backups - Defining Your Client Backup
- Backups - Backup Philosophies and Client Communication
- Backups - Backup Monitoring, Testing, and Management
- Cash Flow - Weekly Procedure
- Cash Flow- Dealing with Late Payments
- Cash Flow- Getting Paid in Advance
- Daily Monitoring of Client Machines
- Date Formats
- DiSC Personality Profiles
- Email Rules and Etiquette for the Consultant
- Employee Expense Reports
- Employee Handbook
- Final Friday Training
- Firing Process
- Front Office Roles and Responsibilities
- Getting Started - Business Licenses, etc.
- Getting Started - Naming Your Business
- Getting Started - The Form of Your Business
- Hardware Replacement Policy
- Healthcare and Other Benefits
- Helping Clients with Audits - Security and Insurance
- Inventory Management
- Invoice Review and Processing
- IP Address Allocations
- Is This a Profitable Hour?
- Keeping Your Standards and Procedures Organized
- Labeling Equipment
- Local Docs, My Docs, and Storing Files on the Server
- Managing Internal Administrative Tasks
- Managing Temporary Files
- Massaging the Service Board
- Naming Conventions for Machines and Servers
- Naming Your Processes and Procedures
- New PC Checklists
- On Call and Night Staff
- Organizing Your Company Files and Folders
- Outsourcing (Some) of Your Monthly Maintenance
- Patch Management - Philosophy and Procedures
- Phone Etiquette and Procedures
- Quarterly Roadmap Meetings
- Removing a Client from Managed Services
- Responding to Viruses
- Response Times - Guarantees and Delivery
- Sales Tickets and Sales Queues
- Schedules and Timelines for Running Your Company
- Server Down Procedures
Service Board Backlog Management
- Technician Daily Time Management
- Technician Roles and Responsibilities
- Technician Supplies - "Scary Box"
- The !Tech Directory
- Using a White Board
- Vendor Management and Coordination
- Voicemail Passwords, etc.
- When Processes and Policies Become Obsolete
- Why We Do Monthly Maintenance
- Working in Real Time


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Managed Services Operations Manual

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Managed Services Operations ManualManaged Services Operations Manual

Standard Operating Procedures for Computer Consultants and Managed Service Providers


Here are selected videos from our YouTube Channel. Check out all the videos and subscribe to the channel at



Videos: Standard Operating Procedures for Technology Consultants


Get Paid in Advance!
Posted July 17, 2015


Service Agreement vs Service Level Agreement
Posted July 8, 2015



SOP Videos

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