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Standard Operating Procedures for Computer Consultants and I.T. Professionals


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- Massaging the Service Board

- How Do Service Requests Get Into Your System?

- Activating and Registering Client Software

- Hardware Replacement and Upgrade Policy

- Server Down Procedures


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About Karl

Karls PictureHello! I run a small technology consulting firm, and another business, in Sacramento, CA. I hope you find something useful here. If we can help, contact me at Karlp at SmallBizThoughts dot com.


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Coaching and Resource Center

Please contact us to find out about coaching with Karl.


My coaching program is VERY focused on I.T. companies. It is also very goal oriented. I help folks figure out what they want personally and professionally, and then help them mold the business to create that reality. There are some standard processes that we normally go through, including an analysis of your chart of accounts (in QuickBooks or whatever you use), budgeting, defining your products and clients, etc. But there is always a focus on helping you achieve some written goals.

As part of the on-boarding process for new coaching clients, I do a SWOT analysis of your company. This includes interviewing the key employees, DiSC profiles, and looking at some important details of your company. The result is a written report that can become the basis for future planning and coaching. I also offer this to non-coaching clients, but I only schedule one of these per month. If you are interested, let me know.


For my coaching clients, the Small Biz Thoughts Resource Center provides a collection of various white papers, forms, checklists, Excel spreadsheets, seminars, PowerPoint slides, audio programs, and other resources of value to Small Business Consultants. The resources provided here will change over time and are intended to supplement various programs provided by Small Biz Thoughts, a division of Great Little Book Publishing Co., Inc.

These resources are not available to the public and access is not for sale. Only our coaching clients have access to these resources.

I am now providing coaching services to a limited number of clients. With twenty years experience building successful companies in three states, I can help you re-tool your technology company for the future. As a leader in managed services, IT consulting, training, and cloud services, I will help you define - and reach - your business and personal goals.

Please note: The "limited number of clients" is not a code word for expensive. It simply means that I will not take on a large number of clients. I have books to write and training to deliver. I want to travel the globe podcasting and blogging. In order to give everyone the excellent service they deserve, I am only taking on a few clients at a time.

Many people have tried a number of other programs to improve their IT businesses. But time and time again, they find these programs impersonal. The advice is great, the videos are great, and "the program" is great. But their business doesn't improve! They don't get personalized attention. They don't get a personalized plan. And the program is too general to give them a map for their business.

My coaching is not intended for the masses. I won't fill a ballroom with people paying me money. But I can help a handful of business owners to make great progress in their personal and professional lives. If you think I might be able to help you, let's schedule a call.

Make an appointment for a free 30 minute coaching session to determine what we can do for you. Email to arrange an appointment.


Karl W. PalachukConsulting and Coaching are available in the following formats:

- SWOT analysis for you and your team to analyze Strengths, Weaknesses, Opportunities, and Threats. The result is a detailed report, discussed with you in detail.

- Business Calibration Program - This is an intensive examination and overhaul of your business that promises dramatic improvements. This program provides you with a massive company transition that requires a serious commitment to change.

- High Intensity Coaching - Lots of attention for a concentrated period. We agree on your goals and then make fast progress to put a plan in place and execute it.

- Moderate Coaching and Maintenance - And ongoing program for those who have already achieved success through coaching and have learned the skills and habits you need. With this program, you can stay on "maintenance" and have as much attention as you need. Only available to client who have completed another program.


All coaching services include access to the Small Biz Thoughts Resource Center.

Al coaching programs include free access to the Coach Valet program for tracking goals and managing your team. This product is normally sold on a per-seat basis.


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To request more information, please email


A Memo from Karl about Coaching Services:

Fall 2012

Dear I.T. Professional:

I trust you are here because you're interested in business coaching around business management, managed services, Microsoft, cloud services, changes with the death of Small Business Server, and the future in general.

It can be quite a daunting task to re-tool your business for the future. But when you step back and realize that you are smack in the middle of a period of huge changes affecting every business customer, every vendor, every distributor, and every IT consultant, you also see that this is a very exciting time to be in business.

Let's be honest: If you're reading this, you have somehow survived the biggest recession of our lifetime. You might not be sleeping on a mattress stuffed with money, but you've survived!

That puts you in a very small group.

Our mailing list has shrunk by more than 25% as we have cleaned it over the last two years. I'm not talking email. The postal mailing list has shrunk that much. That means those folks just aren't in business anymore. So when I give you kudos for surviving, I am very sincere.


But now it's time to look to the future.

I would like to help you fine-tune your business, make some big changes, and take full advantage of the emerging market. As part of some major changes I'm making this year, I have launched a new coaching program for a limited number of consultants. Don't worry - limited number doesn't mean expensive. It just means that I am going to dedicate time to this, and I have other things going on (such as writing). So I'm not going to over-promise and under-deliver.

I am very confident that I can help you analyze the business you have today, design a plan for the future, and execute that plan in short order. The analysis and planning is a lot easier than you might think. You need to step off the treadmill and put some attention on it.

The real key to success is ACTION. That means creating successful processes and executing them.

We are sometimes overwhelmed with excellent advice. My recent SMB Online Conference is an example. 18 hours of education with hundreds of great suggestions. No one can do all that!

But you can do a few things that make a huge difference!

Let me help you make a few key decisions to turn your business around. Let me help you pick a few important action steps and execute them quickly.

Let me help you grow your business to the next level and become a leader in the emerging world of Small Business IT consulting.


But I am also setting up appointments to talk about how I can help IT consultants today. If you are interested, please let me know and we'll arrange a free 30-minute consultation to talk about your business and see whether you and I would work well together.

Please Note: I am only taking a limited number of clients. It's just in my nature: I'm not going to do a half-assed job and then disappear. If I take you on, we're both going to work hard to take your business to the next level. I can't do that with 20 or 30 clients.

If I have too many sincere applicants, I will create a waiting list. But I won't leave you hanging. I have good relationships with the best coaches in the MSP/SMB community. I'll make sure someone helps you build the business you want.

We all know that there are businesses that flourish no matter what the economy is doing. In times of great change, only a few people will step up and become one of those flourishing businesses. Is it your time?


Contact me to set up a 30-minute consultation and we'll find out!

Thank you for your time. I know your time is valuable and I appreciate that you allowed me to use a bit of it.

Wishing you all the luck in the world!

- Karl P.




- All hours (single or in packs) must be prepaid before used. Unused hours expire after 12 months. All members with unused hours are eligible to access the Small Biz Thoughts Resource Center.

- All coaching programs require a three-month minimum. Each monthly payment is due on the first of the month.