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2 min read

The Importance of Vacations

By Adam Walter on May 23, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd
Youtube: https://youtu.be/YWobWj0OcGU


Every single person is super unique, but we all have one thing in common: a need for rest and recuperation. You may be convinced that you can work and work and work with no breaks. In a world that is so fast-paced, we reward people that are hardcore and refuse to step back or take a deep breath.

Although hard work is great and should be rewarded, it’s also pivotal that you take breaks. You can only work efficiently for so long without resting. The longer you work on something with no break, the more mistakes you will make.

You’ve probably been in a situation where you’ve tried to solve a problem or fix something and the longer you stare at it, the harder it seems to come up with a solution. Contrary to popular belief, that problem will not magically become clear by spending more time staring at it. The best thing to do is put it away and come back to it in a little while. You will most likely find that time away makes the solution easier to figure out—maybe even obvious!

Your brain needs time to work stuff out and process. It is a muscle and should be treated with the same respect and care that you treat the rest of your body. Give it time to relax and put good stuff in so you can get good stuff out. Take working out for example. You can’t do your maximum lifts every single day or you will wear your body out. You have to give your muscles days to do light workouts in order to come back the next day and work hard. You also wouldn’t put the heaviest weights on and expect to be able to lift over and over without feeling completely tired and burnt out. And, after a workout, you have to stretch your muscles to allow the best recovery—basically, you have to take care of yourself.

Even if your company offers unlimited paid time off, it can be hard to take advantage of that. You want to get stuff done and you probably think the harder you work, the more you’ll get done. When you’re tired, your body goes into autopilot and simply plays the part. You may feel like you’re being productive when really, you’re getting as much done as you could.

Your brain needs a change of scenery. That doesn’t mean simply slowing down on work; it means you need to switch up what you’re doing. Find something that you enjoy like reading, playing video games or going for a walk to give your mind a much-needed mini-vacation. When you return to your desk, it will be easier for you to focus on the tasks at hand.

Vacations don’t just mean taking a week off and traveling. Taking 30 minutes or 2 hours every day to focus on something else or rest will help you put your distractions on hold. There is a value in dedicated away time that includes unplugging from your work, your phone and anything that might cause you stress.
You may think that this topic doesn’t pertain to you. But, if you find yourself snapping at people, eating or drinking more or having a hard time sleeping, then you are out of balance and your body is trying to overcompensate for your lack of energy. It’s time to take a vacation, trust us!

You should definitely still take that awesome family vacation in the middle of summer. But, make sure that isn’t your only vacation this year. Take time every single day to do something that will make your brain relaxed and make work more enjoyable. Humans were not created to constantly work. Relax and give your body time to recharge and focus!

Topics: Managed Services Providers IT Management Strategic Leadership
2 min read

Why are you in Tech?

By Adam Walter on May 16, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd
Youtube: https://youtu.be/ArFI83D0yUE

Topics: Managed Services Providers IT Management Humanize Podcast
2 min read

Your Audio Sucks

By Adam Walter on May 9, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

Testing, testing. One, two, three. Can you hear us clearly? Today, we’re tackling the topic of good and bad audio and how it can make all the difference in your interactions with people online.

People underestimate the importance of a great audio setup. If your audio is bad and warbled or choppy and hard to hear, people will tune out or stop listening completely. This is obviously not good for any circumstance, especially now that working from home and virtual meetings and conferences are here to stay.

Here at Humanize IT, we always stress the importance of conversations. These conversations are not just happening in person. If you are not able to talk to your current or prospective clients with clear and easy-to-hear audio, then you are missing out on how great those conversations could be. It’s truly doing a disservice to both you and your clients.

People are judging you based on what they are hearing and good audio will convince people that you are genuine in what you are saying. It will increase your engagement and make the conversations flow much easier.

Now, your audio doesn’t have to be perfect. Of course, you will not always be able to control the street noise or the neighbor’s lawn mower. But, if you have a good microphone and sound quality, then those other noises will not distract or be a big deal.

Again, your audio doesn’t have to be perfect, but it does have to be the main focus. If you are only able to get one thing out of this blog or podcast episode, let it be this: start with audio. You can have the nicest computer and the most up-to-date video equipment, but if you don’t have good audio, none of that will matter. If you start with a good audio setup, then everything will fall into place. Even if your video is awful, the audio will save it. Now, don’t get us wrong, video is important. But, it’s just not as important as audio.

To have a good audio setup, you don’t have to spend a fortune. You definitely could, but you can have great equipment without spending a ton. You want to find a mic that will make you sound great so that your conversations will go smoothly. Ultimately, you should spend an amount that is dependent on how much you will use your audio.

It doesn’t take much, just be intentional. The amount that you spend will be paid back in quality. The bar is very low when it comes to audio, just get what makes sense for yourself. Try carving out an amount ahead of time so that you can prepare to spend it on equipment. Also, you spend a lot on your computer and maybe on other types of equipment, so why instead spend it on an audio setup that will last a really long time.

2 min read

Are you a bad MSP?

By Adam Walter on May 2, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

In your job, you most likely assume that you’re doing well. Why wouldn’t you? But, if most people think they’re performing well, how do we actually gauge that and test performance? It’s really easy to talk about what makes a good MSP, and that’s generally what we like to focus on. This is a touchy subject, but one that can really benefit you in your pursuit to be a great MSP. So, let’s get started with how to see if you are a good or bad MSP!

The first thing to look at within your MSP is client retention. If your clients are only staying with you because of an iron-clad agreement, then you may have a problem. If you’re only keeping clients because you’re the cheapest bid in town, that is also a red flag. You should be offering a value to your clients that would make them want to stay with you, no matter what. Client retention should not come from force or a constant effort on your part to convince them to stay.

If you can provide an easy out for your clients and they choose to stay, then you’re doing well. We always stress conversations with your clients, and this is a great way to talk about your value and what you provide for them. You shouldn’t have to beg them to stay!

The next thing you should dive into is whether you are continuously improving. If you’re not growing, you’re dying. Essentially, continuous improvement is the cornerstone of what makes you a good MSP. Do you know if you are operating better than you were last year? Do you have the metrics to analyze to see that growth? If you haven’t improved or don’t have ways to track data, then you’re a bad MSP.

If you answered no to the following questions, it probably doesn’t feel like you’re doing badly. Generally, a lack of improvement happens from ignorance or pride. The best thing to do is identify what could be improved within your organization. It doesn’t have to be monumental changes—just small steps that will help you grow in the long run.

The third and final metric is whether your clients are in your lane. Basically, are your clients looking for the type of MSP that you are providing when looking at both services and culture.

People are always looking for different things, and there are a ton of options for MSPs. The thing to look at is what you are providing your clients. Do those services line up with what your client truly needs? If so, great! But, if not, it is time to refer them to another MSP that will align with them better.

Let’s say you work really well with schools, and that is your niche. Almost all of your clients come to you knowing that and looking for high-quality services that might cost a bit more but will align with the education field. If a hospital comes to you looking for the cheapest option, chances are they are not going to be a good fit for you. As a good MSP, you would refer them to another agency that will be able to serve them best.

Use metrics—customer retention, continuous improvement and whether you align with your clients—to test whether you’re a good MSP. If you aren’t, then it’s not too late to improve in each of these areas! If you are doing well, then maximize those skills!

Topics: IT Sales Person Managed Services Providers Humanize Podcast
2 min read

Sales vs Engineering

By Adam Walter on Apr 25, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

Topics: IT Management IT Sales Humanize Podcast
2 min read

2022 Book Recommendations

By Adam Walter on Apr 18, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

Want to know a great way to relax and become more creative? Read! That’s right, today we’re talking about the all-important topic of books. Let’s get on the same page, shall we?

If you’re being honest with yourself, you probably try to impress people with the books that you read. We are constantly recommending and talking about the books that we want people to think we read rather than talking about the books that we actually enjoy.

As a business professional, you do business strategy all day, every day. When you get home, do you really want to read more about business theory or strategy? You probably want to read something that is going to relax and entertain you.

It’s really important to find time to let your brain relax. This allows creativity to sprout and great ideas to happen. If you are constantly thinking and struggling with how to be a better business professional, you will probably feel burnt out and tired. One of the beauties of reading fiction is that the creative sections of your brain get activated because you have to think about things that are impossible. You open your mind up to things that are so different than the every day.

Reading any book is beneficial and helpful, but some books are more helpful than others. You may feel like reading the latest-and-greatest business book will help you become better at your job when really, it just adds to your list of ideas that you have to implement. What if you’re not allowing yourself the creative space to actually create meaningful change and implement ideas because you have too many ideas to begin with. If you are constantly reading about different theories and constantly wanting to implement them, you will never be able to actually creatively and effectively make those implementations work. If your brain is just tired and too full, you‘re not going to actually be able to put any of those ideas into practice.

Reading fiction allows you to relax without adding more things to your pile of work stuff. The whole point is to fill your mind with positive things — allow yourself to truly relax.

Sometimes, you can read books that help you see things more clearly. Books can explain concepts and ideas in a way that you can better understand. So, don’t think that you can’t read non-fiction. Just make sure that you are actually enjoying the book and getting effective insight that will help instead of hurt.

If you already have so many business ideas but haven’t implemented them, there are books that can provide you with the motivation to implement those ideas. Maybe all you need is a push!

Ultimately, reading should be relaxing and beneficial. The best part of reading is expanding your knowledge in a productive way and gaining new perspectives based on the writer’s experience. We often read about things that we like, but we should also read stuff that we’re not as familiar with. Get out of your comfort zone and find a new genre. Do you like sci-fi? Try reading a romance novel! If you love autobiographies, try a western! Just read something that will expand your horizons, give you beneficial perspectives and help you relax.

Happy reading!

Topics: Humanize Podcast
2 min read

Value of Relationships

By Adam Walter on Apr 11, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

People have to realize that relationships matter no matter what industry you’re in. If you can understand that, then you’ll be much more successful. It’s the same for MSPs. Relationships are extremely important for both you and your clients.

MSPs are known for going in and fixing technology while the person isn’t at their desk. But, does the MSP actually know the person or why they need their computer fixed? Do they know what they do at their business? These things are way more important than you may realize.

As you go about your business, you should be deliberate about building relationships with your clients so that you can be the best asset for them and so they trust your advice. It all goes back to strategic engagement — you don’t have to be an expert in your customer’s business, they’re already the expert in that. If you’re only engaging with the end-users when they’re not around and simply fixing the technical issues they are having, then you’re missing out on the opportunity to connect with them. We need to open ourselves up a bit because, when we do that, we begin to foster the business-focused relationships as well.

You may not see the value in these relationships, but trust us — there is extreme value! If you are not choosing to interact with your customers, you may be missing out on opportunities for bigger projects. The information that you learn from conversations can open up the flood gates for future projects and the trust that you have with clients who you have relationships with will help and your clients succeed.

Let’s look at doctors as an example. If you have a regular doctor that you go to a couple times a year for regular checkups and other types of appointments, then you have a relationship with them. They know about your history and they understand what has worked for you in the past, which helps them know what coud work in the future. You are most likely going to feel more comfortable and trusting with this doctor rather than an urgent care doctor that you only go to when you’re not feeling well or something needs checked out. The relationship and understanding that the regular doctor has with you is valuable.

This is not just just something that you have to feel obligated to do. It’s going to pay back by allowing you to accomplish more by knowing the person you’re working with or working for.

Now, there are going to be people that you don’t match with culturally, and that is good to know. You can help those people out by finding an MSP that will match their style of relationship or company better.

Besides the abstract value relationships bring the table, they have very concrete dollar amount attached to them as well. If your client knows you and you have a relationship with them, your suggestions for products and solutions will be more likely to be put in place. Your clients will be more likely to spend the money on something that you believe will help them because they know that you are on their side. This is valuable!

Ultimately, MSPs have to decide what types of relationships you want so you and your clients can get the most value out of them.

Topics: vCIO IT Management IT Client Engagement
2 min read

Tech and Teens

By Adam Walter on Apr 4, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

We’ve got a very special guest with us for this week’s episode: Lizzie Walter, my daughter! We’re talking about one teenager’s opinion on technology and how it affects school, home life and friendships. Here’s a glimpse into our conversation!

Adam and Skip: What kinds of technologies rule your life right now?

Lizzy: Snapchat and Instagram. I don’t have Snapchat, but most teenagers have them. I usually use Instagram over most other things, even though Instagram is pretty similar to Facebook.

Adam and Skip: When we were in school, we used to have books for classes and carried them around in our backpacks. Today, most people have Chromebooks for school. What do you guys use for school?

Lizzy: Google Classroom, a portal with all of our textbooks and video platforms, Google Keep for notes and Google Classroom to plan and keep track of assignments.

Adam and Skip: Do you trust these technologies, or do you feel the need to check on it and make sure everything is working properly?

Lizzy: I trust that it’s going to be there and give me the information that I need.

Adam and Skip: Google Classroom is pretty accessible. Given the choice, would you rather pick up your phone or your Chromebook?

Lizzy: I prefer my phone to quickly check assignments, but if I have to do something on a Google Doc, then I prefer to use my Chromebook because it’s easier to see and type on. And, It’s less distracting.

Adam and Skip: VR is the new, cool technology in town. How big are you on VR stuff?

Lizzy: It’s cool and all, but most of my friends don’t have a VR headset, so I can’t really talk to them or play with them on that. I have other stuff I can do with my friends.

Adam and Skip: What’s your digital life like at home?

Lizzy: We turn on the TV and everything that we want to watch is there. Sometimes we have to pay for stuff, but that’s becoming less and less of a thing. My phone, the switch and the Xbox are my favorite technologies at home.

Adam and Skip: It’s pretty normal to get mad at technology. Do you ever get frustrated with technology?

Lizzy: Yeah. I probably yell at my phone on a daily basis because something isn’t loading.

Adam and Skip: Do teens unplug or take technology breaks?

Lizzy: Some of us do, but not a lot. I feel like I need that every once in a while. I like being outside and it’s nice to get a break from technology. I really don’t think about how much I use my phone or other technology. I can see how much I use it, but it doesn’t really bother me because I am just used to it.

Adam and Skip: What do your friends think about technology controls or people watching over them on their devices?

Lizzy: I have gotten a few complaints about restrictions, especially when I run out of time on a game.

Adam: Can you explain to everyone what our deal is and how you get restrictions with your phone?

Lizzy: I usually get more restrictions when I am abusing the phone, spending too much time on it or downloading games I’m not supposed to. But, if I’m open with how I’m using my phone and my screen time goes down, then I get more freedom and my restrictions get loosened.

Adam and Skip: To wrap up, what’s one piece of advice you can give tech leaders and parents?

Lizzy: Restrictions are good because they help turn your kid in the right direction. You may think you’re being mean, but in the long run, it’s super helpful.

Just like at Humanize IT, good conversations and open communication help everything run smoothly. Thanks Lizzie for chatting with us about your take on technology! Join us next week for another episode.

Topics: vCIO Managed Services Providers Virtual Chief Information Officer Implement New IT Services
2 min read

Dumb Mistakes

By Adam Walter on Mar 28, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

We all make dumb mistakes — it’s just a part of life. Some of these mistakes might stick with you and haunt you to this day. The important thing to pay attention to is how you will respond when you make silly mistakes.

We here at Humanize It have made our share of dumb mistakes. We get it! But, we have learned a lot and grown from those mistakes. The ability to look at those mistakes and celebrate what you got out of them is really important.


As a business owner, if you notice your MSP making little mistakes that should be avoided, you should check in with them. Make sure that they are doing alright. Based on personal experience, sleep deprivation can be a huge cause of making dumb mistakes. Make sure your MSP is not overworking and is getting enough sleep in order to have the right amount of energy for the tasks they have ahead of them. If they are getting enough sleep, look deeper. See what the cause of these mistakes could be and if there is anything you can do about it. If there isn’t anything that can be done specifically, you might just need to express the need to be more careful and mindful with the work they are doing.

The most important aspect of making mistakes is being able to learn from them. And, in order to do that, you have to be open about your mistakes. Engineers, this one is for you. If you are prone to hide your mistakes instead of bringing them into the open, you will not be able to learn and grow from those mistakes. You need to be open about what is happening or the problems you’re experiencing. This will allow other engineers and MSPs to be open as well. People look up to the engineers, and being open and leading by example will only help the team as a whole.

If you’re a business owner, it is critical that you invite mistakes and allow your team to fail in order for them to grow. If you cultivate a culture of fear of failure, people will walk on eggshells when something goes wrong. Investigate the culture of your work place and make sure that you allow people to open up. It is also great for you to lead by example, as well, and share your mistakes and what you have learned from them.

The last thing to know about mistakes is there is a difference between dumb mistakes and incompitancy. If you notice one of your engineers is consistently making the same mistakes over and over again, they might not know what they are doing. Check in with them and see what is going on. If you find out that they don’t know how to do the job fully, it is time to either train them in that area or find someone that knows how to do the job better.

Dumb mistakes happen to everyone. Look at the people making these mistakes and see how they are doing. Are they aware they are making mistakes? How are you dealing with these mistakes? Is your environment conducive to learning and are your employees taken care of? Ultimately, there is an opportunity to let dumb mistakes make you smarter!

Topics: IT Management Business Building for IT Companies
2 min read

Operations Vs. Strategy

By Adam Walter on Mar 21, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

If you’re an engineer then you might not like to talk about strategy. We get it! But, strategy is super important in any successful organization. This week, we are going to focus on how strategy is a component that we need to focus on as well as operations.

The simple fact is, strategy is not just simple planning; it’s a larger item that shows where your organization will be going someday. If you’re technical, you might not understand this. You might be someone who hears a bunch of strategic ideas and instantly thinks that none of it can be done. You might be thinking that the ideas are crazy and completely impossible.

The important thing to keep in mind is that none of these strategies and tactics need to be done tomorrow. These are ideas that are going to take time and very small steps forward. Strategy is where your organization is headed. You don’t have to get there by the end of the week!

Where your company is currently and where you will be in the future will look drastically different. You just have to focus on what you’re doing right now and then build to that future company bit by bit.

Look at strategy as the goal that your company is aiming towards, and operations are how you will get there. Strategy should be done in steps and you never have to know what the future step will be. If you’re on step 2, then do what is necessary for step 2 and slowly, step 3 will work its way to your understanding and become clear to your company. Once you’re on step 3, that can be your focus until step 4 begins to form and take place.

Another important thing to keep in mind is, while strategy is important, it’s not everything. Some people get too lost in strategy and nothing ever gets done. Those are the people that engineers hate. Their heads are always in the clouds and nothing ever happens. Operations are the day-to-day tasks that allow strategy to be accomplished. Both strategy and operations must work hand-in-hand.

The frustrating thing about strategy is you most likely will not see the fruits of your labor for months if not years. Results from operations can be seen by the end of the day. This doesn't make one more important than the other — it simply means that you have to be patient and know that both are very critical to your organization no matter the length of time it takes to see results.

In order for both of these to work together, there must be trust. People in strategy need to understand that their engineers will have the ideas and the operations people will be able to accomplish it. The people in operations need to look at the strategic people and know that they have great direction and know where the company is headed. When both work together, that’s when success happens.

In order to understand if your strategy and operations are working together, look back at your company and where you were a couple of years ago. Have you accomplished what your strategists thought would accomplish with the operations help? If not, be honest and make changes based on what you see that is working. Essentially, don’t just take steps to take them. Take steps to get where you’re trying to go.

The moral of the story: strategy is where you are going and operations are how you get there.

Topics: Managed Services Providers IT Management Business Building for IT Companies CIO
2 min read

Talk Like a CEO

By Adam Walter on Mar 14, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

Last week, our focus was talking like a CFO. This week, we’re tackling how to talk like a CEO!

You might have heard the phrase: one throat to choke, one back to pat. Well, that’s the CEO of a company. They are responsible for their company in the good and the bad, for better or worse. CEO is a title that a lot of people want, but it comes with a lot of weight.

As an MSP, when you’re talking to your clients in a meeting, the CEO might be trying not to fall asleep. Don’t take this personally, their focus is just mainly on the success of the company at large.

With that information in mind, there is one sure-fire way to get the CEO on your side. Make them look good. Yep, it’s that simple. Let them know how your products and services will make their company excel.

More than half of the CEO’s job is politics — essentially, making their company look good and being responsible with their decisions. They are looking for success, which means you need to let them know how your products and services are going to bring that success.

One thing to keep in mind is that success looks different for every CEO. Just like finding success with a CFO, talking to your client’s CEO is how you can determine how success is measured in their company. It is going to be a moving target, really. You can not take one thing that is important to one CEO and assume that it is going to be the same target that the next CEO is shooting for. Having conversations with each CEO will allow you to aim for the right things.

Another important tip is to get a grip on what the company’s culture is. Knowing what the culture is will allow you to get to the table in front of the CEO seamlessly. Some companies are hierarchical where there is an order of people that you must talk to or go through in order to chat with the CEO. Go through that process and be respectful of the way their business is structured. Other businesses are more of a level playing field and it’s okay to go directly to the CEO or upper-level management. Just be aware of that culture and go through the process of communicating accordingly. If you don’t, the CEO will be much less likely to meet with you at all, or they will choose to skip any meetings going forward.

The last tip we have for you is to learn the CEO’s vision for the company. The CEO is constantly going back to the basics of what the mission and vision of the company are and how you fit into that. Figure out what that vision is and put what you’re bringing to the table in that context.

A great way to do that is to go to your client or potential client’s website and write in your own words what you believe their vision is. In your meeting with the client, ask the CEO to take a look at it and make sure that what you wrote is correct. This will let the CEO know that you understand them and desire to make them look good with your solutions.

The CEO’s opinion is important, so have a listening-focused conversation, learn their measure of success, get a grip on their company culture and understand their CEO’s vision for the company. If you do all of that, you’ll be talking like a CEO and bringing success to you and your client in a heartbeat.

Topics: Managed Services Providers CIO Quarterly Business Review
2 min read

Talk like a CFO

By Adam Walter on Mar 7, 2022

Apple Podcasts: https://apple.co/2NHRRDl
Spotify: https://spoti.fi/3AyHCUd

As an MSP, you probably hate talking about finances, but, learning to talk like a CFO will help you be able to better connect with your clients. A CFO is focused on what financial actions are going to increase profits for their company, and you can use them as a resource. Let’s dive in!

First, you have to think about the CFO the same as the CEO: they are an executive who is trying to run a company. A CFO is looking at the revenue coming in and, although they are not responsible for generating that revenue, they are responsible for how that revenue gets allocated. It’s their job to manage expenses and make the right financial decisions for their company.

When an MSP comes in and talks to clients about products and services, the CFO is just thinking about it being another expense. You can’t blame them, it’s their job. Everything is looked at as either risk or reward.

To speak like a CFO, you must think about the financial aspect and how the company’s finances get managed. This means you should talk about products and services in context with how they are going to help the CFO’s company. This will let your client know that you are being thoughtful with your technology suggestions and thinking of your client’s return on investment.

With that being said, you can also learn a lot from your client’s CFOs — they are going to be one of your best resources when it comes to defining what’s going to help the company. CFOs have spent a lifetime learning what they know and you have to take advantage of that.

Ultimately, you don’t have to be a financial expert. The CFO is already filling that role.

MSPs sometimes show up to client engagements with the expectation that you need to educate your clients on technology. If we leave it in those terms, you are not going to get those meetings right. You need to show up and allow your clients to educate you on their business. Along the way, you are going to explain your role and make sure that your client understands how their technology is helping them, but the role of teaching your clients how you do your job is not what your main goal should be.

If you want to sell your clients fully on a product, you’re going to have to talk like a CFO. And, to talk like a CFO, you’re going to have to learn from one.

If you really want to get in with a CFO, tell your client contact that you want to understand how finances work at their company. Ask if you could have some time with the company’s CFO to chat about how ride offs work within their industry to see if there are any that you could help them take advantage of with your technology and services. This will knock their socks off!

You may not know anything about finances or taxes and you may hate the thought of talking about those topics, but you can sell your CFOs on what you’re trying to implement if you can show them why and how it will benefit their business and use their knowledge as a resource.

Topics: vCIO IT Account Management
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