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BTA Managed Services Workshop
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Detailing the Updated
Managed Services Business Model v4.0

Upcoming Workshop Date: June 28-29, 2016 - ECi Software Solutions - Fort Worth, Texas

Member Tuition: $995**
(Additional attendee from the same dealership: $745.
Coupons do not apply to additional attendee registrations.)

Non-member Tuition: $1,425 (Includes a one-year BTA dealer membership.)

**BTA members may apply their $150 or $250 educational discount received with their membership toward this workshop. Redeem your discount when registering by entering promo code: $150Discount or $250Discount.

Click here to register for the June 28-29 workshop.

Have you invested in the managed services market but have yet to see the results you thought you would? Are you looking for answers on how to execute instead of just hearing about what you should do? The BTA Managed Services Workshop has been expanded to one-and-a-half days and now includes the data within the Managed Services Business Model v4.0. This model is the first of its kind, has been developed by workshop instructors Mitch Morgan and Chris Ryne of Growth Achievement Partners (GAP) and Continuum, and has been downloaded nearly 1,000 times. GAP has been assisting dealers in making this important transition to managed network services (MNS) since 2009. Continuum is the largest, most experienced provider of managed services operations to dealers and currently manages more than 600,000 endpoints. The companies' combined knowledge in the managed services space will allow dealers to walk away with a "time-tested" business model and key metrics to guide success in this strategic growth area. The business model includes an action plan and covers such topics as:
  • Revenue: The appropriate targets, mixes and types, and how should those change over time to include items like hardware-as-a-service (HaaS) and cloud services.
  • Contracts & Account Expansion: Seats under management, revenue per seat and growth expectations via additional products and services over time.
  • Activity & Pipeline: Sales cycle duration, pipeline metrics and activity targets to achieve business model revenue targets.
  • Head Count: Productivity measures for sales and vCIO personnel, target head-count levels based on seats managed and customers under contract, and personnel mix between sales and operations.
  • Compensation: Who to pay, how to pay and when to pay, as well as target compensation levels as they relate to gross profit and revenue.
  • Profitability: Target contribution level and operational levels to enhance performance.
  • Operational Metrics (Core NOC/Help Desk): Key drivers of managed services profitability and customer satisfaction, including productivity measures, availability metrics and response times.
In addition to the updated business model, participants will be trained on the Managed Services Sales Process. This three-phase sales process provides clarity to the important components in closing manages services opportunities. Continuum reports that this sales process has helped GAP clients:
  • Achieve four-times higher sales results than non-GAP clients
  • Increase their devices under management 297 percent over last 36 months
  • Manage more than 15,000 global IT devices on the Continuum platform

As an additional bonus to attendees,
GAP will be detailing the critical elements in developing and maximizing your vCIO resource. The effectiveness of this position is key to the overall success of your managed services program. You can read more about GAP's perspective on vCIO development HERE.

Special Announcement for the June 28-29 Workshop:
Mitch Morgan of GAP and Mike Dudek of Zygoquest Group will be providing a 60-minute executive briefing on MSP Acquisition Trends, Critical Success Factors and Best Practices, as well as outlining the Z-GAP Strategic Alliance MSP Acquisition Program's exclusive benefits. For more information on the Z-GAP program, click HERE.

Download a copy of the latest Managed Services Business Model at or

  • Day 1: 8:30 a.m. to 4:30 p.m.
  • Day 2: 8:30 a.m. to Noon
Hotel Information:

The June 28-29 workshop will be held at:
ECi Software Solutions

4400 Alliance Gateway, Fwy #154
Fort Worth, TX 76177
Phone: (866) 374-3221

Nearby hotels:

Dallas/Fort Worth Marriott Solana
5 Village Circle
Westlake, Texas 76262
Phone: (817) 430-5000
Room rate: $229/night - Ask for the ECi rate.
This hotel offers a complimentary shuttle to and from the DFW airport.

Hilton Garden Inn Fort Worth Alliance Airport
2600 WestPort Parkway
Fort Worth, Texas 76177
Phone: (817) 562-3047

Residence Inn Fort Worth Alliance Airport
13400 North Freeway
Fort Worth, Texas 76177
Phone: (817) 750-7000

Hiilton Dallas/Southlake Town Square
1400 Plaza Place
Southlake, Texas 76092
Phone: (817) 442-9900

Dallas/Fort Worth Marriott Hotel & Golf Club at Champions Circle
3300 Championship Parkway
Fort Worth, Texas 76177
Phone: (817) 961-0800

Course Instructors:

Mitch Morgan is a partner at GAP. He founded the Connectivity Dealer Program at NIA in 1991. After his business was acquired by IKON Office Solutions in 1996, he led its Technology Services division. In 2001, he formed the Professional Services division for IKON. Morgan has been consulting with CEOs on strategy, operations, organizational development and sales since 2005. He can be reached at or at (913) 269-7255.

Chris Ryne, a partner at GAP, brings significant experience in driving growth and profitability, possessing a comprehensive understanding of the industry that includes traditional and emerging markets from both a sales and operations perspective. His tenure includes 10 years with IKON, where he built and led a successful professional services business unit from startup to a well-integrated team. He can be reached at or at (913) 522-5454.


Click here to register for the June 28-29 workshop.


"At first, I was so busy I didn't think I had time to come to this workshop. But, I am telling you — make the time to attend. You will get a huge return on your investment."
Troy Turner
Commonwealth Technology
Lexington, Kentucky

"The BTA Managed Services Workshop was extremely beneficial in clearing up where we need to go and how to get there. The investment of time and money over the day and a half will save us significant time and money down the road.
I am extremely excited about our ability to launch this in our company and be
great at it."
Dave Mueller
Modern Office Methods
Cincinnati, Ohio

"Great job! [The information] was presented in a clear and easy-to-understand way. I can see value in entering this market. The class provided an excellent footprint of what needs to be done to be successful. I intend to propose this to our owners as a 'must do.'"
Matt Rueschhoff
Document & Network Technologies
St. Louis, Missouri

"This is an excellent seminar that provides a detailed blueprint for a business equipment and/or MPS company to extend into the MS arena. Mitch is an excellent presenter, with the credibility and experience in the industry to guide the discussion, but also examine and thoroughly discuss issues and topics specific to the participants. This seminar delivered excellent value, well worth the investment of time and expense."
Richard Finlayson
Amerx Office Solutions
Austin, Texas

"This class was very beneficial in the overiew and challenge for dealerships to get on board with managed network services or face the possibility of becoming extinct."
Dave Varney
Millennium Business Systems
Cincinnati, Ohio

"The build/buy/partner concept opens your eyes to a different perspective to the market. Mitch is an excellent speaker and I hope to attend more of his seminars."
Michael Sylvia
Commonwealth Digital Office Solutions
Sterling, Virginia

"It is rare that you can attend a workshop and be given a binder that is a complete 'how-to' for building a new business. The seminar takes you through your target market, how to sell to the market and the staffing and operations plan. This workshop delivers a business plan that delivers respectable margins for many businesses and the envy for most. Great job!"
Robert Sombach
Nexent Innovations
Mississauga, Ontario, Canada

"This course was able to provide the tools and basic skills needed
to design and implement MS/help-desk services in a
concise and easy-to-apply
package. Superb
Carl Schiller
DocuSystems Inc.
Myrtle Beach, South Carolina

For more Managed Services Workshop testimonials,
click here.
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