IT services
Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.
Common
For IT services firms and MSPs
Tech hiring coordinator
Logs applicants for your help desk and field tech roles and books interviews with the ones you pick.
- Google Sheets
- Calendly
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Collect new applicants and their resumesLinkedIn
- 2Log each against your must-haves, like A+ or CCNAGoogle Sheets
- 3Ask you first who to invite to an interviewHe asks you first
- 4Send your picks your Calendly linkCalendly
- 5Send your no-thanks note to the ones you pass onOutlook
- 6Text you the interviews booked this week
- What you getEvery applicant logged against your must-haves, and interviews booked only with the techs you pick.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for IT services firms and MSPs
IT services
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.
IT services
RMM alert summarizer
Turns the pile of RMM alerts into one short Slack note by client, and drafts outage notices for your OK.
IT services
Ticket triager
Sorts every new ConnectWise ticket, answers the common ones from your runbook and routes the rest to a tech.