Client Exclusive Benefits

Tools and Resources That Make The Difference

Valuable Ways To Leverage Your Coaching Program

Membership does have its benefits, and Manuel’s Coaching Program clients can enjoy some important and powerful ones! Depending on your selected Coaching Program, from the first day you sign up, you and your company have access to specifically tailored resources and tools designed to enlighten, empower, and strengthen your roadmap and strategy for success. If you have any additional questions, or for more details on any of these Client Exclusive Benefits and how you can realize the greatest benefit from them, please contact Manuel directly.

Getting To The Next Level™ Project Portal
Corelytics Financial Dashboard™
Success Focused Peer Groups™
Success Focused Mastermind Groups™
Key Personnel Selection Assistance
Focus On Finance
Project Training and Retrospectives
Tailored Monthly Training

When you bring Manuel onto your team and allow him to coach your business, your business will become more focused, efficient, and profitable; and he is willing to guarantee it!

 

Please note that individual Client Exclusive Benefits may be tailored somewhat differently depending

on the Coaching Program selected, and not all are available with all Coaching Programs.

Please visit the Coaching Programs page for details on which are included in each program.

Getting To The Next Level™ Agile Project Portal

Building out your roadmap and strategy for success may be some of the hardest tasks you have ever embarked on (if you’ve done it right), but executing on them need not be. Manuel has put together Technology, Strategy, and Action in a unique way that can literally guarantee your success. Its called Business Agile Strategy Execution™ and it comes together on the Getting To The Next Level™ Agile Project Portal. You may know the term Agile Projects from the software industry, but Manuel’s truly innovative idea is to use it for your business strategy.

GTTNL Project PortalThis custom project Portal lays out your entire business strategy for each of ten specific aspects of your business in a unique way that allows true agile strategy execution. From the first day you work with Manuel on this Portal, you will see how a business strategy for achieving just about any goal can be broken down to its simplest elements and then acted on in the most efficient way possible. When you treat each of these ten key business aspects as individual and ongoing projects, you find that the easiest way to get any one of them to the Next Level is to address the most important items that can be remedied or incorporated within a reasonable amount of time as simply a new version of that business aspect.

Imagine you need to fix your Service Delivery process in some way, perhaps building and deploying a true New Client Onboarding process. The team looks closely at the work to be completed and breaks it down into logical elements of work, just as you would any project. Following Manuel’s Business Agile Strategy Execution™ (BASE) method, you group together the related elements to effectively release to your business, the next version of your Service Delivery. This new version, which now includes a proper and complete New Client Onboarding process, would be called Service Delivery Version 2.5. Manuel would call it Getting To The Next Level!
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Corelytics Financial Dashboard™

Corelytics™ is the award-winning financial dashboard that helps you manage your business. It is very easy-to-use and works with all major accounting packages including QuickBooks, Peachtree, Mass 200, and more. Corelytics crunches data from your accounting system to clarify the past and predict your future. Manuel selected this financial dashboard solution because no other product can more easily deliver the overall picture of trends, prediction, and performance using your current accounting data.

What is considered by many to be the most Corelytics Financial Dashboard powerful and valuable feature of Corelytics is the ability to compare your numbers with those of other companies in your industry. Through their exclusive access to Service-Leadership™ data, Corelytics provides the most up-to-date possible comparison of your financial numbers with those of other companies who have a similar line of business makeup.

Each month, with the help of your coach, you can easily diagnose which parts of your business are performing and which are not, so you can adjust your course accordingly. Use the dashboard to align your team with easy-to-follow images showing them where your company is headed and the challenges you may face. Share important telling graphs and trends with your stakeholders, Business Coach, CPA, and even your banker.

The retail price for the Corelytics Financial Dashboard is $99 US, but participants of select Coaching Programs offered by Manuel receive their subscription at no additional cost above the Coaching Program Fees. This is made possible by Manuel’s status as a Certified Corelytics Small Business Advisor.
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Success Focused Peer Groups™

Manuel hosts and moderates several Success Focused Peer Groups comprised of entrepreneurs, managers, and leaders from all over the world. Traditionally, a peer advisory group is a collection of small business owners or entrepreneurs from different industries or sectors who get together on a regular basis to compare metrics and score cards, share best practices, and offer each other peer support.

Success Focused Peer GroupsManuel’s groups are unique in that members are actually largely from the same industry. We rely on this difference in approach to the benefit of everyone involved for many reasons, but mostly because it means you are meeting with people who are experiencing exactly the same problems you are. It also helps in building partnerships with people and companies who are in the same business. These partnerships can be crucial to the success of a small business trying to get to the next level.
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Success Focused Mastermind Groups™

Manuel hosts and moderates several Success Focused Mastermind Groups comprised of entrepreneurs, managers and leaders from all over the world. When you are ready, you are invited and encouraged to participate in the Success Focused Mastermind Group, hosted and moderated by Manuel. What can you expect to gain from the group and your participation? The agenda largely belongs to the group, and each person’s participation is extremely important. Every one of the peers gives feedback, helps brainstorm new possibilities, and sets accountability structures that will keep you focused and on your success path. We strive for a community of supportive colleagues willing to brainstorm together to move the group to new heights without reserve.

The concept of the mastermindSuccess Focused Mastermind Group group was formally introduced by Napoleon Hill almost 100 years ago, and today is still considered one of the most powerful entrepreneur tools known in business. In his timeless classic Think and Grow Rich, Napoleon Hill wrote about the Mastermind principle as, “The coordination of knowledge and effort of two or more people, who work toward a definite purpose, in the spirit of harmony,” and, “No two minds ever come together without thereby creating a third, invisible intangible force, which may be likened to a third mind.” You may already have experienced the power of a mastermind group without realizing it. The best example would be a time when you were deep in conversation with a small group of sharp individuals and suddenly found yourself internally super-charged with new and different ideas, maybe even solutions to things you’d been pondering for months. This is the power of a mastermind group.
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Key Personnel Selection Assistance

Manuel believes strongly in the axiom: First who, then what. You must have the right people working for you in the right positions, and then you can begin to plan what you will do and the steps to success. If you do not have the right people in the right places on your team, you will likely flounder eternally. But when you have the right people in the right places, you will soar. To find, nurture, and retain your superior team, you must also have what is referred to as a People Process. The People Process covers every aspect of your human resources program, including: Roles and Responsibilities definitions, Candidate Selection, Employee Goals and Evaluations, Training, and even the unfortunate process of dismissing an employee.

Key Personnel SelectionManuel will help you in any part of the People Process, from getting a quality position posting placed to the selection and hire process, evaluations, and if need be, the dismissal process. He will participate in the key candidate interviews or perform his own interviews, depending on timing and availability. He will guide you through building a quality employee evaluation program that incorporates all the critical points of top performance goal setting, training and skill advancement, and specific performance items.

An important tool in selecting the right people for the right positions in your team is the DiSC assessment. If you choose to utilize this amazing tool, Manuel can provide the DiSC assessments to you at his cost and, regardless of where you acquire them, he will review them for you as part of the candidate selection process.
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Focus On Finance

No matter who’s on your accounting and finance team, time spent with your business coach focusing on both short and long-term goals and landmarks is an important perspective. It is the outside perspective of your coach and trusted advisor that guarantees you are seeing things from all angles.  If you have taken advantage of the subscribed to Corelytics Financial Dashboard™, it will allow us to look at your Service-Leadership standings and assess your current financial performance compared to others in your industry.

On the call, we will review and adjust the monthly,Focus On Finance quarterly, and annual finance goals, including a drill down to the appropriate level of any aspect of your finances required to ensure there are no unknowns. We’ll discuss specific accounts and roadblocks as needed to make the right adjustments and plan the right actions for the coming weeks. The call can be a team call to include any of your accounting and fiance team, other stakeholders, or even your PSA coach.

One excellent benefit to regular Focus on Finance coaching calls is that they inevitably reveal the need for process documentation, policy, or procedure changes. As finance is one of the most important aspects of your business, the resulting continuous improvement is not only desirable but extremely valuable.
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Project Training and Retrospectives

When it comes to time, energy, and resources, a project is the fastest way to lose control and accounting of all three. And when the time comes to figure out how you got so far off track and where all the time, energy, and money went, most companies just write it off and hope to do better next time. If you look up the word “Futility” in the dictionary, you should find a vaguely similar description. Doing something the same way time and again and hoping for a different outcome. To realize repeatability and reproducibility, you must have full control of your project from Quote, Description, Scope, and all the way to the end where you perform a proper Retrospective.

Projects And RetrospectivesManuel will work directly with your Sales and Engineers at any level to mentor your team and help them define and document their project process. This includes sitting in on the Engineering meetings to guide the most important early steps of properly performing a pre-discovery, and setting out an accurate project description and scope. Manuel will follow your most critical projects, from Opportunity to Retrospective and beyond. You cannot show that your team has solidly learned anything from a project unless you have performed a Project Retrospective.

The Project Retrospective is the closing of the loop for every project, good or bad, that allows you to continuously and incrementally improve efficiency, processes, and profits on any size and type of project. When you have the right processes driving your projects, you will be able to shift your profit center clearly to the Project side. And after all, isn’t the goal of a top level MSP to spend less time working on break-fix and more on projects? Manuel is a master at process, and he is the pioneer of Zero Downtime Network Migrations. Taking advantage of this benefit could possibly present you with your entire ROI for bringing Manuel on board!
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Tailored Monthly Training

Whether you’ve just begun coaching or you have been doing it for some time, there is a constant discovery of the need for focus and training in new, different, or unrealized areas. It’s very common to find that taking on new tools, learning new concepts, or shifting core competencies requires a solid focus and training on this new thing to bring the team up to speed. And sometimes it’s just about getting a refresher course or getting everybody on the same page.

Because Manuel is always looking for ways toTailored Training improve your quality and processes, he will likely already have the next training session for your team in mind or on hand. Depending on your needs, Manuel will put together a monthly focused training session for individuals, teams, or the entire organization with the right focus to help you get to the Next Level. He may also occasionally invite you to sit in on a webinar or other online training session but with special access to the follow-up Q&A or additional training for clients only. And don’t hesitate to make requests in the best interest of you, your team, or the organization for training of any kind. If Manuel cannot provide it himself, he will almost always be able to find what you need from another source.
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If you’re ready to get to the next level…

reserve your spot in Manuel’s coaching program

by requesting your free Strategy Session today!

To find out which of Manuel’s Coaching Programs is right for you, please visit the Coaching Programs page.

You can read more about the many Success Paths, including how Manuel can put together a tailored Roadmap to Success for you, on the Success Paths page.