IT and Business Insights for SMB Solution Providers

ConnectWise Expands Strategic Planning Program: Page 2 of 2

Current and forthcoming additions to the vendor’s Modes Theory offering aim to help channel pros drive internal alignment around shared objectives and better support their customers’ goals. By Rich Freeman

An associated set of videos, worksheets, and conversation scripts will help owners eliminate that confusion, Sorensen adds. “The goal we’re working for is can we get everybody that’s leading the company on the same page rolling in the same direction, so we’re not wasting energy trying to figure out what’s going on.”

A whole new self-assessment for end users will ship in the first quarter of 2023. “What we’ve discovered is that partners can better support their clients if they understand what they’re trying to accomplish,” Sorensen says. “We can’t help them grow their business if we don’t know what they’re trying to do.”

Knowing a client’s strategic goals can make for more valuable quarterly business reviews as well, he adds, by shifting the conversation from short-term IT issues to long-term business aspirations. “If we can get that discussion and that communication to a whole different level and make those QBRs much more focused on outcomes, that will be great for not just the client but for the MSP as well in terms of being sticky and really being able to have the kind of relationship that will last forever.”

Still in development, the client assessment will take about 10 minutes to complete and come with workshop resources that MSPs can use in follow-up meetings.

All current and future Modes Theory materials are available free of charge. “We’re all about helping partners figure out what they’re trying to accomplish,” Sorensen says. “If we help them grow, that’s a good thing for ConnectWise and the channel in general.” 

IT Nation Connect takes place November 9 to 11 in Orlando. In addition to discussing new Modes Theory resources, ConnectWise will crown the latest winner of its PitchIT startup competition at the conference as well.

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