Service Agreements for SMB Consultants


Based on the best-selling book Service Agreements for SMB Consultants, this course covers everything you need to know about developing your service agreements. And the book subtitle is important, too: A Quick Start Guide to Managed Services.

Most IT Professionals sign – or don’t sign – contracts for the wrong reasons. Most think contracts are intended to draw battle lines for when you have a disagreement with your clients. In fact, that piece of the relationship is almost always outside the contract! We’ll explore why you really need contracts or service agreements.

Service agreements are not about the services you provide – they’re about your relationship with your clients. We’ll also look at various options, including a 2-page “terms of service” as well as managed services, programming agreements, and more.

Tuition for this course includes the ebook version of the newly revised and expanded Service Agreements for SMB Consutants! That includes all the downloads from the book as well.

  • You will learn
  • Defining Yourself and Your Relationships
  • Define Yourself
  • Define Client Relationships
  • The Language of Service Agreements
  • The Service Agreement Construction Kit
  • A Sample Credit Agreement
  • Boilerplate: A Sample Service Agreement
  • Flat Fee or Managed Services Part
  • The Managed Service Agreement
  • Getting Help and Managing Agreements
  • Getting Help – Lawyers, Accountants, etc.
  • Managing Your Service Agreements
  • PLUS lots more.

This class is filled with great advice and tips on running your I.T. company and moving into the world of recurring revenue with managed services.

Additional information

Elective Pathway

Front Office, Management, Service Manager


Cloud Services, Entrepreneurship, Financial Processes, Managed Services, Management, Organize Your Business, Sales, Selling an MSP, Service Agreements, SOPs

Define great offerings

Attract your perfect client

Guarantee a profitable relationship

Address the challenges of Security, Insurance, and managing employees

Managing clients

Karl W. Palachuk

Series Organizer & Principal Instructor

Karl W. Palachuk has built and sold two managed service businesses in Sacramento, CA. He is the founder and president of the Sacramento SMB IT Professionals Group, and author of many books, including The Network Documentation Workbook and Managed Services in a Month.

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Specialist Certification Pathways

Meets Elective requirement:

This class is currently offered on-demand and is scheduled to be taught live starting Aug 08, 2023.
If you enroll in an on-demand course, you can attend future live classes at no extra charge.

Course Outline

Module 1 Class Introduction
Unit 1 Introduction  - Preview
Unit 2 Live Class Information
Module 2 Class Content
Unit 1 Introduction and Defining Relationships
Unit 2 Money, Money, Money
Unit 3 The Parts – Part 1
Unit 4 The Parts – Part 2
Unit 5 Managing Contracts ... and Relationships

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