Service Agreements for SMB Consultants
- On-Demand Learning
- Course Code: 5W16
This class will help you:
- Define great offerings
- Attract your perfect client
- Guarantee a profitable relationship
- Address the challenges of Security, Insurance, and managing employees
- Managing clients
What you get
- On-Demand Learning
- Handouts & Resources
- Full Lifetime Access
- Automatic updates to course content
- Access to Instructor
- Last taught live: Nov 18, 2025
Class Description
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.
Your Instructor
Karl W. Palachuk
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 | |
| Unit 6 | Next Steps . . . |
Certifications
All classes help you work toward a Specialist Certification as either a Core or Elective class for a particular pathway.
You can become a Certified Professional by taking just one class and passing the associated exam.
You can become a Certified Specialist by taking 5 classes and exams that apply to a single pathway.
This class fulfills requirements for these Specialist Certification Pathways:
How it works
IT Service Provider is intentionally set up to give busy IT Business owners access to focused, high-quality education right when you need it most.
All classes are available on-demand, with the most recent live class recordings available immediately upon registration.
Most classes are taught live every 12-18 months. Instructors take care to update content, slides, and handouts to reflect changes in the industry.
Good news: Once you register, you’ll have lifetime access which means you can attend the new live class and review the newest recordings for life.
Log in or create a new account
Logging in before you register helps make sure you don’t accidentally pay twice!
Register for this class
If it’s your first time, welcome! Add this class to your cart and go through the checkout. You’ll be added to the live Zoom portion automatically. Handouts are available now (or shortly) inside the class units.
If you’re a returning student to this class and just need to register for the new Zoom link, head to Module 1, Unit 2.
See Class Outline below.
Add this class to your calendar
Check your email for the Zoom Confirmation. You should receive reminders ahead of each Unit, but we always recommend you add the class to your calendar. Remember, it’s 5 consecutive Tuesdays from 9 – 10am Pacific.
Revisit the class as needed
You’ll have perpetual access to the class recordings, transcripts, and handouts. And, next time it’s taught live, you’ll be able to join the Zoom sessions and access the new content.
Be the first to review “Service Agreements for SMB Consultants”
You must be logged in to post a review.
Frequently Asked Questions
I want to become a Certified Specialist. How do I declare a Specialist Pathway?
In your Dashboard, go to “My Pathways” and you choose your pathway there. Declaring your pathway lets you easily track your progress, and it’s free!
I registered for this class years ago – can I attend the new live sessions?
Yes – you’re welcome and encouraged to join live sessions whenever it’s taught again.
To get the Zoom information, make sure you’re logged in and head to Module 1, Unit 2: Live Class Information – see Class Outline above. By the way: you’ll automatically have access to the new recordings and handouts by visiting any unit in Module 2.
I lost the Zoom link for the live portion, where is it?
Log in, and then head to Module 1, Unit 2: Live Class Information.
Where are the recordings?
Same place as the handouts – make sure you’re logged in and head to Module 2.
Please allow 24 hours for the recordings to be posted after the live class.
I’m already registered. Where are the handouts?
Handouts are inside each unit of Module 2.
Make sure you’re logged in and check out the Course Outline above.
Reviews
There are no reviews yet.