Letterhead (word document) 

Webinar Downloads

Partner Retention Manual 

>Exit process for PARs (Partners At Risk)
>Updated response strategy for common contentions including: bug fixes, resale launches, apps, etc.
>Competition battle cards: IT Glue, Thycotic, AuthAnvil, LastPass, 


Feature Release Planning

Checklist of what's needed for a successful campaign / awareness launch

ConnectWise & LabTech Sales Brochure

Internal Training Guide

  1. Integrations
  2. What we do
  3. How it began
  4. MSP Pain-Point Scenarios
  5. Software Features
  6. Demographics
  7. The Competition
  8. Visual Guidelines
  9. Pricing

ConnectWise Distribution
Pre-Onboarding Checklist

> Adobe Reader Fillable
> Mailto: onboard@passportalmsp.com
> Does not mention integration companies
> Replaces with PSA blanket terms

Pre-Onboarding Checklist:

> General
> Adobe Reader FIllable
> Mailto: onboard@passportalmsp.com

FAQ Guide Manual:

> rebranding
> setting up resale
> managing client users
> adding, managing, & sharing passwords
> 1-click logins
> advanced stuff

Welcome Letter(S):

> Letter in new partner package for passportal sales
> Letter In New Partner Package for COnnectwise sales

Security Infographic

> Data Protection in Transit & at Rest
> Never to be shared, distributed, or made available to the public
> Only shared via screensharing


PDF Webinar Invite (general)

PDF Webinar Invite
(Colin & Dan's Webinar)

Thycotic Battle Card

Software Development Process