Show Notes
Chasing late client payments is awkward, and spending three to five hours copy-pasting vendor screenshots into a slide deck only to have the client cancel an hour before the meeting is pure torture. Running an MSP means constantly getting stuck between uncomfortable debt collection and broken account management processes that bleed profit. In this episode live from the Pax8 Beyond floor, Justin and Eric ditch the polite industry fluff to address two massive operational headaches: getting paid on time and proving strategic value to clients without burning entire workdays. First up, Victor Lopez (CEO of FlexPoint) breaks down how AI agents are taking over the most dreaded task in an MSP’s back office: picking up the phone to track down overdue invoices. From southern-voiced AI phone calls to handling "the check is in the mail" objections, discover how automating AR outreach can bump collections by up to 5X simply by replacing awkward silence with consistent follow-up. Then, Ryan Sigouin (CRO of ScalePad) joins Eric to dismantle the classic "cut-and-paste QBR". Ryan explains why MSPs spend all their budget acquiring new clients while letting existing accounts bleed out the back door, and how turning warranty data and assessments into dynamic budgets and strategic roadmaps transforms your team into real trusted advisors that buyers and private equity firms actually value. A huge thank you to our sponsors who make this show possible:BlumiraChoice Cyber SolutionsCompliance ScorecardEasyDMARCGozyntaMaterial SecurityOITVoIPSCOUTzLearn more about all our sponsors: https://allthingsmsp.com/sponsorsConnect with your hosts:Justin Esgar: https://www.linkedin.com/in/justinesgar/Eric Anthony: https://www.linkedin.com/in/esanthony/Join the All Things/MSP Community:Website: https://allthingsmsp.comYouTube: https://www.youtube.com/@AllThingsMSPLinkedIn: https://www.linkedin.com/company/allthingsmsp/Facebook Group: https://www.facebook.com/groups/allthingsmsp
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An advertisement claiming a 67-person IT firm was offered over $1 million for their ticket archive started circulating in MSP communities. While the offer turned out to be fake news from an unverified source, the underlying danger is dangerously real. MSPs are sitting on vast troves of client passwords, network diagrams, and confidential records—and both malicious actors and AI vendors are eyeing that data.In this episode, Eric and Justin dismantle the fake $1M offer and explore the serious ethical, legal, and security implications of ticket data harvesting. They discuss why MSPs are custodians - not owners - of client data, how HIPAA and compliance violations lurk in everyday PSA tickets, and the alarming risk of low-level techs having unchecked data export permissions. Plus, Justin shares a real-world story of Claude AI taking control of a browser to audit systems in seconds, emphasizing why MSPs must strictly enforce least-privileged access for both human employees and AI tools.Sponsors: Thank you to our premier sponsors for supporting the show:Choice Cyber Solutions: https://choicecybersolutions.com/partnersEasyDMARC: https://easydmarc.comBlumira: https://www.blumira.comGozynta: https://www.gozynta.comMaterial Security: https://material.securityOITVoIP: https://oit.coSCOUTz: https://scoutzsecurity.ioCompliance Scorecard: https://compliancescorecard.comCheck out all of our sponsors at https://allthingsmsp.com/sponsorsHosts:Justin Esgar: https://www.linkedin.com/in/justinesgar/Eric Anthony: https://www.linkedin.com/in/esanthony/Connect with All Things MSP:Website: https://allthingsmsp.comFacebook Group: https://www.facebook.com/groups/allthingsmspLinkedIn Page: https://www.linkedin.com/company/allthingsmsp/YouTube Channel: https://www.youtube.com/@AllThingsMSP
Most MSP owners are brilliant at solving technical nightmares, but when it comes to getting new clients or getting paid on time, it’s a total free-for-all. You're grinding away fixing networks and putting out fires, yet you're leaving thousands of dollars on the table because sales feels uncomfortable and billing is a monthly chore. Why are we still running critical business operations without the same discipline, processes, and automation we demand for our clients' IT infrastructures? In this episode, Justin and Eric break down two major pain points every MSP faces: getting customers and getting paid. Featuring insights straight from Pax8 Beyond, Justin sits down with Baxter Lanius (CEO of Alternative Payments) to discuss automating accounts receivable, eliminating credit card processing fees, and making cash flow predictable. Then, Christopher Smith (Founder of Empellor CRM) jumps in to tackle the fear behind MSP sales, why CRMs usually suck, and how building a repeatable revenue process removes the discomfort of lead generation. Eric wraps it up with a hard-hitting operational challenge to help you stop chasing invoices and start scaling like a real business. Special Thanks to Our Sponsors:Blumira: https://www.blumira.comChoice Cyber Solutions: https://www.choicecybersolutions.comCompliance Scorecard: https://compliancescorecard.comEasyDMARC: https://easydmarc.comGozynta: https://www.gozynta.comMaterial Security: https://material.securityOITVoIP: https://oit.coSCOUTz: https://scoutzsecurity.io Connect with Our Guests:Baxter Lanius (Alternative Payments): https://www.linkedin.com/in/baxterlaniusiv/Christopher Smith (Emplellor CRM): https://www.linkedin.com/in/christophersmith-crm-expert/ Connect with the Hosts:Justin Esgar: https://www.linkedin.com/in/justinesgar/Eric Anthony: https://www.linkedin.com/in/esanthony/Follow All Things MSP:Website: https://allthingsmsp.comFacebook Group: https://www.facebook.com/groups/allthingsmspLinkedIn Page: https://www.linkedin.com/company/allthingsmsp/YouTube Channel: https://www.youtube.com/@AllThingsMSP
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