Herman Pool joins Uncle Marv’s IT Business Podcast to share his expertise in marketing automation and business growth strategies for MSPs. As the founder of Vertical Action and Noticeable, Herman has developed tools and systems that go beyond traditional website services to include marketing fulfillment and coaching.He introduces his GROW system—Get Noticed, Build Relationships, Own the Sale, and Win Fans—which provides a roadmap for MSPs looking to scale their business effectively. From email campaigns that keep clients engaged year-round to leveraging automation tools like ActiveCampaign and HubSpot, Herman explains how these strategies help businesses stay top of mind and deliver value consistently.Herman also shares personal anecdotes about his journey from running a classic arcade to helping MSPs succeed through open office hours and hands-on coaching. The episode is packed with actionable advice, including tips on building trust with clients, improving communication processes, and using testimonials to attract new business.The GROW SystemHerman breaks down his four-step process: Get Noticed, Build Relationships, Own the Sale, and Win Fans.Learn why consistent communication and delivering on promises are key to building loyalty.Marketing Automation ToolsExplore tools like ActiveCampaign, HubSpot, and Keep that simplify marketing processes.Understand how personalized coaching can help MSPs overcome overwhelm when using these platforms.Building RelationshipsDiscover why staying in touch with clients beyond invoices is critical for long-term success.Tips on being approachable and reachable to enhance client trust.Winning Fans Through TestimonialsHow collecting reviews and showcasing testimonials can boost your reputation.Strategies for turning satisfied clients into advocates for your business.Companies, Products & Books MentionedVertical Action: https://www.verticalaxion.com/Noticeable: https://www.getnoticeable.com/ActiveCampaign: https://www.activecampaign.com/HubSpot: https://www.hubspot.com/Keap (formerly Infusionsoft): https://www.hubspot.com/Dave Ramsey's EntreLeadership: https://www.ramseysolutions.com/business/entreleadership=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

In this episode, Tim Fitzpatrick returns to share his expertise on strategic marketing for MSPs and IT professionals. Tim breaks down his proven framework of strategy, planning, and leadership, explaining how each component works together to create a robust marketing engine that drives consistent results.Key highlights include:Why most MSPs fail at marketing by skipping the strategy phase and jumping straight into tactics like paid ads or social media posts.The importance of identifying your ideal clients and crafting messages tailored specifically to their needs.How AI tools like ChatGPT can streamline content creation, research, and SEO optimization—but only when used strategically.Tips for transitioning from a referral-based business model to a scalable marketing approach that attracts new clients consistently.Tim also introduces his new "Marketing Engine Mastery Accelerator," a group program designed to help MSPs implement these strategies affordably while receiving expert guidance.If you're ready to take control of your marketing efforts and grow your business with confidence, don’t miss this insightful conversation!=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Uncle Marv returns after a whirlwind week at ASCII Edge Orlando 2025! This episode is packed with stories from six days away—his longest stretch out of town in decades—and features everything from client moves to conference networking highlights. Marv shares his experience troubleshooting camera systems under unusual circumstances and navigating cubicle chaos during a client’s office setup gone wrong.Listeners will enjoy hearing about the unique atmosphere at ASCII Edge events, where intimate networking opportunities take center stage compared to larger conferences like IT Nation or Pax8 Live. Marv also recaps standout sessions, including Jesse Tuttle’s keynote on hacking mindsets and Diana Giles’ talk on stress management for IT professionals.And don’t miss Marv’s hilarious take on swag—from SonicWall hats to a balloon that looked suspiciously like a condom! Plus, hear about partner dinners that mixed bourbon drinks with unforgettable stories from industry leaders like Steve Copeland of Rhythms.=== LinksJerry Koutavas Podcast, ASCII - https://www.itbusinesspodcast.com/792Kristen Pittman Podcast, CyLutions - https://www.itbusinesspodcast.com/793Sign up for ASCII Edge: https://events.ascii.com/=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Uncle Marv welcomes Steve Copeland from Rhythms, the company behind the innovative “internet in a box” solution that’s making waves in the MSP world. Steve explains how their 5G-powered boxes are helping IT providers not only offer reliable backup internet but also create new revenue opportunities by sponsoring events and providing connectivity at scale.Creative Ways to Monetize ConnectivitySteve shares real-world examples of how MSPs are thinking outside the box—literally! From partnering with local Chambers of Commerce to providing internet services at high-profile events like the Florida Man Games, these strategies are helping businesses stand out while adding value for clients.Exclusive Insights into Rhythms’ GrowthLearn about Rhythms’ journey, including their expansion into hardware-agnostic solutions and exciting collaborations with telecom and event industries. Steve also teases a potential partnership with Formula One events, highlighting the company’s innovative approach to media sponsorship.Actionable Advice for IT ProsSteve emphasizes the importance of listening to clients and adapting solutions to meet their needs. He also offers tips on using proof-of-concept trials to win over clients and leveraging tools like bonded carriers to ensure seamless connectivity.Links from the ShowPeplink: https://www.peplink.com/CradlePoint: https://cradlepoint.com/Starlink: https://www.starlink.com/=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Cybersecurity is a constant battle, and this episode brings you up to speed on the latest developments from Sophos. Uncle Marv welcomes Ryan Gebauer to discuss how Sophos is tackling state-sponsored attacks and ransomware with innovative solutions like AI-powered threat detection and end-to-end cybersecurity tools.Key highlights include:Ransomware Realities: Why paying the ransom often leads to higher recovery costs and doesn’t guarantee data restoration. Learn why a recovery-first mindset is essential for businesses.Pacific Rim Threats: Insights from Sophos’ five-year study on state-sponsored cyberattacks targeting edge devices like firewalls—and how hackers have evolved their tactics over time.Sophos Firewall Updates: Version 21 introduces enhanced security features like third-party threat feeds integration for real-time updates against malicious activity.SecureWorks Acquisition: How this move strengthens Sophos’ portfolio with advanced XDR tools and compliance-focused solutions like identity detection and response.Actionable Tips: From patching legacy systems to educating clients about phishing risks, Ryan shares practical advice for IT professionals to stay ahead of cyber threats.Whether you’re an MSP or a business owner, this episode delivers invaluable insights into protecting your digital assets in an increasingly hostile environment.=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Uncle Marv’s IT Business Podcast welcomes Kristen Pittman from CyLutions, a custom software development company that specializes in modernizing businesses through tailored IT solutions. Kristen recounts her journey to ASCII Edge in Orlando and dives into her expertise in Microsoft 365 migrations, SharePoint configurations, and database management.The conversation explores common pitfalls in IT migrations, like insufficient admin rights and improper use of tools like OneDrive and SharePoint groups. Kristen shares how CyLutions helps businesses transition from outdated systems—like reliance on Excel spreadsheets—to efficient custom software solutions. She also emphasizes the importance of partnerships between MSPs and developers to ensure client satisfaction without stepping on each other’s toes.Why Listen?This episode offers practical advice for anyone navigating IT challenges like data migration or system modernization. Kristen’s insights into Microsoft tools and her collaborative approach with MSPs provide valuable takeaways for IT professionals looking to improve their processes or expand their service offerings.Companies, Products, and Books MentionedCyLutions – https://cylutions.com/Microsoft 365 – https://www.microsoft.com/en-us/microsoft-365Azure Blob Storage – https://azure.microsoft.com/en-us/products/storage/blobs/Power BI – https://www.microsoft.com/en-us/power-platform/products/power-bi=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Why Listen? This episode provides a behind-the-scenes look at how ASCII empowers MSPs to thrive through collaboration, innovation, and foresight. Learn about exclusive tools and strategies that can help you stay competitive while navigating industry challenges like mental health and mergers.In this episode of Uncle Marv’s IT Business Podcast, Jerry Koutavas, President of ASCII, sits down to discuss how the organization continues to support MSPs in an ever-changing industry. Recorded at the Hyatt in Orlando during the 2025 ASCII Edge tour, Jerry shares updates on the new member portal designed to streamline collaboration and business opportunities for members. He explains how features like subcontractor matching and confidential business listings are transforming how MSPs connect and grow.Jerry also dives into broader industry trends, including an impending pivot that will redefine managed services as we know it. He emphasizes the importance of staying relevant by leveraging community knowledge and early access to emerging technologies. Other highlights include a discussion on mental health challenges in IT and practical advice for MSPs exploring mergers and acquisitions.Whether you’re an established MSP or just starting out, this episode offers valuable insights into building a resilient IT business through community and innovation.=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: https://www.trugrid.com/Travel Partner: https://www.bvoip.com/Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

This episode provides valuable insights into real-world IT security challenges and solutions. Listeners will gain a deeper understanding of why strict security measures are necessary and how they can be implemented effectively. The stories shared by Uncle Marv offer practical lessons for IT professionals at all levels.The Principle of Least Privilege: Marv explains why giving users the minimum level of access necessary for their work is crucial for maintaining security. He shares examples of how ignoring this principle led to security breaches.ThreatLocker and Zero Trust: Uncle Marv discusses the implementation of ThreatLocker, a zero-trust security solution. He explains how it differs from traditional security measures and why it's effective against modern threats.Challenges with Junior IT Staff: Marv shares his experiences with junior IT staff who often bypass security measures by granting admin rights. He emphasizes the importance of proper training and understanding of security principles.Unexpected Benefits of Strict Security: The podcast reveals how strict security measures can have additional benefits, such as preventing employees from installing non-work-related software and improving productivity.=== Links MentionedThreatLocker - https://www.threatlocker.com/ASCII EDGE - https://www.asciiedge.com/CyberFOX - https://www.cyberfox.com/CyberArk - https://www.cyberark.com/=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: https://www.trugrid.com/Travel Partner: https://www.bvoip.com/Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Uncle Marv welcomes Sean Lardo, the newly appointed VP of IT Nation Communities at ConnectWise. Sean shares his insights on the upcoming PitchIT competition and the broader vision for IT Nation as the "community of communities" in the IT service provider space.Pitch It Competition Overview: Sean breaks down the PitchIT program structure, including the application process, 16-week boot camp, and final pitch event. He explains how the competition helps startups refine their message and gain exposure in the MSP community.IT Nation's Community Vision: Sean discusses ConnectWise's goal of becoming the "community of communities" in the IT service provider space. He explains how this approach benefits both vendors and MSPs by creating a more connected and navigable ecosystem.Impact on Participating Vendors: The conversation highlights the significant growth experienced by Pitch It participants, including increased website traffic, demo requests, and revenue. Sean shares success stories and statistics demonstrating the program's effectiveness.Why Listen: This episode provides valuable insights into the IT service provider ecosystem and how programs like PitchIT are driving innovation and growth. Listeners will gain a deeper understanding of the challenges faced by IT startups and the opportunities available through community-driven initiatives.=== LinksConnectWise (https://www.connectwise.com/)IT Nation (https://www.connectwise.com/theitnation)Senteon (https://www.senteon.com/)Alert Ops (https://www.alertops.com/)Thread (https://www.getthread.com/)CRN (https://www.crn.com/)=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

This episode offers a real-world example of complex IT problem-solving, providing valuable insights for IT professionals facing similar challenges. It also highlights the importance of persistence and thinking outside the box when troubleshooting network issues.Uncle Marv takes us on a journey through a recent IT project that tested his skills and patience. He describes a referral client with an outdated network setup, including a 2012 server, crusty switches, and a mess of cables in a makeshift server "room." The challenge? Upgrading their entire network while working around strict limitations on downtime and access.Uncle Marv walks us through the process of installing new equipment, including an HP server, Synology NAS, and Araknis firewall. However, the real drama unfolds when the client experiences a network outage. What initially seems like a DNS issue turns into a perplexing problem that resists conventional troubleshooting methods.As the story unfolds, we learn about the importance of thorough diagnostics, the challenges of working with price-sensitive clients, and the occasional need to question our assumptions in IT. Uncle Marv's persistence ultimately leads to an unexpected solution, reminding us that in the world of IT, it's not always DNS.=== Actionable Tips:Always have a backup of firewall configurations before making changesConsider using tools like NetAlly for quick network diagnosticsBe prepared to reset and reconfigure network devices as a last resortDocument the entire troubleshooting process for future reference=== Links MentionedFlorida Spring Break Ends with Ear Bitten Off: https://tinyurl.com/59u83e3mASCII Edge: https://events.ascii.com/PAX 8 Beyond: https://www.pax8beyond.com/Synology: synology.comAraknis: araknisnetworks.comSonicWall: sonicwall.com=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast