Diversifying My Business Webinar Series
Assisting dealers seeking to add new products & services
Length: One hour
Cost: Free to BTA members
The following webinar has been scheduled:
April 2025
How to Achieve an 85% Managed IT Services Close Ratio
4 p.m. Eastern, Thursday, April 24
Andrew Schmitt, business enablement advisor, Technology Assurance Group (TAG) & Mathias Banks, managed IT account executive, Document Solutions Inc. (DSI)
Want an 85% managed IT services close ratio? During this webinar, you will learn proven techniques that you can immediately use to increase your managed IT services business and your recurring revenue. You will be provided with the script to set the appointment; what to say on the first appointment; how to implement effective sales touch points designed to unseat the incumbent IT provider; and how to get your customer to say "yes" to your managed IT services agreement. Schmitt will share TAG's multistep managed IT services sales process that is successfully utilized by BTA members around the country, and you will hear from Mathias Banks of DSI, a leading office technology dealership and BTA member, and his personal success closing IT deals.
Founded in 1998, TAG is an organization of leading managed technology services providers (MTSPs) in the United States and Canada representing $1 billion in products and services. TAG members integrate all technology solutions including IT, cloud-based technologies, cybersecurity, telecommunications, A/V, video surveillance, access control and managed print. Members benefit from best business and management practices, advanced sales training programs and processes, in-depth financial analysis and industry benchmarking, professionally led peer group interaction, marketing and lead generation programs, and strategic partnerships with technology manufacturers.
Schmitt, business enablement advisor, is responsible for accelerating the sales and profitability of TAG members through sales training and successful implementation of TAG's multistep sales process. He works closely with TAG member salespeople by strategizing sales, implementing "above-and below-the-line" prospecting methodologies for customer base and net-new opportunities, leveraging TAG's psychology of selling and delivering an exceptional customer experience to TAG member customers.
Banks is a managed IT account executive at BTA member Document Solutions Inc. (DSI).
May 2025
Mastering Sales & Marketing Technology: Scaling Your Copier & MSP Business in 2025
4 p.m. Eastern, Thursday, May 1
Anthony Sci, CEO, Keypoint Intelligence & Shawn Peterson, CEO, Quantum Business Solutions
Join Sci and Peterson for an exclusive webinar for BTA members where they will explore tools that can help your team overcome the biggest challenges standing in the way of consistent, sustainable growth in 2025.
These challenges include: missed cross-selling and upselling opportunities that could lead to big revenue increases; quoting and ordering systems that are slow and inaccurate; sales reps not spending enough time selling; and a lack of data and insight into marketing and sales performance.
This webinar will walk you through tech that will enable your team to systematize, optimize and automate your entire sales process this year.
Sci, CEO of Keypoint Intelligence, brings a unique blend of experience working for both dealers and manufacturers. With more than 30 years of experience in the office technology industry, he started his career working for a Sharp and Panasonic dealership. Working his way up through the industry, Sci was most recently the senior vice president for LDI, leading the sales organization. Prior to LDI, he held senior leadership roles for Sharp and Xerox Corp. Sci has a passion for the office technology industry and knows the challenges facing owners, corporations and sales reps in today's changing environment. He begins his tenure at Keypoint Intelligence ready to tackle the issues of today and tomorrow, and growing the organization while adding new products and services to best serve customers. Sci is a graduate of St. John's University and he lives in New Jersey.
Peterson is the CEO of Quantum Business Solutions, where he brings more than a decade of executive-level experience in the technology services industry. A forward-thinking visionary, Peterson excels in driving high growth and superior performance through innovative strategies in sales, marketing and client experience. His expertise extends to leveraging cutting-edge technologies, including automation, AI and comprehensive tech stack integration, to enhance operational efficiency and financial performance. Deeply passionate about elevating organizational capabilities, Peterson champions the Quantum Growth Model. This strategic approach is designed to revolutionize sales and marketing processes, aiming for five- to 10-times sales productivity within just 180 days. Under his leadership, businesses embrace the integration of advanced technologies to not only meet, but exceed, their growth objectives, setting new benchmarks in the industry.
Members: Click on the registration link above to register. You will need your BTA username and password to access the registration page. After registering, you will receive an email containing information about joining the webinar.
Watch this page for additional "Diversifying My Business" webinars, to be announced as they are scheduled.
Interested in sponsoring a Diversifying My Business webinar?
Email Valerie Briseno at valerie@bta.org for more information.