Zomentum Consulting

Independent consulting services focused on the implementation and management of Zomentum

Currently holding a Product & Solutions leadership position internally at Zomentum, I have unparalleled knowledge across the entire product portfolio, including Zomentum Grow (sales CRM), Zomentum Connect (licence reconciliation), and Zomentum Payments.

I can work with clients to design systems, processes, automation, and workflow integrations beyond what Zomentum’s support team can offer directly.

Zomentum Logo

My Services Include

Sales Process Optimisation

Efficiently manage sales workflows, ensuring accuracy and timely processing. Maximise your revenue potential while minimising manual effort.

Templates that Close Deals

Leverage the power of Zomentum’s document template capabilities to easily create and send proposals that close deals.

System Configuration and Customisation

Tailor Zomentum to your unique business needs. We’ll configure the system, set up custom workflows, and optimise the platform to align with your business processes.

PSA (& Other) Integrations

Resolve integration issues with your PSA to ensure seamless transition of deal and revenue information between Zomentum and your PSA. Optimise workflows to maximise automation and minimise uncertainty.

My Clients Say

How Will Tactical Support Help My MSP?

The Bigger Picture

From running my own MSP, I know how easy it is to get caught up in the day-to-day:

– Trying to ensure that you’re delivering best-in-breed service to clients,
– Ensuring your teams are supported, trained and effective
– Managing and developing client strategies and projects ensuring they’re being optimised and developed.

All tasks take tend to take up more time and dedication than initially suspected, and often this impacts efficiencies and other tasks.

Alongside the day-to-day, MSP owners are more often than not also:

– Managing up-sale opportunities,
– Holding client strategy consultations,
– Delivering ad hoc, long-term, and interim support,
– along with much more.

With this added pressure and drain on your time, evolving the growth of your MSP, developing, and implementing your own strategy, can take a back seat.

Losing sight of your personal goals for the business, can be easy to do.

The demands brought about by Covid-19 caused many businesses, MSP’s included, to change how they worked, to define fully-remote working practices and implement them internally while assisting their clients. This has transformed the working world, and as MSPs were addressing the New-Normal needs for their clients, their own strategies and processes also had to be tactically reviewed to ensure best-practice internally. This additional work has meant that many busy MSP owners are struggling to define and attain their long-term personal and professional goals.

As the owner of an MSP, when was the last time you reviewed your business strategy in line with your personal goals?

Ready to grow your MSP and reach your personal goals?

Ready to grow your MSP and reach your personal goals?

Tactical Support

Packages

To ensure my mentorship services are right for you, I offer two packages, Standard and Enhanced. Feel free to get in touch to discuss which service would be most relevant for your needs and situation.

Standard Mentorship
795 £
/month

If you’re looking for some regular additional support to benefit your business and operations, the entry level support programme is perfect for you.

The Standard Mentorship includes an email advice service and twice-monthly calls to assess, address and review your business.

Comprises
  • Twice-monthly scheduled call with summary notes
  • Retained MSP Business Advice Service (via email), but would expect most issues to be left for scheduled calls
  • Service can be augmented with additional time or fixed-price consulting
  • All interactions via video or voice calls
  • Initial 6-month minimum, then 30-day rolling commitment
Fast Track
Enhanced Mentorship
1495 £
/month

To fast-track your business or, to provide additional strategic support, my Enhanced Mentorship Service would be the most effective solution.

The Enhanced Mentorship Service provides the services in Standard, but with the added advantage of weekly calls, and 24 hr response times for urgent matters.

Comprises
  • Weekly scheduled call with summary notes
  • Retained MSP Business Advice Service (via call or email) with 24-hour response SLA for urgent matters and 48-hour response SLA for non-urgent matters
  • Service can be augmented with additional time or fixed-price consulting
  • All interactions via video or voice calls
  • Initial 6-month minimum, then 30-day rolling commitment