Ripe for the Picking: Maximize your Conference ROI

By  
El Copeland
February 28, 2025
20 min read
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Answer a question for me, and be honest.  

When you sign up to attend a conference, what is the point?

I would guess that your answers, with a varying levels of importance, include networking with peers, expanding your knowledge, getting insights on latest trends, meeting vendors or influencers you’ve been following, and having a few nice meals or drinks in a city you don’t often visit.  

Did I get it right?

Ok, follow up question. Think back to the most recent conference you attended.  

Did you accomplish what you wanted to when you signed up in the first place?  

It’s ok, this is a safe place.  

There are a variety of reasons a conference may feel like a bust to you. Maybe the speakers had an off day (or in reality weren’t as good as you hoped). Maybe the session synopsis wasn’t an accurate reflection of the actual content provided. Maybe you were up too late the night before and accidentally slept through the sessions you were most looking forward to.  

Or maybe, maybe, you experience what I have, which is that everything went perfectly: you attended all sessions, cheered when you were supposed to, participated in meaningful conversations with peers and mentors, had an uneventful trip home, and yet, something still feels wrong.  

Right of Boom, February 2025. It's been two weeks and I think I'm still recovering from Pacific Time. L to R: Tara Rummer, El Copeland, Kass Lawrence.

While exhilarating, at the end of these trips I’m exhausted, and yet the horrors, er, I mean, responsibilities wait for me. Those good ideas and clever tools quickly fade away, only to resurface in the occasional conversation, but rarely through intentional practice.  

And then, you look at the budget. Between travel, meals, the conference pass, and your time away from work, attending a conference is a true investment.  

With networking, sessions, and vendor conversations, how do you actually implement your investment into what you've learned, follow up with the people you’ve met, or pursue that tool that's going to change your life?

I have some thoughts on that. But first, let’s talk about gardens.  

On gardens, goals, and going to conferences.

When planning any event, project, or goal, I'm sure you’ve heard someone wryly cite Murphy’s Law (“Anything that can go wrong will go wrong”) or quote the poet Robert Burns: “The best laid plans of mice and men oft go awry.”  

The implication? Don’t plan too much, just go with the flow. If you don’t plan, you can’t be disappointed.  

I hate it when people say that. And not just as a driven, technical, successful person. As a practical, down-to-earth person with a garden in my front yard, it’s the quickest way to tell me that you’re out of touch with reality.  

Let me paint you a picture using tomatoes (or another delicious fruit of your choosing).  

Every tomato gardener and farmer plants with the end goal in mind: a beautiful, bumper crop of brilliant red tomatoes, sun ripened and perfect for sandwiches, sauces, and salads.

One year, I swear I ate cherry tomatoes for breakfast everyday, since I would pick them from our plot in the community garden before work.

But you don't just plant the seeds and immediately get the fruit. A full growing season looks like this:  

  • You choose. You choose your tomato variety according to those that suit your palate, use-case, length of growing season, and environment. In Georgia, we have a much longer growing season than my friends in Ohio, so I can easily plant larger and slower growing varieties than they can, maybe even twice in a growing season!
  • You plant. You plant them at specific times depending on the maturity of the product (are you using seeds or saplings), how much time you have before average last frost in your area, and your growing situation (is it indoors, in a greenhouse, or outside in the ground?)
  • You protect. As they grow, you watch them for signs of distress and you protect them from pests or problems. You smash caterpillars, prune judiciously, and trellis them early, giving them their best chance to provide good fruit. You watch for Volunteer Plants and determine if you want to keep them or weed them out to focus on your main crop.
  • You actively invest. You water and feed your plants meticulously. As the fruit ripens, you wait for the color to deepen and the right time to pull them from the vine. The trellis you put up earlier has given you places to tie branches to if the fruit gets too heavy.  
  • You harvest. If you’ve done it right, you have too many to eat before they go bad and will scramble to find friends, neighbors, and co-workers to gift them to, ways to preserve them through canning or drying. Otherwise, you may have to leave them to rot on the vine.  
  • You do it all again. And then, at the end of the summer, when the plant is spent, you have to decide what to do with what is left on the branch. Perhaps there are ones the birds got to before you, rotting on the ground. Perhaps there is a slew of green tomatoes that you can pull and make a meal of. You also need to decide what you will plant next, and if the soil is ready for it.  

Life happens. Just because I planted tomatoes doesn't mean I harvest tomatoes.

Just because I put a trellis up for my tomatoes doesn’t mean I can dictate where each branch will weave and grow. It just means there is a structure there for it to fall back on when things literally go sideways.  

When you know what success looks like (a full, healthy tomato plant with brilliant red fruit), you can iterate from there or return to it when things inevitably go wrong, like needing to tie the branches that have gotten too heavy.

The goal is rarely perfection, but consistency and accountability so you can gain the literal benefits of the fruit of your labor. This metaphor on gardening is something I apply in both my personal and professional life (Starting Seeds: Episode 1 - Let's Grow!), but it’s especially critical at conferences. Conferences are fast-paced, exhausting, and packed with information. It’s easy to get caught up in the moment and never actually apply what you’ve learned, leaving beautiful tomatoes rotting in the sun.  

Pre-planning and setting your intentions not only help you stay focused but also gives you more flexibility. Ironically, preparation makes it easier to pivot when plans shift. It also gives you the mental clarity to clean up at the end of the season and better prepare the soil for what you want to do next.  

Quick sketch of how I wanted to do crop rotation to ensure nutrients in the soil and pest repellants we are ideal levels. Ask me if this is what I actually did. (Hint: it was not.)

So join me in our figurative conference gardens and let’s look at how we can better set ourselves up for success and that bumper crop of good ideas for our businesses, communities, and personal growth.  

Visualize your success and plan accordingly.  

One of the unspoken lessons that underpins our analogy about tomatoes is that time matters. Setting small things in motion early on allows for success because there are other parts of your environment (sun, rain, pollinators) that can do the work while you’re not actively thinking about it.  

  • Pick your Seeds. Set Your Intentions.  
    • Read the agenda. Look at the sponsors, look at the session summaries. Consider the Pre-Day learning opportunities or certification add-ons.
    • Determine your big goals. Are you looking for new tools, career development, networking, industry insights? What does a successful event look like to you?
    • Consider other special aspects of this event. Who do you want to meet? What do you want to learn?
    • Talk with Your Team. Sometimes knowing what your colleagues are interested in learning from a conference makes you more engaged with topics you’d otherwise overlook.
  • Prepare the Soil. Pre-Prep what you can.
    • Plan out the Schedule. Drop sessions you wish to attend into your calendar or export them from the app. Plans will change—document why they did! That insight is valuable.
    • Identify your Tools. What will you use for note-taking, for connecting with others, or for making your life easier during this trip? Do you need to make business cards, pack company shirts, or a battery to charge your phone and tablet after a long day of sessions? 
    • Lay out your trellises. How can you take ordered notes instead of scribbling on the back of business cards or sale sheets? I have a template in OneNote that I’m sharing, if you’d like a place to start (find it at Doodles or Data: A Conference Note Survival Guide). Maybe you use a nice AI transcription tool like PLAUD.AI or Otter.ai. Make sure your devices are charged and there aren’t rules about recording at that event or session.  
  • Evaluate the Spacing. Don’t Overcrowd.
    • Make sure you’re not overcommitting. Roots need to go deep for successful plantings, in both business and the garden. Review the schedule and give yourself breathing room to meet other people, even block off hours you should be in your room sleeping!  
    • Communicate with people who may need you. At Rising Tide, we expect our team members to attend at least 75% of the sessions. Therefore, it’s important to let customers and colleagues know you’ll be offline.  
Sometimes even if you THINK you're being moderate, you're not considering the actual space plants and ideas need to grow! (Yes the watermelon vines escaped to the sidewalk and street this pictured year.)

Tend to your goals and protect them with vigilance.  

Watch what you’ve planted and care for it.  That means using wisdom to prune, weed, stake up and feed your garden as needed, with a careful eye for success. I had to remove the word "ruthless" at least three times in this section. While the word is gone, my sentiment remains and I encourage you to use it freely in this section where I say "careful, intentional, test, focus...": you are the protector of your business and your ideas. One of my favorite sayings is, "If everything is important, nothing is important." What is important? Be intentional about focusing on that and letting everything else go to the wayside.

  • Prune ideas with precision. Don’t just mindlessly consume.
    • Take notes, but don’t try to be too thorough. Focus on engaging in the sessions, ask questions, and write just enough to help jog your memory or find the source information later.
    • Test everything that is said. Does that check out to you? Do you have further questions? Throw out the bad stuff, keep the good.  
  • Squash Bugs, Pull Weeds that are leeching your time.
    • Limit Distractions. Set aside time in the morning or afternoon for minimal client work but remember—you’re here to learn and connect with the environment at the conference.
    • Sometimes the distractions are good things. Above, I mention volunteers in the garden. Sometimes the plants that grow are viable and welcome additions to your investment. Only you can determine if splitting resources between those bonus plants and your intended produce is worth chasing. Be careful about your time and energy, but be gracious and understand that sometimes it's the surprising things that come up naturally are the most hardy and equipped for your garden!
    • Tell people no. This one is really tough, but be intentional about doing so and do it kindly! You're here to learn and grow as a person AND a business. Learn how to identify what is adding to your experience and what is just a distraction.  
Last year, I had TWENTY tomatillo plants volunteer in my garden. I culled that to SIX plants and ended up with nearly 10lbs of tomatillos anyway.
  • Trellis liberally. Return to the structure you created as necessary! It’s ok if you miss a session because you were talking to someone in the hallway. It’s ok if you get up and leave a session because it’s clearly not a good fit.  Again, it’s not about perfection, it’s about the end goal.  
  • Add Water and Nutrients as Needed. Literally.
    • Eat a vegetable. Drink water. Sleep. It’ll help your performance.  
    • Be moderate. You know what I'm saying. Have a good time, but keep first things, first. (And if you’re going to drink heavily, as your MSP Channel Big Sister, drink a glass of water in between each drink and take some B Vitamins, ok?)

Speaking of setting goals at conferences, Tara Rummer at Immy.Bot and Immense Networks, gave her insight in a recent conversation:  

We always did a little powwow before events to discuss what sessions each of us would be attending. And during the event (and after) we would do check-ins regarding something we've learned from our morning or afternoon... Or maybe you met an awesome vendor or had a hallway conversation that stuck with you. All of that was fair game! Learning isn't limited to planned content!  
 
I always kept the maximum to three things you learned that day because the amount of information you take in at events can be overwhelming. There are so many intelligent people talking about their passions and successes / failures.  

Tara makes some great points, but specifically, this is a good place to mention the 3-3 approach, which can help you focus and fortify ideas or experiences, either by challenging you to do more or challenging you to do less! The emcee at Right of Boom 2025, Robert Cioffi, mentioned a version of this from the stage this year. At Rising Tide, I word it like this:  

  • Meet 3 New People. It’s tempting to only hang out with people you know already. When else do you get to spend time with a friend who lives on the other side of the world? That said, go out of your way to sit at a different table for meals, introduce yourself to people sitting near you in the conference hall, or add the keynote speaker on LinkedIn and tell her what you enjoyed the most about her talk!  
  • Find 3 “New” Products. Learn about (and limit it to) 3 new tools, services, or vendors you weren’t familiar with. How do these tools compare to other ones you’re familiar with? What do you NOT like about them?  
  • Identify 3 Points of Potential. What are 3 key insights you can bring back to the team that could impact your business or industry? Was there a common theme all speakers mentioned? A valuable phrase or saying that meant a lot to you?  

Actively harvest the bounty.  

What’s the point of a good tomato if you can’t take the first one and immediately slap it between some white bread with salt and pepper and mayonnaise? (By the way, the Duke's and Hellman's argument is wrong, it should only be Kewpie)

Often in a garden, the fruit comes to maturity in waves. It is up to us to determine what we want to do with it.

Back to Tara's experience at Immense and Immy.bot: 

At the end of the event we would each come back with one or two large takeaways.... Something we'd like to try, a vendor we'd like to meet with, etc.  
 
I've seen a lot of people come back from events and try to change everything all at once, which quickly caused dumpster fires within their teams. I've tried to put guardrails up to help guide the team a bit and keep them away from shiny objects.

Oof. Your team is your wealth and overwhelming them or frustrating them is a quick way to lose not just morale but efficiency! How can you, like Tara, put up guardrails up to protect their time? 

For me, the heart of this is to take the key things you learned and actually celebrate and use them!

  • Harvest, sort, and enjoy the fruit.
    • Do it yourself, first. For me, I personally set one hour aside to complete this step, either on the flight home or first thing in the office with a fresh cup of something warm. It is low-dopamine and I’m often tired, but this is super vital and what all the other “steps” have led to. Just do it. Finish strong and power through, don’t get distracted.
    • Analyze your Notes. Fill out the notes that you only half jotted down. Use a generative AI tool to analyze the entire event and sessions including your notes. Highlight and pull-out questions you may have asked, or tools mentioned that you’d like to research further.
    • Review with your Team. If my team is with me, we set time aside to accomplish this step before we leave the event.
  • Share the bounty. Conversations that spring from teaching others often lead to better understanding of the content and also better and stronger ideas! Do so liberally!  
    • Teach your team in a team meeting what the best things you learned were.  
    • Share with community. Write a blog post, film a reaction video, or post insights on LinkedIn.
This is what I couldn't eat alone at one harvest for my garden and so I brought it to my local community fridge. There were more harvests and more trips to the community fridge.
  • Preserve what you cannot use and be ok letting some go. You are going to come up with so many ideas. Take the good ones that you can implement now (literal “low hanging fruit”) and be intentional about setting a timeline for returning to the other ideas.  
    • Put good ideas worth implementing later in a meaningful place, like a project board in your PSA or another collaborative note-taking tool.  
    • Not every good idea is able to be executed with your current time and resources. And that is ok. You can always grow more, and composting puts those nutrients back into your garden as soil amendments that can feed the other ideas you have!
    • Some ideas aren't good for now, or this season. Intentionally putting them aside means they can actually be ready when the time is right.
Ten pounds of sweet potatoes grew from one sweet potato I couldn't use last year. I chucked it in the garden and nature brought the bounty at the right time and season.

Make your plans for what is next.  

In the end, sometimes you end up harvesting something that you didn't expect, but that worked out.

Did you see my photos about tomatillos? I didn't even plant those and they kept our home fed that entire summer. What did I learn? Next time, I'll only keep two plants so they don't overtake my garden!

So, how did this harvest go? What can you do better next growing season?  

  • Honestly Review the Harvest.
    • Did you pick the wrong seeds for your business needs? Which sessions were worth it? What didn’t you agree with? Should this conference be on the calendar next year? Were you the best person to attend, or should someone else on your team go next year?
    • Was this completely the wrong fruit to grow? There are so many events you could attend, within our industry and industry adjacent. How do you choose and how do you vote with your money and energy, on which ones are actually building our industry and which ones are detracting from it? A large portion are just dog-and-pony shows, built to capitalize on FOMO, with smoke and mirrors, and to send you home on a high that you may never match. Are you actually getting what you need out of these events, or are you the product?
    • What should you do differently? You know what they say: do what you've always done and get what you've always got. Expand your horizons based on your business goals. If you're looking for a good place to start, I've attended, volunteered for, and spoken at MSPGeekCon – A Conference for MSPs by MSPs since its inception in 2023. If you're looking for a conference that is going to teach you and your team as the core focus, get your tickets for their upcoming 3rd year at MSPGeekCon 2025 Registration.
My buddy Jonathan "Sauce" Marinaro and I speaking at MSPGeekCon 2024 on Civics for Techs. Photo by Will Dowling.

  • Follow Up on things that will support your future Gardens. I hate to make this one so trite. But like, just do it. Make a plan and execute it. Connect with people you met on LinkedIn, send emails to continue conversations with vendors, implement ONE thing from the conference into your process, and turn other notes into clear action.
  • Prepare the Soil for next year.
    • What can you do now? Do you need to lay a cover crop, plant a complementary plant, or turn it over and add fertilizers or amendments? (What do you need to do to invest in your business NOW so it can be more receptive next season?)
    • Should you do nothing? Do you need to let your soil lay fallow for a season to regain balance? (Maybe you’re adding too many things and you should work on maintaining what you have before adding anything else)
    • Should you change your approach? Do you need to move where you plant that crop to a different area on your property with better drainage or sunlight patterns?  (Maybe your market doesn’t even want what you have to offer and you need to rethink your focus.)
    • Should you do something completely different? Do you need to evaluate why you were planting in the first place and maybe you just want to be a goat farmer? (Is this even what you want to be doing? Should you be prepping someone else to do this or lead?)
Leaves from my backyard covering the onions and shallots I planted as I exercise crop rotation and intentionality with what grows next and best together.

Put your effort where it rewards you.  

At the end of the day, a garden only succeeds with the right combination of time, resources, and attention.  

And a conference is exactly the same way. It is truly only as valuable as the effort you put into it.  

Let’s face it, we’re all exhausted and it’s easy to be a consumer. It’s easy to just go to the grocery and pick up a beautiful tomato that someone else made.  

It’s easy to only meet with people or vendors you already know and like. It’s easy to just take what people give us and check a box saying we attended an event. It’s easy to mindlessly take in what you’re being fed – to not question it, to not challenge it, to not chew it up and consider if it actually serves you or not before swallowing the meat, fat, and gristle in one bite.  

I propose to you, friends and colleagues, that you can attend every session, shake every hand, and still walk away having wasted your time and money if you’re not actively tending the garden and harvesting the fruit in your personal and professional life.  It is vital that you consider your agency and power in controlling your own growth and own destiny. We must be intentional with our time and resources if we are to harvest the best fruit.  

Lastly, if this speaks to you and you attend conferences for the content, I intend to create a conference content webinar that reviews conference material and gives people a chance to ask questions and to determine what action could and should look like following conferences in our industry. Find me on LinkedIn and let’s talk about collaborating and making this happen together or come find me at MSPGeekCon!  

I look forward to continuing to tend to our industry, together.  

Love,  

El

Just me running part of the game room at MSPGeekCon 2024 - An offering I petitioned to include to help give people alternative ways of connecting with each other instead of over loud music in a bar! You'll probably find me in the game room again this year.

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El Copeland

As Partner and Business Consultant at Rising Tide, I help organizations align culture with efficiency, bridging the gap between strategy and the everyday systems that make it work. I’ve spent my career leading diverse, cross-functional teams and building communities where people actually want to learn and collaborate. With roots in technology, education, user experience & design, and project management, I specialize in turning complex ideas into clear, actionable plans that keep both people and projects thriving.

Outside of work, you’ll usually find me weight-training, gardening, or rewatching Doctor Who with a cat in my lap.

See some more of our most recent posts...
October 13, 2025
8 min read

Book Clubs, Conversations, and Curiosity

Curiosity isn’t taught; it’s practiced. At Rising Tide, we build a culture where curiosity fuels both technical and personal growth. Through team discussions, shared learning, and a book club centered on The Go-Giver by Bob Burg and John David Mann, we explore how better questions lead to better people, better work, and better service.
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Like many MSPs, Rising Tide invests in our people through access to books, trainings, conferences, and certifications. At its core, this is not education for education’s sake: rather, we believe the best technical work starts with curiosity, and we consistently seek ways to foster curiosity as a skill. You see, we think the best solutions come not just from curiosity about technology, but curiosity about each other, about our clients, and about our community. We want to be known as people who ask better questions, understand others' perspectives with clarity, and are always hungry for more. We believe that personal growth will always drive technical and professional success for our team, and as a result, our clients.

Curiosity is not something you learn from an SOP, a certification, or a conference.

So how does a business foster curiosity? Curiosity is not something you learn from an SOP, a certification, or a conference. It’s something you develop by creating the time and space for yourself and your people to feel safe to speak up, to ideate, to build, and to iterate.

We are doing our best to build a culture of curiosity and progress in as many ways as possible, not just through structured education, but in choosing tools, conversations, and activities where we can intentionally seek to learn from and about each other and the world around us. The last part is very important at a core level: we believe every person brings a different background, toolkit, and perspective that strengthens and deepens our own, even — or especially! — when we disagree.

every person brings a different background, toolkit, and perspective that strengthens and deepens our own, even — or especially! — when we disagree.

As a fully remote team of 6, this can be pretty difficult to do since we can’t go out for lunch or have regular physical touchpoints other brick-and-mortar businesses may enjoy. So, one of the standard ways we cultivate this is through scheduled daily and weekly team conversations where we review customer issues, books or videos, conferences attended, or other interesting things we’ve seen that we want to share.

Most recently, we chose to essentially start a book club where we would read The Go-Giver by Bob Burg, together, and to invite clients and friends to review it with us on a weekly call. It was important to us that as a team expectation, we should make sure no one felt the demand too great on top of weekly work expectations. Thus, we decided on reading one chapter (7-10 pages) a week, to make sure that it felt accessible to everyone. (Reading ahead is absolutely allowed and encouraged, but we will only discuss one chapter a week!)

how do you allow for people to join in the conversation even if they didn’t get a chance to read?

The next question for a book club is: how do you facilitate conversation in a way that allows for people to share what was meaningful to them, or to join in the conversation even if they didn’t get a chance to read? In preparing for our book meetings, I sought out online resources with simple chapter-by-chapter discussion questions. However, as a very easy read, it seemed that most questions online covered concepts that spanned multiple chapters, which encouraged reading ahead and missing perhaps some smaller ideas worth savoring in each chapter.

Honestly, we figure we’re not alone in this desire to have simple questions and to walk carefully through conversations, so we've decided to share our own discussion questions, chapter-by-chapter! These questions are written without consideration for future chapters of the book and are meant to help bring in conversation about the topics and themes specifically covered in the given chapter. These questions are open-ended and if you’re facilitating, we encourage you to take the stance of no-wrong-answers, just as an impartial listener. You never know what perspectives or fresh ideas may come out of conversation.

Check out The Go-Getter Chapter One Discussion Questions here.

We’ll continue to add discussion questions and commentary on the book club as we move forward. Next things I’d like to try is to offer facilitation to a team member who has read ahead, to help them stretch their muscles of asking questions and building conversations. What other ideas should we tie in?

Join the Conversation

Want to hang out in these conversations with the Rising Tide team? We meet Fridays at 9:30 AM ET to talk through important business, technological, and communal developments, and for the next 14ish weeks, The Go-Giver! If you’re an MSP owner, consultant, or service professional who wants to grow your team’s emotional intelligence alongside your technical skill, you’re welcome here.

Reach out to partners@risingtidegroup.net for the Rising Tide Fridays Teams link. Bring your coffee and curiosity: no prep required.

October 13, 2025
8 min read

Chapter-by-Chapter Discussion Questions for The Go-Giver by Bob Burg: Chapter One - The Go-Getter

At Rising Tide, we use book clubs not to read—but to listen, question, and practice curiosity. Join us as we unpack Chapter One of The Go-Giver by Bob Burg and John David Mann, using open-ended prompts to reflect on ambition, connection, and growth. Perfect for service-minded teams who want to slow down and think differently.
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About this Series

If you’ve already read Book Clubs, Conversations, and Curiosity, you know that at Rising Tide, we don’t host book clubs for the sake of reading. We use them as an excuse to talk, to listen, and to practice curiosity together.

The Go-Giver by Bob Burg and John David Mann is the first book that we've chosen to explore together in this way. Each week, we’re reading one short chapter together and using a few open-ended questions to spark real conversation: no lectures, no wrong answers, just reflection.

Below are our discussion prompts for Chapter One: “The Go-Getter.”

They’re written for teams like ours: busy, service-minded, sometimes too practical for their own good...who want to slow down long enough to notice what these stories have to teach.

How this guide is different from others you'll find online: We keep it chapter-focused. Every set of questions focuses only on the current chapter so there is no foreshadowing, no jumping ahead, no “we’ll get to that in Chapter 7.” The goal is to slow down and savor the smaller ideas that get lost when you rush to the big themes, and we're going to make sure that team members that are "behind" have enough data points to connect the dots and contribute even if they're not caught up to the current reading.

Use them however you like. Whether you’re reading along with us or just looking for a fresh team conversation starter, we hope these questions help you stretch a little, think differently, and see something new in yourself or your work.

Some Tips on how to use this Guide

  1. Keep it simple. No slides. No structured lessons. Read a question aloud, give a solid 10-second pause, sometimes you have to let the awkwardness of silence drive the conversation.
  2. Honor the one-chapter rule. No spoilers, no summaries! Stay inside the chapter or assigned reading. If someone raises a later theme, park it in a “Next Chapters” list and keep today focused. Similarly, don’t try to solve the book. Ask what this chapter made people notice or feel—nothing more.
  3. Actively include people who didn’t read and make space for quieter voices. Use prompts like, “From this idea alone, what stands out?” Curiosity doesn’t require homework. Explicitly ask: “Anyone who hasn’t shared want to weigh in?” Intentionally invite two voices before anyone speaks twice
  4. Time-box it. 15–30 minutes. One good discussion beats five rushed questions.
  5. Close with a single takeaway. Each person names one sentence, idea, or action they’re taking into the week. Log it. Revisit next time.

If you tweak or add questions, tell us at partners@risingtidegroup.net. We’ll keep improving this tool for other MSP teams.

Chapter One Discussion Questions and Observations

Chapter One Questions

  • How would you describe or define a go-getter?
  • Is it a good or bad thing? Why?
  • Do you consider yourself a go-getter?
  • Do you know people like Joe, Gus, or Melanie? What do you think of them as people or colleagues?
  • Why do you think the authors chose the name Pindar for the Chairman?
  • What do you think Pindar's conditions are going to be?

Chapter One Observations from the Rising Tide Team

  • Being a Go-Getter isn’t a bad thing!
  • It’s important to remember that the authors of this book are likely flattening the depth of characters into caricatures to more cleanly get the point of their story across. This is important to remember because rarely in life will the humans you interact with be the fulfillment of the assumptions you make about them.
  • Pindar is the name of a Greek poet who wrote odes of Victory. https://en.wikipedia.org/wiki/Pindar. Does this mean we can expect victory for Joe?
Creatures of a day! What is anyone?
What is anyone not? A dream of a shadow
Is our mortal being. But when there comes to men
A gleam of splendour given of heaven,
Then rests on them a light of glory
And blessed are their days. (Pythian 8)

Join the Conversation

Want to hang out in these conversations with the Rising Tide team? We meet Fridays at 9:30 AM ET to talk through important business, technological, and communal developments, and for the next 14ish weeks, The Go-Giver! If you’re an MSP owner, consultant, or service professional who wants to grow your team’s emotional intelligence alongside your technical skill, you’re welcome here.

Reach out to partners@risingtidegroup.net for the Rising Tide Fridays Teams link. Bring your coffee and curiosity: no prep required.

July 22, 2025
8 min read

By the [run]Book: Episode 3

This HaloPSA release may not grab headlines, but it delivers smart backend fixes for billing, approvals, and project automation. From delegate ticket approvals to proration-ready invoices and improved QuickBooks syncing, it's a solid batch of quality-of-life upgrades for fast-moving teams and structured orgs alike.
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This release didn’t come with any headline grabbers—but for those deep in Halo, it delivered a handful of quality-of-life improvements and some thoughtful backend fixes. Below are the features worth your attention, especially if you're in billing, approvals, or building project automation.

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Features Reviewed

Delegate Approvals for Tickets | v2.190 #830512 | 2:28
Ticket approvers can now assign delegates directly from the agent app ticket detail screen. Great for ITSM or structured orgs, but less relevant for fast-moving MSPs unless you're running approvals regularly.

Manual Proration Made Invoice-Ready | v2.190 #823611 | 4:18
A new checkbox on manual proration entries lets them show up in the invoicing screen immediately. Particularly useful for mid-cycle adjustments to annual billing, like licensing or domains.

Zero Draft Invoice Handling | v2.190 #819999 | 6:41
Halo will now ignore draft invoices created in Xero, preventing clutter and accidental syncing. You'll need to enable this in the Xero integration webhook settings.

Receive Stock Before PO Approval | v2.190 #829771 | 9:04
You can now receive items before a purchase order is approved. Risky for strict workflows but may fit fast-paced environments where hardware urgency overrides red tape.

Auto-Issue Items from Actions | v2.190 #837101 | 10:21
Set up actions to issue specific inventory items without user selection. Makes fixed-fee tickets more maintainable. Bug alert: doesn't yet work with quick actions—still requires a workaround.

Ticket ID in PDF Template Item Tables | v2.190 #837112 | 12:39
PDF templates can now pull the associated ticket ID into item tables—helpful for clarity in documentation, reporting, or client-facing PDFs.

Read-Only Appointment Subjects | v2.190 #829744 | 17:43
Admins can lock appointment subjects to match the ticket/project. It’s a small control that helps standardize records across large teams.

Editable Invoice Line Contract Links | v2.190 #823492 | 20:41
You can now edit the contract tied to a specific invoice line—especially valuable if you're tracking profitability across services with multiple contracts.

Prevent RMM from Changing Device Types | v2.190 #821917 | 24:58
ConnectWise RMM imports won't overwrite an existing device type anymore, assuming you check the new box.

QuickBooks Name Collision Workaround | v2.190 #829321 | 26:05
Halo now checks for matching item names before syncing, and links them rather than creating duplicates. A clever patch for a QuickBooks API issue.

Ticket Type as Rule Outcome | v2.190 #831422 | 27:28
You can now set ticket type via rule outcomes. Great for automating triage flows or conversions between types during lifecycle changes.

Team Custom Fields in Details Tab | v2.190 #831994 | 31:13
You can finally surface custom fields tied to teams directly in ticket details. Limited use cases for now, but it’s a step toward richer internal data visibility.

Granular Attachment Permissions | v2.190 #829812 | 32:36
Admins can now control who can view, edit, upload, and download attachments—down to the ticket type and role level.

Track Completion of Sales Lines | v2.190 #832113 | 33:58
Sales order lines can be manually or automatically marked as “Complete.” Adds helpful clarity, especially when you're tracking partial progress across installs or shipments.

Runbook Execution Modes (Parallel/Sequential) | v2.190 #830301 | 35:27
Control how runbooks trigger: run steps in parallel for speed or in series to avoid conflicts and ensure data accuracy.

Column Profiles for Invoices & Quotes | v2.190 #834755 | 44:01
Column profiles now work on sales orders, quotes, and invoices. You can personalize the data you see—and what you hide—for cleaner views.

Runbook Stats Tab | v2.190 #830996 | 35:27
Basic run metrics are now visible in a tab. Not yet robust for reporting, but a decent glance for usage and debugging.

For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword. And join us on August 5th for a show with Robbie and Mendy: https://youtube.com/live/ApiYEmWJsPU