By
Mendy Green
December 12, 2022
•
20 min read
Business
What should I know about my business
As a business owner, it’s important to have a good understanding of your business goals, and its operations. There are several key questions that every business owner should be able to answer in order to ensure the success and growth of their company.
- What is your why? If you know me personally, by now you know I am a follower of Simon Sinek. Simon’s consistent chasing the why is something I’ve come to admire and strive for. The reason you get out of bed every day, the reason you go to work, if you know it, it’ll sustain you and become the building block for your Company Culture and Core Values.
- Who are your customers? It’s important to have a clear understanding of who your target customers are and what their needs and preferences are. This will help you tailor your products and services to meet their specific requirements and create a more personalized customer experience. More importantly, staying in touch with them will help you adjust to their changing needs, so you stay relevant.
- What is your revenue model? How do you generate revenue and make a profit? This could be through the sale of products or services, subscriptions, advertising, or a combination of these methods. Understanding your revenue model will help you identify growth opportunities and make strategic business decisions.
- What are your expenses? It’s crucial to have a good understanding of your business’s expenses, including fixed costs like rent and salaries, as well as variable costs like materials and marketing expenses. This will help you manage your cash flow and make sure your business is profitable.
As a business owner, it’s essential to have a strong and focused culture and a set of core values that guide your company’s actions and decisions.
Business culture refers to the values, beliefs, and behaviors that make up a company’s identity. It’s the “personality” of the organization and the way it operates. A strong culture is one that aligns with the company’s goals and mission, and that supports the growth and success of the business.
These values should reflect your company’s mission and goals and should be integrated into every aspect of your business operations. Once your values are established, it’s important to communicate them to your team in to help make sure they are integrated into the company’s operations and decision-making processes. While all the other points are critical for owning and operating a business, they are also all areas that can be delegated (and usually are for larger businesses). The first point, regarding company culture is something that can only come from the top.
There are several reasons why this can have a major impact on the success and growth of your business.
First, a strong and focused culture can help attract and retain top talent. Employees who share your company’s values and beliefs are more likely to be motivated and engaged in their work and are more likely to stay with the company long-term. This can improve morale and productivity and can help drive the success of your business. This can include offering opportunities for professional development and growth, providing a healthy and supportive work environment, and recognizing and rewarding outstanding performance.
Second, a consistent and focused culture can improve customer satisfaction. Customers want to do business with companies that share their values and beliefs. Simon Sinek uses the one wearing the Red Hat as an example. People gravitate to those they connect with and by having a clearly defined culture you can articulate it allows others to see what you stand for and more easily connect with you, which can help increase loyalty and repeat business, as well as establish a greater level of trust.
Third, a focused culture and set of core values can provide guidance and direction for your employees. By having a clear set of values that everyone understands and adheres to, you can create a cohesive and consistent brand and customer experience. This can help improve collaboration and communication within your team and can make it easier to make strategic business decisions.
Finally, having that strong culture and core values established gives you guiding principles when it comes time to pick which companies you start a vendor/client relationship with, being able to articulate what you stand for allows you to recognize easily those that align with you or those that do not. You can quickly identify business practices and test them against your core value. “Is this company being honest”, “Do they care about customer experience” are questions you can easily answer based on the start of the relationship and your interaction throughout.
While having a unique selling proposition (USP) is often considered an essential part of a successful business, there is some debate over whether it is still relevant in today’s competitive market. With so many businesses offering similar products and services, it can be difficult to differentiate yourself and stand out from the crowd.
Additionally, many prospects may not have the time or inclination to thoroughly research and compare different vendors before making a purchasing decision. They may rely on marketing messages and other external factors to make their decision, rather than taking the time to evaluate the validity of a company’s USP.
In some cases, a company’s USP may be seen as simply a marketing tactic, rather than a genuine differentiator. This can lead prospects to view all USPs as equally valid, or to disregard them altogether.
Overall, while having a unique selling proposition is still important, it may not be as effective as it once was as a marketing strategy in a crowded and competitive market. It’s important for businesses to carefully consider their USP and whether it is a genuine differentiator, or if it is simply a generic marketing message, and in reality, aligning this with your Culture will help give you a true differentiator.
I'm passionate about IT, driven by a dual love for solving complex problems and a commitment to transforming the stereotype of technical support into a positive and enjoyable user experience. For over 13 years, I've been deeply involved in the MSPGeek community, lending my expertise to various Managed Service Providers (MSPs), while also serving as the CTO at IntelliComp Technologies.
My journey in the tech world is fueled by a passion for teaching others. I find great satisfaction in imparting problem-solving and critical thinking skills, and offering practical guidance during the troubleshooting process. It's this enthusiasm for mentorship and improvement that led me to my current venture.
Today, as the founder of Rising Tide, I'm focusing on the MSP industry, dedicating my time to coaching and assisting both individuals and businesses. At Rising Tide, we're not just about providing solutions; we're about nurturing growth, fostering innovation, and building a community where everyone can rise together. Whether it's through hands-on problem solving or strategic planning, my goal is to make the IT experience not just efficient, but also empowering and enjoyable
See some more of our most recent posts...
Chapter-by-Chapter Discussion Questions for The Go-Giver by Bob Burg: Chapter Twelve: The Law of Receptivity
In this chapter of The Go-Giver, Joe finally learns the Fifth Law of Stratospheric Success: Receptivity. What looks like a simple lesson about accepting help quickly becomes a deeper conversation about why service-oriented people struggle to receive at all!
Read post
About this Series
This discussion guide is part of Rising Tide’s Fall 2025 book club, where we’re reading The Go-Giver by Bob Burg and John David Mann.
If you’re just joining us, here are a few pages you’ll likely benefit from:
- Chapter One – The Go-Getter for an introduction on how to use these Discussion Questions
- Book Clubs, Conversations, and Curiosity for why we started a book club for a technical team here
Chapter Summary
In Chapter 12, Joe shows up for lunch at Pindar’s home, excited to meet the 5th mystery guest. Together, we learn the 5th law of stratospheric success: The Law of Receptivity, which Joe defines as “The key to effective giving is to stay open to recieving.”
Discussion Questions
Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!
- Who did you think the fifth guest was going to be?
- Did you also imagine Rachel would be the guest?
- How do you feel when you give? How do you feel when you receive?
- Do you prefer one over the other? What stories or experiences shaped that preference?
- Some of our original commentary in the early chapters echoed this idea of receptivity. What if we give and get taken advantage of? Perhaps the question is, why are we giving and not allowing ourselves to also receive? Why are we giving without care for ourselves and what we should be giving ourselves?
- Why is receiving so hard for so many of us?
- Several folks in our group said some version of, “I’ll give everything, but I’ll take nothing,” and described feeling like they were taking from someone when they receive. What about you?
- Most of the people in our club said they like giving, and that it feels better to give! But, what if, when you refuse to receive: you are taking away that same good feeling from the potential giver?
- How might being more receptive change the way you work with clients or teammates?
- Jason reframed the Law of Receptivity as being open to opportunity, not just gifts: being willing to say “yes” when someone offers an intro, a collaboration, or a chance you didn’t plan for. Where have you seen that play out in your own career?
Rising Tide Input for your Consideration
- The Water Analogy – “Drink as You Pour”
- You may have heard it said, to “Drink as you pour.” Which is, as you are serving others, it is key that you also serve yourself and care for yourself so that you do not cause an imbalance.
- Imagine you have water in a basin:
- No input, no output = stagnation: If water just sits (no fresh water in, none out) it gets swampy and stagnant. No ideas, no giving, no creativity in or out means you can’t grow and adapt!
- Only output = propensity to run dry: If you’re always pouring out (time, care, energy, support) but never receiving, you eventually empty the well. You must refill with intention and consistency, cycles of burnout don’t help you establish your health and business!
- Only input = hoarding: If you only receive and never give, the “pool” can overflow or turn destructive, just like hoarded resources in a community. Cancer is a common phenomenon that consumes without thinking and without care. It destroys all.
- Where in your life are you stagnant, over-pouring, or hoarding and what would a healthier flow look like?
- Creativity, Physics, and the Oatmeal
- Kevin dropped a reference to an old comic from The Oatmeal about creativity being like breathing: you have to inhale (rest, experiences, inspiration) to exhale (make things, serve, create). That comic helped him accept that he has to refill if he wants to keep giving.
- Where do you notice “hyper-independence” in your life or work?
- As a group, we talked about how modern “luxury” is often framed as not needing anyone, and how we tend to prioritize independence over connection. Noone borrows a cup of sugar from a neighbor anymore, we just use Instacart! Where do you feel pressure to handle everything alone? Where is that actually hurting you or others?
About Rising Tide and our Book Club
Rising Tide helps MSPs and service-focused teams build better systems: the kind that align people with purpose.
Every Friday at 9:30 AM ET, we host Rising Tide Fridays as an open conversation for MSP owners, consultants, and service professionals who want to grow both professionally, technically, and emotionally. In Fall/Winter 2025, we’re walking through The Go-Giver, chapter by chapter.
If that sounds like your kind of crowd, reach out to partners@risingtidegroup.net for the Teams link.
Bring your coffee and curiosity…no prep required.
By the [run]Book: Episode 12
Episode 12 explores the second half of the HaloPSA 2.204 release—focusing heavily on operational enhancements that matter to MSPs. From SLA fixes to asset relationship control to better filtering and improved chat API hooks, this is a release packed with workflow refinements.
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In Episode 12 of By the [run]Book, Mendy and Connor continue their deep dive into HaloPSA release v2.204, covering the second half of this massive update. They break down critical enhancements across SLAs, custom fields, assets, chat, Google Workspace, billing, documentation, and integration workflows. This episode is ideal for MSP operators, service managers, and Halo administrators looking to understand not just what changed—but how those changes impact real-world processes.
Here's a few Key impactful updates featured in this episode:
· ATimezone option has been added to Agent details (998146)
Ensures holiday/PTO allowances calculate correctly based on each agent’s actualtimezone—preventing mid-day rollovers for distributed teams.
· Improvementsto the Google Workspace integration (987605)Updated user-matching options to now allow the use of both username and email.
· Restrictedasset relationship types (897671)
Allows admins to control which relationship types can be used between differentasset classes, preventing illogical or messy asset mappings.
· Separatepermission for impersonating users (747369)Impersonation no longer requires full admin rights, enabling safertroubleshooting and testing by leads, onboarding teams, or QA staff.
· Optionto select different email templates when sending invoices (574826)
Staff can now choose from multiple invoice email templates—helpful for voided,corrected, or specialized billing communications.
· NewSLA setting: user replies reset the response target even when on hold (920093)
Fixes unpredictable SLA behavior by ensuring user updates always reset theresponse timer, eliminating false breaches.
· Ticketlist filters now support Client, Site, and User custom fields (965190)
A major visibility upgrade that allows filtering by Client, Site, User customfields, and other options.
· Pre-paybalance type can now be set per contract (758980)
MSPs can now choose hours or currency on a per-contract basis—ideal for clientswith mixed prepay models like retainer hours and project funds.
Watch Now: By the [run]Book: Episode 12
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Full Feature review:
A Timezone option has been added to Agent details which initially will only be used to ensure that the Holiday allowance calculations are correct | v2.204 #998146 | 2:04
Ensures holiday allowance calculations respect each agent’s timezone.
Various Embeddable Chat Widget API improvements | v2.204 #993194 | 7:42
Adds more customization and event capabilities to Halo’s external chat widget.
Various improvements to SAF management | v2.204 #987889 | 9:23
Enhances the Service Architecture Framework.
Improvements to the Google Workspace integration | v2.204 #987605 | 13:02
Adjusts Google user matching behavior.
Added a ticket setting to show the department a team belongs to when assigning/re-assigning | v2.204 #983485 | 15:29
Displays department context during ticket assignment.
The FAQ list now shows in the portal URL when navigating through the Knowledge Base | v2.204 #983353 | 16:02
Improves navigation clarity when browsing FAQs.
Slack notifications can now be triggered by CRM Note updates, Site updates and specific Agent Actions | v2.204 #982479 | 16:27
Expands Slack integration coverage.
Added Agent Team Mappings to Microsoft Entra ID | v2.204 #979667 | 16:36
Allows syncing team membership from Entra ID.
The change management fields ‘Impact’ and ‘Risk’ can now be used in Risk Score calculations | v2.204 #975163 | 19:31
Improves accuracy of Change Management scoring.
Added a general Ticket setting that when enabled, the Can Edit Advanced Ticket Details permission is required to bulk change Ticket Priority | v2.204 #971319 | 21:58
Adds protection against mass-priority edits.
Charge Rates/Types can now be ordered by a sequence number set on the Charge Rate/Type setup | v2.204 #969791 | 22:33
Enables custom sorting of charge rates.
Minor report Chart filtering UX improvements | v2.204 #969514 | 23:20
Improves visual continuity when filtering dashboard charts.
You can now use Client, Site and User Custom Fields as criteria for Ticket List filters | v2.204 #965190 | 24:58
Significantly expands filter capabilities.
Added option to send an Email to a specified Agent when a Runbook fails | v2.204 #957580 | 27:45
New notification option for automation failures.
Added a notification trigger for when a User uploads a document to a specific folder | v2.204 #955651 | 27:53
Useful for client-upload workflows.
Added Access Control to Folders when using Document Management | v2.204 #955650 | 28:09
Brings permissioning to folder-level document storage.
‘Top Level’ field now available when creating an Account/Prospect from the new Opportunity screen | v2.204 #923428 | 30:08
Allows proper top-level assignment for accounts/prospects.
Customer & Site level custom fields now have the option to be displayed under the customer record when logging a ticket | v2.204 #920539 | 32:06
Surfaces client metadata during ticket creation.
Added a global SLA setting to allow user updates to reset the response target regardless of whether the ticket is on hold | v2.204 #920093 | 34:13
Fixes a major SLA limitation.
Added the ability to restrict the allowed relationship types when relating assets | v2.204 #897671 | 39:30
Prevents invalid asset relationship mappings.
You can now import Service Level Agreements (SLAs) & Priorities using an XLS spreadsheet | v2.204 #841750 | 40:34
Enables bulk-import of SLA structures.
Added asset and service business and technical owners as notification recipients | v2.204 #801201 | 41:42
Provides more targeted asset/service notifications.
Improvements to the Jira Software integration | v2.204 #796046 | 43:04
Enhances mapping, syncing, and mention handling.
Unapproved holidays now show with a dotted border | v2.204 #795392 | 44:59
Better visibility in calendars.
You can now save emails from Mail Campaigns as email templates | v2.204 #762793 | 45:06
Allows reuse of campaign email layouts.
Pre-pay balance type can now be set per contract | v2.204 #758980 | 46:33
Adds contract-specific prepay logic.
You can now view the amount of hours invoiced so far on the billing tab of a ticket | v2.204 #749755 | 48:13
Adds visibility into billed time totals.
Added a separate permission for impersonating users | v2.204 #747369 | 48:37
Impersonation no longer requires full admin.
Added option to select different email templates when sending out invoices | v2.204 #574826 | 49:02
Choose among different invoice email templates.
Creating a Purchase Order from a Sales Order line will now set the Sales Order line Supplier field and updating the Purchase Order line price will update the Sales Order line cost | v2.204 #417125 | 50:38
Fixes cost/supplier syncing between SO → PO.
Chapter-by-Chapter Discussion Questions for The Go-Giver by Bob Burg: Chapter Eleven - Gus
In this chapter of The Go-Giver, we re-meet Gus, not as the useless coworker, but the one with a powerful secret. This discussion dives into authenticity, neurodivergent masking, and how “customer service voice” can be either healthy adaptability or self-erasure. Ideal for MSP and remote teams rethinking how connection really works.
Read post
About this Series
This discussion guide is part of Rising Tide’s Fall 2025 book club, where we’re reading The Go-Giver by Bob Burg and John David Mann.
If you’re just joining us, here are a few pages you’ll likely benefit from:
- Chapter One – The Go-Getter for an introduction on how to use these Discussion Questions
- Book Clubs, Conversations, and Curiosity for why we started a book club for a technical team here
Chapter Summary
In Chapter 11, Joe learns more about “Gus,” who he is, and why he does what he does!
Discussion Questions
Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!
- Well, did you guess it? Did you know Gus’ role was before this chapter?
- How did your perception of Gus change when you realized he was the connector Pindar kept referencing?
- In your own life, who are the “Guses”—the quiet connectors who don’t lead with their résumé but who hold networks together?
- Does being masked or guarded in some contexts undermine your authenticity overall, or is it reasonable self-protection?
Rising Tide Input for your Consideration
- Authenticity in Context. Our group debated whether authenticity must be consistent across all areas of life. Neurodivergent masking and professional role-switching complicate the idea that “the way you do one thing is how you do everything.” Exploration angle: how do context, safety, and identity shape authentic behavior?
- Balancing Professionalism and Emotional Reality. The group also discussed how we find ourselves able to flip from personal conflict within a team or close relationship to “customer service voice”. Do you consider that skill that adaptability or self-erasure? What do you consider to be the difference between healthy role-shifting and burnout-inducing masking?
- The Hidden Connector. Gus embodies quiet influence and value created through long-term generosity, consistency, and relationships rather than status or self-promotion. What makes certain people “super-connectors,” and how does that play out in technical or remote-first industries like MSPs?
About Rising Tide and our Book Club
Rising Tide helps MSPs and service-focused teams build better systems: the kind that align people with purpose.
Every Friday at 9:30 AM ET, we host Rising Tide Fridays as an open conversation for MSP owners, consultants, and service professionals who want to grow both professionally, technically, and emotionally. In Fall/Winter 2025, we’re walking through The Go-Giver, chapter by chapter.
If that sounds like your kind of crowd, reach out to partners@risingtidegroup.net for the Teams link.
Bring your coffee and curiosity…no prep required.