Hi -- we are a 4 person office atm, but growing. We are using godaddy for our M365 subscriptions. They are a hot mess when anything goes wrong - and we are interested in getting off their platform. This will involve defederating and then figuring out if we self manage subscriptions and storage/backup. I am debating between hiring a CSP or doing this myself. I've identified one CSP but would like alternatives to review and don't find any that seem reliable. Any recommendations or experiences to share?

Would love to hear new ideas for new client welcome gifts. We've done some combination of logo tote bags, Yeti tumblers, books, socks, bound notebooks, etc. Any suggestions for items your new clients have enjoyed?

How does everyone name their opportunities? Are you naming them with the Clients name? Do you have a format, Last Name, First Name?? Please share. Thank you.

Has anybody used the software company trainual? I’m looking to convert our training from written SOP’s to video. I think this will help with scaling as we onboard more employees I also think it will help with quality control for making sure that everyone is trained the exact same way. Any opinions or other options would be greatly appreciated. Thank you

Hello! Welcome to the RIA Operators community. The goal of this skool is to unlock the best version of you and your RIA. It's taking the initiative to recognize there is a need for improvement, and moving forward with the changes. It's about being driven rather than complacent. ~@Katherine Beltran Start by checking out these links: - Classroom - Roadmap - Mission - Resources - RIA Operating System - Work with Simplicity Ops To kick things off, please comment below or create a post introducing yourself. Let us know: 1. Where are you from? 2. Why did you join this community? 3. What project are you currently focused on? See you in the comments!