Chapter 7 of 11

The Day 0 Monday Cohort Call

Monday May 18 · 1:00 PM ET

Kerry on Zoom. Four MSPs — twelve people total. Beakon is live in everyone's tenant.

#22First MV call — BOATS, Threat Academy, Beakon

VISUAL TO BUILD · Day 0 launch

Day 0 is the champagne-bottle-on-the-bow moment. Visualize a ship leaving dry dock, banner across the bow with the cohort start date, four MSPs as crew waving. Kerry is the launch officer with the bottle. The cohort is officially at sea.

Kerry runs the 3.1 Cohort Kickoff in 60 minutes. Part 1 (5 min): introductions. Part 2 (5 min): the 10-business-day arc. Part 3 (10 min): the BOATS methodology overview.

KA
Kerry Anderson · Enablement Manager
BOATS is the methodology your team will use with every client. B is Build the Opportunity — lead identification. O is Open the Conversation — financial impact framing instead of technical scare. A is Accelerate with Business Impact — the Risk Likelihood Simulator. T is Tell the Story — the proposal that owners actually read. S is Smooth Sailing — the long-term relationship. Threat Academy is the curriculum. Beakon is the AI agent inside the platform that coaches you in real time as you move each prospect through your pipeline.

#23MSPs choose what to work on

Kerry presents the Maiden Voyage checklist — seven items, in-product, with Beakon guidance on each. Brent picks Item 4: load three real clients (already done). Kevin picks Item 1: company-profile setup. Theo goes straight to Item 7 — the HubSpot sync. He wires it up in about forty minutes.

#24Kerry asks each MSP about an active deal

Each MSP names the active deal they want to work on. Brent names Sundial. The Texas MSP names a roofing company. Pittsburgh names a regional law firm. Salt Lake names a small healthcare practice. These aren't 1:1 workshop bookings — they are public commitments. Beakon will then watch each MSP work their named deal.

#25Kerry workshops one or two deals live in the group call

With about thirty minutes left, Kerry picks two of the four named deals to walk through live as group examples. Sundial (Brent) and the Pittsburgh law firm — different BOATS stages, the contrast teaches better than two similar deals.

KA
Kerry Anderson · Enablement Manager
Don't send the 22-pager. Send a one-pager that does this — and only this — and the platform builds it for you. Two columns. Left column: what it looks like if Sundial does nothing. Breach cost — $1.86M. Hourly downtime cost — about $1,150 per hour. Attack success likelihood at current Shield — 87%. How their cyber insurance will respond if it happens — slowly, with deductibles and exclusions that wipe out the cash they'd need for legal and PR. Right column: what it looks like working with you. Breach cost mitigated — $24,000. Hours down reduced from fourteen days to under twenty-four hours. Attack success likelihood drops from 87% to 5%. Insurance Health Score moves from 410 to 780. Bottom line, in big numbers: For $1,750 a month, here is your new reality. The 22 pages keep them as the appendix.
Open item · proposal output

The two-column proposal script outpaces what the platform produces today. Captured for product roadmap. Until then, Kerry's coaching is what makes the format real on the page.

Brent takes notes furiously. Theo, who has spent the last eighteen months as the technical-write-up guy, looks like someone who has just been given permission to stop writing and start framing.

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