By
El Copeland
January 4, 2025
•
20 min read
Professional Development
Fundamental Skills
Tutorials
Refresh your Resume
When is the last time you updated your Resume/CV?
There was a little bit of chatter in the MSPGeek Discord last month about what actually needs to go on a resume. (MSPGeek Website | MSPGeek Discord)
It got me curious: how many of my friends in the MSP space have an up-to-date resume, and one that they’re proud of?
Uh-oh, have you not dusted yours off in a few years?
Let’s talk about why you might want to change that even if you’re happy where you are and some practical advice for updating yours into something you’re proud to showcase.
What is a Resume and how is it different from a CV?
Let’s start with the basics.
A resume is a generally a concise document highlighting your professional experience, skills, and accomplishments. When I’m coaching others, I use the analogy that a good resume is just a firm handshake. It's what gets your foot in the door for hopefully further conversations. You’ll want your resume to be tailored to your current interests and objectives, whittled down to reflect your story and expertise.
On the other hand, a CV, or curriculum vitae, comes from Latin words curriculum, which came from the original word currere which translates to run, as in a race; and vitae, meaning life. Curriculum has since been adapted as an educational term for what you’d be learning in a class or program, but it originally just meant “what race are you running?”
With that in mind, a CV literally translates to course of life, and as such it’s a beefier document than a resume, reflecting a detailed account of one’s professional journey, path, and achievements, showcasing a full history of your education, research, and work. I coach my people to keep both on hand, considering the CV as the “source of truth” for everything you’ve ever done with complete timelines and full descriptions, and creating multiple child resumes depending on your specific job application or use case.
In general, in the MSP (Managed Service Provider) space and in the employment arena, these words are often used interchangeably but I encourage you to default to providing a simpler resume, and as such we’ll be focusing on that term in this article. However, there are places and times that it makes sense to provide a full CV and we’ll address that as we go.
The Value of Keeping a Resume on Hand
Having an up-to-date resume is a good practice to keep even if you’re not actively looking for jobs. Some companies that bid for work include team member resumes and CVs as evidence of that company’s competence and fit to win a particular Request for Proposal (RFP).
It’s also helpful because you never know when the random person you meet at a conference, church, or bar, likes the cut of your jib and wants your resume to see if you’re a good fit for their company!
If you’re in Sales or Marketing, knowing what your technical teams’ Resumes and CVs look like can be a wealth of data for building proposals or providing accomplishments to prospective clients. It’s worth seeing if your team has up-to-date resumes so you know the high points of their skills and accomplishments and can brag about them accordingly.
So enough about the why of a good Resume. Let’s talk about the how.
Building a "Good” Resume
As someone who has applied for many jobs, read a good number of applications for my own businesses, and coached others in cleaning up their own, let’s talk about what makes a resume or CV successful to me and how I applied those ideals in my own resume. As you’ve surely noticed, the word good is in quotation marks – every bit of advice in here is built on years of learning and experience, but is by no means dictatorial or the final word on the resume that will get you the job of your dreams.
My goal is to give you inspiration on revamping and practical advice further editing your own! If you follow these ideas, hopefully, you'll take your resume from "meh" to "good" and as you build your idea of what good looks like, you can make it "great."
Here is my current resume, for reference:
What are your first thoughts? It’s ok if you hate it, it won’t hurt my feelings. The fact that you’re thinking about what could be a resume is the exciting part for me. We’ll use my resume to tear apart some of these rules so you have practical ideas for what to do, or not!
Rules I kept in mind:
- You’re the Hero.
- Lead with action.
- Context, context, context.
- Show your Work
You’re the Hero.
For the uninitiated, Doctor Who is a BBC Family Show about a millennia-old time-traveling alien who consistently finds himself saving the human race while meeting historic people and events from the past, present, and future. In the 2024 Christmas special, Ncuti Gatwa as the Doctor finds himself trapped in a crappy hotel room by himself, for a year. “The long way ‘round” rings in the viewers’ ears as we are then escorted through the next year of the Doctor, watching his character development as he performs menial labor and often comical tasks. It’s heartwarming and tearjerking, and....
Don’t do that.
Yeah, you heard me. Your resume is not the place for your growth or development. It’s not the place to give the ins and outs of your day-to-day. Your resume needs to be the high points. This is just the book cover, the summary, the short review enticing someone to pick you up and actually flip through the pages.
Ways that you can do that include:
- Use a “Summary” and/or “Objective”.
What is your overall story? Are you a phenomenal Tier 2 Technician looking for her next role leading a team as a Tier 3? Are you hoping to transition to leadership with your people skills? Are you wanting to contribute to a team with your depth of knowledge of security infrastructures? What should the reader of your Resume see first, and how should they read your story?
- Keep to the point.
A rule of thumb often used is 10 years of work experience to one page of resume. IF you have more experience that requires more words, try to shorten it first. Or, include an appendix fully describing a project or situation.
- Maybe a picture.
Honestly, I hate having a photo on a resume, but I was applying for a job outside of my local area and industry I wanted something that showed my character. I left it on the styling because I’m lazy. Be careful with photos, they can seem unprofessional.
We want to know that you can speak Judoon, have commandeered a TARDIS, and are adept with both psychic paper and a Sonic Screwdriver. We do not need to know that you carjacked said TARDIS, brought someone a cheese toastie and pumpkin latte, or snogged Queen Elizabeth. If the devil is in the details, well, leave the details and the devil out of your resume, dude.
This example is a little silly, but the point remains that YOU are the hero and YOU write your own story. Make sure the readers of your resume know what that is. And regardless of what story you write, your resume should always lead with Action.
Lead with Action
What have you done that you have control over? Your resume should show that you’re an asset to the teams that you’re on and that the work you’ve done has shown your strength.
Instead of framing things as being a part of a project or that something was imposed on you, stretch yourself to consider the decisions you made and how they were impactful.
Check your resume in a grammar checker for “passive voice” and eliminate it from your resume as much as possible. Passive voice makes it seem like you are just that: a passive bystander to things that you created. This isn’t the place for modesty, it’s a place for groundedness and intentionality! Don’t be scared to show them what you’ve got! Here are some good rules of thumb for your resume:
- Start with action verbs: Use strong verbs such as developed, managed, increased, led, implemented, and optimized.
- Ask 'who did what?': When reviewing your bullet points, ask yourself who is performing the action, and make that the subject of the sentence.
- Quantify results: Adding metrics helps make the statement more assertive and shows the impact of your actions.
Here are some practical examples for how you can update passive voice with active voice.
- Ticket System Implementation
- Passive: “A new ticketing system was implemented to streamline support requests.”
- Active: “Implemented a new ticketing system that streamlined support requests, reducing response times by 20%.”
- Customer Care
- Passive: “Client issues were resolved in a timely manner.”
- Active: “Resolved client issues within 24 hours, improving customer satisfaction ratings by 15%.”
- Report Preparation
- Passive: “Quarterly reports were prepared and presented by me for leadership review.”
- Active: “Prepared and presented quarterly reports to leadership, providing data-driven insights that influenced key decisions.”
- Training Employees
- Passive: “Training programs were created for new hires.”
- Active: “Created and led training programs for new hires, resulting in a 30% reduction in onboarding time.”
- Security Updates
- Passive: “System upgrades were performed to improve security.”
- Active: “Performed system upgrades to improve security, reducing vulnerability incidents by 40% compared to previous year.”
Of note, it is highly possible that you don’t feel like you have the numbers or the confidence to do this, today. There is a certain amount of intentionality and care that is required to start gathering these types of Key Performance Metrics or goals. It’s possible that your management is tracking some of these things already and you can talk to your manager about their goals for your department and roll those into your own successes.
Context, Context, Context
Know your audience and keep it relevant in all the ways possible, I’d specifically encourage you to consider context of content and context of delivery.
Content
We allude to this in the section on being the Hero, but keep multiple versions of your resume on hand depending on the role and company you are applying for! Review the business’s website and job listing for key words, phrases, or values to show you are a good fit. Remove work experience that isn’t applicable to the role. Don’t keep things in if they dilute what you are actually seeking to present yourself as. Customize your bullet points: Swap in key accomplishments that fit the job description. If the role focuses on leadership, highlight examples of mentoring or leading a team. If it’s technical, detail relevant certifications, tools, and projects.
Formatting
Use consistent headers, bullet points, and spacing to make your resume easy to scan. Avoid excessive detail that clutters the page. Stick to clean, professional fonts and clear section breaks.
Keep it simple, but don’t be afraid of a little personality: A pop of color, a different font, or slightly unique formatting can be memorable—but don’t overdo it. Use section dividers, subtle lines, or an (one!) accent color to guide the eye. Include icons for contact info if appropriate, but ensure they don’t distract (choose SIMPLE icons with only one color and make sure all icons are from the same family pack).
Keep font choices professional yet modern, such as using sans-serif fonts like Calibri or Lato. In general, I recommend not using more than one typeface, and limit the times you change it. Regular, bold, italic should get you far, and try to keep font sizes to three variations: title (36pt), header (18pt), body (12pt). Keep things consistent like you would be if you were marking up a webpage or application. And please, whatever you do, don’t express yourself through clever or cartoony fonts, this is for business, not your personal art gallery.
Delivery
How are you submitting your application? In person, by email, through a digital system?
Will the person be reading this on a mobile device or printing it out?
If in person, don’t be afraid to print off a color copy on nice, weighted cardstock for an in-person interview, and bring copies for other people who may be in the room as well, for a peer interview.
For digital submissions Check the format based on delivery method: Ensure your resume reads well in multiple formats—digital (PDFs), ATS-scannable text, and print. Run tests to see how it looks in each form. Do screenreaders or convert to plain text to see (or hear) what a computer-read version of your document turns out to say. Does it make sense? If not, rework it.
Show your Work
As mentioned multiple times in this article, your resume is a tool for opening doors, so don’t let it be a dead end for the reader. Where do you keep your portfolio or where should they go to find more information about you if this resume piqued their interest? Don’t keep them guessing, give them access! Some things you may want to include on a modern resume:
- Links
- Github
- LinkedIn Profile
- Blog or Portfolio
- Personal Projects or Achievements section
- Speaking engagements
- Community Volunteerism
- Open Source Projects you contribute to
- References or Testimonials
- While your references should be separate from your resume, don’t be afraid to list quotes from people about your work or link to reviews
Now, it’s your turn!
What do you think? If you look at your resume, does it follow my suggestions of making yourself the Hero. leading with action, considering appropriate context, and showing your Work? Where did I deviate from the rules, do you think it works for me, or not?
On the flip side, what rules do you think I am missing?
I hope I’ve inspired you to update your resume and/or CV this month and to encourage your friends and colleagues to do the same! If you need help cleaning up your resume, you can find me on any of the social channels listed on my resume, or through Rising Tide if you want to pay me to just do it for you.
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.
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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:
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Chapter Four Discussion
Chapter Summary
In Chapter 4, The Condition, Joe if back in the office and we find him losing yet another customer. This, time, however, in an effort to test the First Law of Stratospheric Success (Your true worth is determined by how much more you give in value than you take in payment), he guides the customer to a competitor who may be able to better fit his needs.
Discussion Questions
Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!
- How did Joe giving the customer to Joe’s competition make you feel?
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- Can you describe a time a person gave you more in value than you paid? How did that make you feel?
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Rising Tide Input for your Consideration
- Success is about perspective. You can be successful by your own goals, and not standard expectations of power, money, and attention.
- Our friend and MSP Owner at Network Integration Specialists in Virginia, Doug White, mentioned that he's enjoying making automations for his customers and not charging extra, and how those actions spark unsolicited client replies like, “This is awesome”. Truly the kind of experience the next MSP will have a hard time matching!
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- We're curious! Maybe Gus has layers. There’s likely more going on with him than the mentor archetype...let's file that for later.
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.
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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 Three Discussion
Chapter Summary
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Discussion Questions
Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!
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Rising Tide Input for your Consideration
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- Clout vs. leverage. Clout seeks recognition; leverage seeks outcomes. Joe wants both, but this chapter hints that trust is the real currency.
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.
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In By the [run]Book Episode 9, Connor and Robbie power through the rest of HaloPSA v2.2 — unpacking dozens of quality-of-life updates, automation improvements, and admin refinements that make daily operations smoother. From new calendar defaults and contract history tabs to long-requested rule enhancements and KB management upgrades, the pair keeps the banter light and the insights practical.
Perfect for MSPs, admins, and implementation teams who want to understand not just what’s new, but why it matters in real-world use.
Watch Now: By the [run]Book: Episode 9
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Added the “Other Uses” tab to email templates | v2.2 #909265 | 2:53
This new Other Uses tab shows every place an email template is used — from rules to mailboxes to notifications.
- Easier to audit dependencies and clean up old templates
- Improves visibility when editing or deleting templates
Added a new Ticket General Setting that adds a system Action to log when qualification matching occurs on a ticket | v2.2 #898706 | 3:42
A new system action logs each time qualification matching runs on a ticket.
- Tracks when and how qualification criteria matched
- Useful for auditing automation behavior
Added approval option to choose CAB based on custom field | v2.2 #896229 | 4:22
CAB selection in approval processes can now reference a custom field.
- Supports text or single-select fields matching the CAB ID or name
- Enables dynamic approver routing based on ticket data
Logged in Users can now save a draft of a Ticket they are logging on the Self Service Portal | v2.2 #884056 | 5:50
Portal users can start a ticket and save progress as a draft.
- Ideal for long or multi-step ticket forms
- Prevents data loss if users need to pause
Quote Revised workflow trigger has been added | v2.2 #883519 | 6:51
A new trigger fires whenever a quote is revised.
- Enables automated notifications or state changes on revision
- Complements existing quote sent and approved triggers
Runbook start authorization type of “Halo API Bearer Token” added | v2.2 #881366 | 8:04
Runbooks can authenticate via Halo API Bearer Token.
- Executes the runbook as the agent calling it instead of a system account
- Adds flexibility for API-driven integrations
Added a new setting to always default the calendar selection to the currently logged in agent | v2.2 #859262 | 9:29
Simplifies calendar management for agents.
- Automatically opens their own calendar first
- Reduces manual selection errors
Added the ability to bulk update the Next Review Date field on Knowledge Base Articles | v2.2 #858884 | 11:12
Administrators can update review dates for multiple KBs at once.
- Great for annual content reviews
- Keeps knowledge bases fresh and compliant
Knowledge Base Article fields are now available as fields to be shown when Approving/Rejecting on an Approval Process | v2.2 #857514 | 11:12
Add KB fields to approval forms for better context when reviewing changes.
- Reviewers see article metadata before sign-off
Added a new column to the MessageContent table to identify Subject, Body, and Footer components of email templates | v2.2 #855304 | 11:58
Improves data visibility for developers working with email template records.
- Makes debugging and reporting easier
You can now add Sales Mailbox emails to CRM notes of Clients, Sites or Users | v2.2 #844239 | 13:45
Sales emails can be attached as CRM notes to keep records complete.
- Centralizes client communications
- Improves visibility for sales and account teams
Added a new method for receiving stock on purchase orders | v2.2 #843072 | 15:10
Introduces SKU validation during stock receipt.
- Reduces manual entry errors
- Found under Items & Stock Control → General Settings
Change History tabs have been added to Contracts and Supplier Contracts | v2.2 #836482 | 17:27
New tabs track every edit made to contracts.
- Adds an audit trail for agreements
- Increases accountability in contract management
Added a call management setting “Continue calls after logging or linking a call to a ticket” | v2.2 #833694 | 19:19
Calls no longer end automatically when linked or logged to a ticket.
- Lets agents keep the call open for follow-up
- Avoids losing context mid-conversation
Charge rate restrictions now apply, based off of the ticket type, when logging quick time | v2.2 #823209 | 22:44
Quick Time entries now respect ticket-type charge rate rules.
- Enforces billing consistency across types
- Useful for projects and service billing
You can now add Attachments to Canned Text | v2.2 #822463 | 24:14
Canned Text can include file attachments.
- Great for sending standard documents or forms
- Reduces manual uploads
Introduced a ticket type level override for the “Show the Quick close option on the new Ticket screen” global setting | v2.2 #816120 | 25:09
Control Quick Close visibility per ticket type.
- Enforce processes where closure must follow workflow
- Keep it available for simple incident types
Added access control to PDF Templates | v2.2 #814057 | 27:08
PDF Templates now respect access controls.
- Limit who can configure or edit templates
- Non-admins can be granted permissions as needed
💬 Off-topic: LOG SITE VISIT THE RENADA WAY | 28:35
The team demonstrates Renada’s custom “Log Site Visit” action as a cleaner alternative to Halo’s arrive/leave process.
- Uses custom fields for distance and travel hours
- Simplifies reporting and expense tracking
Main Contact has been added as an option for Site Column Profiles | v2.2 #812754 | 31:03
Show the Main Contact directly in Site views.
- Helps identify key contacts at a glance
The “Team” field under Ticket information is now a hyperlink | v2.2 #807462 | 32:01
The Team label is clickable and opens the team configuration.
- Quick navigation for admins and team leads
You can now receive stock on all purchase orders linked to a ticket at once | v2.2 #801168 | 32:30
A new system use allows receiving all POs from a ticket in one action.
- Saves time in procurement workflows
Added option to map to the source field when using event management | v2.2 #799024 | 34:28
Event management can map incoming data to the ticket Source field.
- Makes integration data more traceable
“Add Note to Parent” is now available as a separate checkbox option in action configuration | v2.2 #798972 | 36:43
The Add Note to Parent option can now be combined with other system uses.
- Allows dual behavior without duplicate actions
- Fixes previous limitations for linked tickets
Added the option to default custom SQL single selects to the first value | v2.2 #795490 | 37:44
Custom SQL single select fields can now auto-populate with their first value.
- Simplifies form design
- Reduces empty field errors
Added the “User” field to Actions Field List | v2.2 #795488 | 40:41
A new User field is available for actions.
- Lets agents reassign tickets without custom runbooks
- Fills a long-requested gap in action configuration
The total time logged against a Ticket can now be used on the Rules and Approval Rules | v2.2 #789731 | 41:59
Rules can evaluate total time logged to trigger pop-ups or actions.
- Example: warn technicians after X hours worked
- Adds granular control to service processes
Various improvements to the ServiceNow integration | v2.2 #788388 | 45:58
Backend optimizations enhance ServiceNow sync reliability and speed.
You can now use Dynamic Distribution Lists for Nurture Mail Campaigns | v2.2 #776030 | 46:17
Mail campaigns can leverage dynamic distribution lists.
- Automatically add new contacts to email sequences
- Great for onboarding and training emails
Client-side pagination added to large reports to improve rendering performance | v2.2 #772884 | 48:38
Large reports now load page-by-page to avoid browser timeouts.
- Default limit of 1,000 rows per page (can be adjusted)
- Keeps reports responsive and stable
Option to index tickets based on ticket rules and ticket filtering options when indexing existing records | v2.2 #771405 | 51:05
Adds criteria-based indexing controls for AI and search.
- Re-score tickets to match updated filters
Improved holiday allowance tracking | v2.2 #770136 | 51:42
Different holiday types can have their own allowances and carry-over rules.
- Better alignment with HR policies
- Overrides available per agent
The criteria option “Not equal to” has been added for Checkboxes used in Ticket Rules | v2.2 #674405 | 52:46
Rules can now check if a checkbox is not selected.
- Adds negation logic for workflow criteria
Dollar variables ($) can now be used on Recurring Invoices when generating Invoices for the Notes and Reference fields | v2.2 #578765 | 52:57
You can insert dynamic values into recurring invoice notes and references.
- Automates naming with customer or agreement details
- Speeds up recurring billing setup
Added the ability to add Charge Rate restrictions and overrides to Top Level | v2.2 #557573 | 55:08
Charge rate controls can now be applied at the top-level entity.
- Enforces billing consistency for suppliers or clients
Checkbox custom fields can now be used as triggers in lookup profiles | v2.2 #483346 | 55:48
Lookup profiles can now trigger based on checkbox fields.
- Expands conditional form logic capabilities
A setting has been added to Report configuration so that a Mailbox can be specified to be used for sending Scheduled Reports | v2.2 #459155 | 56:15
Choose which mailbox sends automated reports.
- Improves deliverability and branding control
- Configurable under Reporting → General Settings
Filters on dashboards are now multi-selects | v2.2 #432838 | 57:25
Dashboard filters support multiple selections at once.
- Compare multiple teams, agents, or customers
- Huge usability improvement for managers