Free prospecting kit · 38 pages · PDF
The MSP prospecting kit
A working kit for managed service providers who prospect owners, controllers, office managers and internal IT leads at firms of roughly 20 to 200 people. It is built around the moments that start an MSP deal: a close call, an insurance or compliance deadline, or the IT person leaving.
What's inside
- Gatekeeper, first-call and renewal follow-up scripts that lead with an assessment
- A worked example: a full managed IT appointment call, step by step
- A six-touch email sequence on insurance questionnaires, response time and co-managed IT
- Discovery questions for practices, law and accounting firms, manufacturers, distributors and nonprofits
- Seven MSP objections, from "we already have an IT guy" to "the IT company is a friend of the owner"
- Research and handoff sheets that capture seat count, the current provider and the dates that matter
From the voicemail“Did your last cyber insurance renewal ask for anything, like multi-factor sign-in or tested backups, that you weren't sure you had?”
