Industries · MSPs

MSP lead generation: meetings with owners who are done with their current IT setup

Most managed services deals start when an owner gets frustrated with the person or company handling IT today. We book meetings with those owners and their finance and operations leads before the frustration turns into a quick referral to someone else, so your MSP is already in the conversation when they decide to switch.

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Where the pipeline comes from

The accounts a MSP program calls

  • Professional offices with 20 to 200 seats

    Law, accounting, engineering and insurance offices run on email, file shares and line-of-business software, and usually have one overloaded person or a break-fix vendor holding it together.

  • Medical, dental and specialty practices

    Patient data rules, practice management software and multiple locations make IT a compliance question, not only a help desk question.

  • Multi-location businesses

    Franchise groups, branch offices and service companies need the same network, devices and security at every site, which a single in-house IT person struggles to cover.

  • Manufacturers and distributors

    Shop floor systems, ERP and an office network share the same infrastructure, and downtime stops shipments, so owners pay attention to backup and recovery.

  • Companies with an internal IT team of one or two

    Co-managed IT is an easier first sale: you take the help desk, security tooling and after-hours coverage while their staff keep the projects.

  • Firms with cyber insurance or client security questionnaires

    Renewal applications and customer audits ask about MFA, backups and endpoint protection, and the owner needs someone to answer them.

Who decides

The people behind a MSP buying decision

Owner, president or managing partner
Controls
The final decision and the relationship with whoever handles IT today, often a friend or long-time vendor.

How to open: Ask what happened the last time something broke and how long it took to get fixed.

CFO, controller or office manager
Controls
The IT budget, vendor invoices and the cyber insurance application.

How to open: Lead with predictable monthly cost and ask who filled out the last insurance security questionnaire.

IT manager or internal IT lead
Controls
Day-to-day systems and a strong opinion on whether outside help is a threat or relief.

How to open: Position co-managed support: ask which tickets eat their week and what they never get to.

Operations or practice administrator
Controls
Onboarding, new locations and the complaints from staff when systems are slow.

How to open: Ask how long it takes to get a new hire set up with a laptop, accounts and access.

Reasons to call

What opens a MSP account

  • A security incident or close call

    A phishing loss, ransomware scare or compromised mailbox makes the owner question the current setup in a way nothing else does.

  • Cyber insurance renewal or a client audit

    The questionnaire asks for controls they may not have, and someone has to put them in place before the deadline.

  • The IT person leaves

    When the internal admin or the one-person vendor moves on, the company has to decide whether to replace them or outsource.

  • Growth, a new office or an acquisition

    More seats and new sites expose a network and device setup that was built for a smaller company.

  • End of life hardware and software

    Servers, firewalls and operating systems reaching end of support force a project, and projects open the door to a managed agreement.

How it works

Your MSP outbound program

  1. Build the list

    Target businesses in your area by seat count, vertical and location count, with the owner, finance lead and any internal IT contact for each.

  2. Run the outreach

    A dedicated U.S.-based SDR works phone, email and LinkedIn under your MSP's name, leading with response time, security and cost predictability rather than a list of services.

  3. Book qualified meetings

    Every meeting is with the right company, the right contact and a real timing reason, such as a renewal, a departure or an incident, booked onto your calendar.

  4. Nurture the rest

    Accounts locked into a current provider stay in a follow-up cadence until the agreement is up or something breaks.

What we fix

Why MSP pipelines stall, and what changes

  • "We already have an IT guy"

    The SDR does not argue with the relationship. They ask about response time, backups and after-hours coverage, and book the meeting around the gaps the owner names.

  • Referral-only growth that stalls

    Outbound puts you in front of businesses that match your ideal seat count and vertical, not only the ones your current clients happen to know.

  • Engineers and owners selling between tickets

    Your SDR handles prospecting and follow-up full time, so your technical team shows up to qualified discovery meetings instead of cold calling.

  • Long gaps between a first call and a switch

    Contracts with the current provider run out on their own schedule. Nurture keeps you in contact until the term ends.

Pricing

Flat monthly programs, guaranteed in writing

Foundation$5,000/month

Best for $2M to $10M revenue. A dedicated U.S.-based SDR at 50% capacity, a custom 1,500-account target list, phone, email and LinkedIn.

Growth$8,500/month

Best for $10M to $50M. A dedicated SDR at 100%, plus direct mail, intent and trigger data, and nurture up to 18 months.

EnterpriseCustom

Best for $50M+. A team of 2 to 6 specialists across territories and divisions.

Guaranteed. The activity or qualified-appointment number is agreed in writing before launch. If we miss it, we keep working at no additional cost until we hit it.

Exclusive. One MSP program per market: we will not run the same program for your direct competitor in your territory.

See everything each plan includes or compare with hiring an SDR.

Questions

MSPs appointment setting, answered

What kinds of MSP deals can outbound generate?+

Fully managed IT agreements, co-managed support alongside an internal team, security and compliance projects, and infrastructure work like firewall, server or cloud migrations that lead to a monthly agreement.

Who does the SDR call?+

Owners and managing partners, CFOs and office managers, internal IT leads and operations administrators, at professional offices, practices, multi-location businesses, manufacturers and distributors.

Can you target a specific vertical or seat count?+

Yes. The list is built around the businesses you serve best, whether that is healthcare practices, law firms, manufacturers or companies in a certain seat range.

Will you work for another MSP in my area?+

No. We run one MSP program per market, so your territory and your messaging stay yours.

What does a program cost?+

Foundation is $5,000 a month and Growth is $8,500 a month, with Enterprise quoted to scope. The activity or appointment number is guaranteed in writing, and we keep working at no extra cost until we hit it.

One program per market

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