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    Technology

    Paul Green’s MSP Marketing Podcast

    Welcome to Paul Green’s MSP Marketing Podcast. If you’re a Managed Service Provider (MSP) and want to improve your marketing & grow your business, this is the show for you. It’s out every Tuesday on your favorite podcast platform.

    Since launching in 2019, this has become the world’s most listened to podcast about MSP marketing. Host Paul Green is the world’s go to MSP marketing expert, and the founder of the MSP Marketing Edge.

    Every week you’ll get really smart ideas to improve your marketing. Plus you’ll hear from the best guests, who will help you think differently about the way you attract new clients.

    You can easily email and chat to the host Paul Green, who answers MSP’s marketing questions every week. And there are versions of the podcast on YouTube if you want the full video experience.

    Paul and his team at the MSP Marketing Edge say their mission for the podcast is to give you practical insights and expert advice to boost your business performance. They provide strategies to help you get more clients, increase your Monthly Recurring Revenue (MRR), and grow your net profit. They know that profitability is crucial, and we’re here to help you succeed financially.

    Running an MSP can feel lonely. If you ever feel lost or overwhelmed, this podcast is for you. Each week it covers key topics for MSPs, offering specific, practical advice tailored to the channel. You will learn effective marketing techniques to attract new clients and grow your business consistently and profitably.

    Marketing an MSP involves many strategies, from digital marketing to traditional networking meetings. Paul’s podcast explores all avenues to help you reach your target audience. The weekly episodes discuss creating compelling marketing materials, using social media effectively, and optimizing your website for search engines.

    Every episode features special guests, including industry veterans and successful MSP owners, who share valuable insights and real-world experiences. These interviews provide inspiration and practical tips you can apply to your business.

    Paul Green often talks with successful MSPs about how they are growing their businesses, sharing actionable tips and strategies. The discussions cover finding new clients, increasing revenue, and building service consistency to give you a competitive edge.

    They also address day-to-day business aspects like recruitment, leadership, and financial management. The goal is to equip you with the knowledge and tools to run your business efficiently and profitably. Topics include attracting and retaining top talent, creating a positive workplace culture, and motivating your team.

    Business growth is a central theme. In the podcast you’ll hear strategies for scaling your business, expanding services, and entering new markets. Paul and his guests discuss the challenges and opportunities of growth, providing practical advice to overcome obstacles and seize opportunities.

    Innovation is another key topic. Discuss the latest trends in the MSP industry and how to leverage them to your advantage. Topics include digital transformation, cybersecurity, and cloud computing, helping you stay competitive.

    Though based in the UK, Paul’s content is relevant globally. MSP challenges are similar worldwide, and his advice addresses these common issues, regardless of your location.

    The MSP Marketing podcast offers in-depth discussions about the channel and MSP industry, providing actionable insights and practical advice. Listen each week for expert advice, practical strategies, and insights from industry leaders. Whether you’re looking to boost your client base, optimize operations, or increase profitability, the MSP Marketing Podcast supports your journey to success.

    About Paul Green

    Paul encourages listener interaction and values your feedback and suggestions. Connect with him through the website, social media, and email to share your thoughts and ideas.

    Paul Green is a le

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    Copyright: © 2019 Paul Green's MSP Marketing

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    Latest Episodes:
    SPECIAL: Fast Growing MSPs Do Just TWO Things Differently Sep 28, 2026
    Show notes

    What’s the difference between MSPs that are standing still right now and those that are rocketing ahead? It’s a special episode today because there’s only three months left of 2026, and I’ve actually got one of my colleagues as a special guest. He’s spent 10 years talking to MSPs about how to grow their business, and he’s going to share all of his brain with you right now. Welcome to Episode 359 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. Fast Growing MSPs Do Just TWO Things Differently Featured guest: Ben Smith has been part of the MSP Marketing Edge journey from Day 1, he helps MSPs build simple, repeatable marketing systems that compound over time, generating consistent leads instead of chasing the latest trend. Having spent over 15 years consulting with business owners he brings practical, real-world experience rather than marketing theory. Away from work, you’ll usually find him outdoors with his family or working on his latest renovation project. Hello, my name’s Ben Smith. I work with Paul at the MSP Marketing Edge. And how has it taken so long to get you on the podcast? We’ve been doing this podcast, what, seven years or something like that? Good question. I know, it is a good question. And you and I have actually worked together a very long time, way longer than actually the MSP Marketing Edge has been around. We’ll explore that in a second. But it’s good to have you here today, Ben, because you talk to MSPs all day, every day, and you hear the good, the bad, sometimes you hear the ugly because your job of course is to help people with their growth, with their marketing. And that means you’ve got quite a unique insight into what’s happening with MSPs around the world right now. So do you want to just start by telling us a little bit about you and your background and how we came to work together and what exactly you do for us here in the MSP Marketing Edge? Absolutely. So we’ve worked together for is it 15 years now, Paul? Yeah, scary, isn’t it? You had hair when we started. You didn’t really. For those watching on YouTube, Ben has no hair whatsoever. This is a personal choice. People often say when they find out we’ve worked together that long that I’m either good at what I do or that I’ve got some secret information on you. So they don’t know that it’s both at this stage. Thank you. But yeah, we worked together in the previous business working with healthcare sector and opticians, veterinary practices and dentists. And then of course we’ve been working together with the MSP Marketing Edge where you do the podcast and all the fun, crazy stuff. And I speak with MSP owners all over the world and find out what they’re looking to do with their business and if we can help them. Exactly that. In fact, if anything, I have the fun and you do the hard work. I enjoy it just as much. So it’s all good. I’m sure you do. Well, I know you do for a fact. And actually you are talking to our existing members as well as new members who are looking to join us because you do all the one-to-one consultations with our members, you do all of our onboarding. So essentially Ben is pretty much the only member of our team who loves being on a Zoom call all day long. I don’t like being on Zooms, I prefer doing stuff like this. And actually it was just you and me if we go back 10 years to when we first started this business. And so you and I have been here right from the beginning. And that actually leads onto my first question, which is what have you seen change since 2016 to 2026 in terms of how MSPs grow their business? So I don’t mean from a tech point of view because we’ve all seen cyber security get bigger, AI came out of what almost felt like nowhere two, three years ago. But in terms of what MSPs talk to you about and what’s important to them, what’s changed in the last decade? Yeah, good question. I think there’s not been as much change as people are probably expecting to hear. I think the stories that people tell me are quite similar in terms of when MSPs are starting out, they grow to a certain point and then something happens. So that’s been the same pretty much throughout the 10 years that we’ve worked with MSPs. Yeah. And that story, is it the common story of, “I loved what I did working for someone else, but I wanted to do it for me, so I started up.” And then it’s three, four years of frustration and cash going up and down and trying to find the right staff and trying to find the right clients. You must hear that story all the time. Yes, exactly that. People can see an opportunity to do something better, something different, so they go off and they do that themselves. And depending on when we speak to them and whether they’re still growing and looking to do that more or whether they’ve hit some kind of ceiling, whether it’s a real ceiling or when they’ve placed on themselves is typically when they would engage in a conversation to find out what else they should and could be doing with their marketing. Yeah, that makes perfect sense. So you obviously talk to MSPs that are literally on day one, where the owner is the MSP. And I know you also talk to the three, four million revenue where there’s an established team and senior leadership team. Is there would you say a sweet spot at which life seems to be easiest? Is it perhaps when it’s just you and two or three staff or is it when you’ve worked yourself out of the business but it hasn’t grown so big that it’s a monster or is that a really difficult question to answer? It is a difficult one because I think a lot of it will depend on the mentality of the business owner. Whether they’ve got themselves out of one job that they wanted to get out of for so many years and they’ve replaced that with another job, effectively it’s just they’re the boss this time, or whether they’ve got big plans to push it much further than just being comfortable and they want to actually build something that’s going to be bigger than them that they can step back and watch from afar. Yeah, that makes perfect sense. Now we’ve done this special episode today to get you on the podcast because we’ve failed to do that in the last seven years, but also because this is coming out the last Tuesday of September in 2026. And that means somehow there’s only three months left this year, October, November, December, that’s 2026 done. As you get older, every year just seems to go faster and faster. What I thought would be interesting is to look from your perspective as someone who spent 10 years talking to MSPs at every stage, what do you see makes the difference between those who are doing well and those who are feeling stuck? And let me define my version of doing well. My version of doing well is that you are achieving what you want to achieve. So I don’t define doing well as big car, big house, kids at an expensive school. I mean, we all want those things, but often those aren’t the things that drive us. So for me doing well is you’re living the life you want to live, doing the things you want to do with the people you want to, and you’ve got enough time and money to do that. So what do you see as the big factors that affect people that are doing well versus those that are feeling stuck? Yeah. Okay. So if we look at the people who are stuck right now, typically the business owner is probably the bottleneck, that everything’s going through them. They’re slowing everything down, they’re not looking to grow much bigger than what they’ve currently got to, or they just physically can’t find the time or whatever the next lever is that they need to pull. I think a lot of the time those businesses are relying on referrals. It’s purely a reactive approach. And referrals are great, they’re obviously doing a good job that their clients are happy, their clients want their friends to be happy and they refer people in, but the long-term game is those referrals at some point will dry up. And if they don’t have a plan, of course, then that’s going to be an issue down the line. Yeah. And in your experience, and I’m going to come back to bottlenecks in a second, but in your experience, that over-reliance on referrals, is that something way too many people have and they don’t realise the referrals have dried up until it’s like, “oh, it’s been six months since we had a client?” Yes, a lot of people do that. And we talked about the typical cycle that people go through is they will win new business, they’ll find something that works and because they keep those clients for so long and they tend to bring in new business when they’re happy. That’s just what people do, if they’re happy they’re going to stay with you and they’re going to probably refer to you. But the challenge is then that businesses rely on that. The MSP gets so used to getting new business through referral that they don’t spend any time or enough time on building something outside of that to build long-term. That makes perfect sense. So in a second, we’re going to talk about what you would build and we’ll move into what successful MSPs are doing, but let’s go back to the bottleneck. When you talk about the owner being the bottleneck, what are the symptoms that you see of that? If the MSP owner were to go away for several weeks with no phone, no contact to the office, nothing at all, would any new business would arrive in the door? And if that’s the case, then all the sales are coming through the business owner, which is a bit of a concern initially, particularly as you’re looking to grow that business longer term, if all of the sales come through one person, that becomes the main breaking point of the business. That makes perfect sense. And what other areas of the business does it affect? No, let me ask this question a different way. If the owner is a bottleneck in their sales, do you normally expect to see that they are a bottleneck in operations, in senior tech decisions, in every aspect of the business really? I think quite often that could be the case and the owner wants to still be involved in everything. And again, that can come from a mindset as to where they’ve come from and how they’ve slowly grown the business. Another time it can just be if we’re talking about marketing and growing their business, sales is the main point that we tend to cover, of course, in that kind of conversation. And actually I guess in your experience, most MSPs that have a conversation with you are operationally in a good place. So they might not be 100% perfect, but it tends to be the thing that MSPs get right first, isn’t it? And then they start thinking about growth. Would you recommend for someone, let’s say, that was earlier in their journey, would you recommend that they did both of those things at once? Should they focus on the operations first, then the marketing, or should those two things be done at the same time, do you think? In an ideal world, you’d do everything at the same time, of course. But realistically for an MSP to be growing, you need to be doing something well initially because you’ve got enough clients to look after the people already in the door and that will give you some stable base. But I think the biggest challenge people have is relying on that as a long-term strategy. And as you mentioned before, people often don’t realise that it’s a problem until six months too late. Yeah, there’s always a huge lag in marketing, more so for MSPs I think than any other business because of how slow the sales cycle is. Okay, before we get on to habits and systems and behaviours of successful MSPs, tell us a few more things that you see, again, based on 10 years of conversations, things that perhaps people say to you or the conversations they start and immediately your brain says, “Oh, I know what that’s going to mean, or I know what consequence that’s going to bring.” I think another problem that people struggle with is having a clear point of difference in a busy marketplace. They will believe that they’re different because they’ve, again, broken out from maybe a previous employee to create their new MSP, and years down the line they feel that they’re offering something that they saw as an opportunity, but in reality their marketing doesn’t translate that point of difference. It will be that we’re the 24/7 reliable local support that everyone else is talking about. And the challenge of that, of course, is your prospects don’t know that you created this business purely to fill the gap that you found. They just see what you are showing them, which is we’re the same as everybody else. You and I have often said, haven’t we, that people who are technicians, almost the last business they should start is an MSP. In fact, you and I experienced this, and it’s funny when we were talking about bottlenecks, you think how many years I was the bottleneck to growth in this business, and this was my second business. My last business, I’d worked myself out, I wasn’t there day-to-day. And then when you and I started this, I then became the bottleneck for a number of years until I had that “duh”, which I think was only at Covid time when I realised, oh, hang on a second, we need a bigger team here. I’m doing too much work. This is crazy. So yeah, in a way, most MSPs should not start an MSP, they should go and buy an architect’s firm or an engineering firm or something like that. Obviously, that’s not quite how it works, but you and I do see a difference when we work with, and there’s probably a small handful of people we work with where the owner of the MSP is not an MSP. And I’m thinking there’s a couple of names in mind, and I know that you’ll be thinking exactly the same names. And it’s interesting that they have different problems. Their problems are more to do with delivery than they are to do with marketing and sales. They understand how to differentiate the business and how to position it, but for them often it’s actually getting the tech work and trusting these senior tech people because they don’t necessarily speak the same language. So I guess actually it’s just different problems in different situations. Right, let’s look at the positive stuff. So the MSPs you talk to who jump on a call and things are going well, and it could be we’ve been working with them for a number of years, it could be that things are going well and they want them to be even better. Tell me some of the trends, some of the traits that you see of common things that MSPs that are doing well, what do they do? How do they behave? Yeah, so again, some of these things of course are going to be the opposite to what we’ve just talked about. So having a sales function, and sometimes that is an entire salesperson or at least a defined role that is responsible for bringing new business in or certainly nurturing those leads to a point that, of course, the business owner may still be involved in the final sale and getting that deal over the line, but having somebody dedicated to sales. So it doesn’t become a reactive referral-based system. It’s somebody dedicated to having a clear plan that’s systemised to bring in prospects. And what’s the fear about bringing that person in the first time? Is the fear that I’m going to be spending all this money and it’s going to be taking such a long time for me to get the return, or are there other fears as well? Again, this will depend on the cycle that people are in. I think if they’re still in a honeymoon period, no matter how long that lasts for, that referrals are just coming in, there’s almost not a need, they don’t feel like there’s a need today. But of course the MSPs that do well and keep doing well are the ones who address that before it becomes urgent. Again, if they’ve got the right mindset and they’re looking at that long term, if the last three clients you brought into your MSP were referral, referral, referral, you’ve got a bigger problem than you might realise. What other things do you see from successf…

    Full show notes at the publisher

    Full Guide: Setting Up Emails That Create MSP Clients Sep 21, 2026
    Show notes

    A simple automated email sequence is one of the highest return marketing assets that your MSP can build… here’s how to get started. Also this week, how to get your whole team involved in marketing, and how to arrange a party for 3,000 MSPs. Welcome to Episode 358 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. The one email sequence every MSP should have running Most MSPs never use this, which even though it’s an oldie, is still completely valid in 2026. It’s an automated email sequence which warms up a prospect who has joined your CRM. And the beauty of it is that you set it up once and then you forget about it and it’s going to work for you for years and years to come. There are still far too many MSPs who connect with someone on LinkedIn or hand over a business card at a networking event or someone comes and downloads something from their website and that’s it. That person kind of disappears, maybe the MSP remembers them maybe they don’t, and actually they’re never contacted again. Today, I want to fix that because a simple automated email sequence is one of the highest return marketing assets that your MSP can build. And as I say, once it’s set up, you don’t really have to do anything. Let’s talk about the one email sequence every MSP should have running. So we should start with looking at how people end up on your list in the first place and how if you don’t have a list, you should have a list. Most MSPs underestimate the opportunity that having an email list presents. So of course, LinkedIn connections are a massive source of leads because when you connect with a business owner or manager on LinkedIn, then not only do you have a connection on that platform, but you have the ability to then go and harvest other information about them. I’m a big fan of taking your connections on LinkedIn, finding their email address. There’s a number of different ways you can do that… you can either get it off LinkedIn or you can use a plugin like Lusher or something like that, or you can just go and Google it. There are only about seven or eight types of email address, paul@, paul.green@, pgreen@, p.green@, you get the idea, you go and brute force Google search those in speech marks and you will find that email address eventually. So all those LinkedIn connections, you can go and find their email address and not enough MSPs are gathering email addresses and adding them into a CRM. Are you using a CRM? Do you have a basic one set up? Please go and do that quickly, it’s easy. Use MailerLite or MailChimp or if you’re in The Tech Tribe, you’ve already got one, it’s Growably, which is free as part of you’re the Tech Tribe membership. Go HighLevel is another popular one. Another one is ActiveCampaign. The ultimate one is HubSpot, but you will be paying them in kidneys every month. HubSpot’s really, really expensive. But the point is you can’t rely just on LinkedIn or gathering business cards. You’ve got to have a CRM where you are gathering people’s email addresses and you’ve got permission to email them. By the way, if you do take all of those email addresses or just business cards or any emails you gather from anywhere, as long as you’re not doing this on mass and not just buying a bunch of data and shoving it in (that’s bad) but if you’re trickling in people you’ve met on LinkedIn or in real life, then what you do is you send them an email as soon as you put their email address in. You tell them what you’ve done, you say, “Hey, we just connected on LinkedIn, I hope you don’t mind but I found your email address and I’ve put it into my database. I’m going to send you one email a week about growing your business with technology. If you really don’t want that, there’s an unsubscribe button at the bottom.” And like 8 out of 10 people will not unsubscribe, but you’ve now cleaned that email address. I realise the world’s anti-spam laws will not agree with me on this, but in theory you now have permission to email them. You’ve got to remember all of those anti-spam laws are not aimed at you and me, they’re aimed at the people that are spamming a million people a day, right? If you’re adding three or four people a week to your CRM, it’s not a bad thing, it really isn’t. That is not legal advice, by the way. So other places where you could find email addresses, we’ve mention LinkedIn, we’ve mentioned networking events, so people you’ve physically met. Event attendees, if you run a webinar or even just attend a local business event, whether you’ve got a stall or not, everyone who shows up could be a legitimate prospect that you could add to your list. Then you’ve got website inquiries. Anyone that’s ever filled in a form or got in touch via your website or a live chat or something like that. In fact, you could go back, look in your Outlook and find everyone who’s ever emailed into you or ever filled in a form on your website, all of that data could go onto your CRM. Then you’ve got referrals from existing clients, anyone whose name gets mentioned in conversation but isn’t ready to talk yet. There’s lots of ways and places where you can get names. The point is every single one of these people who has had any form of contact with you, these are not cold people. These are your potential future clients, but only if you proactively market to them. And that’s what your email sequence does. So the first step is getting their email address, shoving them into a CRM, and then sending that email where you tell them what you’ve done and you are essentially asking them permission to stay in touch with them. Now, even if you do that, in my experience, most MSPs do that and then do nothing else with those people. So here’s where you set up the thing that we’re talking about here in this bit. You set up an email sequence that goes out to them and it’s completely automated. And I’m going to tell you what exactly it is, what to put in it and how to set it up and keep it going for ages. So what this sequence is trying to do, well, let me tell you what this sequence is not trying to do – it’s not trying to sell. This is not an automated sequence of “buy, buy, buy, please come and buy from me”, because if you do buy, buy, buy, they’re just going to say “bye-bye”. We can’t do that. Managed services is a very long sales process. It takes a long time and people only buy when they’re ready to buy. So there’s no point bombarding them with emails asking them to buy from you because they’re not going to do that. Instead, the goal is to build trust and you build that trust over a period of time. So the morning that that prospect wakes up and they are finally ready, willing, and able to consider switching IT support companies, your name is already in their head. In their heart they feel like they know you in some way, just because they’ve been connected to you on LinkedIn, maybe seen some of your LinkedIn stuff, maybe met you in real life, but importantly, they’ve opened a number of emails from you across the months or the years. So you’ve got to think about where people are when they very first land on your list in your CRM. Maybe some of them are actively looking for a new MSP. That’s going to be a very small number, most of them are not. They may be thinking of switching next year or they’ve just connected with another local business owner. So they might be vaguely interested, but they’re nowhere near ready to have a conversation. So your automated email sequence needs to serve all of these people. For the ready ones, there should be a very easy, clear path for them to book a call with you, a discovery call. But for all of the rest of them, the ones who aren’t yet ready, your automated email sequence is going to build the relationship with them and keep you top of mind until they are ready to talk. I guess what I’m saying here is you’ve got to play a long game and the MSPs who play the long game consistently are the ones who very rarely have an empty pipeline. What’s a good structure? How often should you send out an automated email? I believe one email a week for around about 8 weeks is perfect. And one email a week is the perfect cadence. It’s frequent enough to stay present and it’s not so frequent that people feel bombarded by you. 8 weeks, it’s roughly two months, it’s enough time to establish who you are, what you stand for, why you’re worth talking to, all of that, but without overstaying your welcome before they’ve decided whether they even want to stay on your email list or not. Now you can do less and of course you can do longer. I have friends who have 104 week email sequences, which is crazy, right? They send an email a week for two years, but they’re more in the kind of the internet marketing thing. I think for an MSP, 8 to 12 weeks is more than enough. But what do you do then after that sequence ends? Well, it’s very simple. The prospect moves into your regular weekly broadcast list. And if you don’t have this, this is something that you should start doing. Every week you send out a new edutainment email. And this is a mix of education and entertainment. So you’re teaching them about tech in a way which is actually quite entertaining. And of course they don’t care about tech itself, they care about what tech can do for them. You talk about business growth and enhancing their business and growing their business with technology underpinning that. And most often the right way to do this is you just load a new email every week. This is what we do for our MSP Marketing Edge members. We give them an email every week. We actually give it to them once a month, but we give them an email that they can send every week to their prospects. The idea is you do an automated sequence so everyone who joins your list gets the first 8 emails, the same 8 emails in a row. And that way you make sure you cover off all the things you want them to know about… we’ll talk about that in a second. But after that, when your sequence has ended, you drop them into your broadcast bucket and it’s just the email that you load every week. And that’s where you can talk about timely stuff and things that are happening and all of that kind of stuff. But the idea is that you continue building the relationship indefinitely, but you’re either doing it through a structured sequence that you’ve set up once or you’re doing it through that weekly broadcast bucket. Now, the tone throughout all of your emails should be conversational, personal, useful. Think of it that you are writing to one person, even though potentially thousands of people may see this email over time. But I was taught this back in my radio days. I was a radio presenter from the mid ’90s to the mid ‘00s, and I was taught that when you’re sat in a studio talking into a microphone, you don’t think about the hundred thousand people who are listening, you think about one person. You picture that person in your mind and you just talk one-on-one. It’s what I’m doing now. I’m talking to you. Apparently lots of other people are listening to this podcast or watching it on YouTube, but I’m only talking right now to you, one person. So the less your emails feel like marketing and the more it feels like one person is writing to another person, the more effective they’re going to be. What do you put in this email sequence? Well, there’s a number of things that you can do, but remember what we’re trying to do, we’re trying to build trust, we’re trying to build a relationship. So in your first email, you might do a warm human welcome. Well, let’s assume you’ve done that one that’s essentially asked permission for adding them to the list in the first place. The next email might be just about you, just a welcome of who you are, what you do, why you’re started an MSP. And it’s not a pitch. Don’t pitch slap them, just tell them your story, give them a shortened version of your story. Because if they’re a business owner like you, then they’re going to connect with your story because business owners love hearing other business owners’ stories. If you’re connecting with an IT director because you’re selling co-managed IT, an IT director is always interested in other IT people’s stories. You see how you can hit both of those things. You want to make them feel like they’ve met a real person and not subscribe to a newsletter. Then the next email could be something genuinely useful. It might be a timeless piece of advice or an insight or a common mistake that you see businesses make with their IT, something that actually makes them think that’s helpful, and that should be something ideally that’s based on your experience. The next email might be a piece of social proof. So you might have a case study. In fact, we were talking in last week’s podcast about building a great case study. It could be a specific example of a problem that one of your clients have and how you solved it and what changed as a result. And remember to keep this human and specific and tell a really good story, take them on a journey. And then the next email might address a common fear or frustration that your ideal prospect has. I mean, it could be cyber attacks, could be data loss, could be where the IT slows the business down rather than helping them get stuff done. Show them that you understand their world without making it a sales pitch. Side note, if you are building a vertical specific audience as well as a general audience, you might have two email sequences. And that email I was just talking about, in fact, actually the last couple of emails I was talking about, the case study and then that fear that you were just talking about, those should be specific to their vertical. So the smart thing to do is to have two sequences within your CRM, one that general business owners come into, and then you’ve got a vertical specific one where all of the examples are specific to that vertical. The content otherwise can be exactly the same in both of those sequences. Right, side note over, back to the main structure, and we’re talking about the next email, and here you might share something slightly personal. So it might be a behind the scenes look at how you work. You could do a video of you and your team. You could introduce the team. You could just do a piece to camera and send them an embedded video about what you believe about IT support that other MSPs don’t. And this is almost like a likability email. It shows that you’re human and it shows the real people behind the business because that’s what people care about the most. Another email is another useful piece of content. You might send them out a checklist or a guide or a question that’s worth them asking their current IT provider… something practical they can actually use. And then another email, what are we on now? We’re on probably about email 6, 7, 8, something like that. It might be a piece of forward looking insight. You might talk about what’s changing in IT. You might talk about what’s happening in cyber security right now, but don’t look at it from the channel point of view or from your point of view, look at it from their point of view. And this is about positioning you as a tech authority and someone worth listening to on an ongoing basis. And then the final email should be a gentle low pressure invitation, maybe saying to them, “If you’re at the point where you’re thinking about whether or not your current IT setup is really working for your business, then I’d love to have a quick conversation with you. There’s no pressure, there’s no pitch. Let’s just have a 15-minute call to see if there’s anything useful that we can explore together”, with a simple link to book. You could just put that call to action just in that final email. There’s a couple of different ways of doing it. Me, I like a call to action in every single email. So that last email is just the call to action, but all of the other emails you’d perhaps just have a link at the bottom saying, “PS, if you e…

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    Writing The ONE Piece Of Content That Generates MSP Leads Sep 14, 2026
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    Case studies are the single most powerful piece of marketing in an MSP’s toolbelt, here’s how to get started. Also this week, is it ever a good idea to rebrand your MSP? And, you can’t grow your MSP until you’ve got solid leadership (even if it’s just you and a tech). Welcome to Episode 357 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. How to write a case study that makes prospects salivate If a prospect said to you right now, “Go on, send me a case study about your MSP,” what would you send them? Do you have just a simple paragraph on your website that’s actually a testimonial wrapped up as a case study that’s just a client logo and a quote saying, “Great service would recommend?” That’s not a case study. A case study is a proper story that takes a prospect on a journey. When they’re reading it or watching it they’re feeling and thinking, “That’s exactly my situation. This is the IT support company that I should be talking to and hiring.” Well, today I want to show you how to write that second kind, because done properly, a case study is one of the most powerful sales tools your MSP will ever have. Let’s start by looking at why most MSP case studies are useless. And most MSPs either don’t have case studies at all, or if they do have something it’s so vague and generic it could have been written by anyone about anyone. If yours looks something like this, “We helped a local business to improve their IT infrastructure and reduce downtime”, well, that tells the prospect nothing at all. And the problem you’ve got there is you’ve written that case study from your own perspective. It’s about what you did technically rather than looking at everything from the client’s perspective. And the client cares about the problem they had, how it felt when the solution came in, and what changed, what got better, what the results were. A case study is not a description of services, and it’s not a boast of how clever you are technically. A good case study tells a story. Stories only work when they make the person who’s reading it, or watching it if it’s a video, it only works if it makes them feel something. You think about every book that you’ve ever loved, every movie that you left the cinema thinking, “Oh, that was just amazing.” None of those started with a list of features of things they were going to do in the film. They started with a character that you could relate to, and that character was in a situation that you recognised and they’ve got a problem that made you feel something. The best stories move us emotionally. And do you know what? Case studies work exactly the same way, which is kind of weird when you think about it because it’s only marketing. But when you’re talking to ordinary business owners and managers, even when you’re talking to IT directors for co-managed IT, you’re looking to move them emotionally. The MSP who can emotionally move the prospect is dramatically more likely to win that prospect. Let’s first of all address a big problem that a lot of MSPs throw up to me, and that is the issue of confidentiality. “But Paul, what if I lay out all of the details about my client and bad actors out there can use those details to attack our client, to pretend to be us?” I get this, I understand it, and I think this is a unique thing within managed services within the channel. It is a real fear, but it is your fear and not your client’s fear. The most common reason that MSPs don’t have proper case studies is that they’re too worried about naming clients publicly and giving details that will be out there. The reality is that that worry almost always belongs to you and not the client. And most happy clients are not just doing case studies with you, they are doing them with lots of other suppliers as well. Most clients are genuinely proud to be associated with someone they trust, that’s you. And of course they’ll say yes if you ask them properly. Your fear that naming the client reveals something about their security setup and makes them a target, it is kind of unfounded. I understand where it comes from and I know that sometimes these details are leveraged, but a case study doesn’t really reveal anything about your security architecture or your tech stack or anything about the details of what they are using. It just tells a business story. And if you look on their website, the kind of details that they’re revealing in a case study, they’re already putting all of that on their website, on their LinkedIn, in their other socials? A lot of businesses are already revealing a lot about themselves because actually people like to do business with people. They don’t like to do business with people that they don’t know who they are. So more and more these days, businesses and the people behind the businesses are putting themselves out there. Anonymous case studies have almost zero value. If you are talking about a professional services firm and not naming them and saying who it is and what the business is and what they do, then that tells the prospect nothing that they can relate to. The power of a case study comes from specificity and recognition. It’s a prospect seeing a named business and a human at that business and they can relate to them. They can think that’s a business like mine, that’s another business owner or business manager like me. So please don’t be too scared of the security risk. Just obviously be very aware of what details you’re putting in there. How do you get started with your case study? Well, you just go to your three happiest clients. You could do it today, you could do it this week. You say, “Hey, we’re just improving our marketing right now and we would love to write up the story of how we’ve helped your business and just share it on our website and in our marketing.” This is the question to ask, “How would you feel about that?” Don’t ask them directly, “Would you like to do this?” Because that’s a yes or a no. Just ask them, “How would you feel about that?” And if it is a “No way”, then you haven’t directly asked them. You haven’t got the embarrassment for them and for you of them saying no. Whereas someone that’s happy will absolutely go, “Yeah, I’d be really up for that.” And the reality is that most people, like 9 out of 10, when you ask them this, because of the relationship you’ve got with them, they’re going to say yes. If a client genuinely can’t be named for contractual reasons or whatever reasons, then focus your energy on the clients who can be named. Please don’t dilute your case studies with anonymous versions because as I said earlier, they just don’t work. Let’s talk about the storytelling. And I’ve been talking a lot about feelings and emotions, and that’s really what we want in our storytelling because like with a movie or a book, we want to take the person who’s reading it or watching it, we want to take them on a journey. When you do a testimonial or a review, that’s a form of social proof as well, but it’s a short form opinion about the service that you have given to the client. So they tell a prospect what someone thinks, whereas a case study tells them what someone experienced and what someone feels. It’s all about the feelings and it’s a completely different and far more powerful version of social proof. And really the only stories that work are the ones that make us feel something, that move us, that take us on a journey. A prospect reading your case study needs to feel the same frustration that your client had with the problem. They need to feel the relief of you coming in with a solution. They need to feel the satisfaction of the outcome and it’s very much in that order. It’s got to be frustration, relief, and satisfaction. So if your case study doesn’t create that emotional response, it’s not really going to have any kind of power. Now let’s get into the nuts and bolts of it, here’s a five part structure for your case study: 1) Context. Who is this client? Don’t just give their name and their business and what they do, but paint a picture about them. How many staff have they got? What kind of worries and problems do they have day to day? Who’s running this business? What kind of business owner are they? The more context you give about your client without giving anything sensitive away, the more that the reader can connect to them. Context is everything. Relevance is everything. And you want the person watching the video or reading the story to feel like it is someone like them. Now, this is really easy in verticals of course, because of course, if it’s a lawyer watching a case study about another lawyer, that’s really obvious that this is someone like me, but you can do that with just general business owners. Most business owners can relate to other business owners. If we see someone like us, then we recognise this is relevant to us. And if it’s relevant, we are open to being emotionally moved by it. 2) Talk about the problem. What was going wrong before they started working with you? And be specific about this. What was the actual situation? But remember not to talk about it from a tech point of view. It’s from the client’s point of view. So it might be that they had slow response times from their previous MSP. It could be there was a breach scare, maybe a failed backup. Maybe their previous MSP just didn’t care or they’d got so big that this client was too small for them. The more specific you are about the problem, the more a prospect with the same problem will recognise, “Yes, I’ve got that same problem.” 3) Poke the pain. And this is the most underused section, yet it’s really important emotionally. So don’t just describe the problem, I had a cut on my arm. Describe what it felt like. Poke that pain, poke the cut on the arm, describe the pain. Was the business owner laying awake at night worrying? Were the staff constantly complaining? Was the leader losing confidence in their MSP? Was there perhaps a specific moment where they though, “You know what? Something has got to change here.” This is where you poke the pain. And the more you poke, the more you make the emotional connection with the prospect who is reading or watching it. And the more they think, “That’s me,” the more they feel like you are the answer to their problems. 4) The solution. What did you actually do? Do not deep dive into technical detail at this point. You’re writing for a business owner, even if you’re writing these case studies for IT directors, this is not the place to delve into technical stuff. Do not talk about solutions and tech stack and what you used. None of that matters. Focus on the experience, what you came in and did, what was the structured solution? How did you communicate? How did you demonstrate leadership? How was it calm? How did you prevent there from being any nasty surprises? How did that transition happen? What did you do that their previous MSP never did? That’s the kind of stuff that we’re talking about. So think overview of solutions, not the technical stuff of solutions. 5) The outcome. For that client, what is life like now? And again, keep this human rather than technical. So don’t talk about uptime being improved by 23% because what does that really mean? But talk about how the owner or the leader never stays awake at night worrying about backups or security or anything like that. What if the team stopped complaining? What if now they all have an extra 90 minutes of work a day because everything has been sped up? Specific numbers are great if you have them, but emotional outcomes are much more powerful than specific numbers. People glaze over when they hear numbers, but when they see an owner, a person just like them sitting, looking at a camera saying, “Do you know what? Our business is growing at a rapid pace now and now the technology helps us to do that, it doesn’t stand in our way.” That’s what you want someone to say. That is the beautiful payoff of your case study. Go for that. So let’s talk about formats. I’ve mentioned a couple of times about someone reading it or watching it. I would advise that you start all of your case studies as videos. Go hire a local videographer, that’s a hard word to say, videographer who can create these case studies for you. And ideally you want someone that used to be a journalist or has that kind of journalism training because the good journalism skills, and I’m an ex-journalist, I was a journalist for 10 years on the radio many, many years ago, but it’s given me a skillset to do things like the interviews we do in this podcast because I understand how to get to the crux of what someone else has got to say and then present that story to you who’s listening to this or watching it on YouTube. Go find a local videographer who can interview your clients for you and pull out that story. And don’t be scared of giving them this podcast and saying, “What this guy said, that’s what we want. We want this five-step format, we want emotions, we want to take them on a journey.” And believe me, that is beautiful. Most videographers will be so excited about doing that because they want to tell stories as well. So start with a video and then once you’ve done that video, keep all of that raw footage, make sure all of that raw footage belongs to you, make sure they get lots of B-roll. B-roll is like cutaway footage, so you might have footage of someone’s hands or them at the side or something like that. Make sure all of that owns to you, but get your videographer to cut a case study probably around a couple of minutes, something like that. But all of that footage can be used for clips on social media or just to refresh that case study in the future. Once you’ve done a case study video once, I mean, you can use that for five to seven years. You can just keep using it, you can keep refreshing it. But although don’t forget that the average prospect is going to see that once and once only. So even if in five years time, a prospect that saw it today, they see it again. It’s not like a movie they’ve sat and watched 50 times. I don’t remember the movies I watched a few years ago. Do you? I’ve got a vague idea, but I don’t remember the details. So you can do that once. And then once you’ve done that, you can then get a writer that you can find on Fiverr or Upwork or even just get AI to do it for you, get a transcript and turn that into a written case study. So it’s the same story, but you present it differently when you write up a case study. That written case study goes on your website, actually also goes alongside the video on your website. You put that written case study in your proposals, you might even get it printed and send it out to people. You send it to prospects before sales meetings. You might send it as part of an impact box, but you put the videos in front of them, you put the written case studies in front of them. You can use both formats and give both formats to people as part of the sales process. Some people want to watch a video, some people want to read it, so give both of them. And if you can get three of these and you’ve got three case studies of different kinds of business owners on your website, that would be beautiful. A prospect watching three clients tell their story in their own words with genuine emotion is impossible to resist. So a great case study is not just another piece of marketing material. It’s one of the most important marketing materials that you could ever put together. It’s a story about a real person whose situation a prospect recognises, whose problem they feel, and whose outcome they want for themselves. Get two or three of these case studies absolutely right, and they will do more selling for you than any brochure, any LinkedIn post, or any email you could ever send. Is it ever a good idea to rebrand your MSP? Let’s talk briefly about one of the most tempting, but also one of the most potentially expensive mistakes that an MSP owner can make, and that…

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    REALLY Messing Up An MSP 'Discovery Call' Sep 07, 2026
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    A discovery call is the thing that turns a warm lead into a booked sales meeting – here’s a 6 part format for getting the most from them. Also this week, how to market your MSP during a quiet spell, and the secret to being recommended more by AI. Welcome to Episode 356 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. The format for a perfect discovery call The discovery call is the most underloved, most misunderstood part of the entire sales process for MSPs. Most owners treat it as an opportunity to tell the prospect about their services, but that’s not what it’s really for. Done properly, a discovery call is the thing that turns a warm lead into booked sales meetings. And right now I want to give you the exact format for running one that actually works, including the differences between a B2B call and a co-managed IT one. And I’ve broken this down into six easy parts to make it easy for you to understand, follow along, and of course implement. Part 1: The mindset shift. When we’re talking about a discovery call, we mean normally a video call and it’s normally the first quality contact with a new prospect. And the goal of the video call, the discovery call is not actually to sell anything. It’s actually to do two things. Number one is to qualify the prospect as someone that you really want to work with, someone that’s worth pursuing. And then secondly is to make them feel as though, “Ooh, this is interesting. These are the guys we should pursue.” So you know that you want to work with them and they are intrigued… they feel heard, they feel as though you could be the right people for them. And the way that you do that is by zipping your mouth because the prospects should be talking like 80% of the time. You ask questions, but then you shut up and you listen really, really carefully and you just occasionally reflect back what you’ve heard, what they have said. Because the best sales don’t come from talking at someone the best or having the best pitch. They come from actually the best listening. So most MSP owners, they get on a discovery call and start talking about their services and their accreditations and their qualifications and their tech stack. And do you know that the prospect doesn’t really care about any of that stuff. At the very beginning of the process, which is what this is, they just want to know if you can understand their world and if you can listen to them. And feeling heard is one of the most powerful psychological forces in all of human connection. When someone feels like you genuinely get them and get their situation and you understand their hopes and their fears and their wants and their needs, then you’re going to form some trust. In fact, they’re going to know you, they’re going to like you and they’re going to trust you. And when those three things are in place, they’re much more likely to give you a wad of cash and commit to you for a three-year contract. Beautiful, right? Part 2: The ask – how long should you request for a discovery call? This is where B2B and co-managed IT are slightly different. So in B2B, I believe you should ask the business owner for just 15 minutes on a discovery call. Why? Because it sounds like a tiny, tiny commitment. Most people are going to say yes to 15 minutes, whereas actually if you ask them for 30, that feels like a bigger chunk and certainly you don’t ask for an hour. So 15 minutes is absolutely perfect. Now in co-managed IT, you do ask for 30 minutes and that’s because IT directors, even though they’re super busy, super overstretched, they also have more complex situations to explain. And 15 minutes isn’t enough to have a peer-to-peer conversation about the real frustrations in their life. Because with business owners, it’s them as a normal person talking to you as an IT expert, whereas of course with an IT director with co-managed IT, it is a peer-to-peer conversation. However, in both these cases, you block out an extra 15 to 20 minutes in your own diary after the call. You know how you go into Calendly or Microsoft Bookings or whatever you use and there’s a buffer, you can have it automatically protect some time after the call. Always do that because good discovery calls almost always run longer than the time that you asked for, and especially when the prospect is really engaged and you don’t want to be midway through a great conversation and you hit your limit, your 15 minutes and you have something else booked. I mean, they might, that’s the downside of that. But 9 times out of 10, that call will go on much longer than you asked for. But mentally, they’re only going to commit to 15 minutes as a business owner, 30 minutes as a co-managed IT director. Part 3: The structure of a great discovery call. I believe you should ask just three questions and then close. And by close, I mean you ask them for the next thing. So you should do a very brief warm introduction, 30 seconds no more. We’re talking literally your name, what you do in a sentence, if you like your elevator pitch. Maybe if you’re clear on your ICP (ideal client profile) and your USP (unique selling proposition), so that’s who you want to work with and why they would work with you, if you’re clear on those two things, you will have a one sentence elevator pitch so use that. And then give them a reminder of why you’re doing this call, what’s the purpose of this call. All of this should be done in literally like 30 to 60 seconds. You should rehearse this so you can talk off the top of your head in just 30 to 60 seconds without boring them and without taking the first five minutes of the call talking about yourself, because it’s not about you. So do that and then hand over to them immediately. And then I would ask them just three questions or variations of these three questions. And the first question is this, “Tell me about your business.” And this of course is their favourite question, it’s their favourite subject. Everyone wants to talk about themselves and especially as a business owner, we want to talk about our business because it’s our baby. So let them talk. Listen out for useful information that you can use. You should listen for size, sector, how they use technology day to day, what their kind of vibe is right now. Are they frustrated? Are they frustrated with their business? Are they frustrated with their technology? Are they frustrated with their staff? Are they growing? Are they stressed? Are they coasting? Are they ambitious? Are they just looking to save money? What is the vibe from them? And you should take notes either on paper or use one of those little devices like a Plaud or a Pocket or something like that, because there’s nothing ruder than typing along and they can see you looking down and typing away while someone’s talking. So it’s much better for you to write some notes on a paper or just use that Plaud, that Pocket, whatever you use so you have a copy of what they’re saying, but you don’t really want them to see that the meeting’s being recorded. I don’t know about you, but I hate it when I’m on a sales call with a vendor and they’re recording that call because it makes me just sort of hold myself back a little bit, I don’t know why, maybe it’s just me. I almost feel like I don’t want them to use what I say against me in the future. Whereas of course, if someone’s just recording it using a separate device that’s listening to the conversation, that’s fine. And that’s not being underhanded, you just don’t want to put them off and you don’t want them to see you typing. When they’re talking, don’t interrupt. Let them talk. Listen with your ears. Let them do all of the talking. If they want to keep talking and answering that question for 30 minutes, fine, that’s their choice to do that. And the chances are that if they are a talker and they talk and talk and talk, and I say this as a talker myself, the more they talk, the more comfortable they’re going to feel with you. That’s great. So that’s question one. This is question two, “What’s prompted you to look at a new IT provider right now?” And obviously you should put that in your own words, but this is your most important question. The answer tells you everything about how serious they are and what they actually need. So are they frustrated with slow response times? Are they worried about their security? Perhaps they’ve read something or a friend has had a security incident. Has there been a specific incident within their business that’s kind of shaken them up a bit? Or are they just renewing a contract and they’re just shopping around? If the answer is vague, you can follow it up with exploratory questions like, “How long has that been going on and what kind of impact has that had on the business?” These kind of follow-ups really find the emotional stakes for you, which is where the real buying motivation lives. Now, if someone gives you a short answer and goes quiet, don’t rush to fill that silence. You can actually let their quietness and the pause do the work. So if you ask someone an open question and they kind of say blah, blah, blah, blah, blah, and then they go quiet and sometimes they’ll look over to one side. They’re thinking, right? Some people are thinkers. They’ll talk, they’ll think a bit, and then they’ll talk again. Me, I’m a rapid instant question answerer. I’ll fill 30 minutes thinking as I go along. In fact, my girlfriend said the difference between me and her is she thinks to talk and I talk to think, which I thought was really insightful of her. Obviously she thought a lot before she said that, but some people, they think don’t get in the way, don’t interrupt their thinking time. Let them think, let them give you more because they will give you a higher quality answer if you give them that space. And then question three, and again, put this in your own words. “What would amazing IT support look like for you?” And some prospects will have very specific answers to this because they have thought it through in advance, whereas others will just say things like, “Well, I just want stuff to work. I don’t want any more complaints from my staff. I want us to grow without having to think about it.” All of those kind of things. And it doesn’t matter which of those or any other type of answer they give you, all of those answers are valuable. The specific answers you get tell you exactly what you must address in your proposal, but the vague answers tell you that this person is still going through the process of thinking about it and they haven’t nailed down yet what they want, which means you have an opportunity to shape that vision with them. Now, this question also plants a seed. It gets them imagining a better version of the situation that they are currently in, and they can imagine that where you are part of that solution. We want them to be thinking about you as the answer, don’t we? Part 4: The co-managed version. So those were for a B2B discovery call. For co-managed, question one is very similar, but you want to understand their internal IT team. So how many people, how it’s structured, how long they’ve been there, all of that kind of stuff. So ask them to tell you about their setup, their team. You’re more interested in the humans and the reporting structure and stuff like that than you are the tech stack at this stage. Question two is what’s prompted you to look at external IT support alongside your internal team? So you want them to talk about strain signals. You want them to talk about capacity pressure or a specific incident, or maybe there’s a security requirement that they can’t meet. Or maybe there’s been a board conversation that’s made them think, “Do you know what? Our team hasn’t grown and yet the business is four times the size. They won’t let us hire extra people. We need some external help.” So you’re kind of exploring the strain. Strain is what sells co-managed IT. And then question three becomes what would the ideal relationship between your internal team and an external partner look like? And again, this is crucial because it tells you whether or not they understand what co-managed is, whether or not they are open to the kind of arrangement where an external team like yours works with an internal team like theirs. And throughout a co-managed call, you want the IT director talking about their frustrations more than anything else because they rarely get to vent to a peer, someone who actually understands their world. So you can be that person. Part 5: Go for the close. And that is booking the next thing, the thing you want off the back of the discovery call. And I believe that next thing is proper sales meetings. So I genuinely believe that discovery calls are never, ever, ever the place to pitch or quote or run through your services in detail. They are a bonding call. It’s about opening up the prospect so that they connect to you and think, “I really hope these guys can be the people that we can work with.” So when that discovery call is naturally winding down coming to the end, you should say something like this. “Do you know what? This has been really, really useful. Thank you so much. And based on what you’ve told me, I think there’s definitely something worth exploring properly here. I’d love to set up a proper meeting where I can come and meet you and your senior team, see your setup and talk through what working together might look like. Would that be worth your time?” So you put that in your own words, but notice what you didn’t do there. You didn’t pitch, you didn’t quote, you didn’t talk prices, you didn’t run through your service tiers because all of that you do after the sales meeting at the appropriate stage. But if they say yes to an in real life meeting and like 9.4 people out of 10 will say yes, then you say that’s great and you send them a calendar invitation with a link for them to add that to their calendar. So that sales meeting is locked in, you send them a calendar invitation straight away and that’s locked into their calendar for you to go and visit them. But here’s the thing, before that sales meeting, do send something else to them and send them something physical in the mail. I would send them a printed letter thanking them for a great video call and just confirming when you are coming to them and if there’s any prep that they need. For example, you might say, can you make sure that there’s a meeting room where we can talk privately, for example. You may also, if you have them, send them printed case studies, ideally from clients in a similar sector to them or of a similar size. Or if you don’t have those, just send a general case study. Better than a printed case study is a video case study which might be on your website or YouTube. In fact, you could send both. You could send a printed case study and then you could put on it, see a video version of this at your website.com/case study, something like that. And that physical piece of mail arriving before the meeting does something that no email ever can. It’s going to make you stand out, it’s going to make you memorable, it’s going to show that you are different than every other MSP that they are speaking to right now. And throughout this whole sales process, anything that you can do to stand out is really, really good. Part 6: Talk less. This is the one habit that changes everything. And I’ve mentioned it already, but it’s really important. And for someone like me, it’s really hard, but even I have learned this during a sales process. The thing is, talk less. Throughout this whole sales process, every time you feel the urge to explain something about your business, instead ask a question. The discovery call and even the sales call itself, the in real life sales call is not about you shining out. It’s about them feeling understood and heard. This is really important in the sales meeting. So the discovery call is not a mini sales presentation. It’s a conversat…

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    MSP's Ultimate Guide To Winning Financial Services Clients Aug 31, 2026
    Show notes

    If your MSP is looking for a vertical that ticks almost every box, then financial services might be the one… here’s why. Also this week, the “trust transfer” trick of borrowing credibility from people prospects already trust, and my guest built an MSP to $143m exit and understands why MSP founders get stuck. Welcome to Episode 355 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. Deep dive into winning financial services clients If you’re looking for a vertical that ticks almost every box – recurring revenue, long-term loyalty, genuine willingness to pay for good IT, and a compliance pressure that never goes away – then financial services might be the one. Right now, I want to do a deep dive into winning wealth managers, independent financial advisors, mortgage brokers, and insurance brokers as clients for your MSP, because this is a sector that is genuinely crying out for MSPs who understand their world. Let me show you how to become one of them. Let’s break this down into six easy parts… Why is this vertical so attractive? Well it’s pretty simple really, it’s very stable, very profitable, long-term businesses. These kind of financial services clients don’t tend to disappear overnight, and they also have a very high dependency on technology. You think about it, everything they do involves data, communications and client records. So they are genuinely willing to pay for high quality IT because for them, the cost of getting it wrong is huge, just huge. It isn’t just that the technology is needed by them, it is absolutely mission critical. That ticks a big box for us. But also, and this is huge as well, compliance pressure. For these people, we have no idea what the compliance pressure must be like for them because they have to operate under an increasingly complex and burdensome set of rules. There’s always new rules coming in. It’s very rare that someone comes in and says, “Let’s have fewer rules for financial services.” That just doesn’t happen. So the norm for them is all this compliance. And of course, a lot of the technology is there to make sure that they stay compliant. I’ve been digging around for some stats and I found that 96% of financial firms now allocate more than 5% of their total spending budget to IT and cyber security, and that’s going up. They take technology really, really seriously. And that means that once you’re in, you’re in. Because as we know, for an ordinary B2B company, switching an IT provider is highly disruptive for them. And for a regulated company, that’s just too much risk. You’ve got to be really bad to lose a financial services client or someone that’s related to that. So retention is very, very high in this sector. On top of this, and this just keeps getting better and better, these people talk to each other. The IFAs, the mortgage brokers, the insurance brokers, they tend to operate in very tight networks, either because they’re all part of the same actual selling network or buying network or something like that, or just because they tend to hang out with each other. They meet each other at training and compliance sessions and stuff like that. So they are talking about the suppliers that they use. Once you are in with one and you do a good job, the good news is you’re likely to pick up other clients as well. The psychology of the buyer. For these people that we want to reach, it’s almost always that the decision maker is the owner or the senior partner. And of course, there are influencers as well. In most B2B buying decisions, you’ve got a decision maker and an influencer. So you might have the CEO is the actual decision maker, but the operations manager might be an influencer. The operations manager will pretty much tell them who to pick, but the final decision comes down to the CEO. So you’ve got to appeal to both of those people. For the decision maker, their primary fear is not an IT failure in the technical sense, it’s not that their laptops are down or their cloud access is gone for a few hours, they’re more interested and more fearful of what IT failure means for their regulatory standing. Because in financial services, if there’s a data breach or a compliance failure, this doesn’t just cost them lost time and a bit of money, it can actually cost them the whole business. They can lose their license or whatever their qualification is, their ability to do business, which is potentially the end of their career. And the business that they’ve spent decades building can be destroyed by that. So that’s a completely different level of stakes, isn’t it? If you think about working with a manufacturer or a printer or a veterinarian or a CPA, and if they lose access for three or four hours and lose a bit of data, that’s really annoying. And obviously it’s damaging to the business, but most of the times it couldn’t kill the business. Whereas for a financial services business, it could genuinely be the end for them. So this is really important to bear in mind because the financial services buyer is not evaluating you on your technical capability. They are evaluating you not with their brain, they’re evaluating you with their heart on how much they trust you with something that could end their professional life if it goes wrong. This is a massive thing to understand. The currency here in winning financial services clients is trust. And the currency of trust is bigger for this sector than almost any other sector you can work with. They’re also very, very aware of third party risk because regulators across the world now are explicitly holding financial firms responsible for the security provided by you, by their IT providers. So if your MSP has a breach which cascades into their business, and I know we’re entering the nightmare territory here, but if that happens, then often they carry the regulatory consequence of that. And that’s the weight that they’re bringing into every interaction, every conversation with you. And of course you need to address this upfront. So if they’re scared that a breach that you have could affect them, that’s part of the sales conversation. You talk about all of the safety protocols that you’ve put in place. In fact, that’s a conversation you wouldn’t have with an ordinary business owner, but you would have with the owner of a financial services firm. Compliance. I’m not going to go into territory specific stuff. We have listeners and viewers to this podcast in almost every major English-speaking country around the world. So we’re not going to talk about territory-specific laws because we’d be here for four hours and we’d all die of boredom. But every financial services firm, regardless of which country they’re in, they operate under regulatory frameworks that require them to demonstrate that their technology is secure, that it’s auditable, and it’s highly resilient. And of course this is, as I say, it’s getting tighter and tighter. There’s more laws coming in, not fewer laws. There’s more documentation, more evidence, they’ve got shorter and shorter breach notification windows. So this is massive. In fact, financial services experienced a 65% ransomware hit rate in the latest stats that I could find, which are from two years ago, 2024. And that 65% was the highest level ever recorded. And the financial services decision makers, they know about this, they read about it. I would say they have a higher level of awareness than the average business owner that you speak to. And the average data breach cost in financial services is now over five and a half million dollars, which is second only to healthcare. Again, caveat, it’s a stat I found online. There are lots of different stats online. It’s always very difficult to actually find the evidence for these stats. But if we go with that and we just say that these people have really big consequences, they’ve got really big awareness, all of this makes them very different when you are actually selling to them. Let me give you one other really important stat for your marketing. 42% of financial services decision makers say that staying current with all of the evolving complex compliance requirements is actually their biggest challenge. And 36% of them, so a third say that they don’t have the internal expertise to keep pace. Let’s go back and look at that again. So coming up to half of them saying that staying current with compliance is a huge challenge, and a third of them say they don’t have the internal expertise to keep pace. Well, that’s an opportunity, isn’t it? That’s an opportunity for you to keep pace of what’s happening in their marketplace, particularly how technology can help them stay up to date with compliance. That’s huge, and it’s a gap. And whenever we see a gap between what’s required and what your client can actually manage internally and that there’s a gap in between the two, that’s an opportunity for your MSP to make money. What do they need to hear from you? Well, because they’re a little bit different and they’re more aware, going in with the usual message of, “We give you proactive IT support”, that’s going to mean nothing to them at all. And they still don’t want to see a list of your certifications or your qualifications or your accreditations because they don’t know what those mean and they don’t care. But what they need, both in the noggin and in the heart, is they need to hear that you understand the environment that they operate in. So what they need to hear and understand both in the noggin and also in the heart is that you understand the regulatory environment that they are operating in. You do need to know what regulations affect them and particularly the ones that affect their compliance needs in technology. They’re going to need to hear that you have experience with firms like theirs, which is great if you’re already working with one, but if you’re not, at the very least, you need to be able to quote their own regulations back to them. That’s really important because they need to hear that you can help them to demonstrate compliance and not just implement security. In fact, effectively, when you’re working with a financial services firm, it’s a greater burden for you. There’s all of the usual cyber security stuff, and then there’s meeting their regulations. But the payoff for that is that you get very good, well-paying clients who spend a lot and they’ll stick with you forever and ever and ever. And by the way, that word demonstrate is really, really important because many financial firms have reasonable security in place, but perhaps they don’t have the audit trail. And increasingly their auditors want written policies and risk assessments and access reviews and incident response test records and all of that kind of stuff. So a big part of what you’re going to be doing with them is not just the security and the compliance, it’s also the documentation. So actually in doing that, again, you’re ticking a box. You’re solving a different and actually more valuable problem than just if you like, keeping the IT lights on for them. How do you reach these people? Well, our old friend LinkedIn is your primary tool here. The owner of a small independent financial advisor or insurance brokerage is almost 100% definitely on LinkedIn, either proactively using it themselves to win clients or passively just keeping in touch with their clients and just being there because almost everyone in business is on LinkedIn these days. So you should build audiences of them on LinkedIn. It doesn’t matter if they only look at it once a month, it’s still a place that you can reach them. And then of course you should publish content on a regular basis, ideally at least once every single day. One piece of content every 24 hours works well in LinkedIn. Would you have a separate LinkedIn just for financial services? I think you would if you were going for it as a mega sector. If it was going to be a huge vertical for you, it’d be worth having a second LinkedIn. If not, then you would just build up your audience of financial people alongside your general business owner audience. But obviously the downside of doing that is it’s very hard to put the right content in front of them. When you’ve got a specific audience of financial services people, you can put content in front of them that really talks to them, that seems relevant to them. The kind of stuff I mean is plain English explanations of what regulations are changing and what it means for their business. And you can go and get those from their sort of blogs and news websites and interpret them using your AI friend and then write about those on LinkedIn and how that affects what they’re doing with technology. You could write specific stories about independent financial advisors that have had close calls with breaches or audits or anything like that. And again, you can just take case studies that are out there and rewrite them to be relevant to your marketplace. You’ve got to help them understand that gap between where they are and where they need to be. Now, I would advise not leading with technology. So often when you’re talking to ordinary business owners and you’re creating content for them, you lead with how they can use technology to grow their business and have less hassle and stress. But with these financial people, I suggest that you lead with compliance. Compliance risk and client trust, because that’s their world. 99% of their head, apart from how do they sell more stuff, is compliance risk and client trust. That is huge for them. So something else that works very well in this sector is the referral network. I was saying earlier that IFAs talk to other IFAs. They often talk to other related people like CPAs or accountants, they’ll work alongside IFAs. IFA’s insurance brokers will work with each other as well because they’re dealing with the same clients, but they don’t sell the same things. So if you can get in with some insurance brokers, they may introduce you with financial people and vice versa. There are also places like local financial services networking events, you’ve got professional association meetings. All of these things are worth attending if you can go in as an outsider. And often they’ll have people in to do talks or maybe even sell stands or something like that. They’re always looking for ways to subsidise these meetings. You might be able to sponsor the event, which basically means you pay a few hundred pounds or dollars and you are paying for their lunch or their snacks or their canapés, but it gives you an opportunity to go. And don’t just put a banner up and not talk to anyone, the whole point of that and the beauty of that is talking to the humans that are there because that’s where buyers gather. Their guard is down, they’re relaxed, they’re talking to their peers and actually being able to have a good conversation with someone like you who can talk about regulations and compliance, that’s absolutely massive. Some other things you could do, you could also consider creating a one-page guide specifically for financial services firms. It could be just something simple like five questions that your financial services firm should be asking its IT provider. And again, have a compliance emphasis on that. And you could use that on LinkedIn as a content piece, you could send it out on direct mail, you could even use it as an email outreach tool to just send it to people on email or in direct mail and just say, “If you’re ready to switch IT providers to someone that understands your world and the compliance burdens you have to live with, then we are ready to have a conversation.” The conversation to have with them. Based on everything we’ve just been talking about, you might be surprised to hear I suggest you start by talking about compliance and not their technology. So ask them what their last audit looked like, what their regulator expects of them, what their data security rules are…

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    MSPs: How To Win Back Clients Who Left Aug 24, 2026
    Show notes

    For MSP’s, winning back past clients is actually one of the easiest and cheapest opportunities… are you overlooking this? Also this week, the horrendous truth of how MSPs are losing sales opportunities and annoying existing clients on the phone, and the MSP who thinks you should sell Google Workspace, not Microsoft. Welcome to Episode 354 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. How to win back a client who dared to leave you for another MSP I want to talk about a type of prospect that almost no MSP ever follows up with. The prospect is a client who left you in the past. Let me make the case right now for why winning back these kind of people is actually one of the easiest, cheapest, and maybe even most overlooked opportunities in your entire marketing. Winning back a client who left you is up to five times more cost-effective than winning a brand new client. If you think about it, they already know your name, your reputation, they know roughly what working with you is like, even if you’ve changed in the year since they left. And yet research consistently shows that most B2B businesses do not do this. Almost three quarters of companies have no win-back process at all. They lose a client and that’s the end of the story. So why does this happen? And specifically, why does it happen with MSPs? I wonder, is it down to pride and discomfort? Because I don’t know about you, but I know for me, it feels a little bit awkward to go back to someone who chose a competitor over you. It’s one thing if you pitch to someone and they choose a competitor in the first place, but if you’ve worked with someone for a couple of years and then they leave you for a competitor, that’s where it almost feels slightly personal, doesn’t it? And it can feel a lot more awkward. It almost feels like you’re admitting weakness or you’re chasing them and you don’t want to be. I guess if you put it in ex-boyfriend/ex-girlfriend terms, you don’t want to be the ex that reaches out because that’s uncomfortable. But they’re not an ex-boyfriend or an ex-girlfriend, they’re an ex-client, and that discomfort is costing you easy revenue that’s sat there to be collected. Let’s be clear about the kind of clients we’re talking about here… We’re not talking about the ones that have been acquired by another business, that business is gone. We’re not talking about the ones that have gone bust, obviously that business is gone as well. We’re talking about if they have switched from you to another MSP. So let’s talk this through and all the aspects of it. Let’s deal with timing first, this matters more than you would think. If you reach out too soon, you are the needy ex and of course they’re still in the honeymoon period with their new provider. But if you reach out too late, you’ve completely missed the window where they realise that the grass wasn’t greener on the other side. Because that’s why someone switches, isn’t it? They leave you for another MSP thinking that with the other MSP the grass is going to be greener. And there does come a point where they realise that actually, some of the things are going to be different with that other MSP, but some things will be worse, some things will be better because every MSP operates and delivers in quite a different way. We did a little bit of research on this and the research broadly supports a timing window somewhere between two to six months after they leave. And my gut feel would be towards the back of that. So if they leave you in January, you should be reaching out in June… April, May, June kind of time. And most attempts to win back a client happen far too early. They happen at the point that someone cancels or the point that the client says they’re not going to sign another contract. That’s the worst point because that’s the point the client is least receptive. And obviously, of course, you should have the conversation about why are you moving? What is it that’s made you not choose another contract with us? Yes, of course that’s a conversation you should have. But if they’ve just cancelled, that’s too soon. The sweet spot then, for an MSP specifically, is four, five, six months. That’s your kind of target you should go for. And that’s long enough for them to have left you, be happy with their new provider, they’ve been onboarded. And it’s also enough time for any problems to start to surface. But it’s not so long that they have accepted those problems and stopped noticing the gaps. Remember, switching MSPs is a distress purchase for most ordinary businesses. They don’t want to switch MSPs, so if they’re motivated to do so, then there comes a point with their new MSP where they’re going to stop noticing the things that are wrong. But that first four, five, six months is a great time where all of the joy of the switch is gone and now they’re starting to be like, these are the problems with these guys. The other thing I think you should look out for is trigger moments. So for example, the contract renewal date. If they left you in June, the chances are that their contract renewal date every year or every two years or whatever, is going to be in June. So if nothing happens at that six-month mark, there’s nothing wrong with you reaching out to them a month before their contract renewal every year or every couple of years depending on the contract they’ve signed, and just checking in with them saying, “Just checking to see how everything’s going and if it’s worth us having a conversation?” There are other triggers like this, like if there’s a high profile cyber attack in the news, or if you are getting really good at that AI consulting that we were talking about last week in the podcast, for example, and you notice that the competitor that they’ve switched to doesn’t seem to be pushing that, you can reach out to them and you can say, “Hey, I hope everything’s going great with your new company. By the way, we are now offering some high level AI consulting, which is all about implementing safe AI across the business that’s got sort of guardrails and blah, blah, blah, blah, blah.” All of that kind of stuff. So you’re looking for these natural reasons to reach out to them. And you should do it, not just once, but do it at that six-month mark, do it at the 12-month contract renewal mark, reach out if you have a thing that you think you’re doing their competitors aren’t doing, and at the very least, every single time their contract is up. There’s going to come a point when they’re going to leave those people. And actually, they might have been sitting there thinking, why did we ever leave you? People do that. They go over, they think the grass is greener, and they sit there and they say, “I wish we’d never left the other people.” So actually, when you reach out to them, you are being the bigger person and making it easier for them to say, “We made a mistake. Can we come back?” Because actually their pride could stop them from reaching out to you and saying, “Can we come back?” Because that’s a horrible thing to do, that feels awkward. But if you are the one that’s reached out to them, then you are doing the hard work of taking that loss of pride away from them. Does that make sense? Let’s talk about how you actually do this. So your tone has to be completely free of any, “Why did you switch?”, “I told you so.” You have to get rid of all of that. I know it hurts. It hurts me when a client leaves me, I’ve been in business for 20 years and every single client leaving has been a stab right into my heart. I’m sure it’s exactly the same for you. And your clients are a lot bigger than my clients. So I know that financially it affects you a lot more, but also I’m sure that the knife is going deeper into your heart. And we carry that, don’t we, as business owners? It’s because the business is our baby. We do take all the good things and the bad things very emotionally. It’s a very hard thing to get away from. But you have to get rid of all of that. So especially even if you know they’ve switched to a new provider that you know is just not as good as you. So if you know they’ve moved from a very comfortable experience to something that’s not going to be quite so good, obviously you never say that to them. You don’t go in and imply it, you don’t be smug about it. You have to go in removing all of the emotions from it and just go in as a friendly person that they used to work with. And then I think you should make the outreach personal and not just personalised. So don’t just send them an email or send them a standard letter in the post. Why not send them a note from you, like a one-on-one note? You could actually hand write something. Or maybe the 2026 way is to do a personalised video for them using something like Vidyard or BombBomb or Bonjoro or one of the other platforms like that. And you might just say, “Hey, I just wanted to check in, see how it’s going. It’s been six months since we last worked together, so I was just curious how everything is. I’m hoping to hear back that everything’s wonderful with your new provider because I want the best for you. But if that’s not the case, I’m happy to have a conversation with you. We’d always love to have you back.” Something as simple as that, but something personal from you as the owner of the business. I think you should lead with curiosity rather than a pitch. Some specific words you could say could be something like, “Do you know, it’s been a while since we worked together. It’s been six months, so I just wanted to check in, see how things are going for you.” But as I say, don’t pitch. You can open the door and can say “If ever you wanted to come back, I’m happy to have that conversation.” And that’s that thing that takes their pride out of it. Now, if they do respond and there is a door that’s open there, don’t rush straight in for a sales pitch, because remember they already know what it’s like to work with you. So I would just lead in with questions. “How’s the new setup working for you?” If they’re saying that something’s not quite right, then say specifically, “Can you tell me what wasn’t working?”, which is good competitor info as well as them telling you what they’re not happy about. “What’s changed since we last spoke? What are some of the areas that you feel have gone down that you want to bring back up? What are some of the areas that you feel were better than we delivered that we can improve for you?” So essentially you’re saying to them, “Come back to us… You’ll get all the things you used to enjoy and we’re going to match the things that that other company was good at.” Let them tell you what’s actually going on because most often they will volunteer the problem themselves. And then if they do come back to you, be very wary of using financial incentives or financial penalties. I have heard of MSPs who when a client returns to them, they jack the price up. And I can see why you do that. And sometimes it’s because that was a long-standing client and the price was too low and they left anyway. If you do that, do it for the right reason, do it to equalise the prices. Don’t use it as a penalty, as a punishment for them, but also don’t use a financial incentive to bring them back. Trust me, if they have opened the door and they are willing to talk to you about coming back to your MSP, that’s the motivation. If they’re willing to go through a switch again, they feel like they made a mistake and they want to come back to you. They don’t need a financial incentive to do that. Giving someone a discount in this instance would just give away your margin. Don’t do that. And then finally, don’t give up after one message. As I say, it does take a series of messages to talk to people. So at that six-month point, you might send them a video, you might send them an email follow-up, you might make a phone call follow up to them. I know it’s awkward, but trust me, at some point you’re going to talk to someone and they’re going to say, “I’m so glad you called. Thank you very much.” We’re all busy these days. We don’t have time to watch the videos and the emails and answer the phone all the time. But if you are gently persistent, I sound like an AI when I say that, don’t I? That’s a human thing though, be gently persistent and just gently keep in touch with them till you have a conversation and you’ll know where they are. Sending one video or one email and nothing more these days is just a waste of time, if that makes sense. Now, all of that there, what I’ve just talked about, that should be built into a standard operating procedure. I know you don’t lose clients very often, but when you do lose a client, even if it’s just once every other year, go to your system, set a date in your reminder system, whatever you use to reach out to them six months later and build it into how you run the business in the same way that you build in any other piece of marketing. It all has to be a system because in marketing, it’s only when you’ve got systems that you really get the most out of it. Every MSP has a handful of clients who’s left over the years, and most of them are sitting in a spreadsheet or somewhere hidden away in the PSA completely forgotten. Today, you could go and find those people. Pick two or three who left for reasons that are completely fixable, and why not just send them a one-to-one video message this week? You might be amazed how many of them have been sitting there wondering if they made the right call in switching to the other guys at all. The horrendous truth of how MSPs are losing sales opportunities and annoying existing clients on the phone I want to talk about something that I think is a big problem across the whole channel, and that is the phone, or specifically how badly so many MSPs handle phone calls. Sometimes I chat to other vendors and they tell me horror stories about ringing an MSP and they ring and ring and ring and no one ever answers the phone. So today let’s go through some of the crimes that MSPs commit on the phone because actually if this is you, I know you don’t want the vendor salesperson getting through to you, but what if it was a prospect? What if it was a client trying to get hold of you…? Let’s start with that most basic crime of all, which is not answering the phone. And a surprising number of MSPs, which are businesses built on providing a reliable support service, it’s surprising how many just don’t pick up the phone. It rings out or it goes to a generic voicemail. Now just think about how mad that is. You are in the business of being reliably available for your clients, so your own phone behaviour must reflect that. And if they can’t reach you on the phone because you’re busy, then it’s saying completely the opposite of “We’ve got your back.” And there is some research on this as well. Around 75% of callers report feeling really frustrated when they can’t reach a real person, especially when they’re already stressed about a problem that they’ve got, which is basically your clients. So here’s the prospect version of this. If a potential client is ringing you to ask a question or book an appointment and they get no answer, no one answers the phone, that says to them, “You are not open for business.” And they will not call back. Unless they are desperate to work with you, perhaps because they were referred to you, they’re much more likely to move on to the next MSP that’s been recommended to them by their AI tool. They don’t leave voicemails, they don’t try again, they just go elsewhere. And you might never know that you missed out on a hot opportunity. The second crime is the generic and unhelpful voicemail. “Hi, you’ve reached the office of X, Y, Z IT. Please leave a message.” But if there’s no name, no warmth, no kind of real human being at the end of it, then it tells the caller nothing about that business and whether even they’ll hear back. So don’t have a, “Hi, thanks for calling,” k…

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    MSPs: Never Talk About AI Like This Aug 17, 2026
    Show notes

    Let’s discuss how MSPs can talk about AI without sounding like everyone else to win more consulting opportunities. Also this week, the pricing page no MSP dares to build, and what are the hot opportunities in the channel right now? Welcome to Episode 353 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. How to talk about AI without sounding like everyone else AI is probably the single biggest consulting opportunity sitting in front of your MSP right now. But of course there’s a problem. Almost every MSP talking about AI sounds exactly the same as all of the other MSPs who are also talking about AI. So today I want to show you why that’s happening and how to fix it. Let’s talk about how to talk about AI without sounding like everyone else. If we’re honest, most MSPs are not true experts in AI. I know that you’re very capable users and you probably use Copilot or Claude or ChatGPT. I mean, you probably use all of them, right? You’ve probably had to play with all of the major tools available. But when I say that most MSPs are not AI experts, typically you are just a few steps ahead of the average person, depending on the kind of clients that you deal with. These days, being an AI expert does only mean being a few pages ahead of everyone else because of course it’s changing so quickly. I do think there is a big difference between being a capable user and being a credible advisor. They’re two completely different things. And the trap is, for most MSPs, if you are just a few pages ahead of your clients and your prospects that you’ve read a little bit more, you’ve watched a little bit more on YouTube, then you have to be careful not to turn that into genuine expertise. But what you have as an opportunity is the ability to talk to them about AI and how they can roll it out and protect themselves and protect their business. That’s something that they don’t know. And that’s something that even if you are only a few pages ahead of them in the book you still have the ability to talk to them about that. For example, they might be looking at “How can we use Claude? How can we use ChatGPT within the business?” But they don’t know the questions to ask themselves. So they don’t know the concept of shadow AI, that their business’s data is being loaded into everyone’s personal Claude accounts right across the business. And of course that could be happening right now and they have no idea that this is happening. They don’t know that Copilot has those guardrails that you don’t necessarily get with Claude and with ChatGPT and with the others. It’s almost a case of because they don’t know what they don’t know, and they don’t know what questions to ask, that’s why you can consult with them about their AI. So you’re not consulting with them about AI capabilities as much as the best way to roll it out across their business. And actually, isn’t that what you do already? You are already a consultant about the best ways that they can roll out technology and max technology in their business, and AI is just another strand of that. But when you are communicating that, you’ve got to be careful not to use generic AI messaging. And this is the issue with general MSP messaging anyway. You’ve got to be careful not to use generic phrases because when ordinary business owners see the same phrases from all MSPs, it makes all MSPs look the same. And samey kills sales. So it’s exactly the same in AI. Here are some specific phrases that you might inadvertently use which make you sound the same. You might say phrases like “AI is transforming business” or “Unlock the power of AI” or “Stay ahead of the AI curve.” Those by the way, are all phrases which came out of an AI tool. And unfortunately they say nothing because all MSPs could easily put those on their websites or on LinkedIn posts. You look at any kind of vendor’s marketing collateral or emails and they’ll have variations of those kind of themes. Let me go deeper. Let me give you an example of how not to do it. Imagine a LinkedIn post that says something like, “AI is changing everything. Is your business AI ready? Get in touch to find out how AI can transform your business or transform your operation.” So everything I just said there is technically true, but actually it’s meaningless. Nobody looks at a post like that and thinks, “Oh yeah, this MSP really gets it.” And it’s so easy to put out stuff like that because most MSPs are approaching AI in the same way. And in fact, the same way that they approach everything else in their marketing. They’re looking for that kind of broad, safe, slightly vague messaging often generated by AI, hoping that that’s going to appeal to the target audience. I think the fix is actually not to play it safe and be broad and generic, but you have to go right in to the specific problems that your target market has and be as specific as you can. And specificity sells. If samey kills sales, specificity sells. You try saying that when you’ve had two or three beers. First off, you need to know your target market and their specific problems. So let’s say you dealt with lawyers, for example, and lawyers was your target market. I know I always pick a vertical because it’s easy, we understand what we mean when we’re talking about the vertical of lawyers. And you ask yourself, “That ICP, that ideal client profile of a lawyer, they’ve got 20 staff, they’re a managing partner, they’re chasing ambulances all day long. What are the specific wants and needs and hopes and fears that that person has, that personality has?” And then when I get down to using AI, what’s the specific things that they are hoping AI can do for them? What do they fear about AI? What do they want from it? What do they need from it? Specific beats broad every single time. For example, you might say instead of “AI can transform your legal business”, you can say, “We worked with a 12 person legal firm who were still manually copying over case details or looking up case details…” or whatever they’re doing, manually logging time and adding it into invoices for clients. “… And we actually saved them on average one hour and 12 minutes per lawyer per day across the entire business, which across the business resulted in a saving of 150 hours a month. So we freed up 150 hours of billable time every month.” One of the things that we know that lawyers care about is billable time. They want to be suing and doing paperwork, whatever they do. They don’t want to be sitting logging admin stuff. So that’s a very specific example that you can use to talk directly to a legal client. “We saved a legal firm of ours 150 hours a month of billable time that they can now invest back into clients using specific AI tools.” How you do that is less relevant at this stage than catching the attention of your ideal client prospect, the person you most want to work with, with that kind of specific setup. And you can do that for lots of different clients. There’ll be a version for CPAs, for manufacturers. You can do it for general business clients, although it’s harder to do it for general businesses because for example, a manufacturer has different needs and wants and hopes and fears than a lawyer does. So when you start to try to appeal to everyone, that’s where you start generalising and being broad with your message, and that does not work as effectively as being specific does. I think the other thing that you can do when you’re marketing your skills in AI or what you can do to help people is not just to talk about the opportunities, but to talk about the risk. You go and look at all the conversations about AI right now, and it’s all about the upside, all the good things that you can do. And no one’s talking about shadow AI. They’re not talking about data leakage, they’re not talking about the real risks of personal AI accounts with company data or rolling out AI across the company with company accounts, but without those data guardrails. You’ve got people using tools like Claude. They’re rolling out Claude and giving all of their team Claude Cowork and actually that’s kind of terrifying because now Claude has the ability to go and do stuff on their laptop. You and I know that there’s a massive risk with that, but they perhaps don’t know that. So being the MSP who talks specifically about AI risk, maybe putting opportunity and risk together and actually having that conversation, that will differentiate you. Go and look at what other MSPs are talking about AI right now and it’s all of the pros and none of the cons. And maybe actually you want to be seen as that cautious, trustworthy advisor rather than just someone else who’s trying to sell the latest shiny new thing. And then the third thing, and I’m going to relate this back to what I was talking about at the beginning, is don’t try to be an expert on something that you are not an expert on. As I say, most people are just two or three pages ahead in the book of AI. So don’t position yourself as an AI expert, but position yourself as an expert on strategising and applying AI to the kinds of businesses that you work with. It’s much more powerful to talk about practical applications and all of the risks and how you understand those risks and you understand how to roll it out in a way which is safe for the business and safe for you, a safe use of AI. I see all of this as really good news because you don’t need to understand how large language models actually work. I know you’ve probably got a vague understanding of it, but you don’t need to be an expert on how they actually work. You don’t need to be an expert on the latest thing that came out yesterday because frankly, it’s tiring trying to keep up with that. You don’t need to worry about all of that kind of stuff because your prospects don’t care about that either. They just need someone they can trust. Trust to translate AI into specific outcomes for their specific businesses. That’s all they want, they want the outcomes, they don’t really care how they get there. So I believe the MSPs who are going to win more AI consulting this year and next year won’t be the ones who know the most about AI. They’ll be the ones who can explain it and make it relevant to the specific businesses that they want to work with. The pricing page no MSP dares to build Let’s talk about the single most important page which is missing from most MSP’s websites. It is the pricing page. And today I’m going to make the case for why you need to go right onto your website and add a pricing page immediately, like today. In fact, I’m also going to give you nine different ways that you can actually do it. Could you be the MSP that dares to build the ultimate pricing page? I’ve been doing some research on this, and this isn’t just a thing that affects MSPs, it affects all B2B service businesses. In fact, I found a stat claiming that less than 10% of B2B service businesses have any kind of indication of pricing at all on their website. And obviously MSPs are firmly a part of that. So there’s this guy called Marcus Sheridan. I’ve talked about him on the show before, in fact, I’ve interviewed him on the show. Back in the day, he wrote a book called They Ask You Answer, and then he updated that a couple of years ago, it’s now called Endless Customers. He has spent years and years studying pricing and why B2B businesses don’t talk about pricing. And he has so much data on this. And he says that when he started talking about this, which is probably about 15 years ago, 98% of all companies weren’t talking about the price of what they do online. And now he estimates that to be around about 94%, but that’s a rubbish shift, right? Almost nothing has changed there. Isn’t that kind of crazy? But Marcus makes a very, very simple point. He believes that 70% of any B2B buying decision, including from an MSP, 70% of it is made before the prospect ever talks to the company. That means people are coming to your website and deciding whether or not to inquire to you, and you have no idea that they’re doing this. If your website says nothing about price, then you’re kind of invisible. At the exact moment that they’re making a decision, you are kind of invisible to them. They’re entering your website, they’re making a decision not to work with you, and then they’re going away, partly because you don’t have any pricing information on your website. So I actually partnered with Marcus Sheridan on this because I believe it so strongly. And we built something called msppriceguide.com. It’s an AI-powered price estimator, which is specifically for MSPs. Marcus and his team built the tool. We took a version of it and we added in a whole load of MSP resources and tools into it. And I did that because I wanted to give you a practical way to solve this problem, not just be talking about it. So why do MSPs avoid having more transparency about their pricing and why don’t they put their prices on their website? Well, it’s probably for the same three excuses that Marcus actually hears from every single industry that he’s worked in, and he’s worked in pretty much all of them. The first is that every client is different, so giving a specific price would be misleading. The second one is if I publish pricing, my competitors will see it. And the third one is that prospects will use the price to negotiate me down before we’ve even spoken. But actually, realistically in 2026, none of these hold up. So your competitors already roughly know what your pricing is, or they could find out in five minutes. Do you really think that one of your proposals hasn’t made its way into the hands of a competitor? It’s already happened. And prospects don’t want an exact number, they just want a kind of a rough indication. They want a sense of scale so they know whether or not to bother inquiring to you at all, because you might be roughly in their ballpark or you might be hundreds or thousands of dollars or pounds away from it. Here’s the psychology that Marcus talks about. He says, imagine…. it’s almost like take yourself out of B2B, but imagine if you needed a new roof on your house and you Google roofing costs and you go onto four or five different roofing websites, but everyone you find, there’s no indication about price at all. So by the fourth or the fifth or the sixth site, you are not at all impressed. In fact, you’re starting to think, “I’m not really doing research here. I’m not getting anywhere. I have no idea how much it’s going to cost to get a new roof.” And that just makes you feel frustrated because you’re starting to feel like these roofing companies are hiding things from you. And that frustration happens every single day in real life when business owners are researching MSPs. They’re thinking exactly the same thoughts. Why don’t they tell me roughly how much it’s going to cost? What are they hiding from me here? And there’s a newer reason that this matters even more right now. And that newer reason, obviously, is AI. Marcus has done some latest research on how AI search tools, so like Claude and Copilot and Chat and Gemini, when they’re researching specific purchase intents for people, they are starting to penalise websites that don’t address pricing. Let me say that again because that’s important. If someone says to Claude, ChatGPT, Gemini, Copilot, whatever they’re using, “Hey, this is me. You know this about my business. We’re looking for a new IT support company. Can you go and find two or three people we should be talking to, please, and give me a rough idea how much it’s going to cost?” If those AI agents come onto your website and there’s no indication of pricing, that’s a major negative against you because the AI knows that the human wants to know a rough idea of pricing. So if the AI tool can’t extract a rough price range from your price, they’re dramatically less likely to recommend you in their answer. This is a big problem and it’s a real problem right n…

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    SPECIAL: MSP Marketing Audit (3 of 3) - Focus On Revenue Aug 10, 2026
    Show notes

    We’re finishing our three part marketing audit with a focus on revenue protection. There is a gold mine sitting inside your existing client base, let’s find out if you’re maximising that in your MSP. Welcome to Episode 352 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. SPECIAL: MSP Marketing Audit (3 of 3) – Focus On Revenue This is the third and final part of our massive marketing audit that we’ve been doing across three episodes of the podcast. So two episodes ago, that was episode 350, we looked at your foundations: your ideal client profile, your unique selling proposition, your website, and your LinkedIn setup. And then last week in episode 351, we audited your lead generation engine: build audiences, grow relationships, and convert those relationships into meetings and clients. So if you haven’t yet gone through those, it really would be worth you going back through them. Today’s the same format, a bunch of questions to ask you with yes/no answers. We’re kind of building something up over these three episodes of the podcast, so you can really get to grips with where the opportunities are within your MSP. Don’t think of it as, “I’ve got all this work to do”, think of it as “I now know which areas I need to focus on the most.” So we’re finishing with an audit on revenue protection. And this is the part that most MSPs actually kind of never really think about systematically, often because they’re so focused on looking after the existing clients and trying to win new clients that they forget that there is actually a gold mine sitting inside your existing client base. In fact, if anything, I would say that there’s more money to be made selling more and improving the retention of your existing clients than there is bringing onboard new clients. And sure, bringing on board new clients is really important, but actually mining the existing client base is equally important, if not faster results and better results. I’ll tell you something as well, and you may not hear many people say this, but I promise you this is true. If you can get your clients to a stage that they want and they choose to buy more from you, they will be happier and they will stay longer. And that kind of seems highly unlikely. Surely it should be the other way around… the less they spend with us, the lower the bills are, surely the happier they should be. And yes, that’s the case, but the keyword is choice. The more your clients choose to buy from you, the happier they will be. So we’re going to look at three areas today. We’re going to look at first of all, getting the first purchase over the line, as in getting someone to choose you, to buy from you. We’re then going to look at good account management. And account management isn’t just happiness, it’s about making sure they’re going to stay for years and years and years. So essentially systemising your retention. And then we’re going to look at upselling. And remember, I’m not talking about selling them stuff they don’t need or they don’t want, but I am looking at how can we find the things that will make them happy if they bought those things and then give those things to them. Retention is baked into good upselling. I’ve got 30 questions for you in total, and it’s the same format as before, just a simple yes or no answer. Grab a bit of paper, grab a pen, grab a laptop if you have to. Unless you’re driving, just keep score as we’re going through this and I’ll tell you what your total means at the end. Let’s do this. Getting the first purchase over the line. 10 questions here, asking whether or not you’re making it easy enough for a warm prospect to take that very first step with you. Question 1: Do you offer a low cost or a low risk entry point that lets a prospect try working with you before they have to commit to a full managed service contract? This is a very big question to start with, and I make no apology for that, but actually 99.9% of MSPs go from nothing to managed service contracts. Now, the fact that 99% of MSPs do this shows that it can be done. It’s completely possible and it happens every day where you take someone from, they’ve never bought anything from you before, to “Hey, sign your first contract.” And that’s what’s normal within the channel. However, from a marketing psychology point of view, that’s a big ask. To ask someone to go from nothing to thousands of dollars or pounds a month, whatever you are charging them, it’s a big jump. And that’s one of the things that slows down the sales cycle for all MSPs because you’re asking them to not only trust you with all of their technology, but to trust you with 30 – 40 thousand pounds or dollars a year. And also you’re asking them to trust you with, it’ll be okay, you’ll have their back even though they don’t know you. It’s that fear of committing to a new MSP, which makes it easier for someone to sign another contract with their existing MSP, even if they don’t like them or they don’t respect them anymore. So there are a couple of things that you can do just to give someone like a taster. For example you might sell them, and this is a bit of an old hat technique but it’s still valid today, a paid audit. It used to be called the network discovery audit or something like that. But there’s various variations of that, it could be a cyber security one, could be an AI audit, but getting them to just give you a few hundred dollars or pounds so that you can just do some work with them and wow them and blow their minds with how amazing that was. That product is not really a profit line for you, it’s getting the prospect to pay you to build a relationship with you. And you will find it a lot easier and faster to sell them a full managed services contract and probably a longer contract as well. You could probably sell them a three-year contract right off the bat, off the back of doing a piece of work. So a paid audit is a good way of doing that. Another way of doing it is just some cyber security training or some AI training. I know a few MSPs right now who sell cyber security training either in person or over a video call and they deliver it to the staff, but then critically they do a debrief with the decision maker afterwards. Another version of that is to do some kind of AI consulting. Now you may only be one page ahead of your clients in terms of AI, but it’s changing so fast, you only need to be one page ahead at this stage. So you can consult with them, talk to them about the things they’ve never thought about. For example, the guardrails that Copilot offers versus the danger of using Claude or ChatGPT or whatever it is. So even that kind of consulting, just a few hundred pound or dollar consulting, it builds a bond of trust between you and the prospect. They’re much more likely to go on to sign a longer contract. Question 2: Is your discovery call or your initial meeting structured around understanding their problems rather than pitching your services? I think we were talking about this last week. We were saying that the natural first next step for any kind of prospect is to book a 15 minute video call with you. Well, if they’re a business owner and it’s B2B, you’d book 15 minutes. If you’re selling co-managed IT and you’re talking to IT directors, you go for 30 minutes. That’s an appropriate amount of time for each one. 15 minutes works for the business owner because they’re not going to have a technical conversation and they want a low commitment thing, whereas the IT director, again, they don’t want a technical conversation but they want a much more in-depth conversation, one peer talking to another peer. We call this the discovery call. It’s a 15 or 30 minute call on Zoom. I know you love Teams, but for a lot of people around the world, Teams sucks. So Zoom is something that everybody can use. So do it on Zoom if you can. And it’s basically you getting to know them. And the more you talk, the less likely they are to become a client. You should literally talk, ask two or three open questions about them and their business. And the whole point of that initial discovery call is for you to check that they’re a good fit, that you and they would fit together, you want them as a client and then you propose having a full sales meeting. That’s the point of that. If you’re pitching your services, you’re failing. You don’t do any pitching. The pitching comes right at the end of the sales process. You never really actually pitch. You listen to their problems, their wants, their needs, their hopes, their fears. You listen to all of those things, and then you tell them how what you do gives them what they want, takes away their fears, etc, etc. Question 3: Do you have a written proposal process that presents their options clearly and in plain English, not in technical jargon? Again, this comes at the very end of the process. You’ve had your discovery call, you’ve had a proper sales meeting. You go away and you put a proposal in. And that proposal obviously is the same proposal that you’re just adapting for each prospect. But to them, it’s got to feel like it’s a complete reflection of everything they’ve talked to you about. Right down to, you write down the problems they told you about. This is a really smart thing to do. Get yourself a Plaud, or a Pocket, or just use your phone to record the sales conversation. Stick it into an AI afterwards and ask it what were the main pain points they have? What are the main problems they have? Write those down. Use their words. If they say, “I really worry late at night that my staff are stealing my data.” If they say that, you take those exact words and you put them in, and you say in your sales proposal, “You told me that you worry late at night that your staff are going to steal your data.” And I promise you, using their exact words back in the proposal is not going to make them think, “Hey, that’s weird. Those are my words.” Because they don’t remember the exact words they’ve used, but what it does instead is it makes them feel heard. It makes them feel as though you have heard them, which is absolutely perfect. Question 4: Does your proposal address the prospect’s specific situation rather than being a generic template with their name dropped in like we were just talking about? Dropping in their exact words, dropping in their hopes, their fears, their goals, what it is that they’re looking for. You can actually systemise that within a template. It’s a very smart thing to do. Question 5: Do you schedule a follow-up meeting to get their decision? Something that lots of MSPs do that actually drives me crazy, (so if you’re doing this, please stop it), is where you’ll go through the sales process, you’ll put in your proposal, and then you kind of leave it with them. And that means that the emphasis is now on you to follow them up. And that’s where you become one of those people that’s calling and calling and sending emails, and it makes you the needy one. You know what I mean… the desperate one. In dating, for example, you wouldn’t do that in dating would you? If you had a date with someone and then you sent them a message and they ghosted you, you might send them another message, but unless you get drunk and you do drunk texting, you don’t keep messaging them because that makes you look needy and desperate. You just accept that they’ve moved on and it’s not going to happen. Fine, next. And it’s kind of bizarre that in sales, a lot of people, a lot of MSPs put themselves in the position where they’re the needy, desperate one because they’re constantly doing the follow-up. The reality is people make decisions when they’re ready to make decisions. Sometimes they just don’t want to work with you and they just can’t be bothered to tell you. It’s rude, I know, but they do it. Sometimes actually they’re talking to the 15 people in their business that they need to, or they’re having to think about it, or there’s another big project in the way. And all of these things then stop them making a decision. I believe at the sales meeting, what you should be doing is you should be asking them how long they need to consider this, talk about it, and make a decision. And then you schedule a follow-up meeting. You literally pull out phones, “Everyone pull out your phone right now and schedule this. When’s good? How long do you need? Two weeks? Great.” So two weeks’ time is going to be the 25th and you get them to actually put it into their calendar. And obviously you send a calendar invite as well. But can you see the difference there? The difference between you being the pain that’s following them up versus the scheduled decision meeting where you can answer their final questions and look forward to welcoming you as a client. It’s a completely different approach and it makes such a difference. Question 6: Do you have social proof or a reference client that you share with prospects who are close to a decision? Social proof, as you know, is testimonials, reviews, and case studies. A testimonial is something that they’ve given to you. A review is that they’ve given to you on a third-party platform, so it has more credibility because you can’t have edited it. And a case study is a story that you take people on. So you present the problem, the solution, and how it made their business better. You should, as part of your sales process, be sharing case studies. So the ideal kind of case study to share is a video. You literally send them a YouTube video or a video link of you and a client or a client talking about the case study, the experience that they’ve had with your business. And they will watch a five minute case study, I promise you. What you could then do is have that video repurposed into something printed. Or maybe as part of your proposal, you have that case study within your proposal. They will read a page of text with a couple of photos or even a couple of pages if it feels like it’s relevant to them. And trust me, at the point that they are thinking of buying from you, that kind of stuff is relevant to them because we feel if we can see other people like us have trusted you, then you feel like a much safer proposition. Question 7: Is your onboarding process documented and described to prospects before they sign so they know exactly what happens next and the unknown doesn’t scare them off? Remember, particularly when we’re talking about ordinary business owners, they don’t know what they don’t know about technology. So everything is scary to them. And they navigate to the MSP that they can get to know, like, and trust. So knowing you and liking you, that’s very much part of the content that you put out there. And do you remember if you were in last week’s podcast, that middle section of the 3 step system, which was build audiences, grow relationships, convert relationships, that grow relationships part is where the content builds the relationship with them. But when we’re talking about know, like, and trust, the trust comes from them believing that you are an expert at what you do. And one of the things that marks an expert is that they’re good at explaining difficult things, and they’re good at guiding people and showing them what exactly they need to do. So as part of your sales process, if you have an onboarding checklist and you show them, you could leave it with them it doesn’t really matter whether you actually use this in the business or not, it would be sensible to use it but if you have a 15 or 20 step onboarding process and you say to them, “Well, what happens on day one is we allocate you to one member of our team who’s going to take responsibility for all of your onboarding through the whole of this process. And there’s 15, 20 steps, they’re all documented here. It’s not your job to tick these off, it’s Dave’s job” or whoever it is that’s going to do it. And what that helps them realise is over a two or three week period, you are going to be systema…

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    SPECIAL: MSP Marketing Audit (2 of 3) - Generating Leads Aug 03, 2026
    Show notes

    This is part two of our three-part marketing audit where we’re auditing your lead generation machine using my three-step lead generation system. Build audiences, grow relationships, and convert relationships. Welcome to Episode 351 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. SPECIAL: MSP Marketing Audit (2 of 3) – Generating Leads This is part two of our three-part marketing audit. Last week in episode 350, we looked at your foundations, that was your ideal client profile, your unique selling proposition, so basically who you want to work with and why they would choose you, then your website and your LinkedIn setup. So if you haven’t yet listened to that one or watched it on YouTube, please do go back and start there, those foundations are so important. But today we’re going to go deeper into the engine room because we’re auditing your lead generation machine using my three-step lead generation system. Build audiences, grow relationships, and convert relationships. I’ve got 30 questions for you in total across this episode. It’s the same as last week. You’re scoring yourself with a yes or a no answer for each one, and I’ll tell you what your total means at the end. Let’s go. SECTION ONE: Build audiences. So in this first section I’ve got 10 questions for you asking whether or not you’re reaching enough of the right people to market to. Question 1: Do you have a LinkedIn audience of at least 500 people who are decision makers at the kinds of businesses that you want to work with? Marketing is very much a numbers game, and especially for MSPs because the sales cycle is so long, and therefore you need to have as many irons in the fire as you can. You need to have at least 500 connections on LinkedIn, but better… 1000, 2000, 3000. Question 2: Are you adding new ideal prospect connections on LinkedIn every single day? I do think this is something you should be doing every day. In fact, not you, but maybe someone on your behalf, perhaps a virtual assistant or someone on your team. But every day you should be attempting 10 connections. You find those people you really want to do business with and you go and connection request them. And there’s lots of different ways to do this. You could use an automated tool. You’ve got Dux-Soup, for example, or Meet Alfred, I think those two are both still going. I say I think because I haven’t personally used them for a few years and they do come with huge caveats of be very careful… LinkedIn hates automated tools. You could also just use Claude, open LinkedIn in your Chrome browser and you’ve got the Claude plugin that can use LinkedIn for you. It’s slow, but it will get it done. Or as I say, just use a human. That’s the approach I prefer. And even I attempt 10 connection requests every single day. We’re up to about 8,500 to 9,000 connections on LinkedIn now, and we’ve done it the slow, long, hard way. And they’re good solid connections because I have a VA, Christelle, who every day is connecting only to MSPs and to vendors within the channel, it’s a very targeted list. You can do exactly the same thing. Now, even if you only get one or two people accepting your connection request, you’re still building your list every day, which is great. Question 3: Do you have an email list of prospects separate from your client list that you are actively growing? Most MSPs have their client list and they will email them, often from within the PSA. I believe you need a CRM separate and that’s where your prospect data sits. And you should be sending out regular emails to those prospects at least once a week, which is not overkill. Once a day is overkill, once a week is absolutely spot on because they’re only opening about one in four of your emails anyway. Question 4: When someone connects with you on LinkedIn, do you have a process for getting their email address into your CRM? A few weeks back in the podcast, we talked about the two different types of audiences. You’ve got borrowed audiences and owned audiences. So a borrowed audience is LinkedIn. So LinkedIn isn’t your audience, you don’t own that audience, and LinkedIn could kick you off at any point. In fact, if they caught you using one of those automated tools we were talking about earlier, like Dux-Soup, they could kick you off the platform and you lose all your connections. So a good safety rule is to build that audience in a way that you own it. And your email list you own. Even if your CRM bans you, you can take your data and move to a different CRM. So I believe that you should be adding your LinkedIn connections into your CRM every day. You literally go and find their email address, we’ll talk about that in a second, and you add them into your CRM. You’re doing it for two, three people a day or once a week you’re doing it for 10 people, right? It’s fine. I know it’s technically against all of the data protection rules, but you’re a small business adding business connections into your CRM. The first email you send them, tell them what you’ve done. Say, “Hey, we’ve just connected on LinkedIn, I hope you don’t mind but I’ve added you to my email database. I’m going to send you one email a week telling you how to grow your business using technology. If you don’t want it, you can unsubscribe below.” I get my MSP Marketing Edge members to do this, and the vast majority of people just ignore it, as in they stay on your list, they just ignore that email. Now and again you get an idiot hitting reply going “Rah” but don’t worry too much about those people, worry about the 9 out of 10 who just ignore it and suddenly you’re connected to them on LinkedIn and now they’re in your CRM as well, which is great. Question 5: Are you using data enrichment tools or manual research to find the email addresses of your ideal prospects? So how do you actually do that? Well, you can do it manually, it’s simple. You go to their contact details in LinkedIn. Often their email address is in there or you can brute force search for them. So for example, if it’s me and I’m at mspmarketingedge.com, you can go and Google in speech marks “paul@”, “paul.green@”, “paulg@”, “pgreen@”… you get the idea. There’s only about seven or eight different variables for email. Most people are going to have one of those, so you can put that in speech marks and believe me, you know when you found a valid email address, it just comes up with results. Or the smart way to do this is a data enrichment tool. So something like Apollo or Lusher, some of these are plugins as well so when you’re on LinkedIn, it’ll come up on the side. You pay like a dollar or something like that to uncover the email address and you just copy it into your CRM. Question 6: Is your LinkedIn audience made up of the right people? So business owners and managers in your target market and not other IT people and vendors. So this is a common thing when I talk to a new member of the MSP Marketing Edge and they say to me, “I’ve got 1000 connections on LinkedIn.” And when we actually drill down into it, they have 900 IT people and 100 ordinary people. You need a LinkedIn that’s very, very focused just on your target audience. In fact, I have two LinkedIns. I have my old LinkedIn that it must be 20 years old, and that’s all of my old connections from my previous business and just people I know. And then I have my MSP LinkedIn, and that’s the one that I’m only connected to MSPs and vendors within the channel because those are the only people I do that. So it’s a very targeted, clean audience. Assuming you don’t have that, you might choose to open a second LinkedIn or you might just say, “Do you know what? I’m just going to clean this and delete my connections with all the other MSPs.” There’s no right or wrong way to do it. It’s what feels right to you. Just be aware if you do have two LinkedIn profiles. Again, LinkedIn doesn’t like it, so just make sure you have them open in different browsers. That’s a basic safety mechanism for that. Question 7: Do you have a defined Dream 100, which is a specific list of businesses you most want to work with and that you are actively targeting? The concept of the Dream 100 comes from a book called The Ultimate Sales Machine written by Chet Holmes. And in fact, if you’re watching this on YouTube, it’s up there just behind me on my background. It’s one of my favourite books and it’s perfect for every MSP. The Ultimate Sales Machine by Chet Holmes, go and buy it. One of the concepts he has in there is the Dream 100, which is the hundred prospects you’ve got that you most want to do business with. And it’s either because they’re such a perfect fit for you or they’re of a size that it would make a big difference to your business, or they’re kind of like a headline client. They’re a locally famous client or famous within your niche or vertical or whatsoever. But the point is rather than doing all marketing to all of your clients, well, best practice is you do regular marketing to everyone – so a LinkedIn post every day, an email every single week – but to the hottest, hottest prospects, those are the ones you spend extra attention on. So you send them stuff in the mail, you post stuff to them, you send them direct messages, you call them. And it could be because they’re going to swap IT providers next year, or it could be because you just really want to work with them and you want to be in front of them when they wake up and they think we’re going to drop our MSP and move MSPs. So that’s the concept of the Dream 100. Do you have that? Question 8: Are you growing your email list by at least a handful of new contacts every month? Just as you need to grow your LinkedIn connections, you need to grow your email list as well. You have it segmented into your Dream 100 and then all other prospects, and obviously your clients are completely separate. But if you’re not growing that list, well, it’s like anything, if it’s not growing, then it’s deteriorating. Because the reality is in 2026, an email list is deteriorating all of the time. You have to keep adding people in just to stand still because you’re going into their spam, they’re unsubscribing, they’re just ignoring your emails. It’s harder and harder than ever before to get an email into their inbox, to get them to open it, to get them to read it, to get them to click on it, but it’s worth it because it’s a really, really good way to get in front of someone. If you can get in front of them on LinkedIn and on email and via some other methods like direct mail or like the phone, the chances of them talking to you on the day they wake up ready to switch MSPs, the chances of them talking to you has gone up dramatically higher. Question 9: Are you regularly checking the quality of the data in your email list? We mentioned data enrichment tools earlier, data enrichment is a great way to check that quality, but sometimes it’s just worth going through and looking and seeing what have we got here. Are you getting people signing up into your email list or you are adding people with their work domain name or is it a personal Gmail? Personal Gmail tends to be a lower value because you don’t really know who that is. Are they opening emails? Are they clicking? If they haven’t opened an email for, let’s say, 12 weeks, you should probably stop emailing them. There’s all sorts of email best practice out there that you can go and look up. Often your AI assistant will obviously tell you what the best advice is today, but you do need to keep in mind that quality of your email data needs to be looked at on a regular basis. It’s unfortunately not something you can just not think about anymore. Question 10: If LinkedIn disappeared tomorrow, would you still have a way to reach the prospects you’ve built relationships with? Now again, we’ve mentioned email, but obviously there are other ways. If you have their addresses, you can physically send stuff to them. If you’re connected to them on Facebook, you can send them messages via Facebook. If you’ve got their mobile number, their cell number, you can send them an SMS or a WhatsApp depending on the most used system in your area. You always want lots of different ways to connect with people. LinkedIn is a great tool, but far too many MSPs rely solely on LinkedIn, which is far too dangerous. SECTION TWO: Grow relationships. 12 questions for you here to see if you’re nurturing your audience consistently enough that they can get to know you, like you, and trust you. Question 11: Are you posting on LinkedIn at least three times a week, every week? And that, by the way, is the bare minimum. In fact, best practice for LinkedIn is to post every single day. And that could be every single weekday, could even be every weekend day as well. Saturdays and Sundays can be surprisingly good times to post on LinkedIn. The thing with LinkedIn is it’s disposable. Something you post today, even if it’s highly engaging, it’s gone within a couple of days. So you need to keep adding new content that’s relevant to the audiences that you are building. Question 12: Is your LinkedIn content written for business owners and managers and not other IT people? This is a relevance question. And if you are trying to build up audiences of business owners, then obviously you’ve got to write about things that ordinary business owners find interesting. You’ve got to show them and talk about things that they are interested in. They’re not interested in tech. They’re not interested in servers and cloud and cyber security. They are when it affects them, but most of the time they’re not. But they are interested in productivity, growing their business, having their staff complain less. So you’ve got to give your audience what’s relevant to them. Now, if for example, you were building up an audience of IT directors because you wanted to sell co-managed IT, then obviously the content you put in front of those people would be completely different because IT directors do want to hear about technology, but they don’t want tech tips from you. What they want to do is they want to talk about strategy. They want to talk about cyber security strategy. They’re actually super busy, they’re far too busy in their role, and they want you to acknowledge that, and that would encourage them to start a conversation. And as a side note, we have a marketing membership to help you win co-managed IT contracts. We have two memberships now, one to help you win business owners as clients, and a second one to help you win IT directors as clients. You can see details of both of those at mspmarketingedge.com/membership. Question 13: Does your content focus on their problems, their fears, and their outcomes and not your services and technology? As I was just saying there, those are the things they’re interested in. If you can hook into the thing that’s annoying them right now or the thing that they’re scared of or the thing that they want, lots of those things, then you are going to seem more relevant to them. And if you seem more relevant, if they perceive you as more relevant, then they are much more likely to talk to you on the day they wake up and they’re ready to think about switching MSPs. Question 14: Are you sending a regular email to your prospect list ideally every week? So once every day is overkill, I would say two or three times a week is overkill, but one email a week is not. I mentioned earlier they’re only opening about 25% of your emails anyway. So if you send an email a week, they’re only reading one email from you a month, right? If you send an email once a month, they’re only reading it once every four months. One email a week is perfect. And obviously the kind of content that you put into email is a different format to LinkedIn, but the subjects can be exactly the same. Hopes, wants, fears, problems. Those are the kind of things that engage ordinary people and also IT directors. Question 15: Does your email conten…

    Full show notes at the publisher

    SPECIAL: MSP Marketing Audit (1 of 3) - Do you have these fundamentals? Jul 27, 2026
    Show notes

    To mark our 350th episode I’m giving you a complete audit of your MSP’s marketing. By the end of this you’ll know exactly where to focus your marketing efforts to create a stronger foundation. Welcome to Episode 350 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge. SPECIAL: MSP Marketing Audit (1 of 3) – Do you have these fundamentals? It’s episode 350 and I can’t quite believe that we’ve actually made it here. We’ve been doing this every single Tuesday since the 5th of November 2019 and we’ve not missed a single week yet. So to mark this big anniversary, I’m going to do something a little bit different. Not just today, but over the next three episodes, I’m giving you a complete audit of your MSP’s marketing. We’re not just talking about theory here. I’m actually going to go through a practical numbered checklist that you can work through right now, so that you can assess where you stand with your marketing. Before we start, grab a pen and paper because you’re going to be scoring yourself as we go along. Actually, the score is simply yes or no. Yes, we’re doing this or no, we don’t. I’ve got 40 items to go through today and there’s going to be more next week and more the week after. So today we are going to look at the foundations of your marketing. We’re covering things like your ICP, I’ll explain what that is in a second, your USP, we’re going to look at your website and we’re going to look at your LinkedIn setup. And as I say, there are 40 questions in total across this episode. So count your yes answers as we go and I’ll tell you what your score means at the end. Let’s get started. SECTION ONE: ICP – Your Ideal Client Profile We’ve got six questions in this first section and your ideal client profile means that you have a very strong grip on exactly the kind of client that you would like to work with. So I often ask brand new members to our MSP marketing edge, tell me about your ideal client profile and they’re like, “yep, yep, we’ve got all of that sorted out, we know exactly what we want.” And actually their idea of an ideal client profile is, businesses round here that’ll spend at least $400 or $500 a month or whatever the case is. Actually for a good ideal client profile, you need to go more into detail with that. The more you have a real grip on exactly who you want to do business with, the more relevant you can make your marketing. Because one of the biggest tricks and secrets to marketing is making it seem really relevant to the person that you most want to reach. So I’m going to go through six questions and as a reminder, you’re answering yes or no. So just write these down. You can just do like one, two, three, four, five. And at the end we’ll go through what it means depending on how many yeses and nos you’ve got. Question 1: Have you actually written down a specific description of your ideal clients? And if you have, have you included these kind of things? The size of your ideal clients, the kind of sector that they’re in. I mean, it could be that you’ll work with literally any business or you might just prefer professional services, for example you might like manufacturers. Have you written down the location of where the ideal client is? Now, you and I know that you can look after clients all around the world, but you may choose to have clients that you can physically visit at least once a year just so you can show your face because we all know there are benefits still of meeting people in real life. And do you know what the job title of the decision maker is? For example, if it’s smaller businesses, which is typically up to 50 staff, is it the operations manager, the CEO, something like that? So that’s the first question is have you written down, literally in writing stuck on the wall of your office or whatever is the case, do you have that written down? Really important. Question 2: Does your marketing speak to one specific type of person rather than any business, of any size, anywhere? So the whole point of having this ideal client profile is to narrow down your marketing. When we start marketing, it feels as though the more wide our marketing is, the more people we’re going to reach, but that is not the case at all. What actually happens, and it’s kind of weird but I promise you this is the case, the more narrow your marketing and the more you talk just to the ideal person that you’d like to work with, the more likely they are to be attracted to you. But also weirdly, the more attractive your overall marketing is. We only work with MSPs. I mean, literally every single page of our website and everything I do on LinkedIn is MSP, MSP, MSP, marketing, marketing, marketing. There’s no end to it. And yet at least once a month, maybe a couple of times a month, I’ll get approached by someone outside. It could be a vendor within the channel or someone outside of MSPs saying, “Do you think you could help us?” And it’s almost like the more specific you are, the more attractive you become to everyone. Question 3: Do your current best clients, so the ones who if you could you would clone, do they match this ICP? Now there could be a mismatch if you’ve decided you want to go off in a different direction. So a lot of MSPs, they get five, sometimes 10 years in and they’ll just take almost any business that comes in. But at the point you’re getting intentional about growing your MSP, you have to ask yourself, “Hey, do we want more of just anything? Or do we want more manufacturers? Do we want more lawyers?” I mean, some people hate lawyers, some people love lawyers, but what do we want more of? So it’s okay if the current clients don’t quite match the ICP so long as you’re very clear that going forward, we only want lawyers, CPAs, accountants, financial people, people that sit within professional services, for example. Question 4: If you work in a specific vertical or a niche, does all of your marketing make that specialism obvious? So let’s take the lawyers example. If you would take any kind of business, but actually you’d like lawyers, you want to really drill down and just focus just on lawyers. If I looked at your marketing, your website, your homepage, your emails that you send out, does it within a couple of seconds say to me, “This is for me. I am the practice manager or whatever, the managing partner of a legal practice. Is this talking directly to me? ” And if the answer is no, then you are missing a trick on that one. In fact, you’ll know this if you’re an Instagram person or a Facebook person, which I do now and again, and you’ll see that the adverts these days, and there is a reason for this, it’s because the advertising system has changed, but the adverts these days say right upfront who the audience is for. So I might be looking at an advert which says, “Hey, are you an MSP between two and 10 staff or between 200,000 and two million revenue?” And that instantly says right at the start of the advert who that’s for. And it’s exactly the same with you with your verticals. If you want to work with lawyers, you’ve got to say upfront, “Do you own or manage a legal practice with at least five staff or at least 10 staff?” There’s nothing wrong with saying really clear and very proactively in your marketing exactly who this is for. Question 5: Could a stranger read your homepage and immediately know what kind of business you work with? And actually there is a test for this. The test is you go networking, just go to any old networking meeting, go and find someone that you don’t know that you’ve never met before, do the whole shaky hands, what do you do? Etc. etc. And then when they say, “What do you do? ” You say, “Well, can I ask you a favour?” Grab your phone, pull up your website on your phone, give it to them and say, “You tell me what we do.” And the power of this, and it’s kind of scary if you were to do something like this, but the power of this is that if they can’t tell you immediately from your own website what you do, then you’ve clearly got a problem. Even if they’re not in the audience, let’s say they’re an accountant and you are talking to lawyers, they should still be able to say, “Oh yeah, so you guys help lawyers grow their business using technology.” I mean, that’s exactly the kind of thing that you want to hear back. Question 6: Have you ruled out the types of clients you don’t want so you’re not accidentally attracting the wrong people? So for example, manufacturers are very yes or no, love or hate within the channel. So some MSPs love manufacturers because they love the complicated setups and the unusualness of it and the challenges. And other MSPs don’t want any of that. They want lawyers and CPAs and office workers where it’s the same system being rolled out again and again and again. Little bit more boring, but it’s a lot more consistent and it’s easier as you scale that up. So do you know and as part of your ICP who you don’t want to work with? SECTION TWO: USP – Your Unique Selling Proposition. So if your ideal client profile answers the question of who you want to work with, your unique selling proposition answers the question of why would they want to work with you? So this is very much looking at things from their point of view, which as I say, is a marketing superpower. So we’ve got seven questions here and the first is this. Question 7: Can you finish this sentence right now without hesitating? We help achieve by ? If you can’t answer that, then you don’t have a unique selling proposition. You may think you do, but the beauty of a USP is that you know exactly why your ideal client would buy from you. So if you can’t answer that, you’ve got some work to do on that. Question 8: Does your USP avoid these words? These are all bad words because they’re overused… proactive, responsive, trusted partner, great service and tailored solutions. I know those last two are two words. But if you’ve got any of those words in your USP, you need to strip those words out because they’re not differentiators. I promise you, as someone who has looked at more than a thousand MSP websites over 10 years, maybe even more than that, I promise you those are the words you see again and again and again. So they may feel to you like they’re the message that you want to get across, but from the prospect’s point of view, they see them all the time. If they see a word all the time, it cannot be a differentiator. Question 9: If a prospect or when a prospect reads your USP, would they say off the back of that, “so what”? If they would say “so what”, then you score a no on that question. The so what test is a great test you can apply to almost any kind of marketing. So for example, if you want to talk to lawyers and they’re lawyers with at least 10 or 20 staff, and if your USP doesn’t make them go, “Oh, this is for us” then it has failed the so what test. These days they don’t say so what, but they just kind of move on to the next thing. This so what test is something that I learned in journalism college in 1992, 1993. It was one of the first lessons we learned was anything that goes into a newspaper or radio, as the training I was doing back then, has got to pass the so what test. Otherwise, it’s not of interest to the listeners and the readers. And actually you can apply that to all of your marketing as well. Your USP has got to pass the so what test. Question 10: Could you complete this sentence? We are the only MSP in our area that… What goes on the end? If you’ve got nothing on the end, then you’ve got no differentiator. We’re the only MSP in our area that helps big legal firms to grow faster with technology. Can you see how it doesn’t really matter what the words are, but if you don’t know instantly how to complete that sentence, you are missing something from your USP. Question 11: Does your USP appear on the homepage of your website as a headline? On your LinkedIn as a headline? And do you have it memorised as your elevator pitch? That’s three different places to use the same thing. And you use slightly different words, but your USP, once you’ve encapsulated it down to a sentence, something that you can say to someone else that they instantly understand what makes you different. You use it as the headline on your homepage, the headline on your LinkedIn, mostly the same just a few tweaks of the words, and you have it saved in your brain as an elevator pitch so if you ever meet someone and they’re potentially a good ICP, a good ideal client profile fit for you, then you know how to say to them why they would want to work with you. Question 12: If you Googled three of your local competitors right now, would you sound genuinely different to all of them? In fact, this is one of the tests of your USP. You go onto the web, you Google IT support in your vertical or your area, and you go and look at all of the websites of your competitors, or you get your AI friend to do it for you. But it’s kind of better for you as a human to do it. Maybe you and your AI friend doing it together and you’re asking yourself, our USP once it’s there in our marketing, does anyone else have that marketing? I guess it would make sense to do that in advance. The reality is 80% of websites in any market or MSP’s websites in any market are pretty much identical. So just in doing this exercise and making yourself stand out, that can make a real difference. Question 13: Have you tested your USP on a real business owner, obviously outside of the channel and asked them if it means something to them? So you remember earlier I was saying go networking and show your website to someone. The next time you meet a lawyer or whoever is your ideal client. Why not say to them, “Can I ask a big favour please? So we are always looking for clients like you and we’ve just changed all of our marketing. Can I show you something on my phone? Would you just tell me, and be brutally honest with me because this just helps me and I’ll obviously happily return the favour, does this talk to you? So you’ve described yourself as the perfect kind of client for us. I’d like to know if this is the right thing.” Does that make sense? I mean that’s a scary thing to do, but it’s a very smart thing to do. SECTION THREE: Your website. This of course is a big one because even in 2026, your website is the most important marketing asset that you have at your disposal. Every single person who is thinking of working with you at various stages will check you out on your website. They check your websites and they check your LinkedIn. We’ve got some stuff on that coming up. So we’ve got a lot of questions in this section. I’m going to speed them up a little bit because a lot of them are very simple questions. In total, we’ve got 18 questions here and you’re answering yes or no to each one. Now we’re going to start with the five questions that every single prospect asks themselves and you need to know whether or not your site answers them. Question 14: The first thing people ask themselves – Is this for a business like mine? So this builds on the work that we’ve just done about the ideal client profile and your unique selling proposition. Does your homepage make it immediately obvious who you work with and what size of business you’re built for? It’s okay to say we work with larger businesses of 50 or more staff, or we are built for small businesses up to 20, 30 staff. And I know you’d always like more users, but sometimes an MSP that does really well with 20-30 users or staff just wouldn’t cope with 100, 200, 300. Not that they would come knocking, but people want to know that you and them are the right size for each other. Question 15: The second thing that people ask themselves – Do these people understand my world? This is a big one. So you’ve got to ask yourself, does your website talk about the problems and frustrations that your clients and prospects have rather than technology and processes? No one really sets out to…

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