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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:
    MSPs: Set up your phone person for success Mar 18, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 279 of the MSP Marketing Podcast with me, Paul Green. This week… MSPs: Set up your phone person for success: Phoning leads and prospects to find out if they’re almost ready to switch from their incumbent MSP is the golden nugget opportunity. Here’s how to get the most from your phone person. How the Compound Effect helps MSPs do better marketing: If you want to have great marketing that delivers one new client a month, then you need to make some sacrifices and have LOTS of discipline. Why MSPs must build a personal brand on LinkedIn: My special guest explains how to build a personal brand on LinkedIn. He can help you to get over your fears and show you why your leads and prospects will see you and your MSP differently. Paul’s Personal Peer Group: Do you capture success stories from clients that your MSP has really helped? Find out the best format for doing so in this episode. MSPs: Set up your phone person for success This is the hardest role to recruit for in your MSP, but when you get it right, it can lead to an explosion in sales. Now you thought it was hard finding a decent level three technician or a service desk manager. Well, no, this role is even harder. And even though thousands of people can do it, you wouldn’t want to hire the vast majority of them. Let me tell you what this role is, why it’s so important in your MSP and how to find the perfect person for you, someone who’s going to help you win new clients and grow your profit. Now, this might be controversial to some, but I believe that every MSP should have an in-house person making outbound phone calls. Phoning leads and prospects and trying to find the golden nugget opportunity. That’s when an ordinary business owner or manager is kind of almost ready to switch from their incumbent MSP, and it’s the best time to start talking to someone. Having a phone person, well, they can find them purely through doing the hard work and that’s doing something that you personally would never want to do, which is of course, picking up the phone repeatedly day after day after day, just calling these people. And these aren’t sales calls, by the way, this is not some kind of Wolf of Wall Street boiler room. These are relationship building calls, to find out who is nearly ready, willing, and able to have a conversation about switching MSPs. And then book in a 15 minute video discovery call with whoever does the selling in your business, which of course might be you or you might have a salesperson. And then you or the salesperson does the heavy lifting of booking the actual face-to-face sales appointment and of course closing the client. I know that you can do that. If I can get you in front of the right people, you can do that, right? Well, this is one of the best ways to get those 15 minute zooms. As I said, it’s an in-house person role rather than using a telemarketing agency. And there are some telemarketing agencies out there, some great ones out there, but there are also many rotten ones. And I always like to take a long-term view with any kind of marketing infrastructure that you’re putting in place. So honestly, I do believe you’ll be better off hiring someone to work within your MSP doing this. They may actually be based at home, but they’re just doing it for you. They’re not doing it for anyone else. A back to work mom is great for this. You are looking for someone who has had a career break but who was previously in a professional role and yet they have no desire to return back to that lifestyle for whatever reason. Now, ideally, she doesn’t have any kind of professional selling or calling background, otherwise she might bring lots of bad habits to the party, but she does love being on the phone. So what is a bad job for you and me, and a distress activity, is fun for her. Just calling people all day long. Actually you’re only looking for her to do two to three hours a day, two to three days a week. That kind of flexible part-time work is perfect for many back to work parents working around the school day. So anyway, let’s assume that you are committed to that role. I’ve hired and fired lots and lots of telephone people and I advise all of the members of my MSP Marketing Edge service to go out and get one. And I’ve noticed that there are three critical success factors in any phone person. The first is that they need marketing support. If you just give them a list of people to call and say – just call these people, see who’s ready to switch – well, that’s a horrible job for anybody because it’s just cold calling and there’s not a human on the planet who really likes cold calling, let’s be honest. Would you want to just cold call people all day long? Me neither. I’d rather do anything, I’d rather lose a finger than do cold calling. So a better option is warm calling, and this is where you set up a marketing system to build audiences, grow relationships with those audiences, and then the final stage of what you’re trying to do here, which is to convert relationships. You’re looking to convert them from being a lead to being a prospect to being a client. We’re talking here about the three step lead generation system that I often talk about in my YouTube videos and on the Podcast because it is so very powerful. If your phone person is calling people who are connected to you on LinkedIn, who get educational emails from you, who may already have seen 10 or 20 pieces of your content over the last year or so, well guess what? That’s not a cold call, that’s a warm call. And that’s going to be a dramatically easier conversation. That makes total sense, right? The second critical success factor is to use a CRM properly. So firstly, make sure you have an actual CRM and you’re not just trying to use your PSA for this. A PSA is not a marketing tool, it’s an operational tool. So go get a proper CRM, and the low cost no cost one include MailChimp, MailerLite, and of course Growably, which is free with a Tech Tribe membership. Now, the thing that’s critical is using that CRM properly. You must set it up so it’s easy for your phone person to know who to call, see what relationship building activities have already happened with them in the past, and then for them to be able to leave simple notes that can be referenced by somebody else in the future. You always kind of need to assume that your phone person today will be a different phone person in the future. They might change. So any notes from calls today must make perfect sense when a different person is accessing them in a year’s time. And a side note on this, some MSPs actually attach the VoIP recordings to the CRM record. Personally, I think that’s a little bit of overkill, but I can see the benefit of doing that if you can automate it. Okay, our final critical success factor is that you must keep your phone person motivated. Now, this is a hard job and even somebody who likes making outbound phone calls will have days where they just can’t be bothered because there is a lot of rejection. There’s a lot of work to do to get that rejection. And there’s an even greater deal of work to do to get the desired results. So some easy ways to keep your phone person motivated is to remember one of the reasons that any back to work parent goes to work, is to have adult company. Now, I’m a sole parent myself, and my child now is 14, but when she was younger, she was like eight or something, there were days where I was desperate to speak to other adults and do adult things, not just do drawings and have tea parties with dollies, although I do miss that now I have to say. So keep your phone person motivated by keeping her involved in what’s happening in your business. Maybe she joins the big group teams call that you do every Monday, even though that’s actually quite an operational one, it helps her to feel that she’s part of something, part of the team, that what she does matters. She can see the results of her work as new clients come on board and start to be discussed by your technicians. Maybe if on Fridays, if you do a team lunch, you get her involved in that. Either she comes into the office to take part in it or you send a pizza to her home so everyone is having pizza in the office or at home at the same time and jumps on a Teams call, which is a social. And definitely of course, get her involved in social events. There’s one more thing that I recommend that you do, and it does require a little more of your time, but the payoff from this is massive, and that’s where you coach your salesperson. You jump on a call together and the first thing you do is you play back a recording of one of their calls, something that you kind of listen to together. Pick one where they have actually got through to someone, just look for the longer calls, you want one where they’ve had a conversation with someone, not just where they’ve been rejected from the gatekeeper. And then you can talk about three things in that call. You can talk about what went well and your phone person can do the same, they can say what they thought went well. And then you can talk about what didn’t go so well, and again your phone person does the same, what they thought didn’t go so well. And then finally, you talk about one thing that they should do differently next time. So what goes well or what went well, what didn’t go so well, what should you do differently next time? And it’s only one thing that they should improve for next time because good coaching is 15 minutes, right? And it’s 15 minutes a week. But in that 15 minutes, you tackle one small problem every week until months and months and months down the line, your phone person is just performing dramatically better. It’s so tempting to try and tackle everything in one big call, but I promise you you’ll get faster progress if you tackle one small issue every single week for the next X number of weeks. Now, let’s look at the big picture of this. The more you integrate your phone person into your team, the more that they will realise what an important part of the process they are and the more likely it is that they will perform at a very high level for hopefully a long time to come. How the Compound Effect helps MSPs do better marketing If you wanted the fittest, most amazing, most ripped body ever, you know that there would have to be a lot of sacrifice and discipline to make that happen, right? And really, it’s no different with your MSP’s marketing. If you want to have great marketing that delivers one new client a month, then you need to make some sacrifices and have lots of discipline. But what sacrifices and what kind of discipline? Let me tell you what MSPs with the most successful marketing do every day and how you can emulate them. And don’t worry, it’s not as hard as it sounds. You should read this book. It’s one of my all time favorites and has pride of place on my business bookshelf. It’s called The Compound Effect written by Darren Hardy. And it shows how tiny actions done every day can lead to big success over time. Good habits and smart choices add up to amazing results, while bad habits hold you back. Let me give you two examples, one about eating well then one about your MSP’s marketing. So here’s the eating one. After your dinner tonight, you choose fruit instead of a chocolate bar, which is a tough choice, and I still battle with that one every night. And of course, there’s no immediate payoff is there, other than the short-term feeling of feeling a bit smug. But if you repeat that for a hundred nights, 200, 500, a thousand nights, all of that fruit adds up. Your body is healthier, your weight might even be lower because you haven’t eaten a thousand chocolate bars or you haven’t taken a thousand hits of high sugar and unnecessary calories. Now let’s look at the equivalent in marketing. Today, you find 10 minutes to post a really good piece of content on LinkedIn instead of dealing with some low level tickets that have come in. And I know it’s tempting to jump on your PSA and do a few password resets or just set up new users just to save your help desk team the hassle. But in the spirit of this saying, you should only do what only you can do, and that’s a great saying, you should only do what only you can do, please don’t jump onto your PSA. Because your technicians can’t post great content on LinkedIn. Only you can. And choosing to do something difficult, like creating content, versus something easy, like doing a password reset for a client, is exactly the same as chocolate versus fruit. Repeat it for a hundred, 200, 500 a thousand days, and all of that activity adds up. Never forget that ordinary business owners and managers don’t know what they don’t know about technology. And that lack of knowledge encourages something called “inertia loyalty”. It’s where they’re more likely to stay with their incumbent MSP, in fact, way past the point that they’re fed up with them. Or put another way, people only buy when they are ready to buy. And on that day, the very day they wake up finally ready to speak to other MSPs and think about switching. Well, that’s the day you finally benefit from “the compound effect” of a thousand days worth of work on LinkedIn. If they’ve read some of your posts and they like what they see, it doesn’t mean that you are guaranteed to get the sale, but you should at least get a place at the table to fight for a sale. And that’s a good start, right? You can extend this across more than just LinkedIn. Imagine you developed really great habits, sending out all sorts of regular marketing across multiple platforms. And imagine that prospect waking up on the day that they’re ready and over the previous thousand days they have seen a handful of your posts on LinkedIn and maybe even commented on one or two of them. Maybe they’ve read several of your weekly LinkedIn newsletters. Maybe they’ve chatted briefly with you over a few direct messages. Maybe they’ve opened one in four of your weekly educational emails. Maybe they’ve read a few blogs on your website or watched a couple of your Tech Update videos on YouTube. Maybe they’ve read a few of your printed newsletters that you mailed to them and then they stashed the rest into a desk drawer. And maybe they even briefly chatted to your phone person a couple of times. How likely is it that this prospect now will want to talk to you today? All of that content that you’ve put out all of those days across all of those channels has created the perception that you are the local tech authority and the best prospects want to hire experts and are willing to pay a little bit more to do so. A bit of a side note now, best of all, you don’t need to actually do all of this work yourself. You should retain responsibility for making sure it happens of course, and maybe even responsibility for creating it or coming up with the ideas. But you can get your team or virtual assistants to do the hard work of actually writing it, editing it, and certainly loading it. This is one of the most important ingredients at the very core of my MSP Marketing Edge service. We give you everything that you need, but we recommend that you use virtual assistants or even our own marketing implementers to make it happen for you. Why MSPs must build a personal brand on LinkedIn Featured guest: Neal Schaffer is a digital marketing expert, best-selling author, and global keynote speaker with a passion for helping businesses transform their marketing strategies. As the founder of PDCA Social, he has guided organisations worldwide in leveraging digital, influencer, and social media marketing for real results. Neal hosts the Your Digital Marketing Coach podcast and is the author of six books, including the recently published Digital Threads and Maximizing LinkedIn for Business Growth. His mission? Educate and empower. So here are some common words associated with finding new clients for your MSP: frus…

    Full show notes at the publisher

    Optimize your MSP’s marketing for voice & AI search? Mar 11, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 278 of the MSP Marketing Podcast with me, Paul Green. This week… Optimize your MSP’s marketing for voice & AI search?: AI and voice search is on the rise – let’s find out if you can use it to get more traffic to your website. The perfect MSP sales promotion, that’s 1,000% GUARANTEED to work: What has worked really well for you in the past but for some reason you just stopped doing it? Perhaps it’s time to re-start it but with a better system in place. A simple MSP marketing framework you can swipe: MSPs are often at risk of making marketing way too complicated. My guest shares a simple marketing framework that you can adapt to suit your business. Paul’s Personal Peer Group: Do you perceive marketing as too creative or something outside of your comfort zone? It’s actually more logical than you might think. Optimize your MSP’s marketing for voice & AI search? Are you doing your MSP’s SEO wrong? Make sure you hear this first. Because if your MSP could really do with finding new clients and you need them to find your website, everything could be changing with search engine optimisation. Why? Because AI and voice search is on the rise. So let’s find out if you can use it to get more traffic to your website and whether you need to change your MSP’s marketing plan. Tell me, how often do you search for answers using just your voice and how often do you use an AI tool to search? Whichever specific tools you prefer to use, I think we can all agree that sometimes it’s just easier to ask Alexa or Siri to search for something or get ChatGPT to do a whole ton of research for us. But have you yet considered how that might affect driving traffic to your MSP’s website? We don’t talk a lot about SEO, search engine optimization, on this podcast or in these YouTube videos. I’m not an expert at SEO, there are much better people than me at this and I prefer to get on guests to talk about subjects where I don’t have a specific expertise. But I think we can take a holistic overview of the change in something as big as search. Now if you are as old as me, he says looking at his gray hair, you’ll remember when search was really clunky and difficult…yep, I’m talking about you AltaVista, back in the last millennium, and I’m feeling every single one of my 50 years right now. But honestly, if you weren’t alive back in the mid to late nineties, you have no idea how bad search was. Yahoo was kind of doing its own thing by doing it manually. It was compiling manual links and editor driven lists of stuff. And then you had kind of basic search engines like AltaVista. There was a popular one here in the UK that was called Ask Jeeves, like a butler type character, and I think that was ask.com across the world. Now of course, we didn’t know that the search experience was bad until something way, way better came along, and that thing was Google. Google really did change everything back in the day. Its method of crawling the web and ranking web pages according to backlinks, which is how many other sites actually connect to them. And also its ability to figure out what the page was about, that was revolutionary at the time. And you can argue that Google has been so utterly dominant in search in the last 25 years and even though that dominance is now under threat from a number of different ways, the next big shift after Google came along was of course the shift to mobile search. But what’s that, about 10 – 15 years since we all needed to make sure that our websites were optimised for mobile search and mobile access. But that’s all very much a routine thing in 2025. Search itself is now undergoing it’s next revolution, which is where you’re doing the searching without accessing Google directly. Let’s look at the first of those, which has been around for some time and that’s searching with your voice. There are all sorts of stats online about how much search is actually done just through voice. And you can summarise all the different stats, certainly just looking at what’s happening within Google, as a quarter of all searches in the Google app are now done by voice. I guess that’s when you hit the little microphone button to do that. To me, that’s not really voice search, that’s just an efficient way of adding text into the Google app without having to actually press anything. So what about proper voice search like Alexa? I use Alexa two or three times a day for simple stuff, like what time my next reminders are or cooking timers, that kind of thing. Oi, I’m not talking to you… she just went off in the background. But I’ve been taught over the years by Amazon, the owners of Alexa, not to rely upon her for proper answers to anything other than trivia questions really. Because if I have to hear the phrase – an Alexa answers contributor has written or according to the website complicated url.com – you get the idea. It’s fine when you are with your family and you’re sat chatting and you want to remember whether or not a specific celebrity is dead without having to pull out your phone. That’s what it can be quite useful for. But would I use Alexa or Siri to search for an MSP near me? I don’t think I would. Maybe I would use it to search for a restaurant that’s open and engage with them and maybe even ask what the menu is about. But would I do it for a managed service provider? I really don’t think so. Because don’t forget, managed services is one of the most difficult and complex B2B sales that there is. And that means that people need to go through a very big research phase and they can’t do that research phase while having a conversation with what is essentially a dumb voice assistant, because the intelligence is just not there. It’s deeply frustrating when you’re trying to do anything more than just look something up, something basic. So the obvious answer there surely is to get AI to do researching for us, and this is where I think new search gets really interesting. Because actually AI can do the searching and can do the research phase for you. Just for this video and this podcast episode, I asked ChatGPT to do something for me. The instruction I gave was this exactly this: I am looking for a new IT support company. I’m based in Milton Keynes (which happens to be where I live here in the UK), please summarise the top five providers that I should be talking to and what the differences are between them. And you know what? ChatGPT did a great job. It pulled up five local companies and for each one it summarised what each of them would do for me. Now it specifically summarised a sentence for each as well called key differentiator. If I believed everything that ChatGPT told me, then this would’ve made my research really, really easy. I could now just book appointments with those five MSPs and the latest version of ChatGPT even gives you the website. So I could just click and have a look at the five different websites. I’m sure in the future and probably not that far off, it will actually be able to book appointments for me, when it’s an agent and it can access Calendarly and access my calendar. It’s not quite there yet, but I’m sure that’s no more than a year off. I did a very similar search for the same terms: IT support Milton Keynes, on Google. And interestingly, I didn’t see the same five companies in the same order. They were there on the page, but not in the order that ChatGPT put them in. I don’t think that really means anything at this stage. But let’s ask what this does mean in terms of what you are doing with your marketing right now. As I said at the beginning, I am not a technical expert at this, but it’s clear to me that the AI search and probably the voice search as well when it becomes smarter using AI, is just going to be a very efficient way of getting information out of your website and ordering it for someone. So I think we may be about to enter a new era of optimisation on our websites. For years, it has been about search engine optimisation and trying your hardest to get your website to the top of page one. I can see how that’s going to change. I don’t know how it’s going to change. If I did, I would make a fortune selling that to Silicon Valley. But we’re going to need some kind of AI search optimisation and that’s going to be about, I think, making sure that the information we most want people to see in a summary is most easily picked up by AI. And my initial online research shows that that’s about getting the right keywords, it’s about getting the markup right, so that’s the information you put in the backend of the website that the humans don’t see, but the crawlers do, the robots do, and also creating the right kind of content on your website. And I’ve made it my mission for the next few months to find a real expert in this and get him or her onto a future YouTube video and also of course in the MSP marketing podcast. In the meantime, if you’ve gone in depth into this, and if you’ve done a lot of work on your MSP’s website, I would love to hear what you’ve done, whether or not it’s made any difference, any big difference to the leads that you’re generating from your website. I think we’re very much on day one of AI and voice search, but it’s so clear to see that this is the direction that we are headed in. We are going down that route and it’s going to become increasingly important. My final thought on this is to remember that all we’re talking about here is new ways of getting your MSP in front of people. New ways of getting people to come to you and come to your website and see that you are around. It’s still humans that are making the buying decisions, not the AI, the AI doesn’t decide for you, it just summarises what you offer. And that means you need to keep focusing your overall marketing on showing people who the people are behind the business and don’t get too logical with it, give them emotional reasons to pick your MSP. I personally can’t see that changing for years and years. I could be wrong, but it’s something that we’ll keep coming back to. The perfect MSP sales promotion, that’s 1,000% GUARANTEED to work Can you hear those crickets? There’s a good chance that’s the result of your MSP’s efforts to find new clients and drive sales. It’s a common problem. You’ve tried this, you’ve tried that. Well, this is going to be music to your ears. How does a 1,000% success rate guarantee sound? It’s a sales promotion for MSPs that have been in business for more than three years. Right now, let’s talk about what it is, how simple it is, and the boost it could give your MSP. Now, this one doesn’t apply to brand new businesses, but it’s perfect for MSPs that have been around a few years or longer because there’s a sentence that I hear now and then from the MSP owners that I’m working with. The sentence is: Oh, yeah, yeah, yeah, we used to do *insert thing here*. It worked really well, but we stopped doing it for some reason – and quite often the “for some reason” is no real reason at all. As in no one ever made a decision to stop it. It just stopped. Perhaps someone went on a vacation, maybe it just never started again after a long weekend away. Who knows? But it stopped and no one ever started it again. And this happens across the board in every area of the business. It can happen with the way that tickets are handled or with how client information is logged. Quite often it happens with sales and marketing processes. One of my MSP Marketing Edge members said to me, “Oh yeah, we used to send out case studies to prospects before we met them, but we stopped doing it for some reason.” And we then had a very long conversation about how sending those case studies out in advance of a meeting shows that your business is safe. This is solid powerful social proof, which works because most people prefer to do what they can see most other people doing. And if the prospect perceives that the business is safe before meeting with the sales guy, then guess what? The sales conversion rate and the overall order value will go up. Now, even if it’s a tiny shift upwards, that adds a lot of additional net profit over one year, three years, five years, whatever. I promised you the perfect sales promotion, that’s 1,000% guaranteed to work. Let me tell you what it is. It’s something that you did in the past that worked really well, and then you either never repeated it or it became routine and it just stopped. And then no one ever noticed that it had stopped, so it never started again. Actually, it’s probably not one thing. It’s probably a whole series of different things that all worked together to give you overall a better result. Here’s an example. In a previous healthcare marketing business, which I sold and exited in 2016, we identified five key actions that had to happen before a sales meeting in order to give us a two in three close rate. So for every three meetings we took, we closed two of those prospects into clients. And these steps were to ensure that we had qualified our prospect properly and fully engaged with them at an emotional level and made sure that they’d absorbed some social proof and made sure that they’d locked off enough of their time for the appointment. And these five key actions, they were that difference between a one in three close rate and a two in three close rate. So that’s a fairly major impact on net profit from small actions. Double the results for the same amount of work. So as you can imagine, I systemised the implementation of them and I built a warning system, which was a results dashboard to tell me when something had broken down. Now, back then, and bear in mind, this is like 2013 to 2016, we used to mail out physical DVDs featuring video case studies to our prospects. As I say, don’t judge me, this was a very long time ago. One day my admin person, she ran out of DVDs and she didn’t tell anyone. No one knows why, but she just carried on posting out the appointment confirmation letters, but without the DVDs. And I noticed within a few weeks as my dashboard showed that our overall conversion rate had slipped. So that was my cue to follow the system through and to diagnose what was broken. And it literally took 20 minutes and one tense conversation and an order had gone in for a hundred more DVDs sent off to the DVD duplication people. So here’s your opportunity. Let me spell this out for you – Number one: spend a few hours looking back over old promotions strategies and tactics. What did you used to do that worked really well? What did you try once that was a hit but has never been repeated? And what are the small actions in your MSP that have the greatest impact on net profitability? Number two: bring them back, implement them. Number three: build yourself a warning system that tells you the next time they fall over. Simple as that. What is that 1,000% guaranteed to work promotion that you could bring back for your MSP that you know is going to work? A simple MSP marketing framework you can swipe Featured guest: Eric Dingler is a global marketing strategist and digital nomad who has lived in 15 countries over the past three years with his wife and four teenagers. Drawing on his firsthand insights as a perpetual first-time customer and data from hundreds of campaigns, Eric developed the Marketing Momentum Framework—a transformative approach to help simplify the work of a business owner to attract and retain customers. Great news, the hair pulling can stop. When growing an MSP just feels confusing and complicated. You pull your hair out in frustration, but it doesn’t have to be that way. Here comes a solution you can just swipe and adapt. I just can’t promise that your hair will return. MSPs are often at risk of making marketing way too complicated. So my special guest today is going to share a simple marketing framework that you can swipe and adapt. Hey, my name’s Eric Dingler and I am a digital marketer, but I’m also a digita…

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    No idea where to start with your MSP’s marketing? Start Here Mar 04, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 277 of the MSP Marketing Podcast with me, Paul Green. This week… No idea where to start with your MSP’s marketing? Start Here: Discover the most important marketing things that will bring new leads into your MSP in my brand new, easy to read book. People only buy managed services for one of two reasons: Most purchases are made to either fix a problem (needs), or to make the buyer feel good (wants). You should offer an almost endless supply of additional services to meet these two criteria. The MSP mindset that grows your business: Building a successful MSP isn’t just about what you do, it’s also very much about the way you think. If you and your technicians adopt this way of thinking, then you’ll achieve immense things. Paul’s Personal Peer Group: Freeing up your time is a challenge but absolutely essential to the growth of your MSP. Here’s the simplest way to achieve it. No idea where to start with your MSP’s marketing? Start Here Does this sound familiar? Are you completely overwhelmed with what marketing you should be doing in the short amount of time you have to do it? Well, many MSPs are in this exact situation. There’s so much information and advice out there, the problem is actually cutting through all the noise and figuring out exactly what you should do and in what order. I spent years figuring this out and refining it. And finally, you can discover the most important marketing things that will bring new leads into your MSP. They’re all in my brand new, easy to read book. Stick around for some of the best highlights. One of the coolest things about recording a podcast or doing YouTube videos or even writing a blog every week is that it allows you to go back and see where your mind was years and years before. I’ve been working with MSPs since 2016, and the core marketing advice that I’m giving to you today is no different to the advice that I was giving nine years ago. Sure, some of the tactics have changed, but the good solid basic marketing strategy is exactly the same. Because a good strategy doesn’t change for decades, it’s just the tactics that change. What I’ve really noticed over the last four or five years is that I’ve got considerably better at explaining what you should do in an easier and easier way. And I’ve spoken to thousands of MSPs over the years and I realised that the majority of them, they don’t want highly advanced marketing tactics and clever strategies that are actually quite difficult to implement. The vast majority of MSPs I speak to just want marketing to be easy. They want clear, simple recommendations of what to do and how to do it. And that’s driven me to refine my three-step lead generation system and the tasks that I believe you most need to do are contained within that. Now, I don’t think this is a mission that’s ever really completed, but in the last year or so, I believe I have made a big jump forward. And one thing that’s helped me with that is writing a book on this subject. It’s actually just gone on sale on Amazon worldwide. You can get it on your Kindle, including in the free Kindle library thing. You can also get a paperback copy. Now I’ve written a few over the years, but I genuinely believe that this one is the most powerful book I’ve ever written, because it’s the easiest to understand. It’s called MSP marketing: Start Here. And I actually physically wrote the first version on an eight hour flight from the UK to Las Vegas when I was speaking at Scale Con in October, 2024. And then I took a few months to refine it and refine it again and just simplify everything down. Now the book is designed to be a short, 60 minute read. I want it to be super easy for you to pick it up and read it in one or two sittings and just walk away with a very clear checklist of exactly what you need to do to build audiences of people to listen to you, grow a relationship with them using content marketing, and then convert that relationship, convert them from lead to prospect to client. I’ll let you into a little secret. This is actually the first of a whole series of books that I’ve got planned. You should see my master plan word document, I already have the next five books all planned out chapter by chapter. So this one, this first book is called MSP marketing: Start Here because it’s designed as the start point. This is the one book that I wish I could get all 40,000 MSPs on the planet to read. If it could be one book, it would be this book. I try not to do really overt plugs in my videos and on the podcast, but I’ve got to be honest, if there’s one book that you should buy and read this year, please make it this book. It is just a 60 minute investment, I promise you. And I help you make the link between how important good marketing is to live the lifestyle you most want to live. I’m not joking. If you can set up a marketing system that helps you to onboard one new client a month or whatever your MSP can handle, that will change your life forever. You’ll have a great cashflow, great profits, and ultimately you’ll be able to live exactly the lifestyle that you want to live. In this book, I take you through my three step lead generation system. I tell you about the 11 tasks that are contained within it. It’s all there on the page, and as I said, you can read it as a paperback or on your Kindle. And I should have an audible version out later in the year. Did you know you have to kind of audition for Audible? Got my posh British voice on to do my best audition. Anyway, go and search Amazon now, MSP marketing: Start Here. Follow my easy plan and you really can change your life. I’ll let you into a little secret. This is actually the first of a whole series of books that I’ve got planned. You should see my master plan word document, I already have the next five books all planned out chapter by chapter. So this one, this first book is called MSP marketing: Start Here because it’s designed as the start point. This is the one book that I wish I could get all 40,000 MSPs on the planet to read. If it could be one book, it would be this book. I try not to do really overt plugs in my videos and on the podcast, but I’ve got to be honest, if there’s one book that you should buy and read this year, please make it this book. It is just a 60 minute investment, I promise you. And I help you make the link between how important good marketing is to live the lifestyle you most want to live. I’m not joking. If you can set up a marketing system that helps you to onboard one new client a month or whatever your MSP can handle, that will change your life forever. You’ll have a great cashflow, great profits, and ultimately you’ll be able to live exactly the lifestyle that you want to live. In this book, I take you through my three step lead generation system. I tell you about the 11 tasks that are contained within it. It’s all there on the page, and as I said, you can read it as a paperback or on your Kindle. And I should have an audible version out later in the year. Did you know you have to kind of audition for Audible? Got my posh British voice on to do my best audition. Anyway, go and search Amazon now, MSP marketing: Start Here. Follow my easy plan and you really can change your life. People only buy managed services for one of two reasons Did you know that people only buy managed services for one of two reasons? So if you want to make more money, you need to understand and get comfortable with these two reasons. It’s then, and only then that any marketing you do can actually be effective and not a complete and painful waste of time. Let’s take a brief dive into what these reasons are, how you can influence the way your prospects see you, and ultimately make a ton of money for your MSP. Tell me, have you read a book called Ready, Fire, Aim by Michael Masterson. It really is a great book packed with goodies, and I love the emphasis inside on taking action. I was flicking through it again just a couple of weeks ago when I re-read the section on something called frontend/backend sales. And the frontend is what new clients see and buy, so this is the core products that they see you selling and they use to compare you against other MSPs. So for you, that might be the basic support you offer, or if you’re still doing break/fix, it would be that. Now the backend is all of the other products and services that clients go on to buy once they’ve bought the frontend. That’s a recurring service contract, it might be some kind of software, maybe even hardware, particularly if they’re doing hardware rental through you and of course projects. Lots of lovely backend for you. And typically backend sales are far more profitable because you don’t have to pay the cost of acquiring the client again, they’re already your client, and B, you already know them. So the impact of delivering the extra service is less. Remember, the goal here is increasing profit, not just turnover. Anyone can grow a business at the expense of profit. The trick is to grow turnover and net profit at the same time. And for that, you need to sell a lot more in the backend. People only buy for one of only two reasons, sometimes they buy for both those reasons, but you need to feed both of these in the backend services that you sell. Most purchases are made to either fix a problem, we call these needs, or they are to make the buyer feel good, we call those wants. You should have an almost endless supply of backend services to meet both of these criteria. But focus more on the wants than you do on the needs. Michael Masterson writes in his book that 90% of all purchases are made to satisfy wants. Once someone’s a client, they will buy more from you so long as you put more of the right things in front of them. So here are three questions to ask yourself. Number one: What problems do my existing clients have? What desires do they have? Number two: What products and services can I offer to meet those wants and needs? And number three: How do I communicate those products and services in the least salesy and most efficient way? Now, this next bit’s interesting because the answer to question one will come from talking to your clients. The answer to question two will come from talking to your clients. And guess where the answer to question three will come from? Yes, it’ll come from talking to your clients. It really is as simple as that. In fact, you should systemise you or whoever is the big decision maker in the business talking to clients at least once a week. If you are the CEO of a grocery store, you’d go onto the shop floor to do this, and your equivalent to the shop floor is manning the help desk for a couple of hours. Or if you can’t do that, then make customer satisfaction follow up calls. Or if you don’t want to do that, perform some formal strategic reviews or QBRs, quarterly business reviews as they’re known. Or just pick up the phone and just call a couple of clients every week just for a chat. It’s possible to be close to clients and how they’re feeling without losing the necessary helicopter view needed to lead the business into the future. In fact, if you want to feed your backend of extra services you can sell them, it’s essential to do this. The MSP mindset that grows your business Featured guest: Patrick O’Donnell is SVP, Americas Sales, Barracuda (a cyber security solutions provider) where he is responsible for accelerating Barracuda’s sales, driving the go-to-market strategy, execution, and programs for the sale of security, data protection, and XDR offerings through the channel. Building a successful MSP isn’t just about what you do, it’s also very much about the way you think. There’s a whole movement towards a very specific way of thinking. And if you and your technicians have this way of thinking, then you’ll achieve immense things. And if you don’t, frankly, you’re probably going to be battling against the wind. My special guest today, he helps MSPs to embrace this mindset, and he’s going to explain it to you in a way that makes it so easy to understand and implement within your business. I am Patrick O’Donnell. I’m Senior Vice President for the America Sales for Barracuda Networks based in New York. Amazing. And thank you so much for joining me on the podcast, Patrick. So we are going to explore something today called a growth mindset, and why every owner and manager of an MSP needs to have a thing called a growth mindset. And don’t worry, in this interview, we are going to explore what exactly that is, where it’s come from, and Patrick’s going to make it really, really easy for us. Let’s learn a little bit about you first of all, Patrick. You work for Barracuda, tell us what you do at Barracuda and what’s your background. So my background really since I got out of grad school, has been in sales and in tech sales. I started with IBM, most of my career spent at IBM, both in the US and overseas in Asia and China and Japan. Worked for GE for a little bit, their GE digital division. In the last several years I was priorly at Datto, and for the last year and a couple of months, I’ve been at Barracuda. So I run the US North America sales organisation for Barracuda. We’re a fairly well-known cyber security company. I’ve been in business for 21 years, 100% channel focused, helping our customers and our partners solve challenging cyber security and helping our customers protect against threats. Whether it’s email network security, application security, or things like extended detection and response, 24/7 security operations centre. We cater to all kinds of partners, resellers, VARs, solution providers, as well as MSPs. And MSPs serve a lot of customers who may not be as sophisticated in terms of having large IT staffs or chief information security officers. They’re fairly underserved, but what they do know is they do need security and they see the evolving, expanding threat vectors, and they want to be protected against that. So we help our partners protect their end customers. Amazing. We’ll talk a little bit more about Barracuda towards the end of the interview. You sound like you’ve had one of those cool careers where you get moved abroad and you get to live in another culture and really enjoy yourself for a couple of years. Now, I’ve never done that, and I suspect the vast majority of people that are listening to us or watching this on YouTube have never had that kind of corporate, you get a week’s notice to move to Japan or something like that. Is that as cool as it sounds, or is it actually a bit of a drag when it happens? Well, anytime you move, it’s stressful, there’s always stress, and we had young children at the time, but we loved living in Japan and we loved living in China. We were there for about five years in total. So a great experience for the family, for myself, to experience other cultures and be resident in that geography is a gift. It was a gift to me and a gift to my family and my kids. It’s an experience they’ll never forget, nor will I. And so it was a lot of fun. But yeah, moving halfway around the world does introduce some stress. But it’s a great company behind us with IBM and great markets in which to sell and serve and support customers. I love living in Asia. It was a great experience. And then one day you got the phone call, you’re coming back to New York. It’s like, oh, do I have to really? Anyway, we are talking about this thing called a growth mindset today. Let’s start right at the beginning. Let’s assume that our MSPs listening and watching this have never heard of growth mindset before. So can you introduce us to the basics? What is this, where does it come from, and why is it so important? I think a large part of what we’re going to talk about with growth mindset is based on some work from a pretty renowned psychologist, a professor at Stanford University, Carol Dweck. And for anyone who’s interested and may not have read her b…

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    Happy client? Ask for a testimonial NOW Feb 25, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 276 of the MSP Marketing Podcast with me, Paul Green. This week… Happy client? Ask for a testimonial NOW: There is a perfect moment to ask your clients for a testimonial or review. This social proof is really important, and when you systemise collecting it, it’s going to make your life so much easier. Why MSPs should add new LinkedIn connections every day: LinkedIn is the single most important place for MSPs to go marketing right now and I’m going to tell you the best way to leverage it. How this MSP marketer grew the business: There’s no better way for you to find the right ideas to market your business than listening to other people who are doing it right now. My guest talks us through what he’s done and what you can take away and implement quickly. Paul’s Personal Peer Group: Do you know what a vanity URL is and have you ever wondered if you need one? An MSP has asked the question which I answer in this episode. Happy client? Ask for a testimonial NOW What if I told you there was a perfect moment to ask your MSP’s clients for a testimonial or review. But you must act on it super quickly, as that moment will very fast vanish. If you struggle to collect social proof from your clients, this is going to make your life so much easier and even allow you to systemise getting testimonials and reviews from your happiest clients. So we all know that social proof is really, really important. Social proof is when people see other people like them acting in a certain way, and it gives them kind of a feeling of safety to know that other people have already tread the path that they are thinking of treading. And what I mean by that is collecting testimonials, reviews, and case studies from your existing clients, and then using that “social proof”, as it’s called, to persuade other people to pick your MSP. You’ll be perceived as a safer choice by business owners and managers if they see that other business owners and managers have already picked you and are happy to endorse you. Now, you’ve probably heard this before, but maybe there’s been something that’s been holding you back from collecting lots of social proof. Maybe it’s just been you simply haven’t had enough time, too many things to do, right? Or maybe you felt a little awkward asking your clients to give you a review or a testimonial. I mean, they’re already paying you money every month, surely you can’t ask them for something else, can you? Well, as a side note, yes you can. In fact, your best clients are often the most delighted to give you a testimonial or review because they want to see you succeed so that they can continue to enjoy your service. Whatever the reason you don’t have enough social proof yet, let me tell you the perfect moment to go asking for it. You’re looking for the point at which your client is at their happiest, and we can actually predict when this will be. There are two, maybe three times that they’re most likely to be at their happiest, and the first will be about 90 days after they very first joined you. So that first month is always a little bit manic, isn’t it? As you are onboarding them and you are migrating any services away from their previous MSP. And then the second and third months are where you work your magic and where the really good stuff happens. So they see little problems that never got sorted with the previous MSP get fixed by you. And you probably over service them a little in that first month or so, so everyone is very happy with you, they’re all glad that they switched over to you. And can you see why that would be an exceptionally good time to ask them for a review or a testimonial? Also, after 90 days, they feel as though they’ve sampled enough of your service to endorse you, and they wouldn’t do that in the first week or so. Another great time to ask them for social proof is after you’ve completed a big project for them, especially if it’s perhaps a massive, complex project with lots of moving parts. The relief from them that the project has been completed and the pleasure of the benefits that that project brings them are both things that you can leverage when you are asking for some social proof at this stage. Now, with both of these two examples I’ve just given you, can you see how you can systemise asking for social proof into the process of onboarding or completing a project? You can actually set a reminder for 90 days into a new relationship with a new client or at the point that the project has been successfully delivered, you can build it in and add it as a to-do, as a task to contact your client and ask them for social proof. And there is actually one more ideal opportunity, a great place to ask them for a testimonial or a review. And that’s when you have completed a major fix or a rescue for your clients. Now, let’s say they’ve had some kind of massive breakdown in something that was out of your control, you didn’t know and couldn’t have predicted it would’ve gone wrong, but you had to jump in and fix it. Maybe they’ve been compromised in some way and you’ve swept in, you’ve done your magic and you’ve rescued them, and now everything is fantastic again. This is the perfect moment to ask for social proof because even though technology has been a nightmare for them for the last few days, maybe even weeks, you’ve rescued them like a knight in shining armour. And you can’t systemise a moment like this because you don’t know when it’s going to happen. But can you see how really this is no different to the previous two examples, you are asking your clients for social proof at the exact moment they are emotionally overwhelmed with gratitude for you. Great social proof comes from the heart and not from the brain. You want people to be talking about how they feel about you and your team, not the logical fact about working with you. Good social proof persuades people to pick you at an emotional level. And the only way you can do this is to get emotional content from your existing clients to put in front of your leads and your prospects. So let me ask you, which of these three moments are you going to use to collect more social proof from your clients? you. But a project is the most obvious small thing to sell people. Why MSPs should add new LinkedIn connections every day If you only had 10 minutes a day to market your MSP, there’s one single place where I would recommend you invested all of that time. It’s the single most important place for MSPs to go marketing in 2025. And if you’re not there building it up every single day, you really are missing a massive marketing opportunity. Let me tell you what it is, how to leverage it, and a way to make it seem so easy that it feels like you’re doing almost no work every day yet across a year, you are going to see huge results. I made a big decision with my MSP Marketing Edge product development team at the backend of last year, and we’ve launched an exciting new project, which is now helping our members reach more decision makers on LinkedIn. And better influence them there as well. But why my obsession with LinkedIn? Well, that’s kind of easy. It is the most powerful social network for MSPs. Every prospect you could ever want is there and you can easily reach them. Do you know what kind of businesses you’d most like to work with? Well start by looking for them on LinkedIn. You want to connect with the decision makers and the influencers. And there are a few ways to do this. You could make a list of business names and run a LinkedIn search, or you could decide on several verticals you like and search for, let’s say lawyers in your town, accountants in your town, etc etc. You can also repeat this search on Google, adding the word LinkedIn of course for a shortcut. Find someone in your town who’s already connected to the people you want to reach. Connect to them and then connect to their connections. And by the way, there is a setting in LinkedIn that hides your connections to stop someone doing this to you. Every weekday I recommend you attempt to connect to 10 new people, and yes, you may need a paid LinkedIn subscription to do this. Also maybe only two of them will accept your connection request, which doesn’t sound a lot until you look at the big picture figures. Two connections a day, times five days, times 50 weeks equals 500 new connections a year, every year. And suddenly the power of a marketing system strikes again. This is why you want to turn this activity into a regular, probably even daily task. It’s 10, maybe 15 minutes of work every day, which is nothing but over a year in the grand scheme of things, it compounds and all of those tiny actions turn into something impressive. If you want to be really smart with this, then you’ll personally not do this work yourself. Go and find a virtual assistant or a member of your team to make these connection requests every day for you. All you need to do is brief this person on the kind of connections that you want to make and then give them access to your personal LinkedIn. You do it all in your LinkedIn. Now, I know that that might make you feel funny having someone else sat there in your LinkedIn, but so long as you find an assistant or a member of your team that you can trust and you put in place some checks, it will be okay. In fact, I’ve been operating this way for years on LinkedIn. If you and I have ever chatted on LinkedIn, well, if it was a very simple conversation that we had, it was probably not me, it was probably my virtual assistant Christelle. Or if it was a more complex conversation than it would’ve been me jumping in, but you wouldn’t have known. It does mean that christelle is doing 80% of the work on building up my LinkedIn and having basic conversations, and I just have to swoop in and do the 20% of stuff that really only I can do. Now, that’s a really smart way of doing any marketing, and it’s a great way of protecting your personal time while getting more solid marketing done. So let’s summarise that… building a simple system that attempts new connections every day and getting someone else to do this for you. This is very, very smart marketing that over time will give you a great big base of people to start talking to a whole ton of leads that you can start working and generating prospects from. How this MSP marketer grew the business Featured guest: Dan Grech is a Pulitzer Prize-winning former NPR and PBS journalist turned entrepreneur and educator. He’s the Founder and CEO of BizHack Academy, which is on a mission to train 1 million businesses how to use AI-powered marketing and business storytelling to grow 10x faster so their communities can thrive. Dan has worked as the head of digital marketing at two software startups and the nation’s largest Hispanic-owned energy company and has participated in accelerator programs through Entrepreneurs Organization, the Goldman Sachs 10,000 Small Business Program, and Knight Foundation. Dan is a graduate of Princeton University and has a Masters degree in storytelling from FIU and in journalism from Universidad Torcuato di Tella in Argentina. He lives with his wife and two children in Denver, CO. Heads up, here’s someone who’s there in the trenches marketing an MSP day in day out. There’s no better way for you to find the right ideas to market your business than listening to other people who have shovels in their hand and are doing it right now. Let’s explore what he’s done over the last three years and which great ideas you can take away and implement quickly. Hi, I’m Dan Grech. I’m the founder and CEO of Biz Hack Academy, and we are a marketing training and consulting company, and we provide fractional CMO services to MSPs around the world. And thank you so much for joining me on the podcast, Dan. You’ve got an amazing to tell about an MSP that you’ve been working with for three years, and you’ve taken them from literally zero marketing to a nice complex marketing machine that’s really delivering results for them. So we’re going to look at what you’ve done that’s worked well, what you’ve tried that didn’t work, and then let’s have a look at what you’re thinking of doing with them for the next three years. Before we tell that story, let’s find out a little bit about you. What’s your background? How did you get into this wonderful world of marketing MSPs? Absolutely. Well, thank you so much for being here and I’m really excited to tell you about this story of one MSP. We work with many different MSPs, but the story of this particular MSP, we’re not going to mention their name, is I think really illustrative of the opportunity and the challenges of marketing your MSP online – it’s a very crowded space. MSPs tend to be “me too” businesses, in other words there’s a lot of competition that looks very similar on the surface, and we’ve developed some really good lessons and best practices that we hope that all of your MSPs who are listening can share. My background actually is as a journalist, I spent 15 years in the United States working for NPR and PBS and the Miami Herald and the Washington Post, and I was a storyteller basically. I even got my master’s degree in storytelling. And then about 10 years ago, like so many other journalists, I lost my job. I had to reinvent. I reinvented myself first as a digital marketer, then as a trainer of digital marketing. I love to train people in what I want to learn. I love to learn by teaching, if you will. And then finally, as a business owner, starting my own training and consulting company, which I’ve been running now for almost 10 years – Biz Hack Academy. And one of the services that we provide is fractional CMO services. This is a part-time outsourced head of marketing. Basically providing thought partnership to the CEO and helping oversee and lead a team of marketers and agencies in support of accomplishing the CEO’s vision. Most MSP heads are technical people. They’re very operationally focused, and generally speaking they’re terrible at marketing. And so it’s really important that most MSPs that are looking to grow have someone in that seat, that head of marketing role, who can help them filter all their good ideas and then make sure that the team is executing against the best ones. Over the course of these three years, we’ve learned a lot of lessons about what works and what doesn’t. And I’m excited to share that journey. And we’re just right now as we plan for next year, we’re recording this in December, right before the new year 2025, we’re now actually creating our next three year strategy because we have had so much success over these three years building a great foundation. What kind of situation was the MSP in when you first started working with them? They must have had a website, they must have had a LinkedIn presence, but was that it? Were they doing any marketing at all? First of all, this MSP has three divisions, and I think this is really important because in one sense, I would almost say that this MSP didn’t follow necessarily marketing best practices because they had such a large Chinese menu of services. So the first service they offer is security and access control, these are cameras, access control for garages and doors like physical installations. Second, they offered unified communications, so this is like VoIP. And then third, they offer IT managed services, which includes things like cyber security, it’s a massive field. One of the biggest challenges that we faced early on was you have these three divisions and most of the products, the services, the vendors that they work with weren’t even listed on their website. I described internally, I would say it’s like you guys are a Chinese food restaurant where you don’t even list everything on your menu. So that was one big issue. As far as the website itself, this was the worst website situation I’d ever seen. They were using some old platform, I don’t even remember…

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    Why the tough life of an MSP owner is worth it Feb 18, 2025
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    The podcast powered by the MSP Marketing Edge Welcome to Episode 275 of the MSP Marketing Podcast with me, Paul Green. This week… Why the tough life of an MSP owner is worth it: Running a business can feel like it’s sucking all your time and energy, but the big picture is that you can work towards the lifestyle you most want to live. How a messy office damages your MSP’s sales: Is your office a pristine, tidy space with zero mess or an untidy space packed with clutter? Find out why your environment impacts your effectiveness. EXCLUSIVE: How to reduce tickets while delighting clients: My guest explains why digital organisation is vital for business health and how you can help clients consolidate, archive and purge their data for a more effecient work flow. Paul’s Personal Peer Group: Do you ever wonder how happy your staff are? I have the questions to help you find out the answer. Why the tough life of an MSP owner is worth it What is it with people like you and me running on fumes? If you’re running an MSP, I know what it’s like right now. That boost you had from time off over Christmas, all that recharging festive fuel, that was months ago. It’s all long gone. And yet we keep pushing, don’t we mile after mile after mile, hoping we can keep the business going, hoping we can keep it growing. But is this actually the best way to run an MSP? Stick around to be reminded why we do this, how to keep your energy levels up and the unexpected benefit to your life and lifestyle in the long-term. So this is my 20th year as a business owner and my goodness that has gone so quickly. I kid you not, I was 30 when I started my first business and I was young and cool and now I’m this old man, I’m age 50, I’ve got the creaky back, I’ve got a dodgy knee. And if you’re in your twenties or thirties right now, do not get cocky kid. This is going to happen to you as well. Although by the time that you reach the age the I am now, I’ll be in a nursing home, anyway. One of the constants of being a business owner is that it is hard work. I have a great business now with a great team at the MSP Marketing Edge and we do great work for MSPs all over the world with our service. But I still have weeks where I’m working more hours than someone with a job would. If I worked for someone else in a job, I would never do those 50, 60 week hours, rarely anyway. And if I look back over the last 20 years, there have been many of those periods of time where you throw yourself into projects or problems or whatever it is. I’m sure you do exactly the same. The truth is only business owners can understand this… Running a business that you own is more than just something you do. It’s more than just a job. It’s very much a way of life. It has a unique way of sucking every single last ounce of energy and every last second of time out of you. And do you know, as I hear myself saying that, I realise that I’m not really painting it in a very good light for someone who’s actually thinking of starting their own MSP. So sorry if that’s you. But I think actually before anyone starts their own business, really they need to understand the downsides as well as the upsides. It is an all consuming thing and especially so with an MSP because running an MSP is surely running one of the most difficult kinds of businesses in the world. There are so many details you need to be across, there’s so much that changes. And of course you have to be both proactive and reactive at the same time. You have to be proactive stopping things from going wrong, but then reactive fixing stuff that does go wrong. It’s exhausting. You have my full admiration for doing it. Sometimes I see MSPs are really struggling with this burden. I see posts in places like the tech tribe or my own free MSP marketing Facebook group and people are really struggling with the constant burden of running an MSP. And I think it’s at times like that you have to remind yourself why you are doing this. So let me ask you why you started your business in the first place. Was it to increase your personal income? Was it to take control of the work that you do and who you do it for and the way that it’s done? Was it to build a better lifestyle for you and for your family or was it just because you wanted to prove that you could do it? That you could stand on your own two feet? I mean the chances are it’s many or even all of those things. Starting a business isn’t like taking a job. It’s something we create, something we shape ourselves, it’s our baby. And do you know, after the difficult first couple of years, you can build something amazing that thrives whether you personally are there or not. In fact, the thing that keeps many business owners going not just through 20 years but 30 years, 40 years or more, is the lifestyle that they can build out of owning a business. And by lifestyle I don’t mean a bigger house or a bigger car. And if those are things that motivate you, then great. But when I’m talking about lifestyle, what I’m really talking about is you doing the things you want to do with the people you most want to do them with. Let me give you an example. So you may know I’m a sole parent, I have a 14-year-old, Hi Samm, that’s my child and that’s my most important job. So I am always a parent first and a business owner second, and all my other roles come after that. But there’s going to come a point in the next few years where my beloved child leaves to go to university or whatever. Actually she wants to go to drama school to be a musical theater actor, which is cool. And at that point, I’m just not going to be needed as much as I am today. I guess I’ll have to just send money all the time obviously, but I won’t need to be taxi driver, I won’t need to be organiser, chef, all of those kinds of things that you do as a parent. And at that point I want to travel. I have a plan to travel to 50 countries in my fifties and so far I’ve only ticked off one item off that list, one country off that list, which was a visit to the US last year and I’m going to be 51 in just a few months time, so I need to get on this. But all joking aside, that goal has been a very big presence in my mind for perhaps five, maybe even 10 years or so. And I knew it was going to be some time before I could do and travel to the really cool places, the kind of places that teenagers just don’t want to go to. Places like Japan, that’s the kind of place I want to go. So as I’ve been building up my business over the years, it’s very much been in the back of my mind that whatever I build must feed my lifestyle and not hinder it. My lifestyle requirements in the future demand that I have time to go traveling and enough money to pay for that travel. And also, of course, I can’t be trapped in an office here at home. There’s no way that I could have that lifestyle if I was working for someone else. Well most jobs anyway. But as a business owner, I definitely can because I can go to Japan and I can work in a different time zone and also have some fun. And that’s the point that I’m trying to make here. The greatest advantage of running your own MSP is that you can work towards the lifestyle you most want to live. And that might be travel, it might be doing more exciting higher strategic tech work through opportunities that are opened up to you by the people that you’re meeting running your MSP. It could be something else you might want to learn to hang glide, I don’t know. But believe me, during the difficult weeks, the ones where you are working 60, 70 hours a week or more, and that’s just to stay afloat. That’s what you’ve got to stay focused on. Running a business is not a sprint, it’s a marathon. And yet sure, you’ve always got to be aware of the mile that you’re currently running, but you must also keep in mind the ultimate goal to live the life you most want to live doing the things you most want to do with the people you most want to do them with. How a messy office damages your MSP’s sales If I walked into your MSP’s office today, would my mouth drop open in shock and surprise? Would I be slapping you on the back and congratulating you or would I have my hands on my face in total horror at what I see? Let me tell you how what I’d see in your office can tell me exactly how efficient your MSP is at winning clients and serving them well. So I’ll admit it’s been a few years since I was inside an MSP’s office, but based on several years of visiting many of them, they do tend to fall into one of two camps. They’re either a pristine, tidy space with zero mess or they’re an untidy space packed with clutter. Old hardware, keyboards, mice, cables everywhere on every shelf in every drawer, in every cupboard. You can’t move for stuff. So which one of those is your office? Personally, I try very hard to maintain a clean and tidy environment. My house is the kind of place where you could drop in on me with no notice and think I’d just been tidying for hours. My home office and video studio is exactly the same apart from one corner where a bunch of unwanted clutter is starting to building up. Every time I clear out my office or declutter my desk, I feel great. Because your environment sets your context. It directly affects how you feel and how you think. It’s why a refurbishment in a retail shop typically leads to an immediate boost in sales. It’s also why some people believe a broken window that doesn’t get fixed can ultimately lead to the building being burned down. Side note, this is known as broken windows theory. You can Google it. It’s where small crimes against an empty building tend to escalate. So if some kids break a window and no one notices that the windows have been broken and no one boards them up, the vandals keep returning, and they commit higher and higher levels of crime until eventually someone burns the building down. And it explains why if you tolerate one technician being late for work twice a week every week, eventually that will spread to more of your staff until many of them are routinely late. Context is everything. So if your environment sets your context, here’s a challenge for you. Have a good look round. You’re working environment right now unless you’re driving of course, but if you’re in the office, have a good look around. What kind of context is it setting for you? Is there clutter everywhere? Are there piles of old computers waiting for… what? Are you waiting for Windows seven to come back into fashion? Could your office do with a deep clean? Are the cobwebs all over the place? What do the walls look like? Would they benefit from a lick of paint? Another way of looking at it, what could you do in just 30 minutes at the end of work today or tomorrow that could make a dramatic difference to your working environment? Removing the physical clutter from our environment helps us to tackle the mental clutter with less stuff clogging our minds. We can operate with greater clarity and ultimately get more done. Right, I’m going to roll my sleeves up. I’m going to have to tackle my evil clutter corner. EXCLUSIVE: How to reduce tickets while delighting clients Featured guest: Shawn Lemon is the founder of The Digital Organizer and has spent the last 17 years helping individuals and businesses get better at using their technology. A teacher at heart, Shawn believes the biggest reason people struggle with their tech is because of a lack of understanding of the tools, which isn’t surprising because they’re constantly changing as technology advances. When not helping businesses operate more efficiently, Shawn loves making pottery, riding motorcycles, and spending time with his wife, Madeline and their 2 year old son, Nico. Well, who knew? To do their job every good MSP help desk member needs a flashlight and a microscope as well as their mouse and keyboard. Why? Because of the clients submitting endless tickets saying they can’t find this file and they can’t find that file. It’s always urgent, of course, and it can take up a lot of technician time that you could be using to solve real problems. My guest today has an easy way to rescue your profits by improving efficiency and reducing these kind of tickets. Oh and your clients will be delighted and feel like you are proactively helping them. Hi, I am Shawn Lemon, founder of The Digital Organizer. And thank you so much for joining me on the show today, Shawn. We are going to explore in the next 10 minutes or so how MSPs can reduce the amount of tickets coming into their business just by getting digitally organised. Now I don’t really understand what that is, and I know you are going to explain it for us, Shawn, and of course loads about MSPs because you have been, in fact, you still are an MSP, aren’t you? That’s right, yep. Yeah. So tell us about your background. How did you become an MSP in the first place and how did you move into this sort of different thing of being digitally organised? Yeah, well, I started working at the Apple Store for seven years teaching people how to use their stuff, and those clients wanted help getting organised beyond what we were able to teach or what the Genius Bar was able to help with, which was only troubleshooting. So I went into that whole field of helping out individuals and then small businesses, basically doing break/fix, then got pulled into MSP just from clients wanting it and started developing all of my SOPs and everything from there while also still running my digital organisation business at the same time. Oh wow. So you’ve kind of one of those people who’s just good at lots and lots of different things, which is really cool. So explain to us what do you mean by digital organisation? Because when I first heard that phrase when you and I first discussed you coming on the show, I thought, well, is that something as simple as keeping your files in a good order in your computer? Is it as simple as something like that or is there sort of a bigger concept to it? Well, I’d say there’s a bigger concept in realising that we have three primary things that every business has to do well – communication, file storage and management, and project management. And those three things go hand in hand with each other and we’re constantly flipping back between them. But if we think about communication file storage or just data storage and handling that and task management, there’s a massive amount of overlap in tools, and the lines of demarcation are not drawn because everyone’s trying to get you to use their platform more. And so what we’re trying to do is come in and say, Hey, you’ve got five different places that you’re storing your files. Let’s come up with our one source of truth and we’re still going to need to utilise other platforms to send and receive, but how do we do that? And same thing goes for the communication channels and project management so that everyone knows exactly where to go and there’s minimal amount of organisation that actually needs to happen because we’re cleaning up as we go. So we teach clients how to stay organised as well. Got it, got it. So for MSPs that take on board that bigger strategy, how does that affect the work that they then do for their clients? So should they, for example, be taking more responsibility for helping their own clients and the end users actually be more organised? My encouragement to MSPs would be to get into the nitty gritty with the clients to try and help them figure out how they should actually utilise the tools. What I find is most IT companies are focusing primarily on getting them to the right platform or maybe even consolidating everything. They’re spinning up that SharePoint from a server that they’ve been managing all along and getting them upgraded. But once it gets all pulled into one place, the clients still need a lot of help figuring out how to utilise it properly, whether it’s a familiar tool or something else of figuring out what that flow is. The encouragement is get in there, and t…

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    Are audits still a good sales tool for MSPs? Feb 11, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 274 of the MSP Marketing Podcast with me, Paul Green. This week… Are audits still a good sales tool for MSPs?: Sell something small to start building a relationship before selling the thing you really want, which is of course, a managed services contract. Every MSP needs this strategic referral deal: There could be an opportunity for you to set up a win-win relationship with a local web agency near you, and it could get you more clients. Why your marketing must be about the prospect, not you: Your potential clients don’t care about you… they care about how you can help their business, so your marketing must be about them. Paul’s Personal Peer Group: How can you stop clients from contacting you directly? I have 9 suggestions for you to try. Are audits still a good sales tool for MSPs? If a client tells you they’ve got a Trojan, your heart sinks. But what if there was a kind of Trojan that actually made you happy because it meant that you were going to make some more money and win some new clients. And don’t worry, I’m not suggesting you infect people’s computers, but let’s talk about why this sales Trojan is a good one, how it can boost your sales and ultimately have a powerful positive impact on your MSP. We all know what a Trojan horse is, and we all know the Greek myth that gave it that name. But of course, we also know its place within cyber security, perhaps a term that was maybe used more in the past than it is today. But I believe you can use a sales Trojan horse. So what is this? It’s where you sell something small to someone to start building a relationship with them ahead of the thing you really want to sell them, which is of course, a managed services contract. As an example, you would sell them a low level service first, with the knowledge that you’re going to overdeliver, do a great job, totally delight them. And that’s going to help you to sell them a proper monthly recurring revenue managed services contracts down the line, which is always the goal of everything we’re trying to do here. MRR first. There is only MRR, everything else is just establishing the setup of more MRR. The beauty of a sales Trojan horse is that it’s a lot easier to sell someone something small than it is to ask them for a 12, 24 or 36 month contract. They might not understand technology at the level you do but they do understand that if and when something goes wrong, their business is completely screwed. So by selling them something small first, it gives you the opportunity to build up a level of trust with them to build a relationship. And this actually has a term within marketing. It’s called front end backend marketing. Maybe you’ve seen one of these people online selling something, perhaps doing something like a giveaway where they ask you to pay a little bit for postage and packing. So the thing they’re giving away, the book or whatever is free, you just pay the postage and packing. Or maybe you get a huge value item for $20, something like that. And what this person is really trying to get you to do is to buy something and feel satisfied with it, and then you’ll go on and you’ll buy something more expensive from them in the background or what’s known as the backend. They probably don’t make any money from selling you the book or the $20 item or whatever it is, but they will make money from selling you the $500 item in the background. And let’s say one in 10 people goes on to buy that item, no one would ever buy it as the first purchase, but some may buy it as the second purchase. That’s the theory of front end backend, and that works very well depending on your audience and depending on what you’re selling. From an MSP point of view, the most obvious thing that you would sell to someone in the front end is a project. In fact, I had a thread on this in my MSP marketing Facebook group that any MSP can join. I asked the direct question: Would you sell a project just to start a relationship with a customer so that you could go on to sell them managed services?, which seemed like a very black and white answer where people were either, yes, 100% I would do that, or they were, no, I will not do that, I only want to get recurring revenue. I don’t want to sell projects. And of course, there’s no right or wrong answer. You have to go with whichever is right for you. But a project is the most obvious small thing to sell people. It’s not really a small thing, I mean, a project isn’t cheap, is it? It could be a $10,000 (or pound) project. The point is, it’s a one-off fixed thing. They know what it is they’re buying, they know when it’s been completed, they know when it’s been done successfully. And so that project allows you to build a relationship with this new client. And you and I both know that if you do a project, you’ll uncover other things that need to be addressed. Maybe even some of those things can be fixed during some kind of managed services contract. So I think a project is the ultimate sales Trojan horse. There are smaller things that you can do, of course. One of our MSP Marketing Edge members is doing very, very well right now selling small amounts of cyber security training to prospects. So he’ll get talking to a prospect and he’ll sell them a session for no more than about £50, which is about $70, $80. And all it is is a lunchtime zoom, almost like a lunch and learn where he’ll get the prospect’s team onto a Zoom and take them through about 30, 40 minutes of cyber security training, really low level stuff. But it works well because he can then do a review with the decision maker after that training and talk them through some areas where they really should invest in their business. There are other things that you could sell along these lines, maybe such as selling them something like backups, a basic service like this, or even selling an audit. And I know that audits have fallen out of favour as a sales tool, but a solid audit where you are looking at someone’s systems and telling them what they should improve, I still think that’s possibly the ultimate sales Trojan horse. Because it’s low cost to them, high value for you. You get to dive into their systems to have a look and do the audit, and don’t you always find something which really needs to be followed up with them, which creates an opportunity for you. So tell me, do you think this is something that you’d actually use in your MSP? Every MSP needs this strategic referral deal What if the secret to landing your dream clients was a key you didn’t even know you had? There’s a hidden strategy locked away that could open doors to better clients without LinkedIn, without websites, cold calls or marketing campaigns. And it’s so effective that the MSPs already using it, hope that you will never find it. Right now, let’s discover where to find that key, how to unlock new opportunities and how to transform your business. In nature there’s a phenomenon called mutualism. Those are two very hard words to say, a phenomenon called mutualism. Now, you would know this better as a symbiotic relationship. Think of little birds called oxpeckers sitting on the back of zebras and rhinos, and those birds eat the parasites off the animal’s body, which is an easy meal for them, but it also helps the zebra to stay healthy. In fact, they’ve even been observed warning short-sighted rhinos of approaching humans. They’ve got a good symbiotic, win-win relationship there. And there’s an opportunity for you to set up a win-win relationship just like this with a local web agency near you. And the good news is there’s no need to eat worms or anything like that. From the point of view of ordinary business owners and managers, you and a web agency both do the same thing – “computer stuff”. Now you and I know that websites and managed services are completely different sides of “computer stuff”, but this explains why your clients sometimes ask you whether you build websites. And believe me, they are asking their website agency whether or not they can help when their computers don’t work properly. Can you see the opportunity here? When a client asks about websites or SEO (search engine optimisation), you say, well, we don’t do this, but we work very, very closely with a local web agency. Let me connect them to you. When the web agency’s client asks them about IT support, they say, well, we don’t do this ourselves, but we work very, very closely with a local IT support company. Let me connect you to them. Long-term, you could build this into your strategic reviews or your quarterly business reviews. You could generate loads of highly qualified leads for your chosen web agency partner and they could do the same for you. But how do you find a web agency partner? You are looking for a proper agency here, not a one man band who designs websites in their spare bedroom. Nothing wrong with that, but you want a bigger business that’s going to send larger prospects your way. One person band web designers tend to attract two to three user businesses. The best agency partner is someone that you already know. Is there a local web agency that you’ve met at networking events, or are highly respected in the local area? If not, and you need to create a relationship from scratch, and this needs to be done slowly. Pick a few target agencies and reach out to the owners on LinkedIn. Tell them you’ve had a great idea for mutual benefit, and would they like to meet for a coffee to discuss it. If they want to know what it’s about in advance, you can send them this podcast. I’m actually serious because it explains exactly what’s in it for you and for them. And hello web agency owner. When you do meet them for coffee, don’t just jump straight into, Hey, what do you think about this great idea? Should we do a partnership? Should we pass leads to each other? I would approach this more like a sales call. Start slowly, build a relationship. Ask them open questions about their favourite subject, which is themselves and their business. You can ask them things like, How’s business right now? What’s going well and not so well? What are you struggling with right now? Where are you hoping to go in the next three to five years? And what are your biggest problems and opportunities? Remember, the more you talk about them, the more intriguing you’ll be to them. And it’s weird how that works. Sadly, this isn’t something that can be rushed. Relationship building takes time, but it is worth it as you have the opportunity here to build a solid referral foundation with a business that has exactly the same clients as you but isn’t in competition with you. Why your marketing must be about the prospect, not you Featured guest: Scott Robertson has 30+ years of public relations and marketing communications experience with a wide range of consumer and business-to-business organisations including: the National Association of Music Merchants (NAMM), the NAMM Foundation and Hewlett Packard. Prior to founding Robertson Communications (RobertsonComm) in 2012, he most recently held the position of director of marketing & communications/PR for NAMM. During his 10+ years at NAMM, Robertson is credited with restructuring and strengthening the organisation’s branding and member communications. Before NAMM, Robertson led and grew Copithorne & Bellows/Porter Novelli Orange County office, taking it from a handful of staff and less than $500,000 in revenues to 28 staff and more than $4 million annual revenues in less than three years. Robertson is the author of the book “Just Stop It: Your Survival Guide to Marketing Myths, Mistakes and Misgivings,” a Certified StoryBrand Guide, an accredited, active member of the Public Relations Society of America (PRSA) and holds a master of science in corporate communications degree from Lindenwood University as well as a bachelor of journalism degree from the University of Missouri-Columbia School of Journalism. Robertson previously hosted the award-winning podcast “May the Best Brand Win” on Entertalk Media. This is the worst marketing crime that any MSP can make, and yet I see it on almost every single MSP’s website. It’s so bad that it’s costing you money, it’s making people not want to engage with your MSP. My special guest today will tell you what it is, why it’s so bad, and how to fix it in minutes. Hi, I am Scott Robertson and I fix bad marketing for MSPs and tech companies all around the world. I’m happy to be here today. What a fantastic intro. And thank you so much for joining me on the podcast, Scott. And I think you and I have that thing in common, don’t we? That we see so much bad marketing all across the internet from MSPs all over the world, and clearly both of us have the same mission, which is to go and fix that marketing. I must just comment, obviously most people are going to be listening to this on the podcast and what I’m about to say is a very visual thing, but you have a better blue shirt on than me. For those people watching it on YouTube, they’ll see that your blue shirt is a much better style, that it fits better. I’ve got one of my tatty blue shirts on today, whereas you’ve got a very smart blue shirt. So Paul needs to up his blue shirt game. In fact, what I’ve just done there is I’ve just committed one of the sins that I know we’re going to talk about in this interview, which is that I’ve been talking about myself and no one cares about me. They care about how they can help their business by listening to this podcast. So we’ll come back onto that in a second. Before we do, let’s find out a little bit about you and establish some credibility. So who are you? What do you do? And give us the brief version of your working life story that’s got you to where you are today. Yeah, absolutely. That’s easy, it’s kind of like a play, I can summarise it in three acts. In the first act of my career, I worked for PR agencies. I was recruited to do high tech PR in Los Angeles, and I was moved from Missouri out to LA to do that work. The second act of my career, I worked in-house for a large nonprofit organisation who needed a lot of help with branding and marketing in the music industry space. And that was a lot of fun, I’m a musician, so that made it fun for me. And then the last act, which I’m in now, yay, is I run my own business. And I help entrepreneurs and business owners really understand marketing at a higher level. A lot of my clients don’t like to do marketing. They would rather do anything else but marketing, but the world forces them to do marketing or close the business. So it’s not really a choice. You’ve got to do it and you’ve got to do it in a smart way, and I help them see a better way to do marketing. I think that most marketing, I will tell you, Paul, is terrible, is awful. And I think that our profession miseducates people and I think that we settle for bad marketing all over the place when we don’t have to. We tell the wrong story, we use the wrong stuff, we’re speaking the wrong language. And I think that the marketing industry miseducates at a massive level. We don’t talk about strategy, we don’t educate business owners about why we do what we do and what we’re trying to accomplish. And I think that that is a shame, so I try to be on the side of the line that Seth Godin’s on and Donald Miller’s on and that you’re on, and try to be one of the good ones in an ocean of garbage, an absolute ocean of marketing garbage. I love the fact that you just put me on with Seth Godin and Donald Miller there, both of whom are fantastic authors. For those people listening and watching read everything Seth Godin has ever written, he’s a prolific writer. He writes a blog a day and a book a year pretty much. And Donald Miller, we haven’t featured Donald himself but we featured StoryBrand, which is his book, on the podcast before. It’s an amazing book to read. Let’s go back to that example I was just mentioning earli…

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    Why does my MSP’s marketing NEVER work? Feb 04, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 273 of the MSP Marketing Podcast with me, Paul Green. This week… “Why does my MSP’s marketing NEVER work?”: Discover how to pinpoint what’s holding your marketing back, how to turn it into a system that works, and why this approach could unlock new growth for your business. Which is better for MSPs: Syndicated blogs or original content?: Up-to-date blog content on your website shows your MSP is active and it’s also great for demonstrating expertise and authority in technology. Aim to post a blog article at least once a week. Why technicians procrastinate… and what to do about it: Have you ever wondered why we sometimes choose to do something easy rather than something that’s urgent? My guest shares some great insights on combatting procrastination. Paul’s Personal Peer Group: This week’s question is about billboard advertising – is this a good idea for MSPs? “Why does my MSP’s marketing NEVER work?” Have you got a cold, sinking feeling because no matter what marketing you seem to attempt, none of it seems to be working? You’re not alone. Many MSPs get the chills about this. When nothing seems to be working, it’s hard to know where to begin fixing it. But here is the good news. Right now, you are going to discover how to pinpoint what’s holding your marketing back, how to turn it into a system that works, and why this approach could unlock new growth for your business. One of the most common complaints I hear from MSPs is that their marketing just isn’t working. It doesn’t help that what you’re trying to sell has one of the most complex and longest sales cycles around. Managed services is very difficult to market and sell compared to many other things. For example, if you were running a business that sells widgets, it would be a lot easier for you to get traffic to your site, to get leads, to get inquiries and of course sales and get those widgets out the door. But you don’t. You sell managed services. And by the way, the flip side of this is that you keep your clients longer and they spend a lot more money with you. You have the kind of stats that widget manufacturers would be very, very jealous of. But why does an MSP’s marketing typically not work? And if you feel like you are doing lots of marketing, but you’re seeing little return, where do you start fixing it? You have to break all of your marketing down into its component parts and examine each one. And ask yourself two very big questions… The first of those is whether or not you are using the right marketing strategy? Let’s look at strategy. Sometimes I’ll be talking to an MSP who says they’re doing loads of marketing, but what they’re actually doing is creating a lot of disjointed noise. Just because you’re posting regularly on LinkedIn, that has no power unless it’s guided by a marketing strategy. Now my favourite strategy, which I talk about all the time, is very, very simple to communicate. It is just six words, but it’s the most powerful marketing strategy that any MSP can use. In fact, any B2B business, because I use this for my own marketing as well. The strategy is – build audiences, grow relationships, convert relationships. It’s a three step strategy, which you can also use as a three-step marketing system. In fact, we built our entire MSP Marketing Edge service around this. So you build up audiences of people to listen to you, then you grow a relationship with them using content marketing, and then you convert that relationship into them having a sales meeting with you. And that is typically done on the phone. Let’s say you’re building an audience on LinkedIn, which I do recommend, and then you are growing relationships by posting content on LinkedIn. The difference between doing that with a strategy powering it, versus just doing it for the sake of doing something, is vast. If you know that your goal is to add connections every single day and post content several times a week, with the express goal of building a relationship with them, that makes the work you are doing on LinkedIn suddenly more powerful. Particularly when you remember that for managed services, people only buy when they’re ready to buy. Also when you know that the strategy dictates that down the line, someone in your office is going to pick up the phone and call these people you are connected to, to talk about their business and see if they’re frustrated enough with their incumbent MSP to have a conversation with you. Does all of this make sense? When you’ve got a strategy, it makes all of the little things that you’re doing, even if they’re the same things you’re doing now, all of the little things you’re doing come together and work together to give you an outcome. Now, I said earlier on that you need to ask yourself two big questions. The first was, do you have a marketing strategy or are you using the right marketing strategy? The second question to ask yourself is, are you using the right marketing tactics? Because the beauty of that six word strategy I was just telling you about is that you can use an almost unlimited number of tactics to implement it. So I mentioned LinkedIn because today LinkedIn is a very good place for MSPs to go farming for new leads, but that may change. We might be doing this in 2035, hello future Paul, and LinkedIn has gone off the boil because they broke it with some stupid decision somewhere. But if that happens, there’ll be a new place to go looking for leads. A good marketing strategy rarely changes, but the tactics do need to be updated now and again. So in summary, if you’re doing a lot of marketing activity and it just doesn’t seem to be generating leads who turn into prospects, who turn into clients, then break it down into the component parts. And for everything you’re doing, check that you are A) being driven by the right marketing strategy and B) that you’re using the right marketing tactics. And by the way, I’d be delighted to help you with this. I have a free Facebook group, which is just for MSPs. It’s a vendor free zone, and it’s a place where you can ask me and 2000 other MSPs for help with your marketing. Just go onto Facebook and look for the MSP Marketing Facebook group. Which is better for MSPs: Syndicated blogs or original content? Ready to rip up the rule book? When wanting to make more money for your MSP, they say you can’t take shortcuts. They say shortcuts come with downsides. They say you’ve got to do things properly. Well, what if they are wrong… what if there are some shortcuts to finding new clients and making more money? For the next few minutes let’s ignore them as you find out about the marketing shortcut being used right now by thousands of MSPs around the world. You’ll find out how to use this shortcut safely and why it’ll enhance your marketing and not damage it. There are lots of different ways to get new blog content onto your MSP’s website. Let me give you the answers to the most frequent questions that I get… Why do I need blog content? Up-to-date blog content on your website shows your MSP is active. It can also be great for demonstrating expertise and authority in technology. Blog content can also sit at the heart of a regular marketing system. For example, you can send out emails and post things on social media driving traffic back to your blogs. Another question is, how often should I post new blog content? And the best cadence for this, I believe is at least once a week, more if you can do it but never less than once a week. What is syndicated content? This is content written by a business such as my own MSP Marketing Edge where one piece of content is used on many different websites. What you do is the producer, that’s us, we add a little bit of code onto the blog, which tells Google it’s an authorised copy of the original blog, and that means that Google doesn’t penalise you for using duplicate content. The flip side of this is that there’s very little SEO (search engine optimisation) benefit for you, but at least you get regular content going onto your website. Which is better, syndicated blogs or original content? I see it like this, original content is always better than syndicated content, which is always better than no content. What’s the best way to get original content written? Write it yourself of course. Or if that’s a distress activity for you, find a writer on Fiverr or Upwork and get them to interview you over Zoom about a specific subject. They can record it, they can suck the knowledge out of your head, and then they can write that for you. And of course, ChatGPT can also do the same thing. It can interview you on a specific subject. Just remember, you do need to double, triple, quadruple check and edit what it outputs before you put it anywhere near your website. Where do I get content ideas from? The answer to this is simple. It’s your clients and prospects. Listen to the questions that they most frequently ask you and then just write answers to those questions. That’s how I write all the content for my own blog. Anytime an MSP asks me a question, I write it down in a massive file of questions I’ve been asked. And at some point it becomes a new blog article. Why technicians procrastinate… and what to do about it Featured guest: Chris Abdey is a seasoned Procrastination Coach, podcast host, and productivity strategist with over 20 years of experience helping individuals and businesses conquer procrastination and achieve their goals. Based in Canada, Chris combines mindfulness, positive psychology, and actionable strategies to empower clients to break free from limiting beliefs, overcome burnout, and unlock their potential. As the creator of “Procrastination Station” and host of Procrastinator’s Pitstop, Chris inspires others to transform hesitation into action and dreams into accomplishments. Don’t you find that tech tasks are a bit like household chores? When we’re at home, why do we sometimes choose to do something else like rewiring a plug or moving a table, something that isn’t urgent, when actually the dishwasher really needs to be unloaded and dinner needs to go on? It’s the same with technicians. When there’s a big project waiting, they can suddenly find they need to focus on checking the backups or other routine tasks, which just don’t need to be done right now, they’re not urgent. Well, my special guest today is a procrastination coach here to explain why we do stuff like that, the surprising way to focus on important tasks and the positive impact on your MSP when you get company-wide procrastination under control. Hello everybody. I’m Chris Abdey and I’m a procrastination coach. And I can tell our audience that getting you on the show was the easiest, easiest interview I’ve ever set up because I emailed you and four seconds later you emailed me back, which you would expect from a procrastination coach. I imagine, Chris, that you have to live your life using all the techniques that you’re going to tell us about in this interview and managing your own procrastination. And I suspect we’re about to hear that your story is one of huge procrastination, which is why you’ve become a coach and you’re actually helping other people to overcome that. Now, I know thousands of MSPs or I’ve spoken to thousands of MSPs and many of them are massive procrastinators. Some of them are aware of it, some of them aren’t. Let’s explore why that is, why people procrastinate, what we can do to stop ourselves procrastinating and the damage it does when we don’t address that problem. Let’s first of all just hear about you. So you are the first person I’ve ever met who’s called themselves a procrastination coach. Let’s hear that story. So what was it that got you to this position of actually helping people to stop procrastinating? Actually, it’s an interesting story because it leads right into MSPs and MSP owners actually. So when I was in high school, and I’m sure we can all relate on some level to this, I just took it to an extreme. The last two years, we had two years to do 12 art projects. And guess who decided that they could do all 12 art projects in about eight hours the day before they were supposed to be not only due, they were in a mock art exhibition that was open to the public while it was being reviewed. And let me ask you, so it was 8pm on Sunday night, and I was just running around like a chicken with my head cut off in the garage. I was using bottles, I was using cans, I was using caution tape, I was using styrofoam bits that were left over and I just slapped it all together. I even used toilet paper, if you can believe that. I made a little figurine out of it and hung it on a piece of wood too. What do you think was the outcome of that? Well, either you got a really good mark and that encouraged you to be a procrastinator throughout the rest of your adult life or you completely failed and that’s what set you down this course. So go on. Which was it? No, you’re absolutely right on the first account. My saving grace was the proctor for the mock art exhibition came from a different school. And what happened was he came in and he said, oh wow, I love how you used all these. I love how you didn’t go over the top with your materials, but you used stuff that was untraditional. And he started explaining what it was, what he thought it was. I’m like, you’re absolutely right. And then he says, it’s very reminiscent of pathetic art. And I said, pathetic art. I’d never heard of it. It was like, okay, quick, let’s Google it… back in 2004, trying on those flip phones. And anyway, I said, you know what? You’re absolutely right. It is exactly that, pathetic art, because it is a commentary on how our society, how everybody’s looking for perfection. So does perfection, therefore become the new mediocrity. And boom A+. And that actually gave me a better grade than the poor friend of mine who spent two years busting his hump. He had extra help from these famous stained glass artists and all that sort of thing. So fast forward a bit that did give me a little bit of a God complex. I can just leave everything to the last minute and I’ll just pull a rabbit out of my hat at the end. So what happened was, it only works as long as it works. I know that my abilities are good. Here’s a specific example with an MSP… I was working with one provider and we had a bunch of projects that were due and we had a bottleneck, I had only allowed for two weeks. So we hit the bottlenecks, now the first project is two weeks late, the second project is a week late, the third project is five days late. And it just sort of cascaded from there. That’s really why I got into being a procrastination coach. This is an interview I’m never going to be able to show to my 14-year-old daughter who is at the start of her two year art, what we call GCSE in the UK. It’s a similar thing. And if she thinks she can leave her 10 art projects until the night before and get an A, then I’m doomed. And in fact, that’s setting her up for not such a great life. So what was the point in your adult life, Chris, where you realised that procrastination was actually more damaging and that you needed to address it? And how did you address it? The point I really realised where it was most damaging was when I was actually at a high point in my career. My procrastination actually led to high functioning alcoholism because I would put things off and I’d get bored, I didn’t think they were important, and therefore to fill the time, I would sometimes drink at work… not a good combination. And it really hit home when I almost had an accident with my daughter because I used to work from home a lot too. And at that point, that’s when I said, okay you know what, I’m going to stop this, I’m going to start doing my projects on time. And when I actually started doing the projects the way they were supposed to be being done, I didn’t have the time to be bored. So that’s really how I dealt wit…

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    An MSP marketing tactic guaranteed to grab attention Jan 28, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 272 of the MSP Marketing Podcast with me, Paul Green. This week… An MSP marketing tactic guaranteed to grab attention: Doing this means you can reach more people and persuade them to talk to you with much less work. Want a new client? You can afford to spend this much: Don’t be distracted by the short-term costs of getting a new client. Instead, focus on the long-term revenue and profit they will bring you. Compliance isn’t a headache. For MSPs it should be a profit centre: It’s very powerful to send a message to a business owner talking about a specific problem they have because of a regulation, and exactly how they can fix it. Paul’s Personal Peer Group: Could gamification be what you need to motivate your team? An MSP marketing tactic guaranteed to grab attention Imagine doing some marketing for your MSP that’s so relevant to the person who sees it, they immediately stop what they’re doing just to listen to you. And yes, it is possible for your marketing to be this powerful. It means you can reach more people and persuade them to talk to you with much less work. Let me tell you the surprising secret to this kind of marketing and you won’t believe what I’m going to ask you to Google. Now, I should start by admitting that this isn’t really a marketing tactic that you can use for a general audience. It only works when you use it for a vertical. Your MSP doesn’t have to only work in this vertical. You can have lots of different clients doing lots of different things in lots of different sectors, but this specific marketing idea only works for a vertical audience, and you can’t just reuse it across different verticals. You have to do some research for each vertical that you are using this tactic to target people in. But the payoff is immense because targeting to a vertical is already a beautiful thing to do. It’s so much easier to send a message that’s highly relevant to an audience within a vertical. So for example, if you’re targeting lawyers and you use the phrase legal practice, the part of their brain that filters information, which is called the reticular activating system, it decides that what you are saying is relevant to them. So they ignore stuff that’s aimed at general business owners and managers, and they listen to stuff that seems to be targeted at lawyers. And that works across all verticals. Now, this new marketing idea that I have for you right now is even more specific. Okay, enough teasing. Let me tell you what it is. So you pick a vertical that you want to win more business in, and then you do some Googling. And what you’re looking for on Google is specific regulations regarding cyber security or data retention, or in fact, anything that you touch. Specific regulations that affect that vertical. So for example, let’s say you work with healthcare, there’s going to be tons of regulations or laws specifically aimed at healthcare businesses. Lawyers will have them, CPAs/accountants will definitely have them. Manufacturers will probably have them as well. So go and find that regulation. In an ideal world, you would then talk to someone who runs a business in that vertical to ask them what pain that regulation causes for them. Because don’t forget, these are not technical people. So some kind of regulation around data retention for example, it’s easy for you to think, oh yeah, I know how I’d fix that, I know how I deal with that. But for them it’s a pain. And that’s what we’re looking for here. We are looking for regulations that create pain and are annoying to specific verticals. Because then you are going to target that pain with your marketing. Imagine how powerful it would be to send a message to a business owner in a very specific vertical, talking about a specific problem that’s caused by a specific law that only relates to them and exactly how they can fix it. And we’re not trying to use fear marketing here, we’re just educating them about a problem they already have and how you have got some possible solutions. Because you know that almost any technology headache can be made easier or taken away, and that’s what you want to talk about. So how would you actually use this in practice? Well, it will definitely be content on your website. You might do a report or a guide on it, you might put that on LinkedIn. You might even just send it out to people or people who work in that vertical. You may even turn it into a piece of direct mail. Imagine how powerful it would be reaching out to someone, everyone in the vertical in your area to say, Hey, you know that headache that you’ve got, which is explained here, I know how to solve that headache. Can I send you some information about this in the post? Can I mail it to you? And I know that that sounds very old school, but old school physical stuff works very, very well in our modern digital age. So some research for you then. What’s the vertical you most want to win new clients in? What’s the regulatory headache that they have that you can solve? And what’s going to stop you taking action on this right away? Want a new client? You can afford to spend this much With what I’m about to tell you in the next 60 seconds, you might think I’ve lost the plot. But what if there’s a marketing move so daring it could completely reshape your MSP’s future? Let’s talk about the surprising way top MSPs outsmart their competition and the bold strategy that could change how you grow forever. Anyone who’s ever made a serious attempt to grow their MSP organically knows that it’s an expensive process. It’s not uncommon to find a business that’s winning loads of new clients and at the same time experiencing a cash flow crisis, because of the cash cost of attracting, winning and onboarding those new clients. Now, typically we learn this as business owners the hard way. Normally at four in the morning lying awake in bed wondering how are we going to make payroll. And this is why when I’m advising MSPs on their growth, I teach them to get their cashflow sorted or any funding in place before they embark on a serious round of new client acquisition. I believe it’s the cost of acquiring new clients that encourages MSP owners to do it on the cheap. Most people are always looking for ways to reduce their marketing spend, and yet that is completely the wrong approach in my opinion. Of course, you should always look for value for money, but rather than looking at ways to reduce the amount you spend on acquiring new clients, you should be willing to spend more than your competitors to win the right kind of new clients. And here’s the secret, don’t be distracted by the short-term costs of getting a new client. Instead, focus on the long-term revenue and profit that they are going to bring you. Let me ask you some questions about this. When you win a new client, on average, how many users do they have and how much do they pay per user per month? And how long does a client stay with your MSP on average? Now, let’s say your average new client has 10 users, and just to keep the numbers easy, let’s say you charge them a $100 per user per month, and your retention will be excellent because of course it is for most MSPs most of the time. So let’s say you keep a client on average for three years, I realise it’s probably going to be a lot longer than that, but we’ll just go with three years. So 10 users times $100 a month equals a $1,000 a month. A 1,000 times 12 months equals $12,000 a year, and $12,000 times three years equals $36,000. You with me so far. So without doing any projects, without selling any hardware or licenses, that new client that you’ve just signed is going to be worth $36,000 to your business over the next few years – $36,000 of brand new revenue. And if you wanted to get even more excited about that figure, now work out the gross profit of that new client. Let’s say you had a 75% gross profit margin. Well, 75% of $36,000 is $27,000, so that’s 27 grand of gross profit. And you can take this a step further. What’s your net profit margin? Let’s say it’s 15%, so 15% of $27,000, and I know we’re doing lots of figures here, but 15% of $27,000 is $4,050. $4,050, you pay tax on that and that’s your personal money to spend. Can you see the power of thinking this way? Because while most of your competitors are thinking about the $1,000 that they get from the client in the first month, you are focused on the revenue, the gross profit, and the net profit that you can collect from your client over the next few years. That $36,000 revenue figure is known as Average Lifetime Value, and it’s the value of the average client over their lifetime with your MSP. When you know this figure inside out, it allows you to make some very, very sensible spending decisions. Spend $50 a day on quality traffic, a $1,000 on a powerful piece of direct mail, $30,000 on a high quality salesperson. These are all costs your competitors will not be willing to spend because they’re not thinking the right way. One caveat with this, and it goes back to what I was saying right at the start. To make this way of thinking work, you need to make sure you have adequate cashflow or funding in place to spend this money today, and then of course to reap the benefits down the line. Never ever do marketing that puts your business’ cashflow at any risk. Compliance isn’t a headache. For MSPs it should be a profit centre Featured guest: Cam Roberson is Vice President, Channel, at Beachhead Solutions, a provider of cloud-managed PC & mobile device encryption, security, and data access control for MSPs. He has spent 18 years in the MSP cyber security space, after launching his career as a product manager at Apple. He lives in the Bay Area, where Beachhead is headquartered. Tell me what’s the dirtiest and most disgusting word your MSP knows? For many it’s compliance. However, while most MSP see compliance as a hassle, it could be your ticket to standing out, scaling up, and even buying a new Porsche. So let’s get into it. My special guest today is going to tell you how to turn compliance into a marketing edge, why it’s a gold mine for profit and the key to unlocking its full potential for your MSP’s growth. Hi, my name is Cam Roberson and I’m vice president of sales and marketing with Beachhead Solutions. And thank you so much for joining us from the beautiful San Jose, in California. Where for you it’s sunny and light and here in the UK where I’m based, it’s wet, it’s raining, it’s dark, and it’s miserable. And why don’t I live in California? Anyway, we’re not here to talk about California and the UK. We’re here to talk about growing monthly recurring revenue through compliance. Which is something that many MSPs have looked at and maybe they’ve been put off a little bit because even just the word compliance is a horrible word, but we’re going to talk about how we do that. Before we do Cam, let’s explore your career a little bit because you have quite an impressive track record in using compliance and helping businesses with compliance and particularly helping MSPs to turn that into a profit centre. So give us a brief overview of how you’ve got to where you are today. Okay. How much time do we have? I’ll make it brief. I started my career with Apple Computer in the early days. We were involved with imaging, so I was in product management developing products for our imaging space. I’ve had just three careers essentially. I started then an ad agency, which I grew to become one of the top agencies in the San Francisco Bay area. One of my clients was Beachhead Solutions. And just about the time I was prepared to sell the business, my colleagues then at Beachhead asked me to come and join the company to run marketing for them. And so we were already doing a lot of the collateral and the positioning and branding and so forth for the company. It was very appealing to me. And of course then coincidence had it that the business was sold successfully and I went to work for Beachhead and I’ve been there ever since. Amazing. That’s a really great story. And this company, Apple, that you say you worked for, what do they do? Well then we did computers, personal computers to compete with the monolith, which was IBM at that time. And now of course more known for phones and tablets. Yeah, I’ll have to Google them later and see what they do. So let’s talk about compliance. I work in marketing, so I’m not a tech person. Obviously I work with MSPs, but marketing is the least regulated space on the planet. And you’ll know this because you used to run an ad agency. So apart from the few basic rules you must stick to, and here in the UK we have the advertising standards authority. So if I put an advert out and I put it on TV and it’s factually incorrect, I’m in trouble. But the reality is there’s so many checks and balances to stop that happening, you wouldn’t do it. But in most other marketing, there’s very few rules, and I’m sure this is exactly the same for you with your ad agency. And I know there’s talk now and again, of what if MSPs become regulated and that fear. Well, some fear that’s unwelcome and that kind of goes around now and again. But the reality is, compared to real compliance, we as marketers and as MSPs, we don’t have that compliance burden at all. So you can understand why a lot of MSPs would see the word compliance and think, yeah, I’m not going near that, even though there are plenty of software solutions and other ways that we could do it. When you talk to MSPs about turning compliance into a revenue stream and a profit centre, how do you overcome that natural reluctance to get involved in the client’s compliance? Yeah, that’s a great question. Fortunately, that’s becoming less of an issue over time because it’s coming from the MSP’s clients. They’re getting more and more learning that they are in fact regulated by one mandate or another, or they’re seeing it as evidenced by things like supply chain questionnaires from those that are in their space. Hey, what are you guys doing from a compliance perspective? What are you building your security stack against? Or with insurance questionnaires. Good security is good security and compliance demands good security. And as a result, the insurance companies, they’re not stupid, they’re formulating their requirements based on certain frameworks, certain security standards, much of which mirror exactly these compliance mandates. So it is in fact a fear factor. I know HIPAA was the bellwether years ago, that’s for the medical industry primarily. A lot of them didn’t want to hear about it, we’ll just push this down the road and not think about it because it is daunting. And I think that’s a backward approach. Instead of looking at compliance as something that’s onerous and going to make it tough on you, instead look at it as an opportunity. Yeah, I love that. I think that’s the perfect approach. And I guess we all deal with enforced change in different ways, don’t we? Some people embrace it early on, some people have to be pushed into it, but hey, let’s be honest, it’s managed services… it’s not IT support anymore, those days have gone. And so what do you do to help MSPs take that compliance and take it from being a burden to becoming a profit centre? Well, I think that it’s incumbent upon vendors in the space to provide tools that assist the MSP with providing the service and to be able to demonstrate compliance. And so we are, I don’t mean this to be a plug, and I don’t think we’re like other vendors, but we are providing the mapping from our services, our controls to the control numbers that are required of the various mandates. I think that that is a trend that will continue to see that and provide tools that will assist the MSP with providing compliance and to be able to demonstrate compliance in the event of an audit or a breach or whatever. So we are recognising that this is something that’s coming.…

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    As the tech authority, your job is to reassure Jan 21, 2025
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    The podcast powered by the MSP Marketing Edge Welcome to Episode 271 of the MSP Marketing Podcast with me, Paul Green. This week… How to influence what John Smith buys: Your prospects don’t really understand technology and that can create fear. The smartest MSPs build trust and ease those fears by positioning themselves as the go-to tech authority in their marketplace. Find out how… 3 more bootstrap marketing ideas for MSPs: Let’s explore how to strike gold by turning your existing assets into lead generators, using simple tactics to attract new clients and unlock hidden revenue opportunities… without spending a penny. How motion graphics make complex sales easier: Simple visual tools, like animated videos, can attract prospects by helping to explain complex concepts and products. Could this be what your MSP needs to turn your website into a lead generation machine? Paul’s Personal Peer Group: Are you struggling with writer’s block? Elliot from an MSP in Manchester (UK) is too. I have 3 suggestions to help. How to influence what John Smith buys Have you ever seen someone wrestle with a Rubik’s cube? Well, that’s how most business owners feel about technology. They’re fascinated by what it can do, but frustrated by its complexity. So here’s an exciting thought. If their mind is boggled, that creates a massive opportunity for your MSP to unboggle it. Let’s explore how the smartest MSPs build trust to ease those fears and position themselves as the go-to tech authority in their marketplace. And yes, you can do this too. Somewhere in one of the hundreds of business and marketing books that I’ve read over the years is one of my favourite phrases, and here it is – To influence what John Smith buys, you must look through John Smith’s eyes. And in this instance, John Smith is the ordinary business owner or manager that you want to reach and influence to buy from you and not one of your competitors. You have to really understand what it’s like to be John Smith, in order to persuade him that your MSP is the one he should choose. Let’s do that right now. Let’s imagine John lives in your town and he’s the owner of a small CPA, a small accounting firm. Let’s ignore that old joke that all accountants are dull, although actually we do know this to be the truth, don’t we? But anyway, don’t worry about that. What is day-to-day life like for John running his business? Well, of course technology is mission critical for an accountancy practice, and yet we can probably guess that John hasn’t invested well over the years. So he and his team, maybe they’re using older technology still – they’re definitely still on Windows 10, might even be a Windows 8 machine clunking away somewhere… maybe an XP machine, that might be pushing it too far. Their internet is okay at best, and cyber security is very much something that they just pay lip service to. John’s mindset is that he pays Microsoft, maybe an MSP, perhaps a break/fix company somewhere. He pays the money every now and again or every month, so surely all of the security and everything should be all sorted out, right? That’s his kind of accountant’s attitude towards it. And this attitude towards technology probably means that John suffers from lots of downtime or at the very least, interruptions to his productivity. And I bet his staff complain a lot too. The subtext of this approach to technology is that money is tight for John. And people tend to assume that accountants are great business owners, but actually that’s not the experience that well I’ve certainly had from the accountants that I’ve met. Just like with MSPs, you get some that do very, very well, some that do very badly and the bulk, they just sit in the middle doing okay. John may have lots of clients, but that also means lots of work. And the margins and accountancy are not what they used to be. Also John doesn’t really understand technology and this is the core kind of heart of the matter that you need to understand. Because he understands that technology is mission critical and that at some point he’s going to need to buy new hardware for his team, but he doesn’t really understand even a fraction of the stuff that’s every day for you. Could he explain the cloud in a sentence that makes sense? Does he actually know what ransomware actually is? Would he know that malware stands for malicious software and what that actually looks like when it’s on the screen? Don’t even get me started on phishing. We all know that phishing is going to mean something completely different to him. The point here is that to win John’s business and to have any possibility of changing his attitude towards his technology and getting him to invest in his business properly will, you must understand all of these motivating factors. All of the stuff we’ve just talked about. Selling managed services to the average business manager or owner is rarely about the technology. It’s about what they do with the technology and how it helps them win faster, or holds them back. When someone doesn’t understand the thing that’s really, really important to them, your job as the person influencing them is to position yourself as an authority in technology and then reassure that person that they can make brave decisions and they can make these decisions because it will all work out OK. How do you do that? Well, positioning yourself as an authority, that’s an ongoing task. Just look at what authority figures do – they write, they speak, they are published, they are interviewed, they are known for giving advice and answering questions. There’s no shortcut to being seen as an authority figure, you have to do the hard work. Whether that means buying in pre-written content and putting your name on it or actually generating your own content. There’s no other way around it. Side note, in my MSP Marketing Edge service, we do have a number of different tools that our members can brand as their own, to help them with their positioning as a tech expert. A couple just off the top of my head, we’ve got our 2025 IT Services Buyers Guide, that’s incredibly popular. And there’s a book all about email security, you can put your name on the front of that. Have a look at mspmarketingedge.com for those. But if you want to be perceived as an authority, you certainly need to attend networking meetings, you need to go to events, you need to put on webinars, you need to run seminars, speak at events, get on the stage, all of the stuff like that. And if you do this consistently month after month after month for a number of years, you just assume the position of being an authority in technology. No one tells you you are, you just become one. This happens a lot faster, of course, if you’re in a very specific vertical, but of course you can always just do it in your general area as well. So build that up, keep going at that, it’s a never ending thing unfortunately, there’s no shortcut to it. But once you have an authority position, how then do you reassure people that they’re doing the right thing? Well, this can only come from understanding where they are, and that can only be done by asking them open questions. Now, unlike closed questions where the response is either yes or no, open questions can have any possible answer. And I believe that open questions are one of the biggest weapons of influence that you could possibly wield in your marketing and your sales because everyone loves answering questions about themselves and their business. And when these questions are coming from someone that they perceive to be an authority figure, they are doubly keen to take part. In fact, the more you ask them about their business, and the less you talk about you and your MSP, the easier it is to influence them, the easier it is to get the sale. Because not only will you start to really understand the world as they see it and as they perceive it, but you’ll also win their trust without actually doing any hard work. And I know that this is insane. I know that influencing someone just by asking them simple open questions rather than telling them what you know, is bizarre, that that’s an easier way to influence people. But hey, us humans are wired in a very strange way, and that’s what we have to work with. What I’m talking about here is not a one-off tactic, it’s a strategy. No, actually it’s more than that. It’s a whole way of life. It’s you deciding that you want to be perceived and recognised as an authority in technology, and you want to influence people by being intensely interested in them and their business. You can start doing that today, and I highly recommend that you do. 3 more bootstrap marketing ideas for MSPs Did you know your MSP is sitting on a secret gold mine? Budgets can be tight at this time of year, so right now, you don’t need to spend a fortune to generate leads. You just need to dig into the resources you already have. Let’s explore how to strike gold by turning your existing assets into lead generators using simple tactics to attract new clients and unlocking hidden revenue opportunities, all without spending a penny. On last week’s show, I gave you three bootstrap marketing ideas for your MSP and today I have three more. First one is to get your local media talking about you. I get it, no one actually reads the local paper anymore, but the local media still has massive credibility. And free publicity is much more valuable than advertising because it has higher levels of perceived credibility. When journalists talk about you, ordinary people think that they’ve sought out the best experts. And actually most journalists these days, they just want easy content that’s put in front of them. Here’s the easiest way to get some PR, some public relations. You send press releases to local newspapers, local radio, local bloggers, local TV stations if you have them. They should be about things that are huge in your world, but the rest of the public hasn’t really heard about yet. Now, the media coverage itself is unlikely to get you new clients, so instead you use it to enhance your credibility and your authority. You can put a link to it on your website, don’t just copy it onto your website as there are copyright agencies looking for this, but linking to it is absolutely fine. Share it across your social media, email it out to your prospect database, add it to your About Us page, and make sure you put the logo of the media outlet in the footer of your website, kind of like a as seen in or as heard on. This way you can make one piece of coverage influence your prospects for years to come. Clever stuff that. Let’s do the second one. This is to create videos every week. The most influential way of communicating with and persuading people in 2025 is through videos. And yes, this includes B2B marketing. Few MSPs create enough videos, which is just crazy as they’re so easy to make. I mean, you could make a video in the next five minutes, just grab your phone and film something. Perhaps it’s you just giving a quick warning about the latest email hack, something which has been all over the tech media, but it’s not widely known for the public. Do a quick video, bang it on LinkedIn, and you’re done. The video really can be that easy because you’ve seen what’s on LinkedIn, right? You’ve seen what’s on YouTube. People don’t expect Hollywood style production from you. They’re very, very tolerant of 60 seconds of just quick shot video, very tolerant. If you want to invest in kit, then yeah, down the line focus on lighting and sound and image stability and all of that stuff. But right now, you have a perfectly good camera in your phone. Maybe you’d get some lights to make it well lit or just film yourself outside where you are just naturally well lit and maybe you’d get a microphone just to go on your shirt or something just to make the sound spot on. Down the line you can get a tripod or a gimbal to steady the phone, but you don’t need these things now, they make the videos look more professional down the line for a tiny investment. But honestly, trust me, just get started right now, holding your phone, talking to your phone. And here’s the third one, the third of our bootstrap pretty much low cost or no cost marketing ideas for MSPs, and this third one is to obsessively collect social proof, because most people are sheep. They prefer to do what most other people are doing. And this is a behaviour that’s hardwired into most humans’ brains. It’s part of our survival instincts. So you need to show people that hundreds of other people, just like them, really trust your MSP. This means asking for testimonials, it means soliciting reviews on Google or other platforms, and it means creating case studies for each service that you want to focus your marketing efforts on. Don’t ever be scared to ask clients for reviews and testimonials or to take part in some filming. Sure, some of them will say no, but the law of reciprocity says many will happily say yes as a thank you for the great service that they’re getting from you. And yes, this still works despite the fact that they have paid for this service. And yes, humans are strange. The key thing here is to systemise this in the business so it becomes a regular monthly task and not just a once a year social proof topper. How motion graphics make complex sales easier Featured guest: Chris Walker has spent over 20 years creating video content and strategies for IT, tech, and SaaS businesses, helping them cut through the noise and connect with their audience. Currently, Chris is the director of Joe Mule, a B2B animation studio specialising in helping technical businesses simplify their messaging. He’s passionate about making complex ideas clear and compelling so companies can win the customers they deserve. Crampons and carabiners at the ready. Selling managed services can feel like climbing a mountain, right? It’s steep, it’s exhausting, and every step towards new cash feels like an uphill battle. But what if there was a shortcut, a way to smooth the path, get leads flowing in and help your MSP make more money? My special guest today is going to tell you how a simple visual tool can attract prospects. Turn your websites into a lead generation machine and make closing sales easier than ever before. Hi, my name’s Chris Walker and I run Joe Mule Creative and I’m an expert in animated video content. And thank you so much for joining us on the show, Chris. We were introduced by Christina Hunt, who is an MSP marketer, so thank you, Christina. Animated videos are something I’ve been meaning to talk about on the podcast for some time. And before we delve into your career, Chris, and the kind of videos you produce for MSPs right now, let’s first of all define what you mean by an animated video. Because I’m going to be honest, and this maybe is the elephant in the room, when you talk about animated videos, I see the hand holding the Sharpie that kind of moves across the screen, I think they’re called whiteboard videos, where whatever it is that the voiceover is saying, the hand is writing it on the screen. And those to me feel really, really old school. And that’s not quite what you mean by animated videos, is it? It isn’t. No. Those things, those whiteboard videos, I’ll be honest, are the bane of my life for people who’ve ever paid money for them, for a number of reasons. That isn’t really what I mean when I say animated videos and I’ll just delve into it very quickly. The trouble with those whiteboard videos are they’re very, very generic for a start, and they’re not great at helping you spread brand awareness because of how generic they look. When I talk about animated videos, I suppose a better term, a broader term would be motion graphics. That’s anything that isn’t live shot footage. So that can include things like iconography and shape and abstract movement and things like that that can help explain what might be a somewhat complex concept or product. A…

    Full show notes at the publisher

    If your clients are happy, this KPI will be high Jan 14, 2025
    Show notes

    The podcast powered by the MSP Marketing Edge Welcome to Episode 270 of the MSP Marketing Podcast with me, Paul Green. This week… If your clients are happy, this KPI will be high: Net Revenue Retention (NRR) is a quality score where you measure how well you have done at retaining revenue over the last 12 months and assessing whether it has grown. 3 bootstrap marketing ideas for MSPs: Marketing doesn’t have to cost a load of cash. If you have a member of staff with a spare few hours each week, you can invest their time into these low cost or no cost marketing tasks for your MSP. Your MSP’s growth priorities for 2025: My special guest, a turnaround expert, tells us how to plan the year ahead with clarity, focus, and fresh momentum. You’ll discover how to organise your priorities, craft a winning growth strategy, and create a story for 2025 that’s really worth celebrating. Paul’s Personal Peer Group: Ryan, from an MSP in San Diego, wants to know why it’s so important to fix his website as a matter of priority. If your clients are happy, this KPI will be high Your MSP’s bank balance might look great and you might be impressed with your other KPIs. But there’s a hidden one that I bet you $5 you never look at. Yet it could flip things completely. Most MSPs have never heard of this key performance indicator, and yet it’s the ultimate quality check for any recurring revenue business. In just a few minutes, you’ll find out what this secret KPI is, how to calculate it in under 10 minutes and exactly what score proves that you are running a truly outstanding MSP. One of the things I love about working in the channel is that every day is a school day and you never ever feel like you have finally learned everything. This, in 2025, is my ninth year working with MSPs and honestly, I feel like I learn so much every single day. And as someone who has a passion, and a need in fact, for constant learning, I do find this exciting and not at all tiring. In fact, just a few months back I was chatting to an MSP and we were talking about how much progress their business has made over the last couple of years. It’s been actually astonishing. And then he said to me how delighted he was with the performance of his NRR, and that’s N, as in N for November, not MRR, which is M for mother. And of course we know what MRR is. It’s monthly recurring revenue. What is NRR? It stands for Net Revenue Retention – essentially, which clients that we had last year are still here this year. It’s a quality score. It’s something that is used a lot by SaaS businesses (subscription as a service businesses) and all subscription businesses typically use it, just not normally MSPs. But if you are looking for more ways to measure how good a job you’re doing, this could be it. So let me tell you how you’d measure this and what good performance looks like. This will be a great time of year to measure it because you could kind of look back to the end of 2023 or the beginning of 2024 and look at the clients you had then and ask how many of those clients do we still have today? What was the value of their monthly recurring revenue a year ago? And has that grown today? That MSP that I was speaking to has an NRRR of 105%, which means that he’s kept all of his clients over the year, which is not unusual for an MSP, but it’s still nice to measure and know for a fact, and it means that he’s also grown their monthly recurring revenue – got the same clients, they’re spending more. And I would say for an MSP that anything under a score of a hundred percent needs some investigating because you do expect to hang on to all of your clients year to year, don’t you? And you should definitely be growing their MRR and you can do this by increasing prices or selling them extra services. If you do lose a client during the year, it should only really be for natural reasons such as they’ve gone out of business or better still they’ve been acquired. And you may have the odd year where you lose a client for bad reasons. Maybe they’ve fallen out with you or they’ve moved over to another MSP, but those should be exceptions rather than the norm. And the net recurring revenue retention score allows you to measure that. And hey, if you do measure this for your business, will you let me know what score you get because I’d like to kind of figure that out across a whole number of different MSPs. My email address is hello@mspmarketingedge.com. 3 bootstrap marketing ideas for MSPs Stop digging down the back of the couch for spare change to fund your MSP’s growth. January might mean tightening your belt a bit, but that doesn’t have to stop you from finding new clients and driving revenue. Let me tell you about three clever no cost marketing ideas that any MSP can use to generate leads and unlock hidden opportunities, all without spending a penny. You’ve heard of bootstrapping a business, right? It’s when a new venture is built up using limited funds and a lot of goodwill, and you hear stories of founders sleeping in their office so they don’t have to waste money renting an apartment. Now, your business is more liquid than that, but there’s still a place for bootstrapping when it comes to marketing. Marketing doesn’t have to just cost cash. You can invest a different resource into it instead… TIME. And this doesn’t have to be your personal time. If your staff have a few hours spare every week, you can always invest their time into the business. Everyone benefits when that happens. So here are three low cost or no cost marketing ideas for MSPs… The first is to do 15 minutes every weekday on LinkedIn. The most robust way to market in 2024 is to build an audience, then grow a relationship with that audience. And at the point they’re ready to switch from one MSP to another, they are dramatically more likely to switch to the MSP that they know. And one way to build this audience is simply to grow your LinkedIn network. For 15 minutes every day, make connection requests to business owners and managers in your town or your vertical (niche). Make 10 connection requests every day and one or two of them will accept. Now, that doesn’t sound a lot until you compound it. Let’s say two connections, times five days a week, times 50 weeks a year, that adds up into 500 new connections every year. How cool is that? Number two, ask every user this one simple feedback question. The most robust way to grow net profits is to get your existing clients to buy more from you. New clients are nice, yeah, but they’re very expensive. Whereas someone who is already paying you every month contributes a lot more to the bottom line if they go on to buy something else. And this is why businesses like McDonald’s have fully systemised the upsell – Would you like to go large? or Would you like to add fries to that? Of course, we all know how difficult it can be to get technicians to upsell. Even people who are passionate about talking about extra services will sometimes fall back into their comfort zone, which is to go for the easy fix and not mention X, Y, Z new service. So how about you get your team into the habit of asking this one simple question of every person, every user that they speak to. What else could we have done for you today? Now, most clients will say, oh, nothing thanks because they’re in a hurry to put the phone down and this probably means that you’ve checked that they are happy. All is good. Some will use it as an opportunity to talk about something that they’d meant to bring up, but perhaps they hadn’t felt that they’d had chance to. And this means that you’ve uncovered some money on the table, profit that you would otherwise have lost. And a handful will tell you about a service or a product that they’d like to buy from you, if only you sold it. And this is invaluable market research. With this one, look out for the trends. What are several people asking for? Because if you don’t give it to them, they are just going to go elsewhere to get it. And then the third and the final one is to run a free to enter prize draw. People love competitions. Yes, even business owners and managers, they never expect to win, but just the act of entering brightens their day for a second. I used to be a radio presenter a very long time ago, and it was weird how many people would phone up just to win like a Backstreet Boys CD, because this was back in the 1990s. And there are two types of prize draw that you can do. Either offer up any old prize that you can find just for the sake of running a competition, and make sure the prize is really attractive. It can be as simple as a laptop that you acquired for a client that they didn’t actually buy for whatever reason, and it’s just sat on a shelf gathering dust. The other way to do it is to give away a sample of something specific that you are promoting. For example, if you are launching a new monthly recurring revenue service to existing clients, then you’d give away a year’s free membership. If none of those three grabbed your attention, don’t worry. In next week’s podcast, I’ve got another three bootstrap, low cost/no cost marketing ideas for your MSP. Your MSP’s growth priorities for 2025 Featured guest: Ori Elraviv is a multicultural turnaround executive with a passion for driving sustainable growth in small to medium-sized businesses. Ori spent the majority of his career in leadership positions in a variety of digital media ventures, managing teams and growing businesses in a diverse set of countries and cultures. Having relocated multiple times over the past 20 years, Ori is now settled in New Jersey with his wife and 3 children, enjoying some stability in an increasingly chaotic world. Is your MSP’s story ready for a plot twist? 2025 could be the start of your most exciting chapter yet. Whatever challenges have filled your journey so far, now’s the time to rewrite the narrative and set up your business for real growth. In today’s interview, our special guest, a turnaround expert, will show you how to open the next chapter with clarity, focus, and fresh momentum. Coming up, you’ll discover how to organise your priorities, craft a winning growth strategy, and create a story for 2025 that’s really worth celebrating. Hi, I’m Ori Elraviv. I am a business turnaround specialist. Really, I’m helping companies and business owners solve problems with revenue, profit, and product. I think those are the core problems in any business, aren’t they? We haven’t got enough revenue, what do we say, revenue, profit and products. We haven’t got enough revenue. We definitely don’t have enough profits, but actually often for MSPs, the product is the one thing that’s actually looking pretty sound. So good to have you on the show. Thank you very much for joining us because we are going to be looking ahead at this year and things you can do with your business this year. I always think this time of year is an amazing time to be a business owner. You can look at what went well and what didn’t go so well last year, and we all do it naturally. Whether you believe in New Year’s resolutions or just the natural energy of a brand new year, we all look ahead at this time and it feels fresh new and we can do all these really cool things. That’s what we’re going to talk about today. Before we do, let’s just explore your background a little bit. You said you were a business turnaround expert. Let’s assume there’s some people listening to us and watching us right now that don’t know what that is. Could you explain what that is and how you got into it? Yeah, so I think it’s basically a multicultural turn on executive. What I mean by that is I’m coming to companies that already exist. I’m entrepreneur in spirit, less in practice, so it’s less about me starting my own businesses, but I’m a fascinated person about going to existing businesses. I believe in sustainable growth. I deal specifically with small to medium sized companies, and I’ve been around the industry more about digital and stuff for over 20 years. I’ve worked in places like China and India and Belgrade and Latin America. So I’m really a very multicultural person and I’d like to think that every business is very simplistic and has very basic things inside of it, and my approach to it is really on the fundamentals. Got it. So when you do a business turnaround, what exactly do you do? Let’s assume that it’s a business that’s in some kind of distress, do you go in and you look at that business and you kind of take that, it’s a cliche, but that helicopter view and you look at the big things that are going right, or do you get your sleeves dirty and jump in and start to fix all the problems that have been mounting up? Well, I’m absolutely a sleeves dirty type of person, which is why I like small businesses. Big businesses have a very different type of problems, in small businesses it’s pretty much always the fundamentals. I like going into the financials and P and Ls. I like to understand everything around the business. And I think part of the qualities that I have is very quickly understanding the landscape. And I would go into the business models, I would go into the financials, I would go into the people and the operations. I would talk to the owners. And I think that would be the first steps is just to get, alright, this is just a holistic view of what’s going on, where do we stand? And then we go and hit the next phase of it. And from your experience, for the small businesses that you’ve worked with, and most of the people listening to this and watching this, they own their business. They own their MSP. We typically aim this podcast at smaller businesses that’s sort of up to 25, 30 staff, which I think is the vast majority of MSPs anyway. In your experience, where do most small businesses go wrong? Are there trends or does it tend to be a unique problem for each business that you look at? I do think there are unique problems, but I think they stem from fairly common problems. I think most small business owners of MSPs tend to just fall into the day-to-day. We get used to our own problems and our own way of doing and seeing things, and then we get a little bit trapped. So sometimes it’s a business problem where the business model just doesn’t make sense and there’s something around it that doesn’t make sense. Sometimes it’s the people, for example, people is an interesting thing. People are critical to any business as everyone will agree to it. But I think sometimes the cultures don’t mesh or we just want to give people another chance or we just can’t get outside of it. There is something with regards to how a business model connects to the people and whether they are inspired and back, is something that is critical. So yeah, it is quite unique to a business, but I think they all stem from fundamental kind of problems. Yeah, I’m smiling inside because when I first started my first business back in 2005, an early mentor of mine said, anytime there’s a problem in the business and it’s a big problem, regardless of what it is, go home, go into your bathroom, look in the mirror, and there’s the cause of the problem. Which was absolutely correct, of course, I think as business owners we are kind of the biggest asset and the biggest liability to the business. We are the thing that drives it forward, and especially for MSPs, they’re often the greatest technical resource in the business. But I know I’m the greatest liability in my business because I’ve surrounded myself with staff whose job it is to stop me from doing stupid things or meddling in stuff that works, and they keep me out of the day to day because that’s just best for everyone. It really is. So I can focus on the big picture stuff. Okay, let’s start looking forwards then. So here we are, January, we’ve got a whole brand new shiny year. It’s an exciting one. It ends in a five. I think if it ends at a five or a zero, it’s a big year. What kind of thinking do you think business owners, MS…

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