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Welcome to Episode 293 of the MSP Marketing Podcast with me, Paul Green. This week…

• What if you only had 90 days to win new clients?: Imagine you absolutely had to generate new business, FAST. Let’s explore where you should focus your time, effort and resources.
• 3 HUGE questions to ask about your MSP’s clients: It’s very common to hope that the awesome retention of your key clients just continues, but unless you really give them what they need and want you run the risk of losing them.
• This MSP’s best ideas from his 8 year podcast: My guest is a long-standing MSP owner and eight year podcaster. He’s here to share the very best things he’s learned during that time.
• Paul’s Personal Peer Group: You still hand out business cards, right? You definitely should, and here’s my recommendation of what should be on them.

What if you only had 90 days to win new clients?

Are you ready to take the MSP experiment? How would you do if you had to win a load of new clients within the next 90 days? Yes, just 90 days to find and sign up new managed service clients. The reason isn’t important, it’s a thought experiment, but does the sound of having to do that make your blood run cold? If so, let’s dig into why it’s such an important test and the real world benefits to your MSP.

This is kind of based on a question I was asked on a podcast I appeared on a few months back. I can’t quite remember which one it was right now, but the host asked me if I had to start an MSP from scratch, what would I do? And I think he was waiting for me to suggest which RMM I would use and which PSA and what my tech stack would look like. But the answer I actually gave was that I would figure out all of that stuff only after I’d won some clients.

I’d focus all of my time, effort and energy into creating a pipeline and then shaking that tree until some new business fell out of it.

Yeah, I know I’ve mixed up my analogies there, but you see the point I’m making, right? I’ve never actually owned or run an MSP, but I’ve been a business owner for 20 years and there’s no point getting your operations ready and perfect if there are no clients to put through those operations.

So let’s make that a real life question for you. Not what would you do if you started again with your MSP, but if you absolutely had to generate new business in the next 90 days, what would you do? Don’t get too hung up on the why’s about this. Just imagine you’ve lost a big client or your personal circumstances dictate that you just need more cash. The reason is not relevant. What’s more important is to talk about what you would actually do.

A quick aside, if that was a real situation for you and you desperately needed more cash in the next month or so, that cash is going to come from your existing clients. There’s always more revenue and certainly high levels of profit to be made selling something to your existing clients than winning new clients. But for the purpose of this piece here, what would you do to win new clients in just 90 days? Well, let me break this down into a series of suggestions.

The first of those would be actually the way that you think and the way that you act. One of the reasons that many MSPs really struggle with marketing and winning new clients is because they simply don’t take it seriously. If you’re only spending 20 or 30 minutes a day or even a week on marketing, how can you expect to get momentum on that? How can you expect to get traction? There a...

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Welcome to Episode 292 of the MSP Marketing Podcast with me, Paul Green. This week…

• Does your service desk manager really need to be a tech?: A service desk manager’s job is to make sure your MSP’s clients are delighted while freeing you up to grow the business. It’s possible that the best person for this job isn’t a technician.
• How your MSP can break into a new vertical: It’s easier to do marketing, find new clients, and make more money for your MSP, if you choose a vertical. Here’s how to get started.
• The framework MSPs can use to be more efficient: Visionary leaders are notorious for moving at such speed that they leave a trail of chaos behind them. My guest helps such visionaries put an end to operational chaos and create operational excellence in their business.
• Paul’s Personal Peer Group: Have you considered how your MSP would respond to a supply chain attack and what marketing actions you would take? If not, it would be a very wise idea.

Does your service desk manager really need to be a tech?

You may just have to tear up that job ad, and let me tell you why. We all know a service desk manager is a critical role. It’s their job to make sure the clients are delighted while freeing you up to grow the business. But whoever said that a service desk manager has to be a tech. What if there’s a different kind of person who’s much more suited to this kind of role?

I really do talk to a lot of MSPs. In fact, it’s one of the most wonderful things about the work I do. I get to talk to lots of different people about lots of different things. And because of my work in my MSP Marketing Edge where we are working with 700 MSPs, I talk to people in all sorts of different circumstances. So we have startups, two businesses that have been going for 30 years. We’ve got one person bands, two businesses with 200 employees. We’ve got all of these and everything in between.

But there’s one thing that I notice again and again and again, and that’s that the most successful MSPs, and let’s define successful as, the owner can do what they want to do with their life. They’ve got enough cash and they’ve got enough time, that’s success is to have that.

The MSPs who are most successful are those where the owner is surrounded by a very good team who take on the burden of the work for them.

Because it’s just too difficult to do everything yourself for more than a couple of years. What’s acceptable for our first few years in business gets tiring and boring as time goes on. And I’m sorry if that’s disappointing news for you because you never wanted to have staff, but it is the difference between just working for yourself and having a business that can survive and thrive without you.

And of course, one of the most key hires in there is a service desk manager or change that job title to whatever is appropriate for you. But basically someone whose entire role is to keep the clients happy and make sure that the work happens as it’s supposed to. Now, different MSPs have different ways of doing this, but they all come down to the same things. You’ve got some technical resource and you’ve got customers who want things to be done, and the service desk manager sits in the middle of that making the magic happen. If you own the business and you are currently doing that as well as the marketing and the sales and looking after the team and account management and finance and admin, that’s so tiring. What a liberating role to have a service desk manager whose enti...

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Welcome to Episode 291 of the MSP Marketing Podcast with me, Paul Green. This week…

• They want to buy 365 direct – fight it, or accept it?: If a client wants to buy 365 direct, it’s not necessarily a bad thing… it could actually become a massive sales opportunity for your MSP.
• Should your MSP start a podcast?: Lots of MSPs have asked me for advice on setting up a podcast, and yes, having a podcast can be an insanely powerful marketing tool. But should you do one? Let me help you answer that question.
• Ask these questions to pick an MSP marketing agency: Many MSPs hate marketing and they hate agencies even more. My guest is going to tell you the specific questions you should ask a marketing agency to separate the good guys from the bad.
• Paul’s Personal Peer Group: Have you ever considered sending an impact box to prospects? Find out what you should include in yours.

They want to buy 365 direct – fight it, or accept it?

Are these clients for real? They want to switch to buying 365 directly to save a couple of bucks a month. This is a scenario most MSPs face at some point, but should you fight it, try and educate them or let them just do what they want? What if I told you this wasn’t necessarily a bad thing and could actually become a massive sales opportunity for your MSP.

As someone who doesn’t personally have to deal with 365 and all the licenses and NCE and all of that, it does look to me like Microsoft has made it as hard as possible for you. That whole NCE thing is a massive pain, right? And especially if you have a client where you’ve made an annual commitment and then of course they hit you a few months in that they want to buy directly, and that just creates a headache for everybody.

It’s not like 365 is a high margin item for you, but from the client’s point of view, 365 is right there at the core of their experience.

Outlook and Teams and Word and Excel, these are all applications that most businesses use multiple times every single workday. So they want them to work, they want them to be productivity tools, not pains in the backside tools, and I think that’s a basic and perfectly understandable requirement of any business owner or manager today. Don’t you agree? So if someone wants to move the licenses away from you, buy direct and save themselves a couple of dollars per user per month, what should you do?

I’ve asked a few MSPs this question over the last couple of weeks and some of them have said that you should just roll over and you should just take it. So invoice them for any out-of-pocket expenses caused by NCE. Make sure they know how that’s going to affect the direct support that you give them and then let them go off and buy it from elsewhere.

Others have said that you should fight really hard to keep everything under your jurisdiction. Isn’t that the point of a managed service provider that you are looking after all of their technology? And that starts with the very basic help desk functions and goes right up to their technology strategy. Now if you don’t have some level of control over everything in between those two items. help desk and strategy, then surely you’re making your life harder than it needs to be and that must have an impact on the service that you can deliver to them and the service that they’ll enjoy.

So maybe the message you want to send them is telling them all the downsides, all the bad things that could happen, like the fact they’ll have to de...

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Welcome to Episode 290 of the MSP Marketing Podcast with me, Paul Green. This week…

• Can your MSP offer an easy first purchase?: One of the biggest MSP marketing hurdles is asking potential clients to go from nothing to a monthly recurring revenue contract. A better way is to give them an easy first purchase.
• Does your MSP do whatever it takes to keep clients happy?: Flexibility and initiative needs to be a culture within an MSP, not a policy. A culture of “do whatever makes technology easy for clients” would be a powerful retention weapon.
• Why is your MSP’s marketing and sales SOOOO slow?: My special guest is a personal branding expert and explains how it’s easy to build and can be incredibly profitable when you get it right.
• Paul’s Personal Peer Group: Ever wondered why your MSP’s marketing and sales are SOOOO slow? Let me explain and advise what you can do about it.

Can your MSP offer an easy first purchase?

Here’s something you know already, it’s just too darn hard to get new managed service clients. One of the biggest hurdles is that you are asking them to go from nothing straight to a monthly recurring revenue contract at the click of a finger. Surely convincing them it’s safe to start spending their money with you is easy. You just put a strong case forward and then dazzle them with the service that they’re going to be getting, yeah? If only it was that easy. So if the client finds signing a contract with you a bit scary, how do we fix that? Is there a way to make them feel happy committing to you and spending money with you? Absolutely there is, and let me tell you what it is.

What we’re really talking about here is building trust.

Trust is a massive currency within marketing and sales. The more trust you have, the more likely people are to sign a contract and throw themselves into your care.

But the opposite of that is also the case. If you don’t have enough trust built with your leads and with your prospects, then asking them to go from no buying relationship with you straight into a managed services contract is a big ask. I know it can be done and it is done every single day, but surely we should be trying to make our lives easier. If you look at this from the point of view of the person buying, and by the way that’s always a great way to look at any of your marketing and your sales, always, always, always look at it from the other person’s point of view. So when they start looking for a new MSP or maybe even their first MSP, we call them suspects. They have their arms folded, they are suspicious of everyone they find and they are not overly impressed with anyone at all. And even if they’ve been given a warm referral from a friend or they find an MSP online that has tons of social proof, so it looks like a safe choice, they are still suspicious asking someone to trust you with their technology. And as we said, it’s a big ask.

Now, they might not know what they don’t know about technology, but they do know that if you get it wrong their business is dead in the water. And this is one of the reasons why it takes so much time to build a relationship and warm up an arms folded suspect, turn them into a lead turn that lead into a prospect, that prospect into an opportunity. It takes time, it takes effort, and it’s exhausting because the risk is so big from their point of view. So let’s see if we can de-risk that for them.

One of the ways that you could do that is with a risk reversal guarantee. I’ve seen only a smal...

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Welcome to Episode 289 of the MSP Marketing Podcast with me, Paul Green. This week…

• Accountable to no-one: A blessing or curse?: There is a huge benefit of being accountable to someone, and being accountable to your team is a great way to make sure you get things done. It forces you to plan ahead, be more disciplined, and be a better team player.
• The free MSP marketing tactic that nearly got me arrested: This is a lesson in lateral thinking. You don’t need lots of money to market your MSP, you just need a desire to get new clients, some ideas, and a little time to implement.
• How this MSP built a GREAT marketing system: My guest shares the warts and all story of how she grew her MSP, and how it really took off when she put in place a proper marketing system.
• Paul’s Personal Peer Group: Should MSPs use WhatsApp for marketing? My answer to this question might surprise you.

Accountable to no-one: A blessing or curse?

The joys of being an MSP owner… complete control. Yeah you want to be always onboarding new clients and improving your tech stack and providing the best customer service. But if one week you don’t want to do those things, no one can stop you from not doing those things, because you’re the owner of the business. You’re the boss, right?

Well, if right now you’re not accountable to anyone, there is a huge benefit of being accountable to someone. But who is this person you should answer to? Stick around, you’re not going to believe who I’m going to suggest.

There are many reasons why someone starts their own business and I say that as someone who’s been in business for 20 years himself. People who don’t start their own business think that we do it so that we can earn more money and not have a boss. But I think those of us who’ve been doing it for more than a couple of years, which means we are going to keep doing it for a couple of decades, we know that we started our own business primarily to have control.

And by that I mean control over what work we do, who we do it for and how it’s done. Most of us, I believe, start our own business because we have a deep desire to do something amazing and we want to control freak it all along the way. Sometimes when we work for someone else, we’ve had bad bosses. I know that I have, I’m looking at you, Terry, but also we’ve had good bosses. I’ve had some of those as well, fact loads of those. But escaping the boss is not always the reason why we start our own business.

As I say, making more money and building an asset, something that you own, that’s the side benefit I believe of running your own business. I truly believe control is the primary driving factor for doing it and keep doing it. But nevermind all of these upsides of starting your own business and not having a boss, let’s look at the downsides as well. And I don’t really mean the fact that you for many years, worked longer hours than you ever have for probably a lower salary, that does eventually go, but it’s mostly a pain in the first few years, I don’t mean that stuff. I do mean the downsides of not having a boss. Because, and this might be hard to swallow, but there really are downsides to not having a boss.

The biggest downside to not having a boss is that you are accountable to no one.

Think back to when you last had a job. Someone, somewhere was in charge of you, right? You were accountable to someone in some way and forgetting all the negative impacts of that, there were positive impacts...

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Welcome to Episode 288 of the MSP Marketing Podcast with me, Paul Green. This week…

• 3 wins for MSPs on LinkedIn right now: LinkedIn is the hottest place for MSPs to go prospecting, the only snag is the algorithm changes. Here are three algorithmic wins for MSPs on LinkedIn right now.
• Does your MSP’s marketing have personality?: It’s hard to differentiate your MSP from your competitors, but one of the ways that you can do this is by making sure there’s real personality in all of your marketing.
• MSPs: How to sell unwanted client contracts: Could the process of finding new clients or getting rid of unwanted ones be as simple as ordering on Amazon or selling old clothes on Vinted? My guest has developed a hassle-free way to buy and sell managed service contracts.
• Paul’s Personal Peer Group: A common question I get asked is how often should we post on LinkedIn. The answer may surprise you…

3 wins for MSPs on LinkedIn right now

Have no doubt, LinkedIn is the hottest place for MSPs to go prospecting right now. It’s been that way for a few years and I can’t see that changing.

Why? Because every possible prospect you could ever do business with is already there on LinkedIn. And you have access to the tools to connect with them, get your content in front of them, and ultimately build a relationship before they’re ready to switch MSPs.

The only snag with LinkedIn is that the algorithm changes and what worked a few years ago isn’t quite as powerful today.

Let me tell you three wins for MSPs on LinkedIn right now.

My team and I produce a lot of content intended for use on LinkedIn, and that’s for our MSP Marketing Edge members. Now of course, it can be used across lots of different social networks, but as I just said, LinkedIn is it. It’s the easiest and most accessible platform to access decision makers, the ordinary business owners and managers that you want to reach. And a couple of times a year, we do a bit of a deep dive on what’s going on in the algorithm at the moment. Because as you know on LinkedIn, the performance of your content is very much dependent on what the algorithm is trying to reward at that time. And you can see this change over the years if you use the platform regularly, In fact, any platform. I’ve noticed in the last few months that engagement in my Facebook groups has completely fallen off a cliff. And that’s nothing I’ve done and it’s nothing to do with the members of those groups, it’s just something that someone, somewhere, some vice president at Facebook has tweaked the algorithm and if I wait a few weeks, that engagement will come back. This has happened five or six times over the last 10 years or so. But anyway, back to LinkedIn and these are some of the wins that we’ve noticed from our research which are making a difference right now. I’ve got three of them for you.

Win number one is to upload a PDF carousel. PDFs are performing very well on LinkedIn. They actually look beautiful when you see them in your feed on LinkedIn and they’re kind of easy to use as well, you just upload a document. The trick is to have carousels with many pages, aim for around about 12 pages, but each page only has a tiny amount of information on it. I mean, I’m talking literally like one sentence, half a sentence on each page. The idea is that people tap through to see something that you’re trying to say and you just say it one sentence at a time. Tap, tap, tap, tap, tap 12 pages or more on your PDF carousel.

Win numbe...

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Welcome to Episode 287 of the MSP Marketing Podcast with me, Paul Green. This week…

• Great marketing for Windows 10 end of life: There’s a hot new opportunity – Windows 10. This soon to be obsolete operating system is good for your MSP with this end of life marketing opportunity.
• Ask this cybersecurity question to speed past phone gatekeepers: Most MSPs really struggle to reach the person they want to speak to. This trick will help you get past the gatekeeper and start a much more productive conversation.
• Can you drive new revenue with DMARC?: DMARC isn’t just critical for ensuring messages reach people’s inboxes, my guest believes that DMARC can actually generate new leads and new revenue for your MSP.
• Paul’s Personal Peer Group: This week’s question is about getting more attention and engagement by adding personalised videos to emails. Find out which software options are available for this.

Great marketing for Windows 10 end of life

So you’re an MSP trying to find new clients and also increase revenue from your existing clients. Well tell me, have you heard about the hot new opportunity – Windows 10? Yeah, you heard that, right? But how could talking about an old, soon to be obsolete operating system be good for your MSP? Is this a credible way to win new clients or upsell your existing clients? Let’s find out about the Windows 10 end of life marketing opportunity.

Five months. That’s what we’ve got until Windows 10 reaches its end of life and it’s been with us a decade you know, it first launched in 2015. Will you be sad to see it go or are you already a big fan of Windows 11? Anyway, that’s kind of irrelevant to this conversation, and I know that loads of MSPs still miss XP. I’m kind of joking there, although do you?

But what we’re talking about here is using Windows 10 as a marketing opportunity, not only to win new clients but also to upsell your existing clients. You see anytime there’s a big enforced change in the marketplace, like a major operating system reaching its end of life, that creates an opportunity for you. And one of the key things in marketing is always putting yourself in the shoes of the person that you are trying to reach and influence.

For an ordinary business owner or manager, Windows 10 reaching its end of life is going to be a bit of a shock to them in October.

Not for you and me, they announced the 2025 end of life date four years ago can you believe. But what’s big in our world and surrounds us every day does not surround ordinary business owners and managers. And you and I both know that there will be many, many people running their businesses on Windows 10 with no idea that this is coming. And maybe their MSP or their break/fix outfit has told them, but they weren’t listening or they’ve ignored it and ignored it and ignored it, and then suddenly it’s October 2025 and it’s crept up on them.

So what’s the best way to tackle this for prospects and for existing clients? Well, let’s look at those separately. And the easiest way to start is with the prospects. Now, I’m guessing you as an MSP have a preferred route forward at this point, in terms of what to do after Windows 10. So many MSPs will want their clients to upgrade to Windows 11. I do know a few MSPs that are still trying to hang on to Windows 10, and let’s not get into a technical conversation about that because that’s not really what this podcast is for. But I guess for your existing clients who are still on Windows 10, their routes f...

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Welcome to Episode 286 of the MSP Marketing Podcast with me, Paul Green. This week…

• How to get your MSP recommended by ChatGPT: Ordinary people don’t just use Google for search anymore, many searches are being done using generative AI platforms. Are you ready to find out about GEO and how to leverage it for your MSP?
• 3 marketing priorities for your MSP in May: Want to do something to speed up your MSP’s growth as we near the middle of the year? Here’s some marketing ideas for May.
• 99% of MSPs do no proactive client retention: MSPs generally hold on to clients long-term, but not necessarily by design. My guest tells us why we should build an “intentional” retention programme to help improve customer experience and drive growth.
• Paul’s Personal Peer Group: Would your MSP survive without you for 3 months? Find out how you can prepare your business in the event of your absence.

How to get your MSP recommended by ChatGPT

I’ll admit this could be a contradiction. You need to market your MSP so you can find new clients, and no doubt you want to hear about specific tactics that are going to work for you. Now, normally my advice is to ignore shiny new things because most of the time they’re just unproven ideas and a complete waste of time. But this really is different. Have you heard about the tactic that could be huge for early adopters? Are you ready to find out about GEO, the evolution of SEO? Find out about the huge potential for MSPs, what the main advantage is and why you can’t afford to ignore this day one alert.

More and more MSPs are starting to wake up to the fact that ordinary people don’t just use Google for search anymore. There are no hard stats about how many searches are being done using ChatGPT and other generative AI platforms. There are certainly lots of predictions that traditional search traffic will be down by 25% by the end of next year, but even without hard figures, there are times where a generative AI search does produce more useful results than a traditional Google search.

Google is still great for looking up something quick, but generative AI is great for doing research into something complicated that you don’t really understand.

And if we look at managed services from the point of view of ordinary decision makers, well that’s something complicated that they don’t really understand. Do we think it’s possible that business owners and managers are already using generative AI to research which MSPs they should switch to in their marketplace?

If they’re not doing that already, then they’re certainly going to do it in the very near future. And this is where you have an opportunity to get into something right at the beginning. You see, just as the rise of search engines saw the birth of SEO, search engine optimisation, so the rise of generative AI has seen the birth of GEO, generative engine optimisation. It’s designed to help your website appear in the research results output by generative AI.

Now, I’ve been reading a ton about this in the last few weeks, and there are three simple things that you can do to your website today, which will help to give the generative AI platforms answers. And if you can give them answers about your MSP, they’re much more likely to recommend you to people asking them which MSP should they look at.

The first is to make your website crystal clear about what you do, how you help, and what makes you different. But crucially, this must be written in plain English. So here...