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Practical guides, opinions, and field notes for MSPs working on customer success, compliance, quoting, backup operations, and growth.

117 articles

All Backup Radar Cognition360 ControlMap Lifecycle Manager Quoter

117 posts

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Read the room: How to simplify tech conversations

Read the room: How to simplify tech conversations

Lifecycle ManagerCustomer Success

Yellow toolbox containing a wrench and a slotted screwdriver, representing a box of Sales Operations tools for a MSP.

Thinking of Quoter as the Sales Ops role in your business

QuoterGrowthQuoting

Top 10 frameworks MSPs use to generate recurring revenue

Top 10 frameworks MSPs use to generate recurring revenue

ControlMapSecurityCompliance

Four pricing strategies MSPs should consider for compliance as a service

Four pricing strategies MSPs should consider for compliance as a service

ControlMapComplianceSecurity

Person's head with three dollar sign coins representing an MSP thinking about money problems from inaccurate quotes.

What you lose when your sales quotes are inaccurate (and how to fix it)

QuoterGrowthQuoting

What metrics matter to your clients and how to share them

What metrics matter to your clients and how to share them

Lifecycle ManagerCustomer Success

Stylized binoculars representing the ability to follow something visually, as in tracking it like a hunter would his or her quarry.

Quote Tracking for Better Win Rates in B2B Sales

QuoterGrowthQuoting

Two yellow snowcapped mountains, the taller with a shining yellow flag above it, representing how a professional sales proposal gets an MSP

January 15, 2024

Looks matter: how professional sales proposals get you ahead of the competition

QuoterGrowthQuoting

Three yellow chess pawn figures with an exponentially increasing line with an arrow pointing up and to the right above them, representing

December 25, 2023

How to use Quoter to build better relationships in B2B sales

QuoterCustomer SuccessGrowth

A drawn graphic with an incandescent lightbulb with a brain-like filament giving off light, representing the idea of how customers can be

December 22, 2023

How to introduce your customers to automated payment for recurring services

QuoterComplianceAutomation

A white silhouette head with three yellow gears inside representing how an MSP is process- and tech-driven rather than naturally

December 20, 2023

MSPs: The trick to building customer relationships (when you’d rather focus on tech)

QuoterCustomer SuccessGrowth

Growing plant with seven yellow leaves representing nurturing improved relationships with clients of an MSP.

December 18, 2023

MSPs: How (and why) to nurture better relationships with your existing clients

QuoterCustomer SuccessGrowth

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