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

114 articles

114 posts

All Posts

What metrics matter to your clients and how to share them
GuideMarch 18, 2024

What metrics matter to your clients and how to share them

Your non-technical clients may have a hard time keeping up with all the data and metrics that your MSP provides.

Lifecycle ManagerCustomer Success
Evan Pappas
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Stylized binoculars representing the ability to follow something visually, as in tracking it like a hunter would his or her quarry.
ArticleMarch 15, 2024

Quote Tracking for Better Win Rates in B2B Sales

After the Quote is sent to the customer (or prospect) you’re one step closer to the sale!

QuoterGrowthQuoting
Scott Bauer
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Two yellow snowcapped mountains, the taller with a shining yellow flag above it, representing how a professional sales proposal gets an MSP
ArticleJanuary 15, 2024

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

Usually, your proposal wins because of various factors, all jumbled together individually to your customer. Price, convenience, social proof, and flexibility are big players in decision-making.

QuoterGrowthQuoting
Scott Bauer
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Three yellow chess pawn figures with an exponentially increasing line with an arrow pointing up and to the right above them, representing
GuideDecember 25, 2023

How to use Quoter to build better relationships in B2B sales

Building strong relationships is crucial in the world of B2B sales. The success of your business often depends on the connection you establish with your clients.

QuoterCustomer SuccessGrowth
Scott Bauer
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A drawn graphic with an incandescent lightbulb with a brain-like filament giving off light, representing the idea of how customers can be
GuideDecember 22, 2023

How to introduce your customers to automated payment for recurring services

If you want to reduce administrative tasks and provide clients with an effortless experience, it’s time to consider automating payments for recurring services.

QuoterComplianceAutomation
Scott Bauer
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A white silhouette head with three yellow gears inside representing how an MSP is process- and tech-driven rather than naturally
ArticleDecember 20, 2023

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

Building customer relationships is essential to running a successful managed service provider (MSP) business.

QuoterCustomer SuccessGrowth
Scott Bauer
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Growing plant with seven yellow leaves representing nurturing improved relationships with clients of an MSP.
ArticleDecember 18, 2023

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

For managed service providers (MSPs), building strong relationships with existing clients is crucial to success.

QuoterCustomer SuccessGrowth
Scott Bauer
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Two overlapping checklists linked by yellow arrows representing how an MSP should update their recurring service contracts.
ArticleDecember 15, 2023

5 ways Quoter helps MSPs retain clients while revising their service agreements

As Managed Service Providers (MSPs) strive to adapt to ever-changing client needs, it becomes essential to revise service agreements periodically.

QuoterCustomer SuccessGrowth
Scott Bauer
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Two overlapping checklists linked by yellow arrows representing how an MSP should update their recurring service contracts.
ArticleDecember 11, 2023

MSPs: 9 clues it’s time to update your recurring service contracts

One area that often needs attention is your recurring service contracts. Reviewing and updating these contracts helps you meet your client’s evolving needs and stay competitive.

QuoterCustomer SuccessGrowth
Scott Bauer
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A smiling cartoon lumberjack with one foot on a tree stump, with his hand balancing an axe resting on the same tree stump, and a percentage
ArticleDecember 1, 2023

MSPs: 10 Ways To Use Discount Codes To Grow Your Business

Discount codes are a powerful tool that can help Managed Service Providers (MSPs) grow their business in various ways. By offering discounts to customers, MSPs can:

QuoterCustomer SuccessGrowth
Scott Bauer
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Shining drawn graphic yellow gear icon connected to a three-way splitting process under it, with the right and left nodes represented by
GuideNovember 29, 2023

How to use quote-to-cash automation to reduce workload

In pursuing the good life, business owners are constantly searching for ways to streamline operations and optimize efficiency. One area where this is particularly crucial is the quote-to-cash process.

QuoterGrowthAutomation
Scott Bauer
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A yellow coin with a dollar sign on it hovering over a hand, representing speedier sales cycles for MSPs.
GuideNovember 29, 2023

Quote-to-Cash: Everything to Know For Faster Sales Cycles

When a quote is initiated, there is an opportunity to wow the prospect with speed, accuracy, and continuity.

QuoterGrowthQuoting
Scott Bauer
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