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

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Understanding Customer Success: A New Era for MSPs
ArticleJuly 24, 2025

Understanding Customer Success: A New Era for MSPs

Remember the break-fix days? When MSPs were called in only when something broke, and success meant just keeping the lights on?

Lifecycle ManagerCustomer SuccessGrowth
Evan Pappas
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The true cost of slow computers
ArticleApril 17, 2024

The true cost of slow computers

Is your tech stack slowing down your MSP and your clients? For many businesses, the tech they are using is actually slowing down their operation and having a negative effect on business every day.

Lifecycle ManagerCustomer Success
Evan Pappas
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Read the room: How to simplify tech conversations
GuideApril 10, 2024

Read the room: How to simplify tech conversations

Many MSPs find it challenging to talk to clients about technical topics, so we’ve collected some of the best advice from real MSPs on simplifying the tech talk.

Lifecycle ManagerCustomer Success
Evan Pappas
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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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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 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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A cartoon of a man in a pith helmet wearing a collared short-sleeve shirt and a backpack facing a map on a round table that he's drawing an
GuideAugust 28, 2023

An MSP’s Guide to Networking and Building Relationships for B2B Sales

As an MSP, navigating the complex world of B2B sales entails more than just delivering reliable tech services.

QuoterCustomer SuccessGrowth
Scott Bauer
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IT Asset Management Guide ITAM
GuideJuly 5, 2023

The Definitive IT Asset Management (ITAM) Guide

IT Asset Management (ITAM) is an important part of an MSP. Learn about what ITAM is from procurement to disposal to help manage your clients better.

Lifecycle ManagerCustomer SuccessAsset Lifecycle
Evan Pappas
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