Paul Green's MSP Marketing Podcast

A discovery call is the thing that turns a warm lead into a booked sales meeting – here’s a 6 part format for getting the most from them. Also this week, how to market your MSP during a quiet spell, and the secret to being recommended more by AI.

Welcome to Episode 356 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

The format for a perfect discovery call



The discovery call is the most underloved, most misunderstood part of the entire sales process for MSPs. Most owners treat it as an opportunity to tell the prospect about their services, but that’s not what it’s really for.

Done properly, a discovery call is the thing that turns a warm lead into booked sales meetings.

And right now I want to give you the exact format for running one that actually works, including the differences between a B2B call and a co-managed IT one. And I’ve broken this down into six easy parts to make it easy for you to understand, follow along, and of course implement.

Part 1: The mindset shift.

When we’re talking about a discovery call, we mean normally a video call and it’s normally the first quality contact with a new prospect. And the goal of the video call, the discovery call is not actually to sell anything. It’s actually to do two things. Number one is to qualify the prospect as someone that you really want to work with, someone that’s worth pursuing. And then secondly is to make them feel as though, “Ooh, this is interesting. These are the guys we should pursue.” So you know that you want to work with them and they are intrigued… they feel heard, they feel as though you could be the right people for them.

And the way that you do that is by zipping your mouth because the prospects should be talking like 80% of the time. You ask questions, but then you shut up and you listen really, really carefully and you just occasionally reflect back what you’ve heard, what they have said. Because the best sales don’t come from talking at someone the best or having the best pitch. They come from actually the best listening. So most MSP owners, they get on a discovery call and start talking about their services and their accreditations and their qualifications and their tech stack. And do you know that the prospect doesn’t really care about any of that stuff.

At the very beginning of the process, which is what this is, they just want to know if you can understand their world and if you can listen to them. And feeling heard is one of the most powerful psychological forces in all of human connection. When someone feels like you genuinely get them and get their situation and you understand their hopes and their fears and their wants and their needs, then you’re going to form some trust. In fact, they’re going to know you, they’re going to like you and they’re going to trust you. And when those three things are in place, they’re much more likely to give you a wad of cash and commit to you for a three-year contract. Beautiful, right?

Part 2: The ask – how long should you request for a discovery call?

This is where B2B and co-managed IT are slightly different. So in B2B, I believe you should ask the business owner for just 15 minutes on a discovery call. Why? Because it sounds like a tiny, tiny commitment. Most people are going to say yes to 15 minutes, whereas actually if you ask them for 30, that feels like a bigger chunk and certainly you don’t ask for an hour. So 15 minutes is absolutely perfect. Now in co-managed IT, you do ask for 30 minutes and that’s because IT directors, even though they’re super busy, super overstretched, they also have more complex situations to explain. And 15 minutes isn’t enough to have a peer-to-peer conversation about the real frustrations in their life. Because with business owners, it’s them as a normal perso...

If your MSP is looking for a vertical that ticks almost every box, then financial services might be the one… here’s why. Also this week, the “trust transfer” trick of borrowing credibility from people prospects already trust, and my guest built an MSP to $143m exit and understands why MSP founders get stuck.

Welcome to Episode 355 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Deep dive into winning financial services clients



If you’re looking for a vertical that ticks almost every box – recurring revenue, long-term loyalty, genuine willingness to pay for good IT, and a compliance pressure that never goes away – then financial services might be the one.

Right now, I want to do a deep dive into winning wealth managers, independent financial advisors, mortgage brokers, and insurance brokers as clients for your MSP, because this is a sector that is genuinely crying out for MSPs who understand their world. Let me show you how to become one of them.

Let’s break this down into six easy parts…

Why is this vertical so attractive?

Well it’s pretty simple really, it’s very stable, very profitable, long-term businesses. These kind of financial services clients don’t tend to disappear overnight, and they also have a very high dependency on technology. You think about it, everything they do involves data, communications and client records. So they are genuinely willing to pay for high quality IT because for them, the cost of getting it wrong is huge, just huge. It isn’t just that the technology is needed by them, it is absolutely mission critical. That ticks a big box for us.

But also, and this is huge as well, compliance pressure. For these people, we have no idea what the compliance pressure must be like for them because they have to operate under an increasingly complex and burdensome set of rules. There’s always new rules coming in. It’s very rare that someone comes in and says, “Let’s have fewer rules for financial services.” That just doesn’t happen. So the norm for them is all this compliance. And of course, a lot of the technology is there to make sure that they stay compliant. I’ve been digging around for some stats and I found that 96% of financial firms now allocate more than 5% of their total spending budget to IT and cyber security, and that’s going up. They take technology really, really seriously. And that means that once you’re in, you’re in. Because as we know, for an ordinary B2B company, switching an IT provider is highly disruptive for them. And for a regulated company, that’s just too much risk. You’ve got to be really bad to lose a financial services client or someone that’s related to that. So retention is very, very high in this sector.

On top of this, and this just keeps getting better and better, these people talk to each other. The IFAs, the mortgage brokers, the insurance brokers, they tend to operate in very tight networks, either because they’re all part of the same actual selling network or buying network or something like that, or just because they tend to hang out with each other. They meet each other at training and compliance sessions and stuff like that. So they are talking about the suppliers that they use. Once you are in with one and you do a good job, the good news is you’re likely to pick up other clients as well.

The psychology of the buyer.

For these people that we want to reach, it’s almost always that the decision maker is the owner or the senior partner. And of course, there are influencers as well. In most B2B buying decisions, you’ve got a decision maker and an influencer. So you might have the CEO is the actual decision maker, but the operations manager might be an influencer. The operations manager will pretty much tell them who to p...

For MSP’s, winning back past clients is actually one of the easiest and cheapest opportunities… are you overlooking this? Also this week, the horrendous truth of how MSPs are losing sales opportunities and annoying existing clients on the phone, and the MSP who thinks you should sell Google Workspace, not Microsoft.

Welcome to Episode 354 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to win back a client who dared to leave you for another MSP



I want to talk about a type of prospect that almost no MSP ever follows up with.

The prospect is a client who left you in the past.

Let me make the case right now for why winning back these kind of people is actually one of the easiest, cheapest, and maybe even most overlooked opportunities in your entire marketing.

Winning back a client who left you is up to five times more cost-effective than winning a brand new client.

If you think about it, they already know your name, your reputation, they know roughly what working with you is like, even if you’ve changed in the year since they left. And yet research consistently shows that most B2B businesses do not do this. Almost three quarters of companies have no win-back process at all. They lose a client and that’s the end of the story. So why does this happen? And specifically, why does it happen with MSPs?

I wonder, is it down to pride and discomfort? Because I don’t know about you, but I know for me, it feels a little bit awkward to go back to someone who chose a competitor over you. It’s one thing if you pitch to someone and they choose a competitor in the first place, but if you’ve worked with someone for a couple of years and then they leave you for a competitor, that’s where it almost feels slightly personal, doesn’t it? And it can feel a lot more awkward. It almost feels like you’re admitting weakness or you’re chasing them and you don’t want to be. I guess if you put it in ex-boyfriend/ex-girlfriend terms, you don’t want to be the ex that reaches out because that’s uncomfortable.

But they’re not an ex-boyfriend or an ex-girlfriend, they’re an ex-client, and that discomfort is costing you easy revenue that’s sat there to be collected. Let’s be clear about the kind of clients we’re talking about here… We’re not talking about the ones that have been acquired by another business, that business is gone. We’re not talking about the ones that have gone bust, obviously that business is gone as well. We’re talking about if they have switched from you to another MSP. So let’s talk this through and all the aspects of it.

Let’s deal with timing first, this matters more than you would think. If you reach out too soon, you are the needy ex and of course they’re still in the honeymoon period with their new provider. But if you reach out too late, you’ve completely missed the window where they realise that the grass wasn’t greener on the other side. Because that’s why someone switches, isn’t it? They leave you for another MSP thinking that with the other MSP the grass is going to be greener. And there does come a point where they realise that actually, some of the things are going to be different with that other MSP, but some things will be worse, some things will be better because every MSP operates and delivers in quite a different way.

We did a little bit of research on this and the research broadly supports a timing window somewhere between two to six months after they leave. And my gut feel would be towards the back of that. So if they leave you in January, you should be reaching out in June… April, May, June kind of time. And most attempts to win back a client happen far too early. They happen at the point that someone cancels or the point that the client says they’re not going to sign another contract. That’s the wo...

Let’s discuss how MSPs can talk about AI without sounding like everyone else to win more consulting opportunities. Also this week, the pricing page no MSP dares to build, and what are the hot opportunities in the channel right now?

Welcome to Episode 353 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to talk about AI without sounding like everyone else



AI is probably the single biggest consulting opportunity sitting in front of your MSP right now. But of course there’s a problem. Almost every MSP talking about AI sounds exactly the same as all of the other MSPs who are also talking about AI. So today I want to show you why that’s happening and how to fix it. Let’s talk about how to talk about AI without sounding like everyone else.

If we’re honest, most MSPs are not true experts in AI. I know that you’re very capable users and you probably use Copilot or Claude or ChatGPT. I mean, you probably use all of them, right? You’ve probably had to play with all of the major tools available. But when I say that most MSPs are not AI experts, typically you are just a few steps ahead of the average person, depending on the kind of clients that you deal with.

These days, being an AI expert does only mean being a few pages ahead of everyone else because of course it’s changing so quickly.

I do think there is a big difference between being a capable user and being a credible advisor. They’re two completely different things. And the trap is, for most MSPs, if you are just a few pages ahead of your clients and your prospects that you’ve read a little bit more, you’ve watched a little bit more on YouTube, then you have to be careful not to turn that into genuine expertise. But what you have as an opportunity is the ability to talk to them about AI and how they can roll it out and protect themselves and protect their business. That’s something that they don’t know. And that’s something that even if you are only a few pages ahead of them in the book you still have the ability to talk to them about that.

For example, they might be looking at “How can we use Claude? How can we use ChatGPT within the business?” But they don’t know the questions to ask themselves. So they don’t know the concept of shadow AI, that their business’s data is being loaded into everyone’s personal Claude accounts right across the business. And of course that could be happening right now and they have no idea that this is happening. They don’t know that Copilot has those guardrails that you don’t necessarily get with Claude and with ChatGPT and with the others.

It’s almost a case of because they don’t know what they don’t know, and they don’t know what questions to ask, that’s why you can consult with them about their AI. So you’re not consulting with them about AI capabilities as much as the best way to roll it out across their business. And actually, isn’t that what you do already? You are already a consultant about the best ways that they can roll out technology and max technology in their business, and AI is just another strand of that. But when you are communicating that, you’ve got to be careful not to use generic AI messaging. And this is the issue with general MSP messaging anyway.

You’ve got to be careful not to use generic phrases because when ordinary business owners see the same phrases from all MSPs, it makes all MSPs look the same. And samey kills sales. So it’s exactly the same in AI. Here are some specific phrases that you might inadvertently use which make you sound the same. You might say phrases like “AI is transforming business” or “Unlock the power of AI” or “Stay ahead of the AI curve.” Those by the way, are all phrases which came out of an AI tool. And unfortunately they say nothing because all MSPs could easily put those on their...

We’re finishing our three part marketing audit with a focus on revenue protection. There is a gold mine sitting inside your existing client base, let’s find out if you’re maximising that in your MSP.

Welcome to Episode 352 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

SPECIAL: MSP Marketing Audit (3 of 3) – Focus On Revenue



This is the third and final part of our massive marketing audit that we’ve been doing across three episodes of the podcast. So two episodes ago, that was episode 350, we looked at your foundations: your ideal client profile, your unique selling proposition, your website, and your LinkedIn setup. And then last week in episode 351, we audited your lead generation engine: build audiences, grow relationships, and convert those relationships into meetings and clients. So if you haven’t yet gone through those, it really would be worth you going back through them.

Today’s the same format, a bunch of questions to ask you with yes/no answers. We’re kind of building something up over these three episodes of the podcast, so you can really get to grips with where the opportunities are within your MSP. Don’t think of it as, “I’ve got all this work to do”, think of it as “I now know which areas I need to focus on the most.”

So we’re finishing with an audit on revenue protection. And this is the part that most MSPs actually kind of never really think about systematically, often because they’re so focused on looking after the existing clients and trying to win new clients that they forget that there is actually a gold mine sitting inside your existing client base. In fact, if anything, I would say that there’s more money to be made selling more and improving the retention of your existing clients than there is bringing onboard new clients. And sure, bringing on board new clients is really important, but actually mining the existing client base is equally important, if not faster results and better results.

I’ll tell you something as well, and you may not hear many people say this, but I promise you this is true. If you can get your clients to a stage that they want and they choose to buy more from you, they will be happier and they will stay longer. And that kind of seems highly unlikely. Surely it should be the other way around… the less they spend with us, the lower the bills are, surely the happier they should be. And yes, that’s the case, but the keyword is choice. The more your clients choose to buy from you, the happier they will be.

So we’re going to look at three areas today. We’re going to look at first of all, getting the first purchase over the line, as in getting someone to choose you, to buy from you. We’re then going to look at good account management. And account management isn’t just happiness, it’s about making sure they’re going to stay for years and years and years. So essentially systemising your retention. And then we’re going to look at upselling. And remember, I’m not talking about selling them stuff they don’t need or they don’t want, but I am looking at how can we find the things that will make them happy if they bought those things and then give those things to them. Retention is baked into good upselling.

I’ve got 30 questions for you in total, and it’s the same format as before, just a simple yes or no answer. Grab a bit of paper, grab a pen, grab a laptop if you have to. Unless you’re driving, just keep score as we’re going through this and I’ll tell you what your total means at the end. Let’s do this.

Getting the first purchase over the line.

10 questions here, asking whether or not you’re making it easy enough for a warm prospect to take that very first s...