SALES PROCESS
WIN MORE MANAGED SERVICES DEALS
ACHIEVE YOUR SALES GOALS
MSPs use our proven sales process to increase their close rates, margin opportunities and revenue growth.
LEAD GENERATION
Time: 5 Minutes
Target your customer profile (TCP) to focus time, energy and resources towards prospects who have a stronger need, and a higher likelihood of closing.
PROSPECTING
Time: 5 Minutes
Work on strategically building awareness, and capturing the attention of your target customer profile to engage them in further conversations.
QUALIFYING
Time: 6 Minutes
Use this "Quick Qualifer" tool to determine if your lead is a good fit for your managed services solution, OR if you should part ways.
FIRST APPOINTMENT
Time: 6 Minutes
Show credibility, give insight on what you are looking to accomplish, and lead the conversation.
THE ASSESSMENT
Time: 7 Minutes
Discover the customer's true needs and provide a competitive IT solution that shows businesses how you help them be more efficient.
PRE-PROPOSAL
Time: 3 Minutes
Ensure you're leading with effective solutions, win-win pricing, and have positioned your sale with the best possibility of closing.
THE PROPOSAL
Time: 17 Minutes
Learn how to position your proposal to invoke emotion, create urgency, and help prospects understand the overwhelming value you bring.
QBRs
Time: 5 Minutes
Build your relationship, continue adding value, and identify upsell opportunities by performing recurring Quarterly Business Reviews (QBRs).
ALIGNMENT MEETING
Connect our teams to discuss your overall strategy, performance, and continuous improvement opportunities.
