FREE RESOURCES
Wherever your deals get stuck, there's a free fix for it here.
Templates, checklists and guides for every stage of an MSP sale, from finding the lead to leading the team.
01
Find Leads
Referrals drying up? Start conversations with the right businesses before you need them.
TEMPLATE
Persona Builder
Define your ideal client so your team targets the right business.
GUIDE
Approaching on LinkedIn
Start a conversation on LinkedIn without sounding like a sales pitch.
GUIDE
Referral Guide for More Deals
Get more referrals from the clients you already have.
GUIDE
Do’s and Don’ts of Networking
Make events and networking groups worth your time.
02
Qualify
Stop writing proposals for prospects who were never going to buy.
GUIDE
59 Qualifying Questions
The questions that tell you whether the prospect is worth a proposal.
TEMPLATE
How to Qualify Prospects
A qualification sheet your team fills in for every new opportunity.
03
First meeting
Run a first meeting that sells the outcome, not the tech stack.
GUIDE
A Good First Sales Call
12 Tips to make your first call with a prospect count.
TEMPLATE
Your First Sales Meeting
A worksheet to plan and run your first meeting.
GUIDE
Making Your Sales Meeting Go Well
How to prepare for a first meeting with a potential client.
04
Win the deal
Prospects going quiet after the proposal? Close on value, not price.
GUIDE
Handling Objections
Answer price and timing objections without discounting.
CHECKLIST
Questions CFOs Ask
Be ready for the finance questions that stall IT deals.
CHECKLIST
Prospect to Customer
Closing questions that move a deal from interested to signed.
GUIDE
Convert Leads Consistently
Turn more inbound and referral leads into clients.
05
Lead the team
For founders managing sales in the gaps. Set the standard, track the numbers, and build a team that owns its pipeline.
FREE TOOL
Sales Target Scorecard
Score your sales team and see where you’re missing targets.
GUIDE
Creating a Sales Pipeline
Set up pipeline stages you can forecast from.
TEMPLATE
Hit Your Target Metrics
Track the weekly activity numbers that lead to target.
GUIDE
Secrets of a Thriving Culture
Build a sales culture where your team own their numbers.