Delighting your clients is really important to retention, so it should be systemised in every single MSP. Also this week, AI prompts for MSPs to win new clients, and this is how MSPs lose revenue.

Welcome to Episode 325 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

MSPs who don’t do this, risk losing clients

Insane retention for your MSP isn’t just about doing a great job for your clients, it’s also about making sure they feel really positive about you. Most MSPs have great retention by default. Sure, you’re looking after people properly, but you must also remember that for ordinary business owners and managers, switching MSPs is a distress activity.

In fact, the perception is that moving to another MSP is difficult and dangerous and that’s what keeps people with you. It’s called inertia loyalty. But relying on it is a really bad strategy. Instead, here’s how to systemise going the extra mile so that your clients don’t just respect what you do. They love it.

We’re really talking here about delighting your clients, but not in a haphazard way. One of the great things about owning your own business is having complete control over the experience of the customers, right? If you and I could clone ourselves, then we’d have the perfect businesses because everyone in our team would behave like us.

But the reality is that no business is like that. We need other humans and other humans behave in different ways. So unless we put in place systems and train our people on the systems and then coach them to follow those systems and thrive within them day in, day out, we get haphazard performance.

I think that customer service is absolutely one of those areas that could and should be systemised in every single MSP.

And by customer service, I mean going the extra mile, the stuff that genuinely makes clients think, wow, these tech people are different. Because when you do that consistently and not just occasionally, you create loyalty, referrals, and a reputation that’s almost impossible for your competitors to touch. So let’s get into 10 simple but practical ways that you can go the extra mile and more importantly, how to turn each one into a repeatable system inside your business.

1. Proactive communication. I don’t just mean the usual emails that say your ticket has been updated, but actually I mean reaching out to someone before something becomes an issue. So like a quick monthly check-in call or a short video from a technician summarising what they’re working on for them. The magic here isn’t the contact, it’s the proactive nature of it. And yes, you can systemise this with a simple CRM task. Every client gets a check-in every 30 days, no exceptions. Now obviously if you’ve dealt with some tickets with them in those 30 days, you can skip that, but if you haven’t really dealt with your clients, you haven’t sorted anything big out for them in the last 30 days, then send them a proactive video just telling them some stuff you’re doing or just checking in to say, Hi, how are you? What’s happening right now within the business?

1. Personalised micro touches. Things like remembering their birthday. I mean, what if you got the birthday of every user at every client and you just sent them something? Just send them a card or just send them a video message from the team. I know that means a bit of work every week, but it’s a point that it really connects with them. What if you celebrated their business anniversary? What if you found out and congratulated them when they hired someone new? In fact, you are one of the first people to find out when they hire someone new, right? If they remember to tell you, although I realise most of your...

If you want more hot leads for your MSP, put a price estimator on your website. Marcus Sheridan is here to tell you why this works. Also this week, change your life (and MSP) with this daily habit, and why email is the #1 MSP marketing tool.

Welcome to Episode 324 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Why is this so controversial for MSPs?

If you want more hot leads for your MSP, put a price estimator on your website. For some reason, this is one of the most controversial things in the channel, with many MSPs saying it’s impossible to give an idea of pricing before you’ve spoken to a prospect. And yet, prospects don’t want to talk to you in order to get a price. What to do? Well, I’ve got marketing expert and bestselling author, Marcus Sheridan, here right now to give you what I believe is the definitive word on this.

I like to think of myself as a bit of a marketing sponge. I read almost every single business and marketing book that I can get my hands on, actually, I listen to them more these days, but I’m also constantly reviewing different ideas and different ways of doing things to keep my mental model of the best way to market your MSP fully up to date. And there was something that I added to this model years back when I read a book called They Ask You Answer by Marcus Sheridan. Have you read this?

One of the big ideas in the book is the idea of transparent pricing. Marcus in that book talked extensively about radical price transparency, which means that you talk very openly about your price. You explain what drives the cost up and down, you discuss cheap versus expensive options, and you compare yourself to alternatives.

You’re just trying to help people who want to buy from you, who want to switch MSPs, you’re trying to help them to understand value.

And then Marcus released a book called Endless Customers last year, which was a reinvention of They Ask You Answer and kind of updated for the AI age. And he took the idea of radical price transparency and took it even further by suggesting that you put a price estimator onto your website. What’s a price estimator? It’s a tool for someone to get a rough idea of how much it costs to be a client of your MSP.

This to me was so obvious that I actually negotiated a partnership with Marcus Sheridan and his business partner, Steve Auchettl, and we launched MSP Price Guide at the backend of last year. It’s an AI-driven price estimator tool that you can put onto your website and we’ve done all the hard work for you. So we’ve built templates, we’ve added in all the standard managed services, all of that kind of stuff. So you can just start your 30 day free trial and get an estimator onto your website within 10, 20 minutes or so. You can see that at msppriceguide.com.

Anyway, I asked Marcus to pull together something to show you why all of this is so critical and so applicable to MSPs. Take it away, Marcus.

Hello MSP community, Marcus Sheridan here. Let’s have an honest conversation about whether or not you should be considering a pricing estimator for your website. First thing that we have to understand is that 75% of all buyers today say they would prefer to have what’s known as a seller-free sales experience. In other words, we don’t hate salespeople as buyers, we just don’t want to talk to them until we are good and ready. And that was a B2B study by Gartner, by the way. And I think you would agree with that. We don’t want to talk to sales until we’re confident, comfortable, and we feel like we’re not going to make a mistake. The answer to that is give the buyer more control through what is known as self-service.

Self-service are interactive tools mainly on your website that allow...

Law firms are a vertical that can be incredibly profitable for MSPs. If you want more lawyers as clients for your MSP, here’s everything you need to know. Also this week, why MSPs are working so hard, and how MSPs are losing revenue.

Welcome to Episode 323 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to market your MSP to lawyers

If you want more lawyers as clients for your MSP, here’s everything you need to know. Let’s talk about what lawyers look for in a new MSP, why they would switch, and what kind of marketing is going to grab their attention and convince them to talk to you.

So law firms are a vertical that can be incredibly profitable for MSPs. And I know that sometimes lawyers can be difficult people to deal with, but if you’re confident in your service and you know that you want more professional firms that put technology at the heart of everything they do, let’s get more lawyers. In fact, I believe they’re one of the easiest verticals to market to when you know what they care about. And spoiler alert, it’s not Windows 11 and Copilot.

Law firms buy IT differently from most other businesses. And the reason for this is simple. Everything they do revolves around risk.

Their risk, their client’s risk, the risk of regulators breathing down their necks, and the risk of missing a deadline because Outlook decided today was a fun day not to work properly. So if you want to win lawyers, you don’t sell IT support, you sell risk reduction and professional reputation protection.

Let’s talk about their biggest pain points. So first is compliance and confidentiality. Lawyers live in a world where one email sent to the wrong person can cause a catastrophe. So talk to them about secure communication systems, email encryption, MFA everywhere, data loss prevention, and of course audit trails. Second, billable time. Every minute a lawyer can’t work is literally money disappearing. So your message here is simple. We keep your fee earners earning. And then third, case management and workflow tools. Many firms still use clunky old systems or they haven’t fully adopted cloud tools yet. So show them how better tech can make caseloads smoother, faster, and more profitable.

If you want your MSP to stand out, you need to stop sounding like an IT company and start sounding like someone who understands legal practices. Use their terminology – fee earners, case files, discovery, retainers, compliance obligations, client confidentiality – all words like that. Because when they hear their own world reflected back at them by a potential IT partner, they immediately think, “Ah, yeah, this one understands us.”

You do need some specialised proof. Law firms don’t buy from generalists, they buy from specialists. So create a case study with a local legal firm, a landing page dedicated to IT for law firms with a short guide called something like, The seven biggest cyber risks facing law firms in 2026. And then just get a few testimonial quotes from partners or office managers. You don’t need dozens, one or two strong quotes will carry huge weight.

And here’s a little marketing trick. Law firms love audit. I mean audits is basically their favourite word. So offer them something like a free 20-minute legal IT risk assessment saying something like, Is your firm compliant with your regulators cyber guidance? Find out. And this positions you as a safety first expert rather than just another IT fixer.

Another smart tactic is to pick a sub niche. So don’t just market to all law firms, pick a slice. It could be family law or conveyancers or criminal defence or corporate commercial, maybe personal injury. Each of them has slightly different pressures and workflows, and the more specific you’re messagin...