In this episode, Josh Peterson sits down with Trever Jennings of Summit Technology Group for a candid conversation about modern MSP sales, client account management, and what it truly means to build relationships that drive long-term growth. Trever shares how he moved from help desk technician to leading sales and account management — and why empathy, consistency, and listening skills outperform scripts, automation, and cold AI outreach.

Trever brings a refreshing “people-first” perspective to everything from QBRs to prospecting. He explains why clients value genuine human connection, how to manage communication expectations, and how MSPs can balance hunting for new business while nurturing long-standing relationships.

• How Trever transitioned from technician to sales and account management

• Why empathy and listening outperform aggressive sales tactics

• The difference between account management and client success

• How “temperature checking” clients prevents churn

• Why AI cold-calling and outsourced SDRs often fail

• Effective prospecting today: door-knocking, networking, and personal touch

• How Oklahoma City’s tech and business landscape is evolving

• Balancing new logo acquisition with relationship building

• The role of community, conversation, and authenticity in MSP growth

Plus: Why physical mailers are making a comeback — and what it means for MSP marketing.

Guest LinkedIn: https://www.linkedin.com/in/trever-jennings-18953844/

Company Website: https://summitok.com/

YouTube (Video Podcast):

https://www.youtube.com/@beringmckinleyvision?sub_confirmation=1

Learn More About the Vision Platform:

https://beringmckinley.com/vision

Apply to Be a Guest:

https://beringmckinley.com/bering-mckinley-podcast-blog

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