MSP After Hours

EP6 Mastering MSP Proposals: Avoiding the Weeds, The Art of Framing Services for Clients


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In this conversation, I emphasize the importance of avoiding technical jargon in MSP proposals and instead focusing on client experience and outcomes. I discuss how getting into the weeds can undermine trust and lead to clients viewing MSPs as mere vendors rather than strategic partners. By framing services in a way that highlights the benefits to clients, MSPs can create more effective proposals that close deals more efficiently.


Takeaways

  • Your proposals should not look like technical manuals.
  • Separate sales calls from proposals; they serve different purposes.
  • Proposals should confirm what has already been discussed.
  • Frame your services through the lens of client experience.
  • Avoid listing tools and technical details in proposals.
  • Clients care about outcomes, not technical specifications.
  • Use storytelling to convey the value of your services.
  • Stop training clients to nickel and dime you.
  • Build trust by focusing on outcomes rather than tools.
  • Keep proposals clean, high-level, and outcome-driven.


Chapters


00:00 Intro

00:49 Sales vs. Proposal – Making the Distinction

01:43 How to Talk About Tools

03:41 Why Getting in the Weeds Hurts You

04:04 Focusing on Outcomes Over Technicalities

04:34 CPA Analogy

04:50 Doctor Analogy

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MSP After HoursBy Craig Willard