Beyond the Dashboard

Number of New Sales Appointments


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Transforming Your MSP Business by Tracking New Sales Appointments

Paul Green discusses the importance for Managed Service Providers (MSPs) to focus on procuring quality sales appointments. He asserts that many MSPs struggle in this area.

To improve, Paul recommends a process that starts with identifying leads and converting them into prospects. Interacting with prospects should involve a 15-minute video call for initial bonding before scheduling an in-person sales meeting.

Paul stresses tracking the Number of New Sales Appointments KPI, along with other metrics like leads, prospects, and video calls. He shares tips on appointment-setting best practices for consistency.

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Beyond the DashboardBy RocketMSP LLC