Managed Service Providers
Lead scoring, nurture, and pipeline reporting for managed service providers, built so the accounts closest to switching provider reach your reps first.
What we do
What Sales and Marketing Automation means in practice
Sales and Marketing Automation sorts the queue your reps work, so the accounts closest to switching provider are called first. You lead sales at a managed service provider (MSP) and your team sees that order every morning.
A qualified lead is a verified decision-maker who is evaluating now, delivered with the buying trigger, the stakeholder map, and the intent history. A renewal window or a research surge keeps that lead at the top of your reps' queue until one of them has called it.
Key benefits
Scoring on switching signals
We score every lead on the signals behind a provider change: a renewal window, a research surge on managed services, a leadership change, or vendor evaluation activity. The top scores route to a named rep.
Nurture for a long decision
The follow-up keeps going after the first call: the IT lead gets migration detail, the finance lead gets the cost of switching, and both stay on one timeline. Your reps pick it up when a score crosses the threshold.
One view of the pipeline
Your pipeline reports by service tier and renewal month, so your sales leader sees what is booked and what is still to close. Leads sync to HubSpot, Salesforce, or Dynamics 365.
Reports on pipeline, not activity
The monthly report shows qualified leads by source, the pipeline they created, and the deals your reps closed from them. Email opens and page views sit underneath that, not at the top.
How it works
How we deliver Sales and Marketing Automation
Map the sales process
Map how a managed contract gets sold in your business: who qualifies, who scopes, who prices, and where deals stall. The stages in your system match that, not a generic pipeline.
Set the scoring model
Set the score for each signal and each role, so an IT director inside a renewal window outranks a marketing manager who downloaded one guide. Your sales leader agrees the thresholds before it goes live.
Build the nurture tracks
Build one track per service line and per role, with the follow-up a rep would send if a rep had the time. Every track ends in a call booked with a named person.
Hand over the system
Hand the system to your team with the scoring rules written down and your reps trained on the queue they work each morning. Your program manager reviews the numbers with your sales leader every month.
FAQs
Common questions about sales and marketing automation.
Which systems do you work in?
HubSpot, Salesforce, and Dynamics 365. If your team runs something else, tell us at the scoping call and we will say plainly whether we can build in it or not.
Which signals raise a score?
A renewal window, a research surge on managed services, a leadership change, or vendor evaluation activity all raise it. Your sales leader sets the weight on each one before scoring goes live.
Does this replace our PSA?
No. Your professional services automation tool keeps running service delivery. What we build sits on the sales side, and we will tell you at scoping what can pass between them.
How long does the build take?
That depends on the number of service lines and stages your process carries. We give you a schedule at the scoping call rather than a standard number, and your sales leader signs it off.
Also for Managed Service Providers
More services built for your business.
Microsoft Copilot
First qualified leads within 5 days of launch.
We find the IT decision-makers evaluating Microsoft Copilot now and hand them to your sales team as qualified leads within 5 days of launch. Each lead carries the budget, the timeline, and the intent signals behind the inquiry, such as a pricing page visit.
Meridian Technology Solutions
IT Director, 85 employees, Atlanta, GA
Status
Actively evaluating
Budget
$25k to $50k
Timeline
Decision within 90 days
Licenses
50 to 100 users
Intent signals
Attended a Microsoft Copilot for Business webinar 3 days ago
Downloaded the Microsoft Copilot ROI calculator
Visited the Microsoft 365 pricing page 4 times in the last 7 days
Start here
Start with the pipeline.
Tell us what your pipeline needs to do next quarter. We will tell you plainly whether we can fill the gap, what it would involve, and whether we are the right partner. You will hear back within one business day.