The MSP Finance Team

EP028 – 15-Min Call & Sales Process with Paul Green

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris.

We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

Funny and full of great tips, such as Teams v Zooms, this episode featuring our ‘regular guest’ Paul Green moves from lead generation to beginning the sales process.

Starting with preparation including reviewing the call recording, from when the appointment was booked, research on LinkedIn and Companies House.

Just like a ‘first date’, listen more than talking, with lots of open questions and allow more than the scheduled 15-minutes, ending before its finished though with a presumptive close for the next meeting.

Then getting ready for the ‘second date’ in person meeting, mapping all decision makers or influencers, arriving early with a spare shirt parking options and scheduling the close.

This is a deliberately longer episode than usual and worth the time investment for any MSP looking to improve sales outcomes.

Listen on Spotify or Apple Podcasts

Connect with Paul Green on LinkedIn by clicking here –

Connect with Daniel Welling on LinkedIn by clicking here –

Connect with Adam Morris on LinkedIn by clicking here –

Visit The MSP Finance Team website, simply click here –

We look forward to catching up with you on the next one. Stay tuned!

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