The Three Keys to MSP Prospecting Success

msp prospecting success carrie and ian richardson

-By Ian Richardson, Principal Consultant, Fox & Crow Group

There are three keys to MSP Prospecting Success:

  1. Configure Your Infrastructure Before Campaign Launch
  2. Build the Right Lead List
  3. Track Data Effectively in a CRM

 

Successful MSP Prospecting Campaigns Require Preparation

Let’s be real: launching a successful MSP prospecting campaign isn’t about throwing spaghetti at the wall to see what sticks. It’s about preparation, process, and execution. If you’re winging it, you’re wasting time—and we both know time is money.
Whether you’re diving into MSP lead generation for the first time or refining your approach, success boils down to three things: configuring your infrastructure, building the right lead list, and tracking your efforts in a CRM.
Let’s break it down:

1. Configure Your Infrastructure Before the Campaign Launch

Here’s the thing: you can’t run a race if your shoes are untied. For MSP prospecting, “tying your shoes” means having your infrastructure ready to go.

  • Phone systems: Is your VoIP solution reliable? Dropped calls kill deals before they start.
  • Email systems: Check your deliverability. Use tools to authenticate your domain with SPF, DKIM, and DMARC.
  • Calendaring tools: Integrate your calendar with your scheduling software. Make it easy for prospects to book time with you.
  • CRM setup: More on this later, but ensure it’s configured before Day 1.

 

2. Build the Right Lead List

A great campaign starts with great data. Bad leads waste time and tank morale. You need a lead list that aligns with your goals.

  • Define your ideal client profile (ICP): What industries do you serve best? What size companies fit your model?
  • Source quality data: Free lists often have outdated or wrong information.
  • Segment your list: Tailor your messaging by breaking leads into segments like industries or job titles.

 

3. Track Data Effectively in a CRM

If you’re not tracking, you’re guessing. A CRM isn’t just a database—it’s your sales playbook. Everything about your MSP prospecting campaign should flow through it.

  • Log everything: Calls, emails, meetings, and follow-ups.
  • Use automation wisely: Set up email sequences and task reminders.
  • Measure what matters: Track metrics like response rate, conversion rate, and cost per lead.

 

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