We are continuing a three part series based on the MSP Marketing Edge 3 step system, and in this special episode we focus on the third step: Convert relationships.

Welcome to Episode 321 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Convert relationships

Hello and happy New Year, and welcome to our final special episode of this podcast. We’re finishing a three part series this week. Last year, I released my book, MSP marketing: Start Here, about a 3 step lead generation system, which is trusted by hundreds and hundreds of MSPs around the world.

In the first special, we looked at the first step – build audiences. Last week was the second step – grow relationships, and today, starting 2026, we’re going to do the final step – convert relationships.

Let me paint a picture. You’ve built your audience, you’ve nurtured your relationships, but now what? How do you turn all of that goodwill into actually clients without feeling pushy, desperate, or salesy? Because no MSP wants to be like that. Well, that is where step three comes in – convert relationships.

I like to think of this stage as harvesting, farming. You’ve spent months planting seeds – every post, every email, every conversation – and now it’s time to gently shake the tree and see what’s ready to fall out.

And I say gently because good sales isn’t about pressure, it’s all about timing. Remember, business owners only switch MSPs when they are ready, not when you are ready, or you need more MRR. So your job is to make sure that when that readiness appears, when they finally get fed up with their current incumbent MSP, you are the first person that they think of. And that’s why conversion is as much about staying in touch as it is about asking for the business. There are a few practical ways to do this.

The first is personal outreach, and by that I mean a phone call. But here’s the trick. It shouldn’t come from you. So I’m assuming that you are the business owner and you’ve already got a million other things to do, right? So hire someone, even if that person is part-time, to just make those calls for you. A back to work mom is great for this. Someone working two to three hours a day, two to three days a week, and you want someone warm, friendly, and curious. Their job is not to sell IT support, it’s just to have conversations on your behalf. Things like, Hey, we connected on LinkedIn a while ago, or you connected with my boss on LinkedIn a while ago. How’s business going? Something super simple like that, something human that starts and maintains and builds relationships that can turn into video calls. That’s the thing. Her job is to book a video call with you, a 10 to 15 minute video call, and then you do the hard work of turning the video call into a real sales meeting.

Now, the other way that you can do this is through marketing campaigns. And I’m not talking about the one-off hit and hope campaigns that we all get tempted by or that we get from vendors, and you think, oh, this is brilliant, and you do one piece of activity and then you’re kind of upset that nothing happens from that. I’m talking about systematic outreach marketing campaigns that build on the relationship that you’re building with your prospects. So things like sending a physical letter out to a batch of prospects and then following that up with an email the next day saying, Hey, did you get my letter? And then making a friendly follow-up call later in the week. Now, this stuff is old school, but I promise you it works because most MSPs don...

We are continuing a three part series based on the MSP Marketing Edge 3 step system, and in this special episode we focus on the second step: Grow relationships.

Welcome to Episode 320 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Grow relationships

Hello and welcome to another special episode of the podcast. We are continuing a three-part series this week. Earlier this year I released my book, MSP marketing: Start Here, about a 3 step lead generation system trusted by hundreds and hundreds of MSPs around the world. Last week, we looked at the first step – build audiences. Today it’s the second step – grow relationships.

I want to tell you a secret about marketing that most MSPs miss. It’s not about technology. It’s not about your tools, your stack or your accreditations. It’s about trust. Because nobody’s buying from you until they trust you, and they can’t trust you until they like you, and they can’t like you until they know you. That’s why the second step, growing relationships, matters so much.

Think about your own buying habits. When was the last time you hired someone for your business – a supplier, a consultant, or an agency – where you knew deep down, these are my people, this is my person. That didn’t happen because they cold called you at the right moment, right? It happened because you felt like you already knew them. Maybe you’d seen their content or you’d heard their stories or maybe laughed at their bad jokes, or maybe a friend had talked about them, or maybe you just liked their energy. You trusted them before you ever met with them. And that’s what you’re trying to create for your prospects.

Growing relationships is about showing up regularly with something useful, human, consistent. And the good news is it doesn’t need to be complicated.

You don’t need to become a social media influencer or hire a full-time marketing team. You just need to keep feeding your audiences with what I call edutainment – education and entertainment combined, something that teaches and makes them smile at the same time. Now, that’s your weekly email, that’s your blog on your website, that’s your LinkedIn posts which should go out every day, it’s your videos that you make or that you get in for your business. It’s not about talking tech, it’s about talking people.

Business owners don’t care about patching, monitoring, or endpoint protection. They care about whether their team can get work done without tearing their hair out. They care about productivity, they care about growth, stress, risk. So talk about those things. Show them that you understand what it’s like to run a business because that’s what builds connection. One of my favorite ways to do this is through storytelling. Tell stories about your clients with permission of course, or at the very least, anonymise it. Tell them how a small tech change made someone’s life easier, about mistakes that you made early in your business and what you learned. Because stories stick and if you can make someone feel something – curiosity relief, even a little amusement – they will remember you.

And the magic is that over time, these people start to feel like they know you. They see your face on LinkedIn every week. They read your newsletter over their morning coffee. They might even forward one of your emails to a colleague. They’re building a relationship with you even though you’ve never met. That’s the heart of marketing today. Asynchronous relationships. You build them slowly with every piece of content that you publish. And one day out of nowhere, that quiet relationship becomes real. Someone you’ve never spoken to sends you a message saying, Hey, do you know we’ve been following your stuff for ages, can we talk? And that’s wh...

We are kicking off a three part series based on the MSP Marketing Edge 3 step system, and in this special episode we focus on the first step: Build audiences.

Welcome to Episode 319 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge

Build audiences

Hello and welcome to a special episode of the podcast. We are kicking off a three part series this week. Earlier this year, I released my latest book, it’s called MSP marketing: Start Here, and it’s all about a 3 step lead generation system trusted by hundreds and hundreds of MSPs around the world. It’s super simple and yet incredibly powerful, and that’s by design. So starting this week, we’re doing a deep dive into it. Let me tell you what the 3 step system is, and then this week we’re going to look at the first step.

I see my job as making marketing super simple for you, which is why I’ve pulled together an entire marketing strategy, a whole 3 step system into just six words. Let me tell you what they are – Build audiences. Grow relationships. Convert relationships. Super simple. But as you’re about to hear today and over the next couple of weeks, there’s a lot of detail within these three steps.

This week’s special, we’re just going to focus on how you can build audiences. So let me start with the question. If I asked you right now to name 10 local business owners who would love to hear from you about their IT, could you do that? Most MSPs can’t, and that’s not a criticism, it’s just the reality of how most MSPs build their businesses. They focus on doing great work for the clients they’ve already got, which is great. They rely on word of mouth, referrals, and maybe the occasional inbound lead.

Here’s the truth, if you don’t have an audience to market to, then you don’t really have a marketing engine. You’ve got luck but you haven’t got control.

Building audiences is the foundation of everything else you’ll do in marketing your MSP. And yet, it’s the bit that most MSPs skip because it feels slow, it’s not sexy. You can’t post a selfie about it on LinkedIn and get a dopamine rush of likes. But when you’ve got an audience, a real audience of people who are listening to you, trust me, everything changes. Let me tell you where this hit me the hardest.

Back in my first business, a marketing agency that I built up between 2005 and then sold in 2016. Back in the early days, I was desperate for predictable leads and I tried everything… one-off campaigns, buying data lists, I was spending too much on ads and some things worked a little bit, but most of these things didn’t work. And then one day I realised something painfully simple. I didn’t have an audience. I had a client base, and I had some people on my email list, but I didn’t have a community of people who wanted to hear from me.

And that’s when I stopped chasing leads and started building lists. Lists of people who liked what I had to say. People who might not buy today, but who might remember me when they were ready to buy. And that’s when things really started to change in that previous business. So what does building audiences look like for you as an MSP? It’s not complicated. It’s small, deliberate habits that compound.

You start by finding the right people on LinkedIn. What if you were to attempt 10 new connections every weekday? And here’s the thing, it’s not about the numbers that you build up. It’s about doing this intentionally, because you’re not connecting to just everyone, you’re connecting to the right kind of people, the people you’d like to do business with – the decision makers, the people who run businesses that match your ideal client profile. Because when your connections are right, your content really starts to land in front of the right people. And then you engage with the...

I’ve asked five people, who are both friends and MSP experts, what they think is going to happen to MSPs next year. Let’s jump straight into our experts’ predictions for what could happen in your world in 2026.

Welcome to this SPECIAL Episode 318 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

5 expert predictions for MSPs in 2026

Hello and welcome to the first of four special episodes to take us through Christmas and into 2026. And that’s actually where we’re starting, with predictions for next year.

You’re going to hear predictions about the demand for cyber security, how content marketing might die as a marketing channel, a really cool idea about creating free apps as lead magnets, why you should help your clients reign in the usage of SaaS tools, why you should invest into your leadership and how to beat much bigger MSPs in your marketplace. And as you’d expect, there’s a lot of talk about AI.

Hi there, it’s Jamie Warner, CEO of MSP eNerds and SAS vender, Invarosoft. So what are my predictions for 2026 in the MSP industry? Well, I’ve got a few to tell you. First one is SMB, small to medium businesses, are always going to need an IT partner. I think people have been saying for many years, our relevance won’t be there in the future. As long as you have non-technical people that don’t understand technology, we’ll always have a huge amount of business to chase and a huge amount of opportunity there for outsourced IT services and to be an IT partner for them.

I think the number one trend though will always continue to be cyber security. I’m definitely noticing in my world, in the eNerds world, that new clients are always very cautious and worried about their security posture. So certainly focusing on that and ensuring that you’re following one of the best practice frameworks so that you can articulate how your service delivery will meet those cyber security requirements is going to be important.

Another one, artificial intelligence, obviously it’s a huge buzzword. How do MSPs get engaged? There’s a lot of people out there trying to tell you how you can just do certain things around AI. I think firstly, let’s get the platform right as MSPs, and then of course it’s going to be the Microsoft platform with Copilot. So making sure that you are crystal clear on how Copilot works. One of the things we are doing is running webinars with the big vendors and distributors with their experts around this space. Or you could become your own expert if you like, and making sure that you are being proactive with your advice around how to actually use AI in the Microsoft Suite. It tends to be 90+% of businesses are on the Microsoft platform unless you’re purely a Google shop or the like, but ultimately that’s a really good place to start and make sure that you are best in class around.

The last one that I would say, and it’s that my biggest bug bear if anyone see me talk, is just how we articulate our services when you get a new business lead.

One thing that will not change in 2026 is that when clients are looking for a new IT partner, they’re essentially looking for a step up in service delivery and in the experience they get.

So when you get a new lead, your only job is to convince them that your service delivery methodology is going to be a step up. And so your job is to argue the case of how you are going to deliver a service that will be best in class. So what are you going to talk about?

The big things is actually explaining and visually explaining, for example, your customer experience technology, how visibly you’re going to provide them with a one pane of glass. It could be your technology business reviews actually showing them how you’re going to do a gap analysis, a traffic ligh...

The way that prospects are searching for a new MSP is changing. AI is now playing a key role in the research phase, and I’ve got three things you can do today to keep up. Also this week, discover the one action that KILLS sales for MSPs, and the mistakes you’re likely to make hiring your first sales person.

Welcome to Episode 317 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Does AI recommend your MSP?

The way that prospects are searching for a new MSP is changing dramatically. The old way where people just went onto Google and did their own research is increasingly being replaced by the new way, where someone gets AI to do the research phase for them and then just validates the suggestions made. That means you need to understand what the AI insisted buying journey is and make sure your MSP has all the correct marketing resources in place. You know how for years we’ve all been obsessed with SEO, search engine optimisation. Getting your keywords right, building back links, and just ranking higher on Google. That’s been the game for years.

The game’s changing again, and if you’re not watching what’s happening with AI discovery, you could slowly find your MSP disappearing from view.

Let me explain. So I was recently reading a pretty cool newsletter and it was about a company called, I think it’s pronounced “Docebo”. They’re not in our world, they sell something called a learning management system, goodness knows what that is. But they’ve been quietly killing it frankly, in a new world of what’s got many different names but seems to be being called “answer engine optimisation” or AEO. You may have heard me refer to it before in videos or on the podcast as GEO, but let’s call it AEO, answer engine optimisation, from here on forward.

In simple terms, this is all about being discovered inside AI tools like ChatGPT, Copilot, Gemini, or Perplexity. That’s where many people now are now going to do their research. So instead of just going onto Google and typing What’s the best MSP for me or IT support near me, they’re asking ChatGPT, What’s the best IT support for a 20 person business that’s a legal practice or something like that. To use the example I was reading in the newsletter, they’re going on to ChatGPT and saying, What’s the best LMS, learning management system, for a 500 person company with a remote workforce? And if you’re not one of the companies that the AI mentions, then you don’t even get a chance.

So that company I was telling you about, Docebo, they noticed this some time ago and they decided to go all in on giving AI the resources it needs to make sure they come up in that AI research. And now nearly 13% of their high intent leads, that’s a bit of a marketing term for people who actually go on to book demos, so for you a high intent lead will be someone who books a 15 minute call into your calendar. For that company, 13% of their high intent leads are now coming from AI discovery that’s gone up 400% in a year. And they’re doing this, because they’re a big business, but it’s all being powered by one person in their marketing team using the right strategy and a bit of clever AI automation.

And here’s what I really found fascinating from reading this newsletter. They realise that the real battle here is no longer about generic keywords or anything like that… it’s actually about brand. So when people are using AI tools, they’ll get a recommendation and then they’ll take the brand and they’ll go onto Google and search for the brand name directly. So this company Docebo, they shifted their focus from trying to rank on Google for best LMS, which is their keyword, to making sure that more people actually knew their name, Docebo, which is a big mindset shift in your marketing. And i...

The podcast powered by the MSP Marketing Edge

Welcome to Episode 316 of the MSP Marketing Podcast with me, Paul Green. This week…

• MSPs: Do this daily… or fall behind: Find and protect a little bit of time every day to learn something that makes you better. Because if you want your MSP to grow, you have to grow first.
• Turn $1 into THOUSANDS for your MSP: Let me tell you the true value of every dollar of new MRR – monthly recurring revenue – that you generate. And how one small upsell today could still be paying you in 10 years time.
• Why your MSP doesn’t charge higher prices: There are all sorts of psychological and emotional reasons that MSPs don’t put up their prices. My guest is an expert at pricing and positioning, and he’s going to tell you how you can name your price.
• The Marketing Minute: Don’t miss this simple tip to reach your dream clients.

MSPs: Do this daily… or fall behind

The amount of information and ideas is increasing all the time, and it’s so easy as an MSP to feel like you are falling behind. But you don’t have to be a slave to all the digital noise out there. In fact, it’s much more powerful if you block it out and instead find and protect a little bit of time every day to do this core activity. Let me tell you how to ignore the noise, what this activity is and why the world’s most successful MSPs do this every day.

Let’s talk about learning. Now, wait, before you roll your eyes and think, oh Paul, I just don’t have time for training, stick with me for a second because I’m not talking about signing up for an MBA or sitting in a three day marketing seminar with bad coffee and uncomfortable chairs.

I’m talking about setting aside 30 minutes a day to learn something that makes you better… as a business owner, as a leader, as a marketer, as an MSP.

Half an hour, that’s it. I mean, it doesn’t sound much, but over a year, even if you’re just doing it weekdays, that’s well over a hundred hours of focused improvement. Imagine what you could learn, what you could change in that time. And the best part is, learning doesn’t have to be formal. In fact, the best kind of learning often isn’t formal. You could be listening to a business audiobook just while you’re walking the dog – that’s learning. You could be watching a great YouTube channel or listening to or watching a podcast while you’re making lunch – that’s learning too. You could go for a coffee, sit outside and actually read that book that you bought six months ago. You know, the one that’s been sitting on your desk looking at you accusingly gathering dust. All of this counts.

The point isn’t what you are learning or how you are learning it, it’s that you are building a habit, a routine of small daily improvements. Because that’s how the most successful business owners think. They’re constantly upgrading themselves, not in big leaps, but in consistent steps. And as you run an MSP, there is a lot to learn. Marketing, leadership, sales, strategy, systems, time management. I mean even personal stuff like mindset or communication. Every small improvement in all of these areas has a direct effect on your business, which has a direct effect on your personal life and your earning capacity.

The podcast powered by the MSP Marketing Edge

Welcome to Episode 315 of the MSP Marketing Podcast with me, Paul Green. This week…

• Don’t miss out: Hot new MSP sales book: If sales is one of the biggest headaches within your MSP, then heads up, you need good advice and a solid plan… and I’ve got just the solution.
• The worst advice for MSPs: MSP growth strategies should vary dependant on context. Do you know which plan is right for you? Let’s find out…
• How an MSP built £8m of recurring revenue: Let me introduce you to an MSP owner who built his business from nothing to £8m annual recurring revenue. He reveals the marketing that’s worked the best for him and what he would do today if he was growing an MSP from stratch.
• The Marketing Minute: Don’t miss this simple trust building tip that’ll win you more clients.

Don’t miss out: Hot new MSP sales book

If sales is one of the biggest headaches within your MSP, then heads up, you need good advice and a solid plan. And of course, there’s a lot of noise out there with a lot of conflicting advice on how to improve your MSP’s sales.

Let me introduce you to a true expert who has some of the best sales advice out there. How do you plug his knowledge into your MSP? Well, he’s written a brand new book, let me tell you about it, and the difference it’ll make to your MSP sales.

Most MSPs I meet really don’t love selling. But here’s the thing, if you can’t sell your services confidently, you are always going to be a step behind.

Now, a couple of months ago, I was lucky enough to be at ScaleCon ‘25 in New Orleans, which by the way is a fantastic city. Slightly dangerous, but it is a really, really fun city. And the event was packed with about 400 smart MSPs. So we had loads of great conversations. There were so many ideas, I got loads of ideas and I know the MSPs there got loads of ideas about marketing and growing your business. And while I was there, I bumped into a whole bunch of people that I know, some based in the UK and a lot of the people I know in the channel are in the US or Canada or other countries.

So I bumped into someone I’ve only met in real life once before, but I know him really well. He’s been on my podcast a number of times. His name is Brian Gillette. And he handed me a copy of his brand new book. I did actually wonder at the time if I was one of the first people on the planet outside of his team to get hold of this book. So it’s called, and it’s got a swear word in the title and I’m not going to say the swear word but bravo to Brian for being the first person I think in the MSP space to put a swear word in the title of his book, but it’s called How to Sell a Sh*tload of Managed Services (without selling your soul).

I’ve got the book here, let’s have a quick flick through. I mean, this is absolutely packed with information and advice. And Brian is an absolute true genius at MSP sales. He really understands that it’s an emotional thing more than it’s a cognitive thing. He really understands how you can connect with and engage with and influence the ordinary business owners and managers that you are sitting down and...

The podcast powered by the MSP Marketing Edge

Welcome to Episode 314 of the MSP Marketing Podcast with me, Paul Green. This week…

• Danger! Never assume your MSP’s clients are loyal: It’s hard for MSPs to win a client, but when they do join you, they stay with you for years. But what if that retention leads to a false sense of security?
• The reason your MSP’s marketing is so hard: MSPs often struggle, not just with knowing what marketing to do, but also with implementing it. And yet implementation is the secret sauce.
• Does your MSP spend this much acquiring a new client?: My special guest is a true marketing expert and he’s very good at focusing the MSPs that he works with on two figures – the cost of acquiring a new client and their average lifetime value – and how these figures affect their marketing.
• The Marketing Minute: Don’t miss this game changing CRM marketing tip.

Danger! Never assume your MSP’s clients are loyal

As an MSP, have you been lulled into a false sense of security? It’s hard for you to win a client, but when they do join you, they stay with you for years, right? But what if that retention was not because they’re in love with your service, but because it’s such a mind blowing event for them to think about switching to another MSP, so it just feels easier to stay with you.

If this hasn’t happened to you yet, are you confident that right now a client isn’t secretly looking into leaving? Here’s a simple solution to proactively work on your retention without having to do tons of extra work, and you might even generate some extra revenue along the way.

Most MSPs I meet are rightly proud of how long their clients stay with them. You’ll hear them say things like, Oh yeah, we’ve still got our first ever client from 10 years ago, or, Our retention rate is 98%. And on the surface that’s brilliant, but here’s the uncomfortable truth… a lot of that so-called loyalty isn’t really loyalty at all. It’s just inertia. Your clients aren’t staying because they’re wildly in love with your service, they’re staying because it feels too hard to leave. Think about it, moving to a new MSP is a massive hassle. It’s complicated, it’s risky, and they don’t really understand all of the tech side of it anyway. So even if they’re not a hundred percent happy, it’s easier to just stick with what they’ve got. That’s called inertia loyalty. And the danger is it gives MSPs a false sense of security.

You might think you’re doing a great job keeping clients happy, but the moment one of those loyal clients gets a real reason to look around, they will.

Maybe a competitor reaches out at just the right time. Maybe there’s a big mistake or your main contact leaves. Suddenly that inertia disappears and the client that would never leave is gone. If this hasn’t happened to you yet, I promise it will at some point. It’s horrible. None of us wants to think about it, but it’s also a wake up call. And the way I see it, we can prevent it. So what’s the answer? Well, you can’t just hope that loyalty lasts, you’ve got to work at it. You’ve got to turn those stuck clients into bonded clients, the kind who stay because they genuinely want to. And the good news is this doesn’t take huge gestures. It’s about doing small things regularly that make your clients feel...