Marketing Automation for MSPs

We offer a comprehensive marketing automation program specifically designed for Managed Service Providers (MSPs). Our services include setting up your CRM, routing, alerts, sequences, and webinar flows. We enhance engagement and open rates by incorporating videos with SendSpark. Additionally, we provide real outcomes back to advertising platforms to ensure honest optimization.

The Growth Engine begins with a six-month contract, includes monthly strategy assessments, and features a live KPI dashboard.

How this fits into the MSP Growth Engine:

Automation streamlines your MSP sales funnel, making it more predictable and efficient. It enables quicker initial contact, smoother handoffs, and consistent nurturing that converts leads into meetings.

Marketer mapping a CRM-based workflow on a whiteboard during marketing automation for MSPs planning

Additionally, it enhances SEO, PPC, content marketing, and website conversion by integrating seamlessly with your CRM and displaying real-time metrics on your KPI dashboard.

Schedule MSP Growth Engine Call →

Our Approach

Scope and lifecycle rules
Define Lead, MQL, SQL, Opportunity, and Customer in sales. Agree on the target for speed to lead and the follow-up cadence.

Identity and routing
Utilize a single capture system. Remove duplicates by email and domain. Implement a round-robin or territory-based system with a backup owner. Ensure meetings are associated with the correct contact and deal.

Speed to lead
Receive instant alerts for new MQLs via email or Slack. Aim for a response time under 5 minutes. Track and publish this weekly.

Journeys that must exist
Welcome series, brief nurturing by service, high-intent page viewer sequence, re-engagement at 90 and 180 days, and post-demo follow-ups. Include ABM and webinar flows where relevant.

Deliverability and warmup
Authenticate using SPF, DKIM, and DMARC. Utilize a dedicated subdomain for marketing emails. Suppress contacts that are not engaged. Maintain a low complaint rate.

Signals and closed loop
Standardize UTMs, and record the source and landing page in the CRM. Import Qualified Leads and Closed Won deals back to ad platforms for optimal optimization.

Video personalization
Utilize SendSpark in key sequences to enhance open and engagement rates. Keep your messages concise and personal, coming from your leadership.

Cadence and governance
Weekly execution sprints, a monthly strategy, and a performance review, along with a live KPI dashboard, are included in every Growth Engine plan.

KPIs we track for Marketing Automation

Leads per month from automation‑assisted paths.
Lead quality: meeting rate and SQL rate.
Consistent flow: stable cadence and cleaner source data.
Automation signals we improve.
Median speed to lead.
Percent of MQLs auto‑routed to the right owner.
Nurture conversion to SQL and meeting rate by source.
Offline conversions imported to ad platforms.
Complaint rate and deliverability health.
Percent of conversions with valid UTM and landing page in the CRM and dashboard.

Schedule MSP Growth Engine Call →

Marketing Automation FAQ

Which tools do you support?
We typically configure HubSpot Sales, Smartlead, SendSpark, and various scheduling, chat, and webinar tools. We standardize data capture to ensure your CRM remains the source of truth.

How fast should our first touch be?
Aim for a response within 5 minutes of MQL. We set alerts, track this metric, and publish updates on a weekly basis.

Do you handle email warmup and deliverability?
We have implemented SPF, DKIM, DMARC, established a dedicated marketing subdomain, set up suppression rules, and are monitoring complaints.

Will you build our sequences and webinars?
We create welcome, nurture, high-intent, and re-engagement sequences. Additionally, we set up webinar registrations, reminders, and follow-ups that connect to your CRM.

How do you measure ROI from automation?
We track meetings, SQLs, and revenue by source in your CRM, then import Qualified and Closed Won data back to ad platforms. You’ll receive a monthly review and access to a live KPI dashboard.

Does the Triage credit apply?
Yes, apply 100% of your Triage fee to the first month of a Growth Engine plan when you sign up within 30 days. One credit is allowed per company. No stacking is permitted. This offer has no cash value.