Here are six psychological weapons of influence that you can apply to your MSP’s marketing to win more clients. Also this week, three hot marketing ideas around Copilot, and the surprising secret for talking to clients about cyber security.

Welcome to Episode 348 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

A deep dive into the psychology that drives prospects

One of my all-time favourite books is called Influence by Dr. Robert Cialdini. And today I want to walk you through his six psychological weapons of persuasion and show you exactly how they apply to winning clients for your MSP.

Now, this book which I’ve owned for about 20 years, in fact, if you’re watching on YouTube, the copy I’ve literally got in my hands now, I’ve had for a round of 20 years or so, it was actually first published in 1984. Of course, it’s been updated since, but it is still, in my opinion, the definitive work on why people say yes.

Dr. Robert Cialdini is a psychology professor, but he specialises in marketing. He’s still active now, I don’t know if he teaches still, I think he’s in his 70s, but he’s in New York, I believe.

He’s identified six psychological weapons of influence, and we can apply every single one of them to your MSP.

So let me take you through them and give you an example of how each one can help make your marketing so much easier and more effective.

The first is something called reciprocity. People feel compelled to give something back when they’ve received something completely free or something of high value at very, very low cost. So for example, I give away a free MSP marketing wall planner, and I do that partly because I want to educate thousands of MSPs around the world how to have better marketing. But also I know that in giving someone a physical free wall planner that I’ve had printed at my cost, that I’ve mailed out to them at my cost, there’s a certain level of reciprocity in that. And many, not all, but many of the people who get one of those wall planners will come back and buy something from me at some point in the future.

And by the way, if you don’t have one of those wall planners yet, I’ll tell you in just a few minutes how you can get one completely free. And there is no obligation to buy anything if there’s a psychological obligation that’s set up in your brain and that’s just good marketing from Dr. Robert Cialdini. But you can do this as well so you can give away free guides, you can give away other kind of lead magnets, scorecards are working really well right now as a lead magnet, and there’s still some reciprocity from that. You could do a really in-depth LinkedIn post, you could do a major in-depth guide on cyber security or something else on your websites. All of this is reciprocity in action.

What you’ve just got to remember is that when you give genuine value first, then the prospects feel a pull towards you before you’ve ever asked them for anything, ever asked them to buy anything from you. So practical question on this, what are you giving away that’s actually useful? So things like a buyer’s guide or a sales brochure, those kind of things are okay, but the more value you can give in your freebie, in the things you give away, the better.

And just a reminder, by the way, if you’re a member of the MSP Marketing Edge, we have a book called Email Hijack. That’s available to our B2B members. You can get it in the portal right now. It’s in the tool section and it’s kind of like a book, a fictional book about an email compromise attack. So you can very quickly update that with all of your details, put that on your website for free. People just enter their email address and you email them or physically post them, mail them, ship them a copy of email hijack. But th...

Let’s look at why webinars are an amazing way for MSPs to grow their business primarily because most MSPs aren’t doing them. Also this week, get up at 5am every weekday to grow your MSP, and before you do any marketing or sales, you MUST get these foundations right.

Welcome to Episode 347 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to use webinars to identify the hottest prospects

So have you ever thought of doing webinars to promote your MSP and if you have, what stopped you from actually going ahead with it? Were you worried that perhaps no one would turn up or worse than no one… one person would turn up? Or maybe you were worried about your own performance. Let’s look at why webinars are an amazing way for MSPs to grow their business primarily because most MSPs aren’t doing them.

And let’s just address this right from the start. Yes, there is room in the world for more webinars. You might think there are too many webinars already, but that’s just because you’re inside the channel. Outside the channel, they are getting lots of webinars about the law or carpentry or manufacturing or whatever line of work your prospects are in, but they’re not hearing a lot from MSPs that are pushing technology and talking about the importance of cyber security.

There’s plenty of business out there to be won through webinars, but you’ve just got to approach it the right way.

Most MSPs think the goal of a webinar is all about getting the attendance numbers in. Get 50 people on a webinar, get big conversion rates. That’s not what it’s about at all. The real goal of a webinar is intelligence. It’s telling you something about the leads and the prospects that you’re talking to right now, the people who are in your CRM or who are connected to you on LinkedIn. I mean, even if you just look at who has done something, so who registered for a webinar in the first place?

Actually, you could take that back a step and say, who clicked the email link to have a look at the webinar that I’m promoting? Who then registered for that webinar? Who then showed up for that webinar? Who stayed for the majority of it? Who asked questions? Who booked a meeting or did something afterwards to say thank you? All of this tells you really interesting things about the leads and prospects that you are talking to. And it helps you to kind of sort out the wheat from the chaff. It helps you to show who are the hottest prospects right now and where should you be focusing all of your attention. I mean, the very fact that someone would attend your webinar or even register for your webinar that says something to you.

Now, you might know that with my members, I work either helping them to win B2B business, which is what most MSPs want, more business owners, or I help them to grow their co-managed business, so helping them to reach IT directors. And in both these instances, webinars can be a really, really powerful tool. It can help you to see who through their behaviour alone is worth me talking to. Who’s worth me following up, ringing them, sending more emails to them, sending stuff to them in the post in the mail.

Someone registering for a webinar and turning up for a webinar and being engaged with a webinar, it’s like their hand going up. These are buying signals that people are inadvertently sending to you and it’s great for you because you then know exactly who you should be following up and exactly who you should be talking to over the next couple of weeks. Now there are three, if you like, kind of three tiers of heat after a webinar. By heat, I mean, how hot is a prospect.

So the first tier is where someone has attended and they’ve asked a question or they’ve stayed to the end. So they’ve turned up, they’ve stayed engaged. In fact, if they’ve asked a ques...

Facebook has a new ad system that could be a game changer for MSPs. Also this week, where should you put your LinkedIn energy… personal profile or company page?, and meet the guy who built an MSP from zero to $20 million in six years.

Welcome to Episode 346 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Are Facebook ads suddenly hot again for MSPs?

I want to start with something that I think is genuinely underused by MSPs and that’s Facebook advertising. Now, just to give some context to this, Facebook advertising was really hot for MSPs like years and years ago and then suddenly it wasn’t. It stopped being an effective way to reach people, but actually I think it’s back. Let me bring you up to speed.

Now I know what you might be thinking. Facebook, Paul, really? Isn’t that where your mum posts pictures of her garden and people just argue about politics and yes, it is that. But it’s also something else.

Facebook is the most universally used social platform on the planet. 3.5billion people use Meta’s platforms every single day. And that includes the business owners and managers that you want to reach.

Of course they’re on LinkedIn and that is still the primary social platform because they use that for work. But what if we could reach them during their downtime? They’re almost certainly on Facebook or using other Meta products and that makes it a very interesting place to advertise. As I said, for the last few years, I’ve been pretty lukewarm about recommending Facebook ads to MSPs. The targeting was getting harder after the iOS privacy changes of a few years ago and the costs were creeping up and the results were kind of inconsistent.

And most MSPs just don’t have the budget or the time or the patience to run the kind of long test cycles that Facebook advertising used to need from you. But something changed at the very end of 2024 and it matters enough that I think it’s now worth revisiting this whole question. So Meta introduced a completely new advertising engine. It’s got a great name, it’s called Andromeda. And if you haven’t heard of Andromeda, then you’re not alone because it obviously wasn’t front page news. But in the world of digital advertising, it’s actually a pretty big deal. Here’s what Andromeda is and why it matters.

Previously, Facebook’s ad system worked by letting advertisers define their audience very precisely. So you’d pick interests, age ranges, job titles, locations, obviously, behaviours if you could, and then the system would try to match your ads to the people that you described. And that sounds sensible, but the problem was the algorithm was really blunt. It would find one ad in your campaign that seemed to be working and dump all of the budget into that ad, kind of ignoring everything else. So it was very rigid and actually got less effective over time, especially as privacy changes made the audience data less reliable.

Andromeda replaces all of that with a completely different approach. Instead of you telling Facebook who should see your ad, the AI figures out who should see the ad by itself based on your creative, based on the actual advert that you’ve created. So your ad becomes the targeting signal. The system watches how people respond to it. It looks for patterns, it detects who engages and who converts. And then it goes off and finds more people like them across the platform. So there’s no interest targeting required and no demographic filtering required. You just go broad and the AI does the matching for you. And this is really exciting.

Because it’s been running for over a year already, the results from advertisers who’ve adapted to this properly have been really impressive. In fact, Meta’s own data shows a 22% increase in something called return on ad spend, ROAS. It’s a way...

How to choose the best CRM for your MSP by answering a few key questions. Also this week, the most important metrics to focus on, and how MSPs can actually make money from AI.

Welcome to Episode 345 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

The 4 types of CRMs used by MSPs (and which is best)

One of the most common questions I get from MSPs when they start thinking seriously about their marketing is, “Which CRM should we use?” And on the surface that sounds like a really simple question, but actually the more you dig into it, the more complicated it becomes. Isn’t that always the way? Because this isn’t really a question about software. It’s a question about frustration.

What MSPs are really asking when they ask me about CRMs is, “Paul, where do I put all my prospect data? How do I build a pipeline that I can actually see? How do I know who to follow up and when to follow them up? How do I stop things falling through the cracks? And why is all of this giving me such a headache?” Those are all the kind of questions that MSPs really have.

So before I walk you through the four types of CRMs that MSPs tend to use, let me say something to you. It may be slightly controversial.

I believe there isn’t one best CRM for MSPs. There’s only the best CRM for how your MSP markets and sells itself.

And those are two very different things. And the reason so many MSPs end up with the wrong tool or with a perfectly good tool that they never really properly use, is that they chose the software before they defined the marketing process and that’s backwards. The tool should serve the process never the other way around. Let’s look at the four types of CRM based on the four types of MSP.

The first type is what I’d like to call PSA led MSPs. So these are MSPs who basically live inside their PSA. ConnectWise, Autotask, HaloPSA, Synchro, Atera, Kaseya, whatever it is. Their agreements are in there and this may be you. The billing’s in there, your tickets are in there. So for you, the idea of keeping your sales activity in exactly the same place feels logical and tidy. And actually if your sales are largely driven by referrals or renewals and everything’s kind of straightforward and simple, then this can work perfectly well. If you’re not trying to build a sophisticated marketing engine but you just want visibility on leads without having more software, then that might be the right answer for you.

But a big word of caution. When a PSA vendor says their platform has a marketing module, that’s a little bit like a Swiss Army knife saying that it has a saw. So technically, yes, it’s true, but it’s not what you would choose if sawing things was something that you did every day. You can’t use that tiny little knife every day on a tree, can you? It’s just for the odd job. And it’s exactly the same with your PSA. Most marketing modules in PSAs, and I haven’t looked at all of them, so if I’m wrong on this, please email me and let me know. But most marketing modules in PSAs are not really up to the job of actually doing good comprehensive marketing every day.

The second type then is marketing-led MSPs. And these tend to be MSPs that don’t have enough leads and know that marketing has to be their principle growth activity. Again, you may be in this category right now. So they want to run campaigns, they want to publish content consistently, they want to capture leads through forms, and importantly, and this is the right thing to do, is use automation to follow up all of these leads.

So if that is you, the platforms to look at are things like HubSpot, making sure that you’ve got the marketing hub, HubSpot’s broken into lots of different hubs, so you’ll need the marketing hub. Or you could look at ActiveCampaign or look at Zoho One, or the...

MSPs must build audiences and relationships before selling IT support, which is why marketing is so important. Also this week, why technically superior MSPs lose deals to “average” competitors, and how MSPs can build resilience every day.

Welcome to Episode 344 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Every MSP is now a media & marketing company

I want to start today with something that landed in my email inbox a few weeks back from a guy called Tom Orbach. Now, he writes a newsletter called Tom’s Marketing Ideas. I’ve been a paying subscriber for a while. He’s sharp, he’s very original and when he says something, I really do pay attention.

Now, the subject line of his email was this… Every company is now a media company. And after I read the newsletter, I just couldn’t stop thinking about it because I believe he’s absolutely right and I believe it matters enormously for your MSP. Let me explain what he wrote about and then I’m going to add my own layer on top of that.

So Tom’s argument started with a data point. It was about OpenAI and how they’d recently spent over $100 million to acquire a podcast, which is kind of weird if you think about it because they didn’t acquire another technology company or any kind of software platform, they spent all that money on a podcast. In fact, it was two guys who’d been doing a live tech show for just 17 months. And then the week before that, a fintech company called Plaid, which by the way is worth $8 billion, they bought a newsletter with 200,000 subscribers and actually Tom listed company after company after company that have done the same thing.

HubSpot bought a newsletter with 2.5 million subscribers. Stripe bought a founder community. Semrush, which is an SEO tool, they bought several SEO publications. And these are not media companies, these are software and technology businesses, but they’ve all been spending hundreds of millions of dollars to own audiences. So before we explore why, let me first of all just put something out there to the universe. If there’s any business that wants to come and buy this podcast for let’s say $100 million, then please email me. Obviously I’m joking. (I’m not joking. Email me.)

Anyway, let’s look at why all of these big businesses are doing this and why even though these are big businesses buying podcasts and newsletters and stuff like that, it’s still relevant to you as an MSP. They’re doing it because they figured out something that most businesses are still catching up to. In a world where AI can produce infinite content at practically zero cost, the one thing that can’t be replicated is a trusted human voice with a loyal audience. Attention is the scarcest resource in business right now and the companies that own attention don’t need to chase customers anymore. The customers come to them. Tom Orbach in his newsletter puts this brilliantly. He says,

“The company that teaches about the industry earns the right to sell the tool.”

And that sentence is basically the entire philosophy behind what I do with this podcast, with my LinkedIn newsletter, with my weekly emails, with all of my content. I’m not really selling my MSP Marketing Edge membership. I’m building audiences of MSPs who trust me. And when they’re ready to take their marketing seriously, I’m the person they’re going to think of.

Now, here’s where this is applicable for you because the good news is you don’t need to spend $100 million on a podcast network, but you do need to think of your MSP as a media company. And what does that mean in practice? It means you should be publishing content consistently. Something that educates the business owners and managers that you want to work with. At the very least, a weekly email, a weekly LinkedIn newsletter, a sh...

MSPs love healthcare practices for many reasons, so here’s how to reach them and win them as clients. Also this week, the 5 questions your MSP website’s MUST answer (or prospects go elsewhere), and the scary implications for MSPs when your clients buy cyber liability Insurance.

Welcome to Episode 343 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Deep dive: How MSPs win healthcare clients

Let’s talk about one of the most attractive client verticals that any MSP can go after. Healthcare practices. And when I say healthcare, I mean private practices specifically. So doctors, dentists, dental surgeons, optometrists, or opticians as they’re known here in the UK, veterinarians, we call them vets here in the UK, physiotherapists, cosmetic clinics, all of that kind of stuff. The kind of practice that’s owner operated or partnership run.

I mean somewhere that’s got a reception desk, clinical staff, and a growing pile of technology holding the whole thing together. This is not about hospitals or large health networks. This is about those small to medium-sized healthcare practices that need IT support and they’re probably getting it from someone who maybe doesn’t really understand their world, and that is your opportunity.

A heads up that this podcast is consumed all around the world and obviously there are lots of different healthcare systems out there. So for example, here in the UK, most doctors and what we call general practitioners, GPs, they work within the National Health Service, which is run by the government. So this means I’m not going to dive into specific details or specific laws for any particular country. Instead, I’m going to talk generally about how you can reach all of these kind of clients, whichever country you’re in. Because even though there are different laws and different systems around the world, these healthcare professionals all think and feel and act pretty much along the same lines.

So why do MSPs love healthcare practices so much? Well, let me count the reasons…

First of all, they’re almost entirely recession proof. People don’t stop going to the dentist when the economy wobbles. They don’t stop taking their dog to the vet. I mean, they might cut back on the extra spend such as having all their teeth replaced with those weird looking teeth that Hollywood people have, but they still maintain the basic essentials. So these businesses have a good solid base of revenue still coming in no matter what’s happening to the economy. In fact, these are businesses typically built on recurring appointments, loyal patients and services that can’t be postponed indefinitely.

Second, they are deeply dependent on technology. The appointment system, the patient records, the digital imaging, the billing software, the online prescribing, the payment processing. It’s all technology, right? And all of it needs to work all day, every single day, because when it doesn’t work, the consequences are immediate and painful. A dental practice that can’t access its patient management system on a Monday morning isn’t just frustrating. It’s losing appointments and revenue and it’s letting its patients down. And that’s the kind of downtime that gets you fired as their IT provider and the kind of risk that makes them incredibly motivated to find someone they can genuinely trust.

A side note, I worked with dentists in a previous business, one that I sold 10 years ago, and here in the UK, they call helping the patient’s “chair time”. That’s all the dentist wants, they want chair time. They want the patient in the chair, they want their fingers and metal things in the patient’s mouth, that makes them happy because they’re earning money, and anything other than chair time is losing them money. So it’s really good for you to get into the mindset of what is most import...

Most MSPs are just copying other MSPs’ marketing and this is a massive problem. Here’s what to do instead. Also this week, LinkedIn’s big algorithm change is SEXY for MSPs, and don’t bother starting marketing until you’ve got these fundamentals in place.

Welcome to Episode 342 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

The trap of copying other MSPs’ marketing (and how to escape it)

Let me describe a scene to you. You sit down one afternoon because you’ve decided that you’re finally going to sort out your marketing and you think, “I’m just going to do a bit of research. I’m going to see what other MSPs elsewhere are doing.” And that sounds like a sensible place to start, right? So you Google IT support not just in your town, because you want to look out there and see what other people are doing, so you go and look for IT support in a few different towns. And you pull up 10 MSP websites and then you start looking at them and reading them and just getting a feel for them.

After about 20 minutes or so, you close your laptop and you realise that they all say kind of the same thing. They all say things like proactive IT support or your trusted technology partner or we keep your business running, something like that. Tailored solutions for businesses of all sizes, cyber security you can rely on… all of these kind of things. They’re all versions of the same thing. Here’s the problem, because you looked at all of those websites and thought, that’s what all MSPs say so I suppose that’s what I should say too. And because of that, you then go away and write your own version of exactly the same thing. And now your website sounds exactly the same as the other websites that you already looked at. Does this make sense?

I see this pattern constantly and I do completely understand why it happens. When you don’t know where to start with your marketing, looking at what other MSPs are doing feels logical because you think maybe they’ve already figured something out. Why do I need to reinvent the wheel? I’ll just do a version of what they’ve done. The problem with that is that in the MSP world, almost nobody actually has it figured out. Most MSPs are just copying other MSPs, who themselves copied other MSPs, who copied someone who copied the first MSP website that ever got built around about 1873. That was a bit of a confusing sentence, but you get the idea. It’s like an echo chamber of sameness that’s been bouncing the same tired phrases around the whole of the channel for 20 years or so.

When everything looks and feels the same, ordinary business owner prospects cannot tell MSPs apart.

This is a massive, massive problem across the whole channel. So the business owner prospect defaults to comparing you and all of the other MSPs on the only thing that they can compare you on, which is price. And that’s exactly the outcome that you don’t want. Now here’s the really interesting bit. The reason that MSP marketing is so samey isn’t that the businesses themselves are samey. It’s just that as I was saying, when MSPs write their marketing, they think about what they do rather than what their clients feel. So they describe their service from the inside looking out and the result is technically accurate but forgettable. It’s completely interchangeable with everyone else.

So how do you escape this trap of sameness? I believe the answer is to stop looking sideways at your competitors and start looking outwards at your clients. Specifically three things:

First of all, look at who you actually are not what you do. So your personality, your story, your opinions, the way you run your business. These are all the things that make you slightly different, slightly unconventional. Th...

The average MSP does not need a full time salesperson, here’s what you really need. Also this week, five cool marketing ideas from other sectors, and how to outsource operations without making mistakes.

Welcome to Episode 341 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Why you shouldn’t hire a salesperson, even if you hate selling

Can I be honest with you about something that might be just a little bit uncomfortable? If you hate selling, hiring a salesperson feels like the obvious answer. You get someone else to do the bits you hate, right? Problem solved, except it’s really not. And I’ve seen enough MSPs go down this road to know that for most of them it ends in frustration, wasted money, and a salesperson who quietly stops hunting for new business within about three months. Let me explain why.

The average MSP does no more than about two sales meetings a month. Two. And before you think that sounds shockingly low, it actually makes complete sense when you understand the business model of MSPs. MSPs don’t generate enormous volumes of leads because most of them don’t do a lot of marketing and that’s a kind of obvious thing to say. But more importantly, when you do win a client, that client pays you all the monthly recurring revenue for years and years and years, sometimes a decade or more.

So you don’t need to win clients every week to run a very healthy, profitable MSP. In fact, you might not be able to onboard them. You might not have the capacity to onboard a new client every week. You just need to win the right new clients, at the right time, consistently. And that might be for you one every month or two every month or something like that. But here’s what that means for hiring a salesperson.

If you’re only doing two sales meetings a month, what exactly is a full-time salesperson going to do with the other 150 odd hours?

Because new logo sales in an MSP is not a full-time job, not unless you’re a reasonably large business and you have a lot of sales activity going on. And a good salesperson who’s sitting around not selling is going to get bored, demotivated and expensive very quickly.

So MSPs think, I’ll get them to do lead generation as well. But asking a salesperson to generate leads is like asking, I don’t know, a network specialist to build a PC. And sure, they may be able to have a go at it, but it’s not what they’re good at. Lead generation and going out and meeting people and closing sales are two completely different skillsets. With all of the marketing jobs that need to be done within your MSP, you need different people to do each of those jobs.

Bearing that in mind, MSPs then think, okay, if they can’t do lead generation, then I’ll get them to do account management as well. That seems to fit. They can look after the existing clients and hunt for new ones. And yes, that kind of sounds logical, but 95 times out of a hundred, it’ll end in disaster. And here’s why. Account management is a genuinely enjoyable job. You’re talking to people who already like you, they’re already giving you money, you’re already solving problems for them and they already trust you. These are nice conversations, sorting out little small problems, conversations about the future of their business. Everyone enjoys an account management conversation.

New logo sales is the complete opposite. Until you get into the process with someone, a lot of it can be rejection, cold audiences, long sales cycles. It’s having to build trust from scratch over and over and over again. So if you give someone both of those jobs, of course they’re always going to drift towards the easier one, which is account management every single time and not because they’re lazy, because they’re human. And that means that your existing clients get lots of love...