Concierge Services, because we know an MSP marketing and sales automation platform alone can’t help you succeed

marketing-and-sales-playbooks

Investing in MSP marketing and sales automation tools is great, but that alone won’t help. Do you have the time to actually use those tools consistently?

  • Most managed service providers are too busy to engage actively in MSP marketing and sales programs
  • With the MSP Advantage Program, you get access to our specialized MSP sales and marketing support team
  • We work with you and your team to implement the software, manage campaigns, interpret results and provide valuable feedback.
  • Get monthly business consulting and sales and marketing coaching from our consultants
  • You also get a dedicated account manager to help you make the most of your investment in our MSP marketing and sales program

The following tasks are a part of our concierge services offered with the MSP Advantage Program.

campaign-setup-and-editing

Campaign Setup
and Editing

website-landing-page-lead-report

Website/ Landing page
Lead Report

social-media-posts

Social Media Posts

advanced-performance-reporting

Advanced Performance
Reporting

In addition to the standard services above, you will be able to apply your concierge’s allocated monthly hours each month to various services depending on what the
on-staff specialist recommends. This recommendation will be based on the data from reports and your monthly progress discussions with us.


The services that are eligible from this allocation are:

  • 01

    Custom
    Database Setup

  • 02

    Smart List Creation/ List
    Segmentation

  • 03

    Content
    Population

  • 04

    Email Campaign
    (Lead and Sales)

  • 05

    Landing Page
    Production Setup

  • 06

    Document
    Personalization

  • 07

    Customer
    Brochure Import

  • 08

    Brochure to
    web conversion

  • 09

    Database Merged
    Product Email

  • 10

    Blog Setup/
    Integration

  • 11

    Contact Data
    Scrubbing
    (1000 Records)

  • 12

    Advanced Field
    Customization

  • 13

    Contact Import
    Assistance

  • 14

    Social Drip
    Campaigns

  • 15

    Email Template
    Creation

  • 16

    Database Merged
    Product PDF

  • 17

    Lead Scoring
    Setup

  • 18

    Website Usability
    Report

  • 19

    Personalized
    URLs

  • 20

    Social
    Media Setup

  • 21

    PSA/CRM
    Integration

We also offer the following services as a part of our sales and marketing concierge:

  • MSP sales and marketing materials creation
  • Custom Template Creation
  • Branding and Graphic Design Services
  • Custom Content Creation