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Ultimate MSP Sales Playbook
Onboarding Questionnaire
Company Info
Company Name
as you would like it to appear in the Playbook.
Do you currently have a Sales Manager?
Yes
No
(A team member whose primary responsibility is the sales team.)
Do you currently have a Marketing Manager?
Yes
No
(A team member whose primary responsibility is promotion and lead generation.)
Enter Sales Manager's name
Enter Marketing Manager's name
Total number of employees
What PSA do you use?
ConnectWise
Autotask
Kaseya
Other
Enter PSA name
Does your CRM integrate with your phone system?
Yes
No
Do you have the means to record, store, and play back your sales calls?
Yes
No
What RMM tool do you use?
Your Vendors
Enter names of those that apply
Firewall
Switch
Backup
SIEM/SOC
NOC/Helpdesk
Network Assessment Tools
Security Tools
End-User Training
Leasing
Email
VoIP
Antivirus
Spam Filter
Compliance
Dashboards
Data Center
Hardware Vendor
Quoting Tool
Sales Process
Do you invite prospects to your office for a presentation meeting?
Yes
No
Can you provide a list of Discovery Questions you currently ask your prospects?
Yes
No
Please attach:
Choose File
No file chosen
Delete uploaded file
Can you provide a sample sales presentation?
Yes
No
Please attach:
Choose File
No file chosen
Delete uploaded file
Can you provide a sample Scope of Work and/or Master Service Agreement?
Yes
No
Please attach:
Choose File
No file chosen
Delete uploaded file
Do you offer Project-Only Opportunities or Managed Clients Only?
Managed services and projects
Only managed services
How are you currently presenting the contract/agreement?
Are you willing to pay for Sales Navigator for your sales professional(s)?
Yes
No
Do you have a book library in your office so the sales professional can check out sales books as required reading?
Yes
No
What sales books do you currently have available?
Do you prefer a specific day of the week and time for sales calls?
Yes
No
Please tell us your preferred time and days.
Do you use mailed thank you cards to follow up with meetings and calls?
Yes
No
Do you mail out "Shock and Awe Boxes", "Lumpy Mail", or "Swag Bombs"?
Yes
No
Lead Generation
What verticals do you currently target (if any).
Healthcare
Manufacturing
Legal
Government
Education
NFPs / Charity Organizations
Other
Only choose verticals that you actively target through marketing and sales.
List any additional verticals
What is your maximum operating range
Describe your current marketing efforts, campaigns, etc.
Include all lead generation efforts.
How many prospects are currently in your CRM?
How did you acquire these prospects?
Do you use a cold caller or telemarketing company?
Yes
No
Is your website currently generating leads?
Yes
No
About how many leads per month?
Your Goals
What are your monthly revenue goals for new MRR?
Minimum new MRR goal
Maximum new MRR goal
Base your maximum on what your company could currently support in new business
Submit
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