journey

Your 10-Step Journey to Becoming a Strategic MSP

Map the path, align your team, and move from reactive work to durable, recurring growth.

  1. Self-Assessment & Awareness

    Evaluate where your MSP stands today — revenue mix, tech stack, clients, and service model. How to start: list services, % recurring vs reactive, and average LTV.

  2. Leadership Alignment

    Strategy dies without shared focus. How to start: host a 2-hour planning session to define your “why”, vision, and 12-month goals.

  3. Financial Cleanup

    Retire unprofitable work; standardize billing. How to start: review P&L by service; raise, retire, or repackage.

  4. Stack Simplification

    Too many tools = cost + inconsistency. How to start: audit duplicates and low-margin vendors.

  5. Package & Price Strategically

    Sell outcomes, not hours. How to start: craft 2–3 bundles aligned to business results.

  6. Launch Customer Success

    Own the journey post-sale. How to start: assign CS responsibility and schedule your first QBRs.

  7. Optimize Client Experience

    Experience shapes perception. How to start: map onboarding/ticketing/comms; ship 1 improvement per week.

  8. Build Strategic Relationships

    Partners should accelerate growth. How to start: meet distributor + top vendors for MDF, training, referrals.

  9. Introduce AI & Automation

    Amplify humans with smart automation. How to start: pilot ticket summaries or doc generation internally.

  10. Elevate, Expand, Exit (Optional)

    With strategy in place, choose your path. How to start: acquire, expand, partner, or exit; revisit goals every 90 days.

Ready to Start Your Journey?

Most MSPs stay stuck because they never map the path forward. You now have the 10 steps—let’s take the first one together.

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