How to Leverage Automation in your MSP in 3 Simple Ways

Have you ever gotten to the end of your workday and asked yourself, what did I do today to actually grow my msp? If so, you are not alone. It can be so easy to go all day handling tickets, taking care of your clients, doing the things that you do best, and then make little to no time to actually work on growing and scaling your business. I'm going to share with you three ways that you can add in automation to your msp, no matter how small or, or how big your business is, so that you can make sure that you're adding new leads into your pipeline every single day. But first, for more exclusive content, trainings, private sessions, you can join our school community. So, number one, the very first thing that I recommend every single MSP owner implement in their business is an automated missed call text back. Okay, so what does that mean? That means let's say you have your cell phone or you have one line that's connected for leads to call you. And if you don't have anyone there to answer the phone all day, or if some folks have your actual private line and you miss their call, they may go hours or even days without you being able to call them back. Now, what happens with that is they call you, they're interested in working with you, or they're calling to get a quote or to inquire about something. And when they don't hear from you for days or hours even, they're going to go on to call the next msp. Okay, so those that are closest within range, those that are quickest to answer, quickest to call back, are the ones that are going to be that much more likely to get the sale. So what we need to put in place is a missed call text back. That way, whenever someone calls you, let's say you missed the call, that's okay. Things happen, you're busy, it's going to automatically send them a text message that says, hey, we missed your call. Thanks so much for calling us. We'll call back, we'll call you back. Okay. You can also add in there certain prompts. This is where it really gets cool with AI, you can add in certain prompts. It says, do you need help with a, a problem that you have? Do you have a tech problem? Are you experiencing, experiencing a cybersecurity breach? Or do you need something else? And you can actually implement some AI features to help you most effectively point them in the right direction. Okay, so that's the first feature that you can use with automation to help scale your msp. The second thing that we can use to help scale your msp. It's so easy, so simple automated email nurtures. Okay, now you may have already dabbled in this before. Most MSPs have. Maybe you've tried some blanketed templates, maybe you've tried another CRM in the past. Where I see this go wrong is maybe you try it out for a month or so and you don't get any feedback in the beginning because we're not going back in and optimizing our scripts, optimizing our click rates, looking at what's working and what's not. So. So it's really, really key that when you get into email automation that you're keeping a really, really close eye on your statistics, such as your open rates, your click rates and your response rates. Okay? You also want to make sure that in those automated emails that they're really personalized and they don't sound like they're coming from AI or they don't sound like they're super blanketed and salesy or spammy. So my recommendation with your automated emails is to deliver value, keep them short, sweet, deliver value and then invite them to that next step to learn from you. Now it may not even be a first time appointment yet, but it could instead be an invitation to a webinar that you're hosting. It could be an invitation to a cybersecurity briefing that you're putting on or to opt in for your new cybersecurity book that you just published. Okay? The main key in your automated emails is to get them to say yes to the very next step. Okay? So it may not be the CSRA or yes to being your client or to replacing their current IT department, but just to get, get them to say yes to that very next step. Okay, now the third piece of automation that we can put into your business to help you scale every single day, it's going to be a power dialer. All right? Now this ensures that you are getting in. And what I recommend to start with is a 60 minute time block each day. We all have 60 minutes. I know you do. You can find 60 minutes somewhere, 60 minutes each day to just make phone calls. Now this really gets really, really juicy. Whenever you attend a networking event or you attend a conference or you attend a trade show. Let's say you go, you get a collection of business cards, you get some opt ins, you get the leads list. From there you can come back and then put those leads into a power dialer that puts all those leads into a linear list, allows you to hit go and it's going to automatically call each one of those leads back to back to back. All you have to do is be there to answer it when it picks up and you say, hey, this is Joe from ABC Tech. It was so great to meet you last week at the event. Listen, I really liked our conversation. Let's put some time on the calendar to chat. How's tomorrow at 1:00'? Clock? So what you've just done is you have just made designated time to make personal touch points so that you can drive leads to that first time appointment filling up your pipeline. Okay? So it's so, so critical that we are taking time every single day to fill the top of our pipeline and move leads through. And we don't want you to go days, weeks, months, quarters without actually working on your business and not just in it. Okay? So I actually recommend MSP's use our platform Wisetrack CRM. This is going to be one of the easiest and most effective CRMs to help you set these items up. We have free free training on this, we have tutorials, we have team to actually help you get started. So click below and you can start out with a 14 day free trial. Get free onboarding from us. Personalized coaching to help you get started with these really easy to set up automations to help build and scale your msp.