Chris Wiser explains why MSPs should track two conversion metrics: how many first-time appointments turn into paid risk assessments, and how many assessments convert to new clients. Without measuring these, you'll stall in your sales process.
So now you're tracking first time appointments and now let's talk about tracking your cybersecurity risk assessment sales. Okay, so like I mentioned earlier, in seven figure MSP we teach a paid cybersecurity risk assessment. And this is really, really critical to the success of your sales. And it doesn't matter if you yourself are doing them as the business owner or if you have a sales team, but it's part of your sales process. So are they converting from first time appointments into the risk assessments is your first thing you want to pay attention to. Now when you present your risk assessment by your salesperson or the business owner, never attack a little added bonus right there. Okay. Now we want to look at what the conversion rate is to closing them into a new client. Okay. And the reason why this is really important is that you want to make sure that you're not once again getting stuck at any stage of your sales process.