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Tailored marketing & operations strategies to
help you get back to service delivery
Our passion goes beyond well thought out strategy, superb marketing plans, and top-notch client experiences. We are driven to support thriving small businesses through increased productivity and profitability. Having worked closely with and at high-growth MSP businesses and collaborated with some of the industry’s most innovative talent, the Articulate[MSP] founders have a deep understanding of the managed services world.
We bring our experience to MSPs in the form of out-of-the-box packages, blending best-practices with customized consulting-style engagements to audit, document and build plans that will optimize the most impactful processes of the Marketing and CX areas of your business.
Consulting Service Packages
All packages begin with a 30 min Discovery Call to assess your business challenge and goals allowing for a custom approach to best fit your needs. All of our current packages are described below, including deliverables, outcomes, and pricing.
Onboarding Client Experience Assessment & Strategy
Onboarding sets the stage for your entire client relationship and has a massive impact on renewal and retention. Thoughtful, repeatable, and scalable onboarding processes that ensure clarity and deliver delight to clients out of the gate is vital for any MSP’s health – and makes life easier for your technicians.
This service package is designed to ensure you have a best-in-class onboarding experience that is documented, standardized, and repeatable as you grow. As part of this service, we’ll conduct a thorough assessment of your entire onboarding process, any documentation you have, tools & technology, and communications content.
You’ll receive:
– Detailed current state process map and correlating written documentation of your onboarding process including: customer touch points, internal actions, and client communications
– Strategy & executable plan for your future state process
– Assessment report including gap assessment and recommendations for improvements
– Future state map & SOP for teams to replicate your new, optimized onboarding
Investment: $5,000
Full Marketing Strategy Audit
Marketing is the fuel to drive growth, but it’s also the most noisy and ambiguous of functions. While most everything Marketing does can work – to a degree- it’s key to have a strategy and tactics that work for you without taking up too much energy to execute and show results.
Our most comprehensive marketing service, this audit will review your entire marketing approach and provide you with a customized strategy and documented marketing foundations that will improve your lead generation efforts, support sales and build repeatable, high-performing systems.
You’ll receive:
– A market and competitive analysis
– Lead funnel health report
– Marketing asset and campaign execution analysis
We’ll also provide a comprehensive report that outlines strengths and opportunities, as well as clear recommendations for where to put your marketing efforts that will optimize your lead generation and awareness to grow your business.
Investment: $5,000
Client Risk Program Assessment & Strategy
Issues happen and clients get upset. How an MSP manages clients who are at-risk is critical to saving relationships and retaining business. This package will fully assess your processes, content and program for managing at-risk clients back to healthy and happy. You’ll receive a fully documented map of the current program (or vision for a new program), as well as a report and SOP document for an effective program that can be replicated, tracked and measured.
Investment: $3,000
Marketing Tactics Audit & Approach
Marketing program not delivering the leads and awareness you need it to? This package is designed to help you quickly make meaningful updates to your marketing materials and digital assets so they perform better. We’ll complete and document a full review of current messaging, positioning, social media accounts, content and website performance. From there, you’ll receive a report with recommendations on where and how to improve marketing tactics so they resonate with your target buyers and deliver better results.
Investment: $3,000
Reference & Referral Program Audit
Referrals and references are key to MSP growth and customer loyalty. A thoughtful process to identify sources, make the ask, and thank customers ensures these programs are consistently working for your business. With this service, we’ll conduct a full review of your current program – or vision if you don’t have one in place – documenting strengths and opportunities. We’ll also provide customized communication templates for a refreshed or new referral and reference program, completed with a document SOP to bring the program to life.
Investment: $2,500
Marketing Funnel Analysis & Report
Do you need a more transparent view of where leads come from and how they move from an interested prospect to a won deal? Knowing how your funnel performs helps you make better decisions. This package will map your entire funnel, identifying where leads are stalling and why. You’ll get a fully mapped funnel for your records and tailored, documented recommendations for how to increase funnel speed and close more deals.
Investment: $2,500