MSP’s should build their marketing around a personal brand rather than building it around the business, and here’s why. Also this week, hiring your first marketing person: what to look for and when to do it, and what a second generation MSP owner knows that you don’t.

Welcome to Episode 363 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Building a personal brand when you genuinely hate self-promotion

If you’ve listened to or watched last week’s show, we were talking about the power of having a really strong opinion in your marketing. And I want to build on that right now because actually there’s a bigger idea underneath having a strong opinion but this big idea is something that makes a lot of MSP owners genuinely uncomfortable. They really resist it. The idea is about building your marketing around you personally rather than building it around your business. And I know why that makes a lot of MSPs uncomfortable. So let’s talk this through properly and see if I can convince you that it’s a good thing for you to do.

Most MSP owners push back on the idea of building their own personal brand for one of two reasons. And the first is just discomfort, because what if it feels like you’re showing off? What if it feels like you are coming across as arrogant or attention seeking? That’s the first fear and that’s a very real fear. But the second reason that they don’t want to do it is more strategic and it is a very real objection. If you build all of your marketing around yourself, doesn’t that make your business harder to sell one day? Because of course, a buyer isn’t just buying your client list, they’re buying a business. They’re buying a business that can run without you and that has marketing and has branding. It’s the whole thing, that’s what they buy. So both of those concerns are very valid.

Let me answer the second one first because I believe that changes everything. So if you build your MSP’s marketing around your own personal brand, yes of course it makes the business a little bit harder to sell. However, it makes it a lot easier for you to build something to sell along the way.

A business that’s built around a trusted, well-known personal brand grows faster, wins more clients, and commands more loyalty than a faceless business ever will.

So my advice is simple. If you build all of your marketing around you, your personal brand, assuming that you are the owner of the business, and you do that for the vast majority of your ownership, that’s a very smart thing to do. And then in your last couple of years before you plan to exit, you shift the marketing away from you and you shift it back onto the business, back onto your team.

That transition can be done in six months, but if you do it slowly over two years, it’s not going to have a negative effect because by then you’ll know what marketing works, how to have a trusted brand, how you can help prospects to know, like, and trust you. And you just shift that onto the business, onto the team just before you come to an exit. When you’re having a conversation with a potential buyer, the conversation is around the fact that you’ve got all of this great marketing, it’s helped the business to grow, and you not being there is not a problem at all. That’s exactly what a buyer wants to hear. And that transition period is actually how you get the best of both worlds. You’ve got the growth benefit of a personal brand for most of your ownership journey, but then you have a sellable independent business at the point of exit, which is brilliant.

So let’s go back to the first objection, which was, “But I don’t want it to be all about me. I don’t want people to think I’m a narcissist. I don’t want to be a show off.” What we are talking about when you build a personal brand and you build...

Is your lead magnet being ignored? It’s a common experience for MSPs and today I want to talk about why that happens and what actually works. Also this week, the power of a strong opinion in your marketing, and the fascinating insight of why this MSP sold… and why the buyer bought.

Welcome to Episode 362 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Best lead magnet for MSPs in 2027

Let me start today by asking you a question… have you ever put something on your website that says “Sign up for our newsletter” or “Get our free guide” or something like that? And then over a number of years you’ve discovered that nobody ever does it. Maybe your mum fills in the form or something, but she’s the only one. No one else does it. If that’s happened to you, then you’re not alone, that’s a common experience for MSPs. And today I want to talk about why that happens and what actually works instead.

What we’re talking about there is something called a lead magnet. You’ve probably heard that phrase thrown around the internet. It’s a common phrase in marketing. And we’re going to talk about the kind of lead magnet that works best for MSPs, not just at the end of this year, but in 2027.

Put simply, a lead magnet is something that you give away in return for someone’s contact details or to start a conversation with them.

That’s the whole concept. It’s not new at all. In fact, the concept of a lead magnet actually predates the internet. It was something that was being done in the 19th century where people would give out samples to start a conversation with people. That’s how old it is. But in the internet age, we give away a thing, a PDF or a physical thing, and we do it in order to get their contact details and then we can do some automated marketing to them. That’s the theory.

However, it’s 2026 and nobody wants more emails, right? If you just say to someone, “Please sign up for our newsletter,” they’re not going to do that. That’s actually not a lead magnet and that hasn’t worked for 20 years because that’s just asking someone to add another task, to get more unwanted emails in their already overflowing inbox. And no one’s going to take you up on that. They haven’t done for the last 20 years. But they will still do it, they will join your mailing list if you offer them something that’s of such a high perceived value that they really, really want it and they will happily hand over their details. And I know this is the case because I’m doing this every single day of the week. And I’ll tell you more about that in a second because I’ve got a freebie for you, my lead magnet. I’m going to give it to you in just a few minutes.

But let’s talk first about the options for you. I’ve been doing lead magnets for around about 15 years or so. So I started doing it really well in my last business and this whole business started with a lead magnet. I built a list by putting a lead magnet out there just to MSPs in the UK about 10 years ago, and that’s how I got this whole business started. So we can talk about what works and what doesn’t work because I have learned this the hard way by doing it. And I’ve generated, I reckon it’s getting on for nearly 30,000 leads over the last 20 years, which is not the biggest number in the world. Someone like Alex Hormosi has generated millions and millions of leads in just five or six years. So I know it’s not the biggest number in the world, but I’ve done it consistently across a whole number of different sectors. So MSPs is just the last sector that I’m ever going to work with in my working career. I’ve previously worked with veterinarians, dentists, opticians/optometrists, and a whole bunch of other business owners, and they all came from lead magnets.

So when you are putting together a lead magnet for your MSP,...

The vast majority of MSPs are introverts but you can still go out and do networking or speak at a public event, if you know how. Also this week, why you should be thrilled when a Super MSP comes to your town, and what’s working best in MSP search lead generation right now.

Welcome to Episode 361 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to ace networking, even if you’re an introvert

I want to start today by sharing something personal. For most of my career, I thought that I was an extrovert. I mean, after all, I was a radio presenter, literally on the radio every day for 10 years. And now today I speak at conferences, I did ScaleCon this year, I did MSP Global again this year. And I host this podcast. These are all the activities of an extrovert, right? Well, it turns out no.

A few years ago I had a guest on this very podcast who said something that completely stopped me in my tracks. They explained that extroverts gain energy from being around people, while introverts lose energy from being around people. And it made me realise that every networking event that I’d ever been to and every conference that I’d ever spoken at, basically every room full of new people that I’d ever walked into, I’d come home and I needed a very long lie down. And my partner at the time used to find that hilarious. I would literally come back from a two-hour networking and I just needed to be on my own and recover. And neither of us really understood it at the time, but now I understand why this happened.

I am an introvert who has learned to be extroverted when the situation demands it, and that’s become normal for me. And because of that normalisation over 30 years, that’s why I thought I was an extrovert. Now, I know that a lot of MSPs are in exactly the same position. So today I want to show you how you can do the same thing, because the benefit for you is you can go out and do more networking, you might even get up on a stage and speak at a public event, which might be a nightmare idea for you right now, but very powerful if you have the power to do that. Because experts speak and experts go networking, right?

So let’s understand what’s actually happening. Let’s focus on networking. If you come away from networking events and you feel completely drained, you’re pretty much guaranteed to be an introvert. And the vast majority of MSPs that I’ve spoken to over the years, not all of them, but let’s say 70, 80% are definitely introverts. It seems to be the channel is an introverted channel. And of course, being an introvert is not a weakness or a flaw, it’s just how you and I are wired, right? We are wired to be introverts. And the difference between introverts and extroverts is fundamentally about energy. So as I said, extroverts get energised by social interactions, so they go and look for more of that social interaction. Whereas introverts are depleted by it.

Both introverts and extroverts can be brilliant and can perform well in a room full of people. It’s just the introverts need to go and do some recovery afterwards.

Recognising this about yourself is the most important step because once you understand this, you stop fighting it and you start working with it. So the goal is not to try and turn yourself into an extrovert, you can’t do that. The goal is to go and do the networking or the public speaking or whatever you do, and then protect yourself so you can recover and you can go and do it again. So here’s a couple of ways that you might do this.

Before the event, you need to protect your energy. And this is something that most advice about networking kind of ignores, it kind of bypasses or doesn’t acknowledge it. And this is where as an introvert, you can make the biggest practical difference. So you need to treat a networking...

The most powerful way for an MSP to let a prospect know who you are before they’ve ever spoken to you, is to tell them your origin story… find out how. Also this week, can you use your local community to generate leads?, and what if you could own your MSP but not have to run it?

Welcome to Episode 360 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to use your MSP’s origin story as a marketing asset

People buy from people, not from logos, not from service descriptions, and not from lists of accreditations. They buy from people. And the most powerful way to let a prospect know who you are before they’ve ever spoken to you is to tell them your MSP’s story. Today, I want to talk about your origin story, what it is, why it matters, and where to use it across all of your marketing. So let’s start by talking about why origin stories are so important for MSPs.

Every prospect who lands on your website or your LinkedIn or just looks at any of your marketing materials is subconsciously asking themselves the same question. Who is this person and can I trust them? A list of services that you do that doesn’t answer that question, a load of certifications or qualifications or memberships, or even talking about your tech stack which is weird and bizarre but some MSPs do it, none of those answer that at all. But a genuine human story does because you are talking to people who do not understand what you sell. They don’t know what they don’t know about technology, but they are wired the same as all other humans.

As humans we’re wired for stories. From childhood stories are how we learn, how we connect, and how we decide who to trust.

And this is built-in behaviour. It’s been the same behaviour for hundreds of thousands of years since humans first evolved into the kind of people we are today. In fact, we used to use stories to pass down knowledge from generation to generation before we had written languages. So we are hardwired to really respect and respond to stories. And so a prospect who reads your origin story and feels something, they can recognise parts of that story, they’re curious about it, they feel a warmth about you and what you’ve done with your life and your business. This is a prospect who has started to trust you before they’ve even met you. That is so powerful.

The commercial reality is that people buy from people that they know, like, and trust. Those three words are the most important things: know, like, and trust. And your origin story is the fastest route for you to achieve all three. So let’s explore what an origin story actually is. First of all, it’s not your resume, it’s not your CV. It’s not a timeline of what you’ve done within the business. It’s if you like the human narrative behind why you do what you do and how you came to do it in the first place. We all have an origin story. And there’s broadly two types of origin story that works really well for MSPs.

The first is the founder’s personal journey. So how did you come to be a business owner in the first place? What drove you to start your own MSP? What did that transition look and feel like to you? This works really well because business owners are universally interested in other business owners’ stories. So there’s an instant recognition and kind of like a feeling of solidarity there. If your prospect is a business owner who themselves took a leap of faith, then they will feel something when they read about your leap of faith.

The second type of origin story that works well is the businesses evolution story, how you came to work with the kind of clients that you work with, how a natural connection or some kind of happy accident led you to focus on a particular sector or type of business, and why that specialisation has made you genuinely better at what...

What’s the difference between MSPs that are standing still right now and those that are rocketing ahead? It’s a special episode today because there’s only three months left of 2026, and I’ve actually got one of my colleagues as a special guest. He’s spent 10 years talking to MSPs about how to grow their business, and he’s going to share all of his brain with you right now.

Welcome to Episode 359 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

Fast Growing MSPs Do Just TWO Things Differently

Featured guest: Ben Smith has been part of the MSP Marketing Edge journey from Day 1, he helps MSPs build simple, repeatable marketing systems that compound over time, generating consistent leads instead of chasing the latest trend.

Having spent over 15 years consulting with business owners he brings practical, real-world experience rather than marketing theory.

Away from work, you’ll usually find him outdoors with his family or working on his latest renovation project.

Hello, my name’s Ben Smith. I work with Paul at the MSP Marketing Edge.

And how has it taken so long to get you on the podcast? We’ve been doing this podcast, what, seven years or something like that?

Good question.

I know, it is a good question. And you and I have actually worked together a very long time, way longer than actually the MSP Marketing Edge has been around. We’ll explore that in a second. But it’s good to have you here today, Ben, because you talk to MSPs all day, every day, and you hear the good, the bad, sometimes you hear the ugly because your job of course is to help people with their growth, with their marketing. And that means you’ve got quite a unique insight into what’s happening with MSPs around the world right now. So do you want to just start by telling us a little bit about you and your background and how we came to work together and what exactly you do for us here in the MSP Marketing Edge?

Absolutely. So we’ve worked together for is it 15 years now, Paul?

Yeah, scary, isn’t it? You had hair when we started. You didn’t really. For those watching on YouTube, Ben has no hair whatsoever.

This is a personal choice. People often say when they find out we’ve worked together that long that I’m either good at what I do or that I’ve got some secret information on you. So they don’t know that it’s both at this stage.

Thank you.

But yeah, we worked together in the previous business working with healthcare sector and opticians, veterinary practices and dentists. And then of course we’ve been working together with the MSP Marketing Edge where you do the podcast and all the fun, crazy stuff. And I speak with MSP owners all over the world and find out what they’re looking to do with their business and if we can help them.

Exactly that. In fact, if anything, I have the fun and you do the hard work.

I enjoy it just as much. So it’s all good.

I’m sure you do. Well, I know you do for a fact. And actually you are talking to our existing members as well as new members who are looking to join us because you do all the one-to-one consultations with our members, you do all of our onboarding. So essentially Ben is pretty much the only member of our team who loves being on a Zoom call all day long. I don’t like being on Zooms, I prefer doing stuff like this. And actually it was just you and me if we go back 10 years to when we first started this business. And so you and I have been here right from the beginning.

And that actually leads onto my first question, which is what have you seen change since 2016 to 2026 in terms of how MSPs grow their business? So I don’t mean from a tech point...

A simple automated email sequence is one of the highest return marketing assets that your MSP can build… here’s how to get started. Also this week, how to get your whole team involved in marketing, and how to arrange a party for 3,000 MSPs.

Welcome to Episode 358 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

The one email sequence every MSP should have running

Most MSPs never use this, which even though it’s an oldie, is still completely valid in 2026. It’s an automated email sequence which warms up a prospect who has joined your CRM. And the beauty of it is that you set it up once and then you forget about it and it’s going to work for you for years and years to come. There are still far too many MSPs who connect with someone on LinkedIn or hand over a business card at a networking event or someone comes and downloads something from their website and that’s it. That person kind of disappears, maybe the MSP remembers them maybe they don’t, and actually they’re never contacted again.

Today, I want to fix that because a simple automated email sequence is one of the highest return marketing assets that your MSP can build. And as I say, once it’s set up, you don’t really have to do anything. Let’s talk about the one email sequence every MSP should have running. So we should start with looking at how people end up on your list in the first place and how if you don’t have a list, you should have a list.

Most MSPs underestimate the opportunity that having an email list presents.

So of course, LinkedIn connections are a massive source of leads because when you connect with a business owner or manager on LinkedIn, then not only do you have a connection on that platform, but you have the ability to then go and harvest other information about them. I’m a big fan of taking your connections on LinkedIn, finding their email address. There’s a number of different ways you can do that… you can either get it off LinkedIn or you can use a plugin like Lusher or something like that, or you can just go and Google it. There are only about seven or eight types of email address, paul@, paul.green@, pgreen@, p.green@, you get the idea, you go and brute force Google search those in speech marks and you will find that email address eventually.

So all those LinkedIn connections, you can go and find their email address and not enough MSPs are gathering email addresses and adding them into a CRM. Are you using a CRM? Do you have a basic one set up? Please go and do that quickly, it’s easy. Use MailerLite or MailChimp or if you’re in The Tech Tribe, you’ve already got one, it’s Growably, which is free as part of you’re the Tech Tribe membership. Go HighLevel is another popular one. Another one is ActiveCampaign. The ultimate one is HubSpot, but you will be paying them in kidneys every month. HubSpot’s really, really expensive. But the point is you can’t rely just on LinkedIn or gathering business cards. You’ve got to have a CRM where you are gathering people’s email addresses and you’ve got permission to email them.

By the way, if you do take all of those email addresses or just business cards or any emails you gather from anywhere, as long as you’re not doing this on mass and not just buying a bunch of data and shoving it in (that’s bad) but if you’re trickling in people you’ve met on LinkedIn or in real life, then what you do is you send them an email as soon as you put their email address in. You tell them what you’ve done, you say, “Hey, we just connected on LinkedIn, I hope you don’t mind but I found your email address and I’ve put it into my database. I’m going to send you one email a week about growing your business with technology. If you really don’t want that, there’s an unsubscribe button at the bottom.” And like 8 out of 10 people will not un...

Case studies are the single most powerful piece of marketing in an MSP’s toolbelt, here’s how to get started. Also this week, is it ever a good idea to rebrand your MSP? And, you can’t grow your MSP until you’ve got solid leadership (even if it’s just you and a tech).

Welcome to Episode 357 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

How to write a case study that makes prospects salivate

If a prospect said to you right now, “Go on, send me a case study about your MSP,” what would you send them? Do you have just a simple paragraph on your website that’s actually a testimonial wrapped up as a case study that’s just a client logo and a quote saying, “Great service would recommend?” That’s not a case study.

A case study is a proper story that takes a prospect on a journey. When they’re reading it or watching it they’re feeling and thinking, “That’s exactly my situation. This is the IT support company that I should be talking to and hiring.” Well, today I want to show you how to write that second kind, because done properly, a case study is one of the most powerful sales tools your MSP will ever have.

Let’s start by looking at why most MSP case studies are useless. And most MSPs either don’t have case studies at all, or if they do have something it’s so vague and generic it could have been written by anyone about anyone. If yours looks something like this, “We helped a local business to improve their IT infrastructure and reduce downtime”, well, that tells the prospect nothing at all. And the problem you’ve got there is you’ve written that case study from your own perspective. It’s about what you did technically rather than looking at everything from the client’s perspective. And the client cares about the problem they had, how it felt when the solution came in, and what changed, what got better, what the results were.

A case study is not a description of services, and it’s not a boast of how clever you are technically. A good case study tells a story.

Stories only work when they make the person who’s reading it, or watching it if it’s a video, it only works if it makes them feel something. You think about every book that you’ve ever loved, every movie that you left the cinema thinking, “Oh, that was just amazing.” None of those started with a list of features of things they were going to do in the film. They started with a character that you could relate to, and that character was in a situation that you recognised and they’ve got a problem that made you feel something.

The best stories move us emotionally. And do you know what? Case studies work exactly the same way, which is kind of weird when you think about it because it’s only marketing. But when you’re talking to ordinary business owners and managers, even when you’re talking to IT directors for co-managed IT, you’re looking to move them emotionally. The MSP who can emotionally move the prospect is dramatically more likely to win that prospect.

Let’s first of all address a big problem that a lot of MSPs throw up to me, and that is the issue of confidentiality. “But Paul, what if I lay out all of the details about my client and bad actors out there can use those details to attack our client, to pretend to be us?” I get this, I understand it, and I think this is a unique thing within managed services within the channel. It is a real fear, but it is your fear and not your client’s fear. The most common reason that MSPs don’t have proper case studies is that they’re too worried about naming clients publicly and giving details that will be out there. The reality is that that worry almost always belongs to you and not the client. And most happy clients are not just doing case studies with you, they are doing them with lots of other suppliers as well. Most clients are g...

A discovery call is the thing that turns a warm lead into a booked sales meeting – here’s a 6 part format for getting the most from them. Also this week, how to market your MSP during a quiet spell, and the secret to being recommended more by AI.

Welcome to Episode 356 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

The format for a perfect discovery call

The discovery call is the most underloved, most misunderstood part of the entire sales process for MSPs. Most owners treat it as an opportunity to tell the prospect about their services, but that’s not what it’s really for.

Done properly, a discovery call is the thing that turns a warm lead into booked sales meetings.

And right now I want to give you the exact format for running one that actually works, including the differences between a B2B call and a co-managed IT one. And I’ve broken this down into six easy parts to make it easy for you to understand, follow along, and of course implement.

Part 1: The mindset shift.

When we’re talking about a discovery call, we mean normally a video call and it’s normally the first quality contact with a new prospect. And the goal of the video call, the discovery call is not actually to sell anything. It’s actually to do two things. Number one is to qualify the prospect as someone that you really want to work with, someone that’s worth pursuing. And then secondly is to make them feel as though, “Ooh, this is interesting. These are the guys we should pursue.” So you know that you want to work with them and they are intrigued… they feel heard, they feel as though you could be the right people for them.

And the way that you do that is by zipping your mouth because the prospects should be talking like 80% of the time. You ask questions, but then you shut up and you listen really, really carefully and you just occasionally reflect back what you’ve heard, what they have said. Because the best sales don’t come from talking at someone the best or having the best pitch. They come from actually the best listening. So most MSP owners, they get on a discovery call and start talking about their services and their accreditations and their qualifications and their tech stack. And do you know that the prospect doesn’t really care about any of that stuff.

At the very beginning of the process, which is what this is, they just want to know if you can understand their world and if you can listen to them. And feeling heard is one of the most powerful psychological forces in all of human connection. When someone feels like you genuinely get them and get their situation and you understand their hopes and their fears and their wants and their needs, then you’re going to form some trust. In fact, they’re going to know you, they’re going to like you and they’re going to trust you. And when those three things are in place, they’re much more likely to give you a wad of cash and commit to you for a three-year contract. Beautiful, right?

Part 2: The ask – how long should you request for a discovery call?

This is where B2B and co-managed IT are slightly different. So in B2B, I believe you should ask the business owner for just 15 minutes on a discovery call. Why? Because it sounds like a tiny, tiny commitment. Most people are going to say yes to 15 minutes, whereas actually if you ask them for 30, that feels like a bigger chunk and certainly you don’t ask for an hour. So 15 minutes is absolutely perfect. Now in co-managed IT, you do ask for 30 minutes and that’s because IT directors, even though they’re super busy, super overstretched, they also have more complex situations to explain. And 15 minutes isn’t enough to have a peer-to-peer conversation about the real frustrations in their life. Because with business owners, it’s them as a normal perso...