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If you’re still carrying the sales number at your MSP and trying to hand it to a rep, generic sales training looks like a shortcut. Buy a program, send the rep through it, and get back to running the business.

It usually costs more than the invoice. 

The expense shows up as burned leads, wasted rep capacity, and months spent trying to figure out why a rep isn’t producing. The rep may be following the training perfectly. That’s what makes the problem hard to diagnose.

Many sales methodologies were built for transactional sales: one-time purchases, defined budgets, and clear buying cycles. Think of a rep selling software to a director who already has budget approval, or equipment to a procurement team that issues purchase orders.

Managed services sales don’t work that way. 

A rep trained on generic methodology becomes harder to coach, because you have to undo habits before you can teach the MSP sale.

Stop applying transactional sales logic to a recurring revenue sale

Most sales training is built around the “close”: get the meeting, build rapport, present the solution, handle objections, close the deal.

That sequence makes sense when the product has a one-time price tag.

An MSP agreement asks for much more. 

The prospect has to end a relationship they already have, commit to an ongoing agreement, hand over access to their entire IT environment, and trust you to keep their business running.

Few programs teach reps to think about displacement. Most don’t explain how the existing provider relationship changes the conversation, or how a case for change gets built over months instead of days.

They teach closing techniques designed for a buyer who was already shopping. Many MSP prospects aren’t shopping. They’re waiting for a reason to look.

A rep who applies transactional logic pushes for a close before the prospect has a reason to change. The prospect goes quiet, the rep marks the lead dead, and nobody touches it again. In a well-run MSP pipeline, that lead would still have a next task with a date on it, tied to the reason the prospect might move.

Teach your rep how prospects change providers

Generic methodologies spend a lot of time on the buying cycle:

 Who approves the budget? 

Who makes the decision? 

What’s the timeline?

Those are reasonable sales questions. In a managed services sales process, they produce incomplete answers unless the rep also understands the IT relationship the prospect already has.

Your prospect is already getting IT support from someone, whether that’s another MSP, an internal IT person, or a one-person contractor. That provider often isn’t terrible. (Or the buyer doesn’t know the difference between mediocre support and great support.) The prospect will stay until something changes: a price increase, a service failure, a renewal date, an outage at the worst possible time, or a compliance audit that exposes gaps the current provider missed.

Your MSP sales rep needs to learn what might make this prospect consider a change, and when that “buying window” might open. That’s why contract timing belongs in the early qualification stage, alongside who approves the spend and how the prospect gets IT support today. 

If your rep isn’t capturing those answers, teach them how how Fox & Crow approaches MSP sales qualification.

A rep who learns that a prospect’s agreement renews well down the road hasn’t lost the deal. They’ve learned when this prospect becomes an actual opportunity worth pursuing. Generic training teaches that answer as a brush-off. An MSP rep records the renewal timing in the CRM, sets a dated follow-up, and keeps a reason to call that isn’t “just checking in.”

Without contract timing, a rep can spend months chasing an opportunity that was never going to close this quarter.

Don’t teach feature selling to a buyer who doesn’t buy features

Many generic sales trainings programs fail MSPs because they lean on feature and benefit selling: here’s what our service does, here’s why it matters, here’s how we’re different from the provider you have now.

For managed services, that approach can create a credibility problem from the very the first meeting.

Many small and mid-sized business owners simply don’t know enough about technology to evaluate feature differences, and they really don’t want to learn. SMB leaders want to believe you’ll keep their business running, answer the phone when something breaks, and stay engaged after the agreement is signed.

A managed services sales rep who opens with a feature comparison is selling to the wrong motivation.

The sales rep needs to be trained on how to find the business problem and stay focused on it. When a prospect mentions an outage, a slow ticket, or a backup nobody tested, that’s a thread worth following. 

How often does it happen? 

How long does it last? 

Who stops working while it’s going on? 

What did it cost in lost hours, missed revenue, or an unhappy customer?

Those answers determine whether there’s a compelling financial reason to change providers. When they aren’t asked, the proposal now asks the prospect to judge the price of a service without understanding the business cost that justifies it.

A rep can understand the technology perfectly and still be unable to explain why a prospect should spend money on it.

MSP objections are about the current provider and the calendar

Generic sales training usually includes objection handling: common objections, scripted responses, and reframes for price pushback. That’s useful in a lot of industries. In MSP sales, the most common objections only make sense once the rep understands the existing provider relationship and the agreement behind it.

“We already have someone for that.”

“Our IT guy handles it.”

“We’re in a contract until next year.”

“We had a bad experience with a managed services company before.”

A rep handling “we already have someone” needs to ask about that relationship instead of arguing with it. “How long have you worked with them?” opens the conversation. From there the rep can learn what the current provider covers, what it doesn’t, and when the arrangement comes up for renewal.

“We’re in a contract” is a timing answer. Treat it as qualification data, not a closed door. The rep confirms the renewal date, logs it, and books the follow-up with the person who approves the spend.

A previous bad experience needs a different conversation. The rep has to find out what happened and why the prospect worries it will happen again. A rehearsed line about service quality won’t answer that concern.

Inspect your rep’s calls before you buy more training

All sales training can teach useful skills. If nobody shows your rep how those skills apply to the way managed services are bought, you’ll pay for the training and then teach the MSP sale yourself.

Before you sign up for another program, or decide the one you bought didn’t work, pull a handful of your rep’s recent calls and the CRM data behind them. Listen for whether the rep asks how the prospect gets IT support today, how long that arrangement has been in place, when it renews, and who approves the spend. Check whether every lead the rep has touched has a next step with a date.

If those answers are missing, the rep was trained for a different sale. 

Coach those questions first.

To schedule your MSP sales diagnostic, book a call with Fox & Crow Group or call Carrie Richardson at 517-243-3516.

Photo: Kostiantyn Voitenko / Shutterstock


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Carrie Richardson

Posted by Carrie Richardson

Carrie Lynn Richardson is a sales strategist, entrepreneur, and co-founder of Fox & Crow Group, where she helps managed service providers (MSPs) and technology companies build predictable, scalable revenue systems. With more than 20 years of experience in sales and marketing, she has built and exited multiple businesses and advised organizations across the IT channel. Richardson specializes in designing structured sales processes, aligning marketing and sales execution, and helping founder-led companies transition from referral-driven growth to disciplined, repeatable revenue operations.

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