EPISODE #18 · HARVEST! THE MSP SALES SHOW

Brian Doyle: Why Check-In Calls Are Killing Your MSP Profits

Brian Doyle from VCIO Toolbox reveals how MSPs waste opportunities with poor account management practices. Learn proven frameworks that transform routine customer check-ins into strategic revenue-generating touchpoints using the thirds rule and gap analysis techniques.

Guest: Brian Doyle · Founder, VCIO Toolbox · 31 min · June 17, 2025
KEY TAKEAWAYS

What You’ll Learn From This Episode

“It’s so much easier to get revenue from the customers you have than finding new revenues. But you gotta be mining for that gold. It just doesn’t show up always on your front doorstep.”

03:15 · Brian Doyle

“Split your time into thirds: a third preparing business reviews, a third reaching out to customers with valuable information, and a third thinking about long-term strategy for client engagement.”

05:45 · Brian Doyle

“One of the biggest risks we see to the MSP community is often when things settle down and you’re doing well. Not when you’re in crisis mode. The more we automate, the less we tend to be on site, and that’s when customers question our value.”

06:52 · Brian Doyle

“If you don’t know your customer’s strategic initiatives, you can’t map your projects to points that show them value. Your customer isn’t technical, they’re business people who need to see ROI.”

23:30 · Brian Doyle

“Account managers are notorious for calling up their customer and going, ‘Hey, how you doing? Anything going on?’ You’ve just wasted their time. Have a reason to call, bring industry trends or relevant security threats.”

24:55 · Brian Doyle
ABOUT THE GUEST

Brian Doyle

BD

Brian Doyle

Founder at VCIO Toolbox and MSP Business School

Brian Doyle is an experienced MSP industry expert who focuses on helping MSPs maximize revenue from existing customers through effective account management strategies. He has extensive experience in the MSP space and is known for developing frameworks that transform account management from relationship maintenance into revenue generation.

Connect with Brian on LinkedIn →
RESOURCES & LINKS

Mentioned in This Episode

VCIO Toolbox

A platform that helps MSPs with account management and business reviews, providing frameworks and tools to drive revenue from existing clients.

Mentioned at 01:59

MSP Business School

A podcast hosted by Brian Doyle that offers guidance for MSP owners on business strategies and practices.

Mentioned at 01:59

Weekly Account Management Coaching Sessions

Free weekly coaching on account management principles hosted by Brian Doyle every Tuesday at 3PM Eastern/12PM Pacific/8-9PM UK.

Mentioned at 30:00

Cybrance

A compliance platform mentioned by Brian Doyle that helps MSPs manage the people, process, and technical aspects of compliance frameworks.

Mentioned at 28:45

GTIA Channel Con

Industry conference where Brian Doyle and VCIO Toolbox will be exhibiting in late July.

Mentioned at 30:12
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