Practical tools and thinking for MSP sales leaders
Guides, stories and conversations on running a modern MSP sales process, in one place. Start with whatever is useful today.
Guides and ebooks
Strategic frameworks on productising services, mastering the proposal, sales training and marketing.
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Blog
Practical writing on MSP sales, pricing and proposals from the Salesbuildr team.
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Harvest Podcast
Conversations with MSP leaders on what actually moves sales and growth.
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Salesbuildr TV
Short videos on the platform, integrations and MSP sales best practice.
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Explainer videos
Step-by-step product walkthroughs and implementation guides.
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Case studies
How MSPs use Salesbuildr to quote faster and win more deals, in their own words.
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Webinars
Learn from MSP sales experts in live and recorded sessions.
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Events
Where to meet Salesbuildr at conferences and partner days.
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The most-read guides and posts, grouped by what you’re trying to do this week.
MSP quoting software comparison
How 8 MSP quoting tools compare on Autotask, ConnectWise and Halo, including distributor pricing, storefront, API and PSA depth.
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How to choose MSP quoting software: a buyer’s checklist
MSP quoting software buyer checklist: PSA sync, distributor pricing, proposals, approvals and total cost.
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What MSP quoting software really costs
MSP quoting software cost breakdown: plan pricing, setup fees, integrations and the total first-year investment.
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Switching from Kaseya Quote Manager, QuoteWerks or Excel
Switching MSP quoting tools: what happens to your catalog, clients, templates and open quotes during migration.
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Stop building every MSP proposal from scratch
How to turn your best MSP proposal into a template plus a small library of reusable blocks, so every new quote is an edit instead of a rewrite.
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MSP proposal automation guide
Automate your MSP proposals to close deals faster, such as templates, e-signatures, pricing tables, and PSA integration.
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What your client sees when they accept
MSP proposal experience: what your client sees when they receive, review and accept a Salesbuildr quote.
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Ebook: Mastering the MSP proposal
What belongs in an MSP proposal a buying group can approve? Five elements, 10 sections, a transition plan and a business case.
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Service, labour or product: MSP catalog setup
MSP catalog setup guide: item types, categories and recurring flags to keep quoting consistent and accurate.
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Quoting recurring services: MRR, terms and renewals
MRR quoting for MSPs: how to quote managed services so monthly and one-time revenue stay separate in proposals.
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Simplifying and maintaining an MSP pricing plan
How categorising services, automating pricing adjustments, and using Salesbuildr can simplify pricing and increase profitability.
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Ebook: Productise your MSP services
How does an MSP turn a technical capability into a priced, deliverable offer? Seven questions, a one-page offer and six phases.
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What syncs between MSP quoting and your PSA
PSA sync details: what syncs between Salesbuildr and Autotask, ConnectWise or Halo, record by record.
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What happens in your PSA when the client says yes
When a client accepts, the opportunity and quote update in Autotask, ConnectWise or Halo. Then you create the ticket or sales order.
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How to automate MSP sales workflows in Autotask
Autotask workflow automation: opportunity to signed quote, contract, ticket and purchase order. Includes templates.
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What is whitespace analysis?
Whitespace analysis for MSPs: compare each client against your catalog to find and act on upsell opportunities.
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