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Automation Power-Up: Scaling Your Sales with Smart Workflows
Over the past two months, the MSP revenue Playbook webinar series has walked Managed Service Providers (MSPs) through practical strategies to boost revenue from lead generation to winning proposals to accelerative payments.
The final session in the series “Automation Power Up: Scaling your sales with Smart Workflows”, brought everything full circle. This session features Nancy Henriquez (CEO, Sibyl Consulting Group) and Nelson Anthony (Account Director, Zomentum) who shared how automation and smart workflows tie the entire sales process together.
For MSPs, it was the perfect finale: a clear roadmap on how to scale with automation, eliminate bottlenecks and drive consistency across proposals, agreements and client communication.
Why Automation Matters for MSPs Sales
For small and mid sized MSPs the sales process is often manual and fragmented. Every follow-up email, every quote reminder, every managed service provider agreement drafted takes time and mistakes happen when things are manually.
Nancy explained it well:
“Automation is about removing human touch. It’s about consistency, making sure the right actions always happen at the right time.”
With smart workflows, MSPs can:
- Automate reminders when MSP proposal templates are viewed but not signed.
- Instantly generate a managed service provider agreement when a deal is marked “won”
- Route hot leads automatically to the right sales person.
Automation isn’t about replacing sales - it’s ensuring the process works smoothly every time.
Smart Workflows Overview
Nelson walked the audience through practical if-then rules MSPs can implement right away:
- Proposal follow ups: if a prospect views an MSP proposal templated but doesn’t sign within 48hrs -> send an automated reminder.
- Lead Prioritization: If a lead score exceeds 80 auto assign it to your top closer.
- Contract Automation: If a deal is marked “won” automatically send a managed service provider agreement for signature.
These smart workflows eliminate lag time, ensure consistency and prevent revenue from slipping away.
Sale Automation : Common Mistakes by MSPs
Nancy and Nelson both highlights pitfalls to avoid when adopting automation
- Not mapping the journey: Don’t build workflows blindly. Use tools like lucidChart to visualize the customer journey before implementing automation.
- Automating Broken Processes: Nelson cautioned MSPs not to integrate automation on top of flawed workflows. Clean up your sales process first then automate.
- Forgetting Personalization: Over automation can feel robotic. Use merge tags and custom fields to personalise proposals and emails with details like where you met a client or their specific IT needs.
Hidden Benefits for Smart Workflows
While time savings are obvious, Nancy emphazied overlooked advantages:
- Stronger Sales Marketing Alignment : Automated lead routing and follow ups bridge the common disconnect between teams
- Consistency in Follow ups: No more forgotten emails or missed check-in; automation keeps deal warm
- Improved Internal Communication: Automated triggers notify sales, marketing and operations simultaneously when key actions occur.
Automation provides MSPs with structure, visibility and accountability.
Future of MSP Sales with AI
How AI is reshaping the proposal generation process. Nelson showcased Zomentum’s AI Document Builder, which helps MSPs instantly create professional proposals and contracts tailored to client needs.
Instead of starting from scratch with every MSP Proposal template, MPSs can now create proposals through AI
- Generate IT consulting proposal in seconds
- Include tailored recommendations and case studies
- Standardize branding across agreements and contracts
This ensures MSPs can respond faster to opportunities without sacrificing professionalism.
Key Takeaways for MSPs
- Start with repetitive high volume tasks like reminder and follow ups.
- Always keep the human element where relationships are built.
- Map workflows before automating clean up broken processes first.
- Use automation not just for speed, but for consistency, collaboration and visibility.
- Leverage tools like Zomentum to integrate proposals, quoting agreements and payments into one seamless workflow.
Power Up your MSP Sales
In today’s time automation is no longer optional, its foundation to scalability and growth. From streamlining proposals with ready-to-use MSP proposal templates to automating managed service providers agreements, the right workflow can transform your sales engines into revenue machines.
While this was the last session in the series, it’s just the beginning of how MSPs can power up their sales. If you missed any of the webinars, we highly recommend going back to watch the full series. You'll see how each topic builds on the last to create a complete MSP sales strategy.
