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Automation Power-Up: Scaling Your Sales with Smart Workflows
About This Webinar
This final session of the MSP Revenue Playbook Webinar Series explores how Managed Service Providers (MSPs) can transform their sales process with automation. In today’s competitive market, manual sales tasks like proposal follow-ups, quote reminders, and contract creation slow down revenue growth. This webinar demonstrates how to implement smart workflows that eliminate repetitive tasks, reduce errors, and bring consistency to every stage of the MSP sales cycle. From automating MSP proposal templates to streamlining managed service provider agreements, you’ll see how automation creates efficiency, consistency, and scalability—so you can spend less time on admin work and more time closing deals.
What You'll Learn
By the end of this webinar, you’ll know how to:
- Build automated workflows that save time and reduce errors
- Use automation to manage proposals and agreements more effectively
- Keep consistency across sales, marketing, and client communications
- Personalize outreach while still automating repetitive tasks
- Implement AI-driven tools to create proposals faster
- Scale your MSP sales process with confidence
Agenda
- How automation powers up MSP sales
- Identifying tasks ideal for smart workflows
- Automating proposal templates, agreements, and approvals
- Using “if-then” rules to streamline follow-ups
- Avoiding common mistakes with sales automation
- Leveraging AI to create proposals in minutes
- How automation ties together sales, marketing, and operations
What's Included:
Access the full recording and resources
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