The Ultimate MSP Sales Process Blueprint: Automation for the Win

Sales for Technology Partners

The Ultimate MSP Sales Process Blueprint: Automation for the Win

About This Webinar

In this Zomentum MSP Webinar, we unveil the ultimate blueprint for building a high-performing MSP sales process—powered by automation. From the first touchpoint to a signed agreement, this session breaks down how to eliminate friction, reduce manual work, and close deals faster. You’ll discover how leading MSPs are using automation to streamline workflows, improve conversion rates, and scale revenue without scaling headcount.

What You'll Learn

  • The key stages of a successful, repeatable MSP sales process
  • Where most MSPs lose time (and leads) in their current sales workflows
  • How to implement automation that reduces manual effort and boosts deal velocity
  • Tools and templates to streamline proposals, follow-ups, and deal tracking
  • Real-life examples of MSPs scaling revenue with automated sales systems

Agenda

  • Welcome & Introduction
  • Why a Defined Sales Process Matters for MSPs
  • Blueprint Breakdown: Stages, Strategy, and Tech Stack
  • Sales Automation in Action: From Lead to Close
  • Case Studies and Results from Top-Performing MSPs
  • Live Q&A

What's Included:

Full webinar recording access

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