How to prepare for strategy consulting sessions

How to prepare for strategy consulting sessions

MSP Advantage and IT Advantage provides ongoing consultation for your marketing and sales strategy with a dedicated enablement consultant. To get the most value out of your scheduled sessions, here are a few ways you should prepare for each meeting.

1. Complete your action items

Follow up on any incomplete items from your last consultation. Contact the support team for assistance.

2. Track your leads

Use this worksheet to track and assess your leads each month.

Bring the completed worksheet to each consulting call to discuss results with your consultant and be entered into the strategy tool.

3. Identify marketing and sales challenges

 Make an honest assessment of your business challenges. Begin with the areas listed below.

Are you having trouble with…

  • Describing your services and value?
  • Finding new prospects?
  • Warming up your prospects?
  • Identifying when leads are warm/when to follow up?
  • Following up or reaching out to warm leads?
  • Getting appointments?
  • Overcoming objections during the sales process?
  • Closing the deal?
  • Upselling customers?
  • Getting testimonials?
  • Getting referrals?

Contact your consultant to request a KPI review in an upcoming session.

Send your company marketing plan/editorial calendar/marketing and sales assets to your consultant for an audit in an upcoming session.

4. Identify upcoming and potential marketing opportunities

Identify opportunities to generate new leads, such as:

  • Creating custom email campaigns to target verticals or promote services
  • Running online advertising/PPC
  • Joining a chamber of commerce or other relevant, local organization
  • Attending a trade show
  • Hosting a lunch and learn

Identify assets that will need to be created, inside or outside of Mindmatrix, to be successful.

 

By focusing closely on your business marketing and sales strategy and bringing your ideas and questions to your recurring consulting calls, you will see progress toward your goals and success in the MSP Advantage program.


    • Related Articles

    • How do I reschedule a monthly call?

      In order to be successful in the programs with Mindmatrix, you need to take advantage of more than just the software - it is also important to attend consulting sessions designed to help you meet your goals. When customers miss monthly calls, they ...

    • How can I call the support team?

      In addition to online chat support, a ticket submission system and email, you can also contact our team directly via phone. If one of our Specialists is available, they will assist you directly in any issues you are experiencing, or create and ...

    • How do I email the support team?

      You can contact us at support@mindmatrix.net for the Support team and services@mindmatrix.net for the Services team. A ticket will be created, and an email with your ticket id will be sent to your email address. A representative will assist you via ...

    • MSP Advantage Program Webinars

      Mindmatrix hosts a monthly webinar series exclusively for our customers focused on strategic marketing and sales enablement best practices for MSPs in our MSP Advantage Program. Join us at the end of each month where an expert on our team will ...

    • MSP Advantage 3 Step Onboarding Plan

      Here’s a rundown of our 3 stage onboarding process and what you can expect. For more details watch our video on what you can expect during the onboarding process. Get Ready... Step 1 - Account setup - we’re going to ask you for details we need to ...