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Delighting your clients is really important to retention, so it should be systemised in every single MSP. Also this week, AI prompts for MSPs to win new clients, and this is how MSPs lose revenue.

Welcome to Episode 325 of the MSP Marketing Podcast with me, Paul Green, powered by the MSP Marketing Edge.

MSPs who don’t do this, risk losing clients

Insane retention for your MSP isn’t just about doing a great job for your clients, it’s also about making sure they feel really positive about you. Most MSPs have great retention by default. Sure, you’re looking after people properly, but you must also remember that for ordinary business owners and managers, switching MSPs is a distress activity.

In fact, the perception is that moving to another MSP is difficult and dangerous and that’s what keeps people with you. It’s called inertia loyalty. But relying on it is a really bad strategy. Instead, here’s how to systemise going the extra mile so that your clients don’t just respect what you do. They love it.

We’re really talking here about delighting your clients, but not in a haphazard way. One of the great things about owning your own business is having complete control over the experience of the customers, right? If you and I could clone ourselves, then we’d have the perfect businesses because everyone in our team would behave like us.

But the reality is that no business is like that. We need other humans and other humans behave in different ways. So unless we put in place systems and train our people on the systems and then coach them to follow those systems and thrive within them day in, day out, we get haphazard performance.

I think that customer service is absolutely one of those areas that could and should be systemised in every single MSP.

And by customer service, I mean going the extra mile, the stuff that genuinely makes clients think, wow, these tech people are different. Because when you do that consistently and not just occasionally, you create loyalty, referrals, and a reputation that’s almost impossible for your competitors to touch. So let’s get into 10 simple but practical ways that you can go the extra mile and more importantly, how to turn each one into a repeatable system inside your business.

1. Proactive communication. I don’t just mean the usual emails that say your ticket has been updated, but actually I mean reaching out to someone before something becomes an issue. So like a quick monthly check-in call or a short video from a technician summarising what they’re working on for them. The magic here isn’t the contact, it’s the proactive nature of it. And yes, you can systemise this with a simple CRM task. Every client gets a check-in every 30 days, no exceptions. Now obviously if you’ve dealt with some tickets with them in those 30 days, you can skip that, but if you haven’t really dealt with your clients, you haven’t sorted anything big out for them in the last 30 days, then send them a proactive video just telling them some stuff you’re doing or just checking in to say, Hi, how are you? What’s happening right now within the business? 

2. Personalised micro touches. Things like remembering their birthday. I mean, what if you got the birthday of every user at every client and you just sent them something? Just send them a card or just send them a video message from the team. I know that means a bit of work every week, but it’s a point that it really connects with them. What if you celebrated their business anniversary? What if you found out and congratulated them when they hired someone new? In fact, you are one of the first people to find out when they hire someone new, right? If they remember to tell you, although I realise most of your...