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.
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.
Here’s the big idea here… none of these things are hard on their own and you probably wouldn’t do all of them, but you could pick out two or three and put them in place and turn them into a system so your technicians or your service desk manager can run them without you personally having to do them.
The real power here is when they happen consistently and automatically without ever depending on you remembering every detail. That’s how your MSP stands out. That’s how you build fans instead of just clients. And it’s how you create a reputation that makes the price you charge almost irrelevant because people have got such amazing things to say about you.
So your challenge for this week is simple. Pick out one, two or three of those 10 and just build a tiny system for it. One workflow, one reminder, one checklist. Start there. And of course, as I say, if you have an account manager or a service desk manager, get them to do this for you so that they own this process of systemising customer delight. And never forget when you stack these delight systems together, you become the MSP that clients rave about not just once, but forever.
Do you know exactly what kind of clients you want for your MSP, right down to what kind of business they are, how many staff they have, geographically where they’re based, and what kind of attitude they have towards technology?
We call this an ICP, an Ideal Client Profile. You take all of this information and you write it down so it guides all of your marketing. Well, good news. Here’s how you can use AI to make figuring out your ICP super easy.
Without an ICP, it really is difficult to do the rest of your marketing properly. You can’t create your unique sales proposition, your USP. You can’t get your website and your LinkedIn messaging right. You can’t align all of your marketing and make it super laser focused on exactly the clients you want, if you don’t know exactly who you’re targeting. I mean in that situation, how can you make your marketing relevant to someone if you don’t know who you are targeting?
At the risk of throwing acronyms at you then, do you have an ICP in your MSP? Because if your ICP is any business with up to like 200 staff that needs IT support, then I’m sorry but actually you have a problem. because that’s the marketing equivalent of saying that you’ll go on a date with anyone who has a pulse. And the reality is somewhat different, right? In fact, as someone who was single for a few years and did quite a lot of dating, the more you date, the more you form a clear vision about who you don’t want to date.
Sometimes forming a list of clients that you don’t want to work with is the easiest route to discovering who you do want to work with.
Your ICP needs to be specific, detailed, and hooked into their emotions more than their cognitive thought process. It’s not really just about size or sector. It’s about why these clients buy, what they fear, how they make decisions, and what kind of relationship they want with their technology partner, with you. And this is where your AI tool of choice can become your best brainstorming partner.
I believe that AI is most powerful and valuable when we use it as a research assistant. When we get it to question us on what we really think about things and really drill down into details. Unlike a human assistant, it never gets tired of going over the same thing again and again and again and again or looking at the same points from different angles to try to figure out the right answer.
My belief is that people who use AI for basic search are completely missing a trick. Its real power is augmenting our brains to help us reach unique conclusions that only we could have reached, but faster, and with better levels of detail. So here’s a simple three-step process that you can use to get your AI tool to help you form an ideal client profile.
Step one: Start with what you know, open your AI, and you might choose to put it into deep research mode if you’ve got that available, or maybe even switch on agent mode and give it the parameters that it can operate within. There are pros and cons to each of these, and of course these things change over time, but the best thing to do is to experiment. You want your AI to be able to spend time thinking and figuring out what it thinks is the right answer for you, rather than rushing towards the first answer.
And then you brief it on the kind of business that you run and what you’re trying to achieve. And it may know this already, but it’s always worth just running over it with the AI. So you might say something like, Hey there, I’ve got a challenge for you, (because AI likes it when it’s given a challenge, when it’s given a mission), you are a marketing strategist for a managed service provider that works with small to medium sized businesses. Help me define my ideal client profile. Are you up for that challenge?
And then you’d feed it a few details about your existing clients. So perhaps you’d tell it the ones that you love working with and why you love working with them. You’d tell it the ones that drain you, that suck the energy out of you and why they’re not a good fit. You’d tell it the industries that you have most experience in, any local focus or specialisation. And all of this gives the AI some context. You might even choose to give it actual URLs, website addresses of your favourite and your non favourite clients, and then ask it to go and visit their websites to research them and form a better understanding of who they are and what they do. You’re using it to get patterns. If it can spot patterns in why you like all of these clients and why you don’t like these clients, why you want more of these and what they have in common. Let the AI do the pattern searching for you.
Step two: Let it ask you smart questions. So a good prompt here is, Ask me 15 detailed questions to help define my ideal client profile for my MSP. And here are the kinds of questions you would hope to get. And if your AI isn’t going in the right direction, then feed it this list of sample questions and tell it this is what you want it to ask you:
And then you take your time to answer each of these questions properly. Now, personally, I favour ChatGPT. So I’m not quite sure if this exists on other AI tools, but on ChatGPT, you can put it into like a voice mode where you’re just having a two-way conversation with it. And depending on your ability to multitask, this is something you can actually do while you are driving somewhere, although it goes without saying that you should always drive safely.
Step three: Build your ideal client profile. Once you’ve fed your answers back, you can ask your AI tool, So based on my answers, help me create a detailed ICP for my MSP, including demographics, firmographics, psychographics. (I’m going to explain what those are in a second), pain points, buying triggers and the decision process.
So firmographics are like demographics, but for businesses, they describe things like a company’s size, industry, location, how it’s set up, stuff like that. And psychographics, describe what people care about, their interests, values, opinions and lifestyle… what makes them tick. You can then take the output and ask your AI to shape it into something useful for you. Now, for most MSPs, this is something that’s no more than a couple of paragraphs long, but with quite a few bullet points in there, it needs to be very easy to read, something you can just print off and just put it onto your wall. So it’s just there for you to look at anytime you’re doing any kind of marketing and you need to just check, is this being targeted at the people I most want to reach?
So you might ask your AI tool to rewrite it so it can be understood by a 12 year old or something like that. And there’s nothing wrong with that. The easier you make something to understand, the more likely it is to be used by you and your colleagues and everyone within the business. Perhaps even the information contained within a super simple graphic that you can use to educate everyone within your business. Or you might be looking for something more detailed because you do want an in-depth document to debate with your senior leadership team. I mean, that preference is all down to you, but either way, however you do this, it’s an essential start to taking your marketing seriously. Figure out who you want to sell to, and it’s going to be so much easier to go and get them.
Featured guest: Laith Pahlawan is a technology leader and entrepreneur with over 30 years of experience bridging IT infrastructure, business strategy, and AI innovation. His career spans hands-on systems engineering to founding and scaling technology-driven companies that help organisations operate smarter and faster.
As the CEO and Founder of Bloom, Laith leads the development of an AI-powered business intelligence platform that transforms how organisations access and use their internal knowledge. Bloom connects to systems like email, CRM, accounting, and VoIP to provide instant insights, performance evaluations, and client summaries — effectively serving as a company’s single source of truth. Laith’s work focuses on designing intelligent tools that empower executives to make faster, data-driven decisions.
This feels like a glimpse into the near future, because I’ve found an MSP who’s got an AI at the heart of his business with access to all of its data, helping him to make big decisions. This is the kind of thing we can imagine every business doing in the future, but this guy’s doing it right now in 2026. And yes, of course he’s addressed all of the fears that you currently have in your mind about allowing an AI to access client data, tickets, financial data, and info about your staff. Let’s explore with him how he got started with this, why he does it, and how it’s helping him to accelerate growth in his business.
Hi, my name is Laith Pahlawan. I am an MSP owner in Southern California that is very interested in innovation and expansion.
And it’s so cool to have you on the podcast, Laith. So we are going to talk today about some favourite subjects of MSPs really, which is AI automation and having a more efficient business without having to spend a great deal more money. And I know that’s something that you are particularly passionate about. Now, let’s be honest, we all know all MSPs are constantly trying new things, especially automations. Click, click, click, just automated that brilliant, that’s a job we don’t have to do, and it’s so tempting as well to go in and play with AI. So we thought we’d get you on because I know that you are constantly trying new experiments and looking at ways that you can be more efficient in your business. So I thought it would just be fun just exploring that with you. So first of all, just tell us a bit about your MSP. So you’re based in Southern California. Give us an idea what kind of size you are, how many technicians you’ve got, what kind of clients you work with.
Well, we started this in 2002 and it was just myself and grew slowly and to a point where it started to look like a business, not just a one man shop, and then the economy cracked in 2010. After that, I had to reinvent myself. So I started to look beyond just here, started to look at hiring people abroad to do some of the menial work and some of the purchasing. And that strategy helped, I ended up partnering with a couple of companies and with them we were able to grow a little bit. The partners went away. And then just having clients that grew with me, helped really grow this business to a $2.5 million company. And with that, of course, with the success, with the AI starting to become more popular, I was able to put some money in investment into developing something that would help my business and AI.
That’s such a cool story. And I guess you’ve got to a point now where when you’re doing a roundabout two and a half mil that you are able to be the R&D department of the business. So I guess you’ve got service desk manager and enough competent people to go and look after the clients and grow the business. And are you just having fun now? Just automating everything?
It is fun, definitely fun, but also looking for ways to also serve my clients. So what I’ve developed some kind of a platform. First of all, I just acquired a new company that does global dispatching, so that’s going to help me get more of a global footprint, definitely national, where really most success is in the United States. And on top of all of this, I have that AI solution, which I think will help a lot of my clients, small clients, increase efficiency, and I also think is going to give you the future of how people do business anywhere in the world.
Yeah, that makes perfect sense. So give us an idea of what you’re building then some of the things that you’re putting together and how it’ll help your clients.
Okay, let me tell you how it started. Started. When I first learned about AI, I thought this is amazing. I was like, imagine if my data was all in AI and I could run AI on my stuff. At the same time this happened, I had a person with me after 10 years get pregnant and she left. And when she left, a lot of knowledge went away with her. So that kind of sparked the idea. So I started working with a group of people from the Netherlands to input all my tickets, all my emails, all my phone calls, connect to QuickBooks and connect to my SharePoint, my Teams, and connect everything, put it all into one centralised database, collect some more data on it at some of the AI metadata, like the sentiment and the summaries, and whether it’s marketing, whether it’s operations, and then use that information to look for ways to manage my business and to manage my clients. So I started a draft, but now we’ve been developing now for two years and we have a pretty solid platform right now with a lot of features that is really benefiting our business to be honest with you.
That’s really cool. So I’m going to ask you about those features in a second and some of the things you’ve been able to achieve, but I first of all must address the most obvious elephant in the room, and I know there’ll be thousands of MSPs listening to this or watching it on YouTube at this point, folding their arms going, oh, hang on. So you’ve put all your data inside an AI, what rails have you put up? What are you doing to guard the data and stop that from leaking out, I guess?
Well, obviously we’re not putting it on a server here in the garage. It’s with AWS, which is a SOC 2 compliant. We have all the proper cyber security, so all the proper security implemented on the databases on the connection on two-factor. I mean, that’s just like all your emails on your servers are on the net, now this is going to be another way. Also, the data we’re getting, we’re not necessarily getting the data and inputting it raw. We’re just making it into vectors and processing it, just getting the juice out of it basically. And then we don’t really need all the raw data in there, just what makes sense out of it basically.
So give us some of the wins, some of the things you’ve been able to achieve with this.
Well definitely, I’ll give you an example one, we are a Microsoft Company, all of our clients are Microsoft, usually mostly what we do is Microsoft, and that’s where we put all our focus on. But every once in a while we get a client that’s asking us to do things that are specific to Macs for example, or Linux or something. So I do not have marketing material that is specific to that, but when I go to my Bloom, bloomchat.ai, when I go in there and I look, I create a company profile, emphasise all the work we’ve done with Linux, emphasise all the work we’ve done with MacBooks, it’ll give me a bunch of white papers and gives me all the things that we’ve done in the last, let’s say three months or six months. And that kind of creates a customised package that I can send to the client immediately without having to spend three, four days creating that package. And they get the impression right away that, Hey, these guys can actually work with the Macs. And because of that, I’ve been able to close a few deals because of that. Also, with WIFI, depending on locations.
I can customise my marketing material specifically to a client without having to go through all the creation, it’s all done within one prompt on my PC.
So essentially what you’re doing is you’re taking all the data that’s sitting within the business in every area, and you are putting it all into one place, but obviously the AI is constantly reading it, matching things up, and it’s almost like a human, a very intelligent, never stopping human, but it’s across all of just your company data.
Correct. And the other thing is because the data is being ingested in different times, I can also do comparison. How is the performance of this client today versus three months ago? Have they increased in the tickets? And this is all done because it’s reading the data, also even evaluation of employees. I can ask things like, what is Johnny working on? And it’ll find me all the tickets, all the phone calls he’s done, whatever he’s done in Teams, and give me that result. So I have an idea without having to… this is one of the things that this solved as well, by the way, during COVID when a lot of people started working from home, people are asking us to put monitoring software on each person’s laptop. I don’t know if you’ve been on this other end where the IT guy is, but it is the creepiest thing to do in the world to go and snoop somebody and oh, where are they looking at? Because you have all this access now. So this gives you the ability to know what people are doing and manage them without having to be Peeping Tom basically.
I absolutely love that. So have you created this, is this a completely bespoke solution to your MSP or have you sort of taken something off the shelf and then just adapted it to an MSP’s needs?
No, no. This is all us. We just have a database and we vectorise the data. So when we can search it and use the metadata, of course there’s a lot of technology that goes in there to create queries and pull ingest data and add some intelligence to the data. But this is all done within our platform. Of course, this is not our own AI, we are using Gemini and we can use multiple models to do the reasoning, but it goes through several processes. When you type a prompt, it goes in there and determines the best place to get the data from. It pulls the data and now it takes it and puts it into a more intelligent model, let’s say a GPT 5 or Gemini 2.5 this way to actually do the reasoning from it. And not just this, by the way, we also show you when we get a result, we show you the sources of where everything came from that you can access directly. So you have some kind of validation. And like I said, because it’s timestamp as well, you can do things where you can find out progression of things. So it’s a little bit different way of using AI, not just to look for data, but also look at patterns and progression and evaluations and things like that.
Let’s be honest, since we saw AI really bloom a couple of years ago and start to become the thing that we’ve got today, all of us at one point have thought, wouldn’t it be great if I could have a custom GPT with all of my business data in there, which is essentially what you’ve created but with those guardrails, which is pretty cool. Let me ask you an open question, the next step for you is that about the AI spotting things before you need to think to ask those things. So for example, if it spots that a client’s heading out the door because of certain behaviours or if it spots that a technician, perhaps their efficiency is off, when I say efficiency, I don’t mean, as you say, cracking the whip and making sure everyone’s at a hundred percent, but if an AI will probably notice if someone’s got trouble at home through their work faster than a human would, and wouldn’t you want the heads up on that to be able to go and have a chat with someone and say, Hey, Dave, is everything all right? So is that the next step for you or do you have even bigger plans?
Yeah, well, I’ll give you an example of how this works right now. If I go and say, have we had any interactions with negative sentiment in the last, let’s say 30 days? So it’ll find, of course there are sometimes calls where people are, I’ve called about this four times and I’ve done this seven times. But also the AI will determine and say, Hey, you know what? These guys have had this problem six times in the last 30 days, this is a high risk, you should attend to this. And it gives you an action that you need to do. I’m not saying that I wrote this logic, it is just what’s out of the box, but feeding the data into it and having that timestamp on the data is helping actually determine if something is a high risk or low risk. And even I can tell it to evaluate my relationship with a specific lines or when was the last time we talked to Alex from A, B, C company?
And I’ll say, Hey, you know what? It’s been six months since you had a call with Alex or anybody in the company. This is not, by the way, this is not just my data. This is all the company, the entire tenant, the entire Microsoft tenant. So I know what everybody in the company is doing, and like I said, without having to be a creep kind of thing. And it gives me actual information that I can use to strengthen my relationship and with the clients and with my employees to make sure I don’t miss out. Nothing gets me from left field where I thought everything was great.
Also, the other thing I can do is, for example, there’s one of the things I can do here is create a report. Every day I say, I’m the CEO of Orange Crew, tell me what I should focus on today with personnel, with clients, with problems there. And I have a bit of a management report, Hey, today do this, this, this… you haven’t looked at this email in a few days… and I can actually follow it. If I was disciplined enough, I would follow it.
Yeah, exactly. You still haven’t got enough time to follow up on that. Maybe the next step, of course is the agentic AI that will actually go and do that stuff for you and take half those actions away from you. Well, that’s to be the next step I think. So thank you so much Laith for explaining what you’ve done there. I’m not a tech, I don’t own an MSP, I’m not a technical person, and you’ve explained that brilliantly, and I want that. I want that for my own business. And I’m sure that many MSPs could develop, will go and develop their own thing. I think, let’s be honest, 15 years down the line, all businesses are going to have some kind of AI sat at the heart of it, powering it. But I know one of the reasons you came on the podcast today was you are interested in having some other MSPs test that out, so you can try that in different circumstances. So tell us a little bit about that and what’s the best way to get in touch with you.
Yeah, actually my initial, when I first started this, one of the things I can tell you about MSPs, we have a very hard time getting new income and getting new clients. So one of the things I was thinking, this is something that’s really good for us to use as MSPs, but also a lot of our clients that are small clients, and if you’re a small business owner, you’re a bit of a control freak to be honest with you. So having something like that, that gives you an idea of what’s going on, deploying it at the client space, digital deployment is done within, honestly, guys, you got to be up and running within 20 minutes. All you need is administrative password to email, and you can now look at everybody’s email and have it all ingested into our platform.
So this is something that MSPs can use to manage their clients, but also they can sell to their clients because you’re managing, they’re not just MSP, you’re managing information as well. Managed Information Services, MIS. Okay, this is not like a specific application. This is more like a general generative AI, so it’s going to have the same hallucinations like that. But I can tell you for sure if you want to do something, this will take you 85 to 90% of the way to completion as opposed to starting from scratch. So whatever that took you 10 hours before now will take you maybe an hour and a half or two hours maximum.
So this is where it’s been really useful for us and the couple of people that we’ve tested with. But again, still it’s something that’s been working for us. We are getting a lot of juice out of it. And if we’re looking for people to hopefully adopt the same thing and if they can see the vision and can help towards the vision and deploy it at a few places where we can get more feedback, that would be very beneficial for us. And hopefully it’ll take off.
Cool. So what’s the best way to get in touch with you and sort of stick your hand up and say, I’m going to have a go at this.
Honestly, the best way to go is just bloomchat.ai, and we’d love to talk to you.
Hey there, it’s Jennifer Bleam with MSP Sales Revolution. Today’s quick win… update your LinkedIn or Facebook headline to show that you are AI aware. Businesses are curious about AI and this is your opportunity to position your company as an AI thought leader. Here are a couple of options just to get the ideas flowing:
Why bother? Because when a prospect looks you up, they decide in about three seconds whether or not to reach out to you. Adding AI to your headline signals relevance, authority, and it’s a great differentiator. 60 seconds, one edit, and you position yourself as the go-to AI advisor who understands both security and the future. So go make it happen.
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