THE 8 PROSPECTING RULES MSPs IGNOR

(That Actually Work) 

Join us for this episode of MSP To The Future where your hosts, Jeanne DeWitt and David Hood, answer these questions and more about these cloud options!

Join us for this episode of MSP To The Future where your hosts, Jeanne DeWitt and David Hood, answer these questions and more about these cloud options!

The 8 Prospecting Rules MSPs Ignore (That Actually Work)
The 8 Prospecting Rules MSPs Ignore (That Actually Work)

Let Me Ask You Something

When was the last time you picked up the phone and called someone who had never heard of you? Not a referral, not someone who filled out a form online. A real prospect who wasn’t expecting your call and had zero reason to talk to you.

Here at Cloud Services for MSPs, I spent years running an MSP before building this company. And one thing I know for certain: most MSPs say they want more clients, but they avoid the one activity that actually creates them. Prospecting.

I get it. It’s uncomfortable. It feels unpredictable. For a lot of people in this industry, it feels outdated. But after 40 years in this space and building a seven-figure MSP, I can tell you without hesitation: the MSPs who win prospect consistently. The ones who struggle are just sitting in a waiting pattern, hoping something comes to them.

The Framework That Changed Everything

I recently revisited advice from Wendy Weiss, often called the Queen of Cold Calling and creator of the Salesology prospecting method. She laid out eight prospecting rules that stopped me in my tracks because I realized: this is exactly how we grew. We just didn’t have a name for it at the time.

So let me walk you through all eight and show you what they actually look like inside a real MSP.

Rule 1: Reach Out

Wendy says it simply: no one becomes your client if they’ve never heard of you. Obvious, right? And yet almost universally ignored.

In our early MSP days, we had no pipeline, no steady flow of leads, no guarantee the next deal was coming. So we reached out every single day. Some days it felt like talking into a void. We called, left voicemails, sent emails. And then, one day, someone called back. That one conversation turned into a deal. That deal turned into a client. That client turned into recurring revenue.

We didn’t grow because people found us. We grew because we showed up first.

Rule 2: Reach Out to Many

This is where most MSPs break down. When you only have one prospect, everything feels impossibly high-stakes. You overthink the call. You rehearse it. You hesitate. You worry about saying the wrong thing. Why? Because that one prospect feels like everything.

But when you have 50 or 100 prospects in your pipeline, the whole dynamic shifts. It stops being about perfection and starts being about momentum. I used to tell our staff and other MSPs I trained: you don’t need to be great. You need to be active and consistent. Activity creates opportunity; opportunity creates sales. If one prospect can make or break your week, your pipeline is already broken.

Rule 3: Target Your Market

This one really clicked for me. Wendy talks about profiling your best clients: not just anyone who could buy, but the ones most likely to. In the MSP world, this is everything.

Early on, we cast the widest net imaginable. Anyone with a computer was a prospect. What did we get? Long sales cycles, low close rates, and a lot of frustration. So we narrowed our focus to specific industries: businesses that needed to stay up and running no matter what, that needed disaster recovery, that needed cloud. Once we made that shift, we understood their problems, knew their risks, and could speak their language. Calls got easier; conversations got better; deals closed faster. Even the best script won’t save you if you’re talking to the wrong people.

Rule 4: Understand Why Clients Buy

Every prospect is asking themselves one question: what’s in it for me? And yet most MSPs lead with what they do. “We offer managed services.” “We provide backup.” “We handle cybersecurity.” That’s not why people buy.

People buy because they want to avoid downtime. They want to protect what they’ve built. They want to stop worrying. There was a turning point in our MSP when we stopped leading with services and started leading with outcomes. Instead of “we provide backup solutions,” we said “we help businesses avoid the kind of downtime that can cost thousands in a single day.” Same service; completely different impact on the prospect. If your message doesn’t answer “what’s in it for me,” you’re going to struggle.

Rule 5: Start at the Top

Let me save you months of wasted time right here: talk to the decision makers. Wendy is very clear on this, and I’ve watched countless MSPs ignore it.

MSPs tend to call the office manager, the administrator, or the IT contact because it’s easier to get that person on the phone. But easier is not better. It just takes longer and usually ends the same way: “I need to run this by my boss.” I’ve watched MSPs spend months building relationships only to lose a deal in that one sentence. When we started going directly to owners, everything changed. Owners care about risk; they care about money; they care about growth. If you’re not talking to someone who can say yes, you’re just wasting your time.

Rule 6: Know Your Goal

Every call needs one purpose: to set an appointment. Not to sell a service; not to explain everything you offer. Just move to the next step.

MSPs often go into calls without a clear objective. They introduce themselves, have a pleasant conversation, and call it a win. That’s not a goal; it’s wandering. When you know your one goal going in, calls get simpler and cleaner. You stop meandering and start moving the conversation forward.

Rule 7: Ask for What You Want

This one changed everything for me. Wendy points out something that seems obvious but almost no one actually does: they don’t ask. They hint; they suggest. But they don’t ask.

We used to end calls with “let me know if you’re interested” or “call me back if you want to chat.” We stopped doing that. We started saying: “Let’s set up a 15-minute call to look at this together. Would Tuesday or Wednesday work for you?” Results didn’t just improve; they doubled and tripled. People respond to direction. If you don’t ask, you won’t get it.

Rule 8: Have Fun

This might sound out of place, but it matters. One of the biggest things holding MSPs back from prospecting is fear: fear of rejection, fear of sounding unprepared, fear of hearing no. But this is not life or death. It’s prospecting.

When someone isn’t interested, you’re not being rejected. You’re just early, or the timing isn’t right. The moment you stop taking it personally, something shifts. You loosen up. You sound more natural. You become more confident. And that is exactly when people start saying yes.

Principles Aren’t Enough: You Need a System

Wendy gives you the principles, and they are rock solid. But here’s what I learned from building a real MSP: principles alone won’t get you there. You need a system because consistency is what wins. We built campaigns with calls, emails, letters, lumpy mail, and follow-up sequences. Not once; over and over again. That’s how prospecting becomes a machine that actually produces results.

Your Challenge This Week

Pick one vertical. Build a list of 100 prospects (no less). Reach out to every single one of them. That’s it. Start there.

“Success is a numbers game. The more people you talk to, the more opportunities you create.” — Brian Tracy

Have a great week and weekend!