How To Master Your First MSP Discovery Meeting

Sitima Fowler and Ray GreenMSP Marketing

As an MSP owner, your first discovery meeting is a crucial step towards closing a deal. It’s more than a sales pitch; it’s a chance to establish trust, understand your prospect’s needs, and position your services as the solution they’ve been seeking. Let’s dive into how you can prepare for this pivotal meeting.

Understand Your Prospect

Thorough research about your prospect is crucial. Dive deep into their industry, challenges, and business landscape. This understanding helps in crafting a solution that aligns with their specific needs and demonstrates your role as a trusted advisor. Showcasing an in-depth understanding of their unique business situation elevates your value beyond just providing a service.

Professional Presentation

Professionalism in your presentation is key. Ensure your attire and punctuality reflect the seriousness and respect you hold for the potential relationship. This approach is vital, even in virtual settings, as it mirrors your brand’s professionalism and instills confidence in your prospects about your ability to handle their IT needs effectively.

Embrace Active Listening

Active listening is crucial in discovery meetings. It’s essential to understand not just the factual problems a prospect faces, but also the underlying pain they cause. This requires distinguishing between urgent and non-urgent issues and whether the prospect is aware of additional problems. The key is to make the client feel heard and understood, laying a foundation for a solution that is both credible and trusted.

Be A Consultant, Not Just A Vendor

Focus on being a consultant rather than just a vendor. This approach means the meeting is more about understanding the prospect’s situation and needs rather than selling your services upfront. Use this time to demonstrate your expertise, address their problems, and ensure that your services can deliver the desired results. This positions you as a problem solver and builds trust and credibility with the prospect.

Tailor Your Solutions

Customize your solutions to the client’s specific needs. Discuss how your MSP services can uniquely address their challenges, emphasizing your ability to provide targeted and adaptable solutions. This demonstrates your understanding of their unique business environment and your commitment to providing tailored assistance.

Plan Your Follow-Up

A clear follow-up strategy is essential. Determine the next steps, such as a technical assessment or a follow-up meeting, ensuring the prospect is aware of these steps. This demonstrates your ongoing commitment to addressing their needs and maintains the momentum of your engagement.


The first discovery meeting is your opportunity to set the tone for a fruitful relationship with your prospect. By being prepared, professional, and client-focused, you can significantly increase your chances of converting prospects into long-term clients. Remember, it’s about building relationships, not just closing sales.

Want to quickly and easily add 1-2 high value clients this month? Attend our next FREE MSP Marketing Training to learn how.