Managed Service Provider (MSP)

How to start and grow a Managed Service Provider (MSP) business as an IT professional. This includes the tools, processes, and best practices to get started and deliver value to clients.

This section contains resources and guides specifically for Managed Service Providers (MSPs). Whether you’re just starting out or looking to optimize your existing MSP business, you’ll find valuable information here. If you are an IT professional then you might find this path particularly relevant.

An MSP is basically the IT department for small and medium businesses (SMBs) that can’t afford/justify their own full-time IT staff.

MSPs handle everything from network management to cybersecurity, often on a subscription basis. Think: a dentist office, an accounting firm, an attorney’s office, etc. They need things like: setting up a new PC or printer, fixing their backups, managing their email, ensuring their network is secure, etc. Could you do that? If so, you can stand up your own MSP and start with businesses in your local area.


1. Establish the Company

2. Build the Website

3. Set Up Tools

Essential tools and platforms you need to run your MSP effectively. Learn about CRM, PSA, and RMM tools with both self-hosted and SaaS options to manage clients, tickets, and remote access.

4. Pricing and Catalog

How to price your MSP services competitively and professionally. Includes hourly rates, managed device pricing, project pricing, and example proposals to help you create your service catalog.

5. Assess Local Market

How to identify and research your ideal MSP clients in your local market. Learn which businesses to target, how to use OSINT techniques to find prospects, and how to assess the competitive landscape.

6. Build Outreach Package

How to create an effective outreach strategy to connect with potential MSP clients. Includes templates for emails, calls, and materials for offering free IT assessments that demonstrate your value.

7. The Assessment

How to conduct a professional IT assessment for potential MSP clients. Includes legal consent requirements, assessment checklist, and techniques for delivering immediate value while building trust.

8. Build Service Proposal

9. Onboard Client

10. Establish Operations

11. Evaluate and Adjust

Iterate and Expand