# MSP Project, Client Intake Form

Date: 2026-04-10
Purpose: gather the minimum info needed to set up the first outbound engine for an MSP client.

## 1. Company basics
- Company name:
- Website:
- Primary contact name:
- Title:
- Best email:
- Best phone:
- Time zone:

## 2. Services to push first
- Which service should be sold first?
- Which services should NOT be pushed yet?
- What is the highest-value service offering right now?
- What is the easiest service to sell right now?

## 3. Best-fit clients
- What industries do you want most?
- What industries do you not want?
- Ideal company size:
- Ideal buyer title:
- Geographic focus:
- Are you targeting only one city, one state, or nationwide?

## 4. Current sales motion
- How do you currently get new business?
- Do referrals drive most of your pipeline today?
- Have you tried outbound before?
- What worked?
- What failed?
- Do you already have a sales rep or SDR?

## 5. Positioning and differentiation
- Why do clients choose you instead of another MSP?
- What do you do better than most competitors?
- Do you specialize in any verticals, such as healthcare, legal, finance, manufacturing, nonprofit, or compliance-heavy sectors?
- What proof points matter most, such as response time, security, uptime, compliance, or cost savings?

## 6. Offer and economics
- What is your typical monthly client value?
- What is your average contract length?
- What is your minimum desirable client size?
- What is a bad-fit client for you?

## 7. Outbound guardrails
- Are there industries or buyer types you do not want contacted?
- Are there specific claims we should avoid making?
- Are there compliance or legal sensitivities we need to respect?
- Do you want a conservative tone, direct tone, or aggressive tone?

## 8. Messaging inputs
- What are the top 3 business pains you solve?
- What are the top 3 outcomes clients get?
- What objections do prospects usually raise?
- What language do your best clients use to describe why they hired you?

## 9. Proof and trust signals
- Client logos we can mention:
- Testimonials we can quote:
- Case studies available:
- Certifications / partnerships worth mentioning:
- Industries where you already have strong credibility:

## 10. Reply and booking flow
- Who should receive replies?
- Who should handle positive replies?
- Who should handle pricing questions?
- What booking link should be used?
- If no booking link exists, what is the fallback process?

## 11. Technical / operational setup
- Which sending domain should be used?
- Which inbox should be used?
- Is DNS access available if needed?
- Is a calendar link already available?
- Where should the working files live?

## 12. Approval before launch
- Who approves the prospect list?
- Who approves the first email sequence?
- Who approves launch?
- What is the fastest approval path?

## 13. Final alignment questions
- What would make this a win in the first 30 days?
- What would make this a failure?
- What is the one thing you do not want this outbound motion to feel like?

## Minimum required to start
If the client is slow, collect at least these first:
- primary service to push
- target industry
- target geography
- ideal buyer title
- biggest business pain solved
- proof point or trust signal
- reply owner
- booking link