IDARITY SOLUTIONS

MSP marketing automation

Automate MSP Follow-Up and Never Lose a Lead

The engine under our lead-gen system. Meta ads bring in responders, and this layer answers them in under 60 seconds, screens each one, and runs multi-step nurture until a qualified appointment lands on your calendar. All inside a CRM branded as yours.

We run Meta ads that put your MSP in front of local businesses who need managed IT. The ads are only half the job. The other half is what happens the second a responder raises a hand, and that is where most campaigns bleed out.

This automation layer catches every responder and works them without anyone remembering to. A prospect clicks your ad and gets a reply in seconds. A caller you missed gets a text before they dial the next MSP on the list. The system screens each one against your rules, then nurtures the fits until they book.

We build all of it inside a CRM we set up and brand as yours. Your team sees the pipeline. Your prospects only ever see your MSP. We back it with a guarantee: 90 qualified appointments in 90 days, or you don't pay. You pay a commission on the contracts we help you close, never a retainer.

Ads bring the responders. Slow follow-up throws them away.

The average IT buyer talks to three or four providers before deciding. The one who answers first and stays in front of them the longest usually wins. Most MSPs run ads, get responders, then lose them anyway, not from a lack of effort but from a lack of a system. A tech is on a ticket. The owner is on a call. The responder sits for two hours, and by then they booked with someone else.

Manual follow-up has a shelf life too. It's strong on day one, decent on day two, gone by day three. But buyers rarely decide on day three. They decide on day 19, or day 40, long after a human would have given up. A cadence that runs for weeks without fatigue is the difference between a wasted ad click and a booked meeting.

What the automation does with every ad responder.

Speed-to-lead under 60 seconds

Every ad responder gets an answer in seconds, day or night. No waiting for a tech to free up. The MSP that replies first almost always gets the meeting.

Qualification against your rules

Each responder gets screened against the ideal-client rules you set. Wrong size, wrong location, wrong fit, and they never touch your calendar. Only real prospects do.

Missed-call text-back

A call you can't pick up triggers an instant text to the caller. They get a reply before they dial the next provider, so a missed call stops being a lost deal.

Multi-step nurture cadences

A follow-up sequence that runs across email and text for weeks, not days. It keeps working the responder long after a busy person would have forgotten they existed.

Appointments on your calendar

Fits book straight into your calendar with confirmations and reminders that cut no-shows. The target is 90 qualified appointments in 90 days, and you pay a commission when the contracts close.

Whitelabeled to your brand

The whole engine runs inside a CRM we set up and brand as yours. Every text, email, and booking link carries your MSP's name, never ours.

The MRR Engine: how the automation runs.

01

Target

Meta ads bring in local businesses who need managed IT, and the automation captures every responder the instant they raise a hand.

02

Qualify

The system screens each responder against the ideal-client rules you set, so only real fits ever reach your calendar.

03

Nurture

AI answers in under 60 seconds and runs multi-step text and email follow-up for weeks until the prospect books.

04

Book

A confirmed sales appointment lands on your calendar, with reminders that cut no-shows before the meeting.

Real results

What others are saying.

  • Customer portrait
    Isaac exercised tremendous patience and expertise.
  • Customer portrait
    Isaac was very knowledgeable and gave me great advice in an easy to follow format.
  • Customer portrait
    Isaac agreed to help me on my terms, and answered every question.

Questions

Frequently asked questions

How does the pricing work?

We guarantee 90 qualified appointments in 90 days, or you don't pay. You fund the ad spend that feeds the campaign, and you pay a commission on the contracts we help you close. No retainer, no 12-month contract. A qualified appointment is a booked, confirmed meeting with a prospect who fits your rules.

What CRM does the automation run on?

We build it on a CRM platform we set up and whitelabel to your brand, so it shows your name to prospects. You don't buy or configure anything separately. The setup, the branding, and the automations are all handled as part of the build.

What actually gets automated?

Speed-to-lead replies to new ad responders, missed-call text-back on calls you can't answer, qualification against your ideal-client rules, multi-step email and text nurture that runs for weeks, appointment booking and reminders, and pipeline stage tracking so nothing sits without a next step. It can also reactivate old leads in your list.

How long does setup take?

Most builds are live in a couple of weeks. We configure the CRM, brand it to your MSP, launch the ads, and set up the cadences. Once it's running, the system works your responders toward the goal of 90 qualified appointments in 90 days without you touching it day to day.

Ready for a predictable MSP pipeline?

Book 15 minutes. We'll show you what 90 qualified appointments in 90 days is worth to your MSP, guaranteed, or you don't pay.

Book a 15-minute call