Technology services
Companies like your clients haven't met you.
IT services firms, systems integrators and managed service providers selling multi-year engagements.
Request a Blueprint CallHow the work is won
Engagements are long, and renewals are where the margin is. New clients come from partner referrals and the founders' network, and the CRM rarely reflects what the delivery team knows about each account.
Where the revenue is
Usually in three places. Your records point to all of them.
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01
Companies running the same systems
Businesses on the same platforms as your best clients, reached when they change or upgrade.
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02
Expansion inside current clients
Services and sites your current clients buy from other providers.
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03
Renewals at risk
Accounts showing signs of leaving before the renewal conversation starts.
Records we work from
We work in the systems you already have.
Read-only access, under a data agreement that names what we touch. No new software unless the old one is what's holding revenue back.
- PSA: ConnectWise, Autotask, HaloPSA
- A CRM, often separate from the PSA
- Ticket and project histories
Where we usually start
Services that usually come first in technology services.
The customers you don't have yet
Customer Acquisition
Companies running the same systems as your best clients.
Read moreWhere every engagement starts
Revenue Diagnostic
Ticket, contract and project history shows which clients to look for more of.
Read moreThe customers you already have
Account Expansion
Services your current clients buy elsewhere pay back while new clients are won.
Read moreA second use for the same records
AI labs license the working records of operating businesses. In technology services, that can mean: support tickets, incident reports and project change requests.
Other industries
Blueprint Call
Tell us about the company.
We work with a small number of companies at a time and reply to every message within two business days.