Your Practical MSP Campaign Checklist: 5 Tips to Know

Written by Disha Kaira on February 17, 2025

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Running a successful campaign as a managed service provider (MSP) can feel like navigating a minefield. You know you need to attract new clients, but where do you start? 

Between managing client needs and being up to date with the latest tech, finding the time (and budget) for effective campaigning can seem impossible. 

So stop running around in circles and start working for real results.

Containing excerpts from our latest ebook Easy, Affordable Marketing Techniques for MSPs (Vol 2), this blog will help you discover the components of a successful MSP campaign and share five easy steps to get started. 

The Essential MSP Campaign Checklist

So how do you go about building a campaign for your MSP? 

A campaign is a coordinated sales and marketing effort meant to achieve a specific goal. This goal could be anything from increasing brand awareness to generating leads. 

There are many different types of campaigns that you can run depending on your MSP’s requirements, such as:

  • Content marketing: Creating and sharing valuable content, such as blogs, infographics, videos, whitepapers, etc.
  • Social media marketing: Using social media platforms to connect with potential clients and promote your services. 
  • Email marketing: Sending targeted emails to potential clients and existing customers. 
  • Paid advertising: Paying for ads on search engines, social media, or other websites.
  • Public relations: Getting media coverage for your business.

The components of a campaign will vary with the type of campaign you want to run for your MSP. Some common components are as follows:

  • A clear goal: What do you want to achieve with your campaign?
  • A target audience: Who are you trying to reach with your campaign?
  • A budget: How much money are you willing to spend on your campaign?
  • A timeline: How long will your campaign run?
  • A call to action: What do you want people to do after they see your campaign?
  • Metrics: How will you measure your campaign’s success?

Figuring out the above aspects sets a blueprint for your campaign. You can find the complete list of components in our latest guide on enhancing MSP marketing tactics.

5 Tips to Kickoff Campaigning for Your MSP 

Once all the above components are figured out, it’s time to start checking off the following items in your campaign checklist one by one:

1. Define Your Goals

The first step is to define your goals. 

What do you want to achieve with your campaign? Do you want to increase brand awareness? Generate leads? Drive sales? 

Once you know your goals, you can start to develop a plan.

2. Identify Your Target Audience

The next step is to identify your target audience. 

Who are you trying to reach with your campaign? What are their needs and pain points? 

Your message needs to connect with the people you’re trying to reach. Think about breaking your audience into groups based on things like company size or what industry they’re in. This helps you send messages that are more relevant to each group.

3. Choose the Right Tools and Tactics

Once you know your goals and target audience, you need to choose the right tools and tactics to reach them. 

Where do your target audiences spend their time? What type of content do they consume? How do they prefer to learn, search, and engage with businesses like yours? 

When you’re choosing your marketing materials and how you’ll communicate, think about what your audience likes. With this information, you can start to develop a marketing mix that will be effective.

4. Partner with Your Vendors

Are you getting stuck with software, marketing materials, or other campaign elements? 

If you’re having trouble with any of the above factors related to your campaign, talk to the vendors you work with. They might have ready-made assets you can use, or even be able to help you out with funding.

5. Track Your Progress

Last but not least, keep tracking your campaign’s progress using a management software to measure its following aspects:

Are your campaigns achieving your goals? What can you do to improve your results? 

You can also explore tools with free tiers and discounts to get started cost-efficiently. If budget is a constraint, leverage built-in tracking features on social media platforms or create your own tracking system. 

By tracking your results, you can make sure that your campaigns are as effective as possible.

Key Takeaways

Having a practical, action-oriented approach, focusing on the above core elements, is crucial for MSPs looking to cut through the noise and generate real results. Here’s a recap the five key checklist items for a successful MSP marketing campaign: 

  • First, define your goals to provide direction and purpose. 
  • Second, identify your target audience to ensure your message resonates. 
  • Third, choose the right tools and tactics to effectively reach your audience. 
  • Fourth, partner with your vendors for support and resources. 
  • And finally, track your progress to measure success and optimize your campaigns.

If you want more in-depth guidance around building your marketing strategy first, then do check out the Easy, Affordable Marketing Techniques for MSPs (Vol 1) of this ebook series. 

Level Up Your MSP Marketing Today With Our Free Guide

Want more such practical sales and marketing tips to help your MSP stay ahead? Download our free guide Easy, Affordable Marketing Techniques for MSPs (Vol 2) for a handy reference. Schedule a consultation with us today to discuss your specific needs and how we can help you achieve your marketing goals.

Disha Kaira

Disha is a Marketing Writer at JumpCloud. Outside JumpCloud, you can count on her to be curled up on a sofa with a book and steaming cup of chai beside her.

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