Free MSP Marketing Guide

A free, no-paywall MSP marketing guide covering every channel, tactic, and business decision an MSP owner needs. No email required. No retainer. Just the full curriculum.

100% FREENO PAYWALLNO EMAIL REQUIREDFREE DOWNLOADABLE MARKETING PLAN

No login. No email. Ever. Nothing here requires your name or business name either — if you wish to stay truly anonymous, don't fill those fields in!

Read it for free, or answer the short prompts as you go and your answers quietly build into a downloadable Marketing Plan. No account needed. You can print or save it as a PDF any time.

Want it sharper? A Jackdaw Report can score your plan against your actual named local competitors. It's optional, never required.

grim·oire (n.), a book of spells and hidden knowledge. This one just happens to hold everything an MSP owner needs to master marketing.

LAST UPDATED: JULY 2026

MSP Marketing Shouldn't Be Fortune-Telling.

This is a free MSP marketing guide. It covers every channel, tactic, and decision a managed service provider needs to run marketing without a background in marketing.

The guide runs in six parts, in order: Foundations, Get Found, Get Trusted, Get Kept, Measure and Improve, and Run MSP Marketing Like a Business. Jump to whichever part matches what's urgent right now. Each one is self-contained. Every topic has a 101 lesson to start with and an optional 102 for going deeper.

New to the terminology or the tools? Every lesson links to the Glossary page, which defines every acronym and platform used in this guide and tells you exactly where to log in.

NOT SURE WHERE TO START?

  1. Start with the optional Business Baseline intake, then work through Part 1: Foundations. Everything else in the guide assumes you've worked through it.
  2. Each topic has a "101" lesson (start here) and a "102" lesson (optional deeper dive). Only the 101 has a workbook question. The 102 just adds detail.
  3. Use the Next → link at the bottom of every page to move through a part in order. Jump around anytime using the part pages or this hub.
START WITH THE BUSINESS BASELINE →

The Six Parts

PART 0

FOUNDATIONS

Before you run a campaign, buy an ad, or post anything online, you need to understand how MSP marketing works, who you're selling to, and what you're selling. Every other part of this guide builds on what's here.

START →

We are tired of watching MSPs hand over thousands of dollars a month to cookie cutter marketing agencies that treat every IT company like the same company. So we built the guide we wish existed. The entire curriculum, published in full, free, with no email address or sign up required.

We believe an MSP owner should run their own sales and marketing, not pay someone else to do it, until they are paying themselves an industry standard salary, generating one million dollars in ARR, and sitting above 15 percent EBITDA. Below that line, every dollar spent on outside help should go toward your own stability first. Pay yourself first. Always. Don't let fear make your business decisions for you.

This guide is built to get you there. Every lesson, every workbook prompt, every AI prompt you can hand to your own ChatGPT or Claude account, the full 52 week content calendar, it is all here, and none of it requires a sales call or even your name. If you want sharper insight into your specific local market, gaps, and named competitors, you can add a Jackdaw Report at any point. It's optional. You can learn everything you need, build your own AI assisted marketing engine, and generate a full year of content without ever buying anything from us.

Our motive is simple. We want your business, eventually. When you are financially stable and ready to build real outbound sales muscle, we sell the MSP Sales Process, a full sales system built specifically for MSPs and shaped by more than five million MSP sales calls and nine figures of MRR added to the channel over the last ten years. It is plug and play for owners who are ready to scale. We don't want that sale from you until you have paid yourself what the risk you are taking deserves. Get there first. We will be here when you are.

THE ONE THING THIS GUIDE CAN'T GIVE YOU

This guide teaches technique, and the workbook turns that technique into a plan built from what you already know about your own business. A reader who works through all six parts, and answers the prompts along the way, will know how MSP marketing works, be capable of running it themselves, and walk away with a free marketing plan in hand. What neither the guide nor your own workbook answers can supply is the one fact that requires original research: where your specific business stands against your specific, named local competitors. That comparison, scored, categorized, and interpreted, is what your Jackdaw Report delivers.

If you want to know your position before you start, request a reading. If you want to learn the craft and build your own plan first, start with Foundations.