LAST UPDATED: JULY 2026

COMPREHENSIVEPART 0 · FOUNDATIONS

This lesson ends with a short workbook. Answer the prompts as you go. They save anonymously in your browser, no login or email needed. Since there's no account, the only durable copy is what you print or save yourself. Use the SAVE PROGRESS link in the nav above any time.

Business Baseline

Before the first lesson, this short intake asks where the business stands today: how much of your revenue is recurring, roughly what MRR range you operate in, how long you've been at it, and whether the last few years have been growth, a plateau, or a slide. It takes about five minutes, and every question is a range — no exact figures.

Every question is optional. Skip any of them — or all of them — and nothing downstream breaks. What you do answer is used for exactly one thing: a baseline Business Snapshot at the front of your final Marketing Plan, so the plan opens with where the business actually is before it describes what marketing will do next. It also lets the plan say whether your stated 12-month goal is in line with your own growth history or a genuine stretch.

This section is completely optional

Anything you enter here builds the Business Snapshot portion of your finalized Marketing Plan — which is kept with you, printed or saved to PDF, not saved on our end. Your answers stay in this browser only, so clearing your browser data removes them.

Workbook: Try This Now

Where is the business today?

Do you currently have a JACKDAW report for your MSP?YesNo

Roughly what share of your total revenue comes from managed services (recurring contracts), as opposed to break/fix, projects, and hardware resale?Under 25% — mostly project and break/fix work today25–50% — recurring revenue is growing but not yet the core50–75% — managed services carry the businessOver 75% — an almost fully recurring-revenue MSPPrefer not to say

Roughly what monthly recurring revenue (MRR) range is the business in?Under $25k/month$25k–$50k/month$50k–$100k/month$100k–$250k/monthOver $250k/monthPrefer not to say

Roughly what EBITDA margin does the business run at? (The most sensitive number here — feel free to skip it.)Under 10%10–20%20–30%Over 30%Not sure — we don't track it that wayPrefer not to say

How long has the business been operating?Under 3 years3–7 years8–15 yearsOver 15 yearsPrefer not to say

In your best growth year so far, roughly how much did revenue grow?Under 10%10–25%25–50%Over 50%Not surePrefer not to say

Over the last three years, has revenue been growing, flat, or shrinking?GrowingRoughly flatShrinkingUp and down — no consistent directionPrefer not to say

0 of 7 answered

Done (or skipped)? Head into Topic 1: How MSP Marketing Works — the guide proper starts there.