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Framework

The MSP Prospect Qualification Framework

The MSP Prospect Qualification Framework is a four-fit scorecard that rates service fit, commercial fit, decision fit and growth potential, so MSPs spend presales time only on prospects that can become profitable long-term clients.

Stop chasing every lead. Start scoring the ones that can grow with you.

Last updated 1 min read

Four fit tests before presalesSource: MSP Agenda methodologyIllustrative figure.

Framework at a glance

Published by
MSP Agenda
Version
1.0
Controls
Four fits across service, commercial, decision and growth dimensions
Applies to
MSP sales and business development teams
Cost position
Included in the MSP Agenda methodology; no separate licence required

Presales engineering is one of the scarcest resources in an MSP. Every hour spent on a prospect that will never sign is an hour not spent on a client that could stay for years. A qualification framework protects that time.

Service fit

Service fit asks whether the prospect's technology, size and support expectations match a service tier you already deliver well. A prospect that needs custom tooling you do not own, or support hours outside your model, will either be unprofitable or unhappy.

Commercial fit

Commercial fit confirms that the prospect's budget matches your pricing and that the engagement is recurring. One-off project work can fill gaps, but it does not build enterprise value. A healthy commercial fit shows the prospect already spends on IT and sees it as ongoing operations.

Decision fit

Decision fit tests whether the right person is in the room and whether they can sign within a reasonable cycle. If the final decision sits with a board, a procurement team or a parent company that reviews vendors annually, that timeline must be acceptable to your sales plan.

Growth fit

Growth fit estimates whether the account could expand within its first year. Indicators include multiple sites, headcount growth, compliance requirements or a stated appetite for strategic advisory. Low-growth prospects are not rejected, but they are not prioritised over accounts with expansion potential.

Note

Fit thresholds and score ranges are placeholders pending sales-team verification.

About the author

Luis Navarro

Founder, MSP Agenda

Luis co-founded the London managed service provider Totality Services in 2008 and spent seventeen years growing it from a two-person business to a team of around 45 people serving more than 150 organisations, before its acquisition by Lyra Group in 2025. He writes MSP Agenda from the commercial seat: winning the right clients, expanding the accounts you already have, and building a business that is worth buying.

Credentials
  • Co-founder, Totality Services (2008–2025)
  • MSP exit completed with Lyra Group, 2025
  • Founder, MSP Agenda
Writes about
  • MSP growth strategy
  • Prospect qualification
  • Account expansion
  • Valuation and exit readiness
LinkedIn profile

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