I Lost a $2K Month MSP Deal This Week (Here's Why)

I Lost a $2K Month MSP Deal This Week (Here's Why)

From MSP Heroes Podcast by Growth Generators by Growth Generators

May 8, 2026 · 24 min

About this episode

The episode discusses losing a significant MSP deal and the lessons learned from the experience.

Ever have a great MSP lead come in at the worst possible time? That just happened to me. I lost a $2,000 per month deal with an ideal client, a financial advisory firm that was a textbook fit for my MSP. The catch? They reached out 8 days before their current contract ended, and they're due for an SEC exam soon. In this video I pull back the curtain on the whole deal: how the lead came in (one through ChatGPT, by the way), why I almost said yes, and the real reason walking away was the smart play. I also share why this "lost" deal is actually sitting in my pipeline for spring 2027, plus the two big mistakes their current MSP made that opened the door for me in the first place. If you're a new or established MSP owner trying to figure out which deals to chase and which to let breathe, this one's for you. Hit that like button, subscribe, and ring the bell so you don't miss the next behind the scenes video. Want help with sales and marketing for your MSP? Check out growth-generators.com and our membership, MSP Heroes.

People in this episode

Host: Growth Generators

Topics covered

  • MSP deals
  • sales strategy
  • client management
  • business mistakes
  • lead generation

Keywords

  • MSP
  • sales
  • financial advisory
  • ChatGPT
  • SEC exam
  • client acquisition
  • business strategy

Mentioned in this episode

Organizations: ChatGPT, SEC, MSP Heroes, Growth Generators, financial advisory firm

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