THE MSP AUTHORITY PLAYBOOK

Stop letting
your clients
run your MSP.

Six practical plays to take back the relationship, protect your margins, and lead with confidence.

Free PDF · 44 pages · No demo required

FIELD GUIDE
FOR MSP LEADERS
The thin MSP Authority Playbook magazine with its dark green cover
Less order taking.
More leading.
A PRACTICAL GUIDE TO

Better client relationships.

✳

A more profitable MSP.

See what’s inside
01 / THE WAKE-UP CALL

Revenue isn’t the
same as profit.

That client who picks your tools, skips your process, and negotiates every renewal? They may be costing you more than they pay.

You can raise the price on a broken relationship and still lose money. The playbook helps you find the real problem: who decides how the work gets done.

ONE ACCOUNT. IDENTICAL MRR. $30,000

Annual margin difference in the playbook’s illustrative example.

MONTHLY Follows your
standard
Calls the
shots
Revenue $5,000 $5,000
Cost to deliver $2,900 $5,400
Margin +$2,100 −$400
02 / BUILT TO BE USED

Six plays.
Start this week.

Not another ebook that tells you to “set boundaries.” Get a concrete next step for each part of the client relationship.

01

Sell a path.

Turn discovery into one prescribed recommendation, instead of a menu of line items.

02

Set the standard early.

Make onboarding the moment you establish your platform. Give exceptions an expiration date.

03

Own your stack.

Put your supported tools and tiers in writing. Price the exceptions.

04

Make QBRs count.

End every review with a decision made or a risk accepted, in writing.

05

Reset the relationship.

Use the scripts to reposition a client or transition them professionally.

06

Price your expertise.

Build packages, annual terms, and scheduled increases into how you do business.

Plus, a toolkit you can put straight to work. Scorecards, a proposal template, an exception log, a QBR decision log, and conversation scripts.

03 / TAKE A LOOK INSIDE

Real tools.
Not just a good read.

A closer look at three practical takeaways, adapted from the playbook.

Which client came to mind?

Six warning signs to help you recognize a broken agreement before it costs you more.

A REAL LOOK AT WHAT YOU’LL GET
Nothing in this playbook is theory.
It is the pattern that shows up
over and over.
JG
Jake Gipson Customer Enablement, Thread

Built from the patterns he sees working with MSP teams, client conversations, and ticket data.

YOUR NEXT MOVE

Your expertise.
Your standards.
Your MSP.

Be the expert your clients hired you to be.

Get the full playbook and start with one account, one standard, and one conversation.

✓ Six actionable plays ✓ Ready-to-use scripts and templates ✓ A plan for the next 90 days

FREE DOWNLOAD

Make the next
move yours.

Get instant access to the full PDF.

A few things to know.

Who is this for?

MSP owners, operators, service leaders, and anyone responsible for client relationships, standards, or account profitability.

Is this a product pitch?

The six plays work with the tools you already own. The afterword explains where Thread fits, but the advice doesn’t require buying Thread.

What will I download?

The full 44-page MSP Authority Playbook by Jake Gipson, as a PDF. The three previews above are designed excerpts of the material inside.

Do I need to book a demo?

No. Submit the form and you can download the PDF immediately.

Expanded ebook page preview