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Win New Clients with IT Sales software

Capture more and better leads, provide personalized experiences and close more sales faster.


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Adam Walter, QBR tool expert
How to make your QBRs more productive and engaging in 2021
Skip Ziegler
How to Win New Clients in a Predictable Way
Sign Up for our FREE video course
Humanize IT FREE IT Sales resources
Myles Olson, QBR tool expert
Humanize IT Member-Only Live Training
Repeats twice a week

IT Sales is a truly customizable service development and sales solution that can be modified as needed to capture ideal prospects, connect business problems to technology solutions via IT audits and finally close sales. It does this by articulating your value in provided IT services to assure client commitment and satisfaction.


Present your unique service value and generate demand for new or for existing clients.


Define your IT services and bundle them into standard offerings to sell, manage and deliver them effectively.


Use engaging lead magnets, mini questionnaires, needs assessments and IT audits to market, sell and expand clients.

Here's how IT Sales Software makes your job easier...

1. Differentiate Your Message

Humanize IT has hundreds of templated projects and IT services which are fully white-labeled and can be customized by you. Templates are curated by managed IT services provider industry experts so you can choose the flavor that fits your MSP business. 

As we help you build your IT service catalogue, you will be able to share IT services and bundles more easily for your audience on your web page. That way, you only have to update your IT service catalogue in one place and as you change your services and bundles automatically be updated everywhere. - FEATURES YOU’LL LOVE

ok-orange IT Service Catalogue (Free & Paid Templates)
ok-orange IT Service Bundle Catalogue (Free & Paid Templates)
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IT service catalogue

2. Capture Leads

Very often starting the conversation can be a big challenge. How do you get in front of new prospects if they have little awareness of problems to solve? Lead magnets allow you to offer graders to the audiences that visit your relevant web pages. These graders are simple, mini questionnaires that can be completed on your website very quickly. They generate automated scores and reports for you and your prospects. This insight will provide ideal first meetings, generate demands and prepare you for client review meetings. - FEATURES YOU’LL LOVE

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ok-orange Graders (Free & Paid Templates)
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Capture leads with graders

Build productized IT services

Without clear service definitions, boundaries and alignment growing your MSP will be unfairly hard if it is even possible

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3. Connect business problems to technology solutions

Only technologists get excited about IT, but solving business problems is exciting for your clients. The needs assessments qualify services and service bundles through business problems. It helps you to focus on the pain and the gain of your clients rather than the features and details of the services you offer. Use needs assessments to connect everyday problems to your technology solutions and guide your clients to a buying decision. - FEATURES YOU’LL LOVE

ok-orange IT Needs Assessment (Free & Paid Templates)
ok-orange NIST Cyber Security Audit, IT Infrastructure Audit, and Office 365 Audit (Free & Paid Templates)
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IT infrastructure audit report

4. Articulate your Value with Price Calculator

Clearly defined managed IT services mean everyone is on the same page. No more scope creep or overselling and under-delivering. This is true brand differentiation. You can clarify and qualify items to be included or not to help prospects see real values. Gain visibility into how IT service bundles are applied to clients and see where you can drive additional profits.  - FEATURES YOU’LL LOVE

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managed it services

Articulate your Value 

Share your IT Services on Your Website, Engage Prospects with Grader Reports and Demonstrate your value with Needs Assessment or IT Audits

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5. Gain Clarity with IT Service Contracts

Building an IT service catalog is the first step, communicating effectively is the second step, and aligning those two is the third. An IT service contract will allow your MSP team to assign ongoing and project services to clients for delivery. It will help you to demonstrate the value of the service any time, anywhere, by sharing the service catalog items with your clients. Making changes, updates, and keeping service versions are a breeze when using contracts. - FEATURES YOU’LL LOVE

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IT service contracts

6. Sync Opportunities with PSA

Getting clarity on what needs to be done for an IT service is an art and a science. Often it is difficult to set everything up upfront. The delivery section of the IT service catalog provides your business development a flexible tool for defining service deliverables and processes. Optionally, your IT sales team will be able to refine them based on client needs and share them with your MSP team in your PSA. - FEATURES YOU’LL LOVE

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Connectwise integration

The most comprehensive IT Sales software within your budget

Flat fee model with unlimited clients, users, reports, and integrations with pre-built templates 


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Humanize IT is easy to use. By following the above process you and your IT sales team will be able to use our onboarding service if need be. Learn how to differentiate your managed IT service provider from your competition and become sales-ready in 30 days.

Step one starts with a process for clarifying your message and customizing marketing tools that will allow you to generate leads. Step two will help you to close sales using IT strategy and proposal meetings reports. - SERVICES AND FEATURES YOU’LL LOVE

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ok-orange NIST Cyber Security Framework Quickstarter Pack
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Guided Implementation

We offer you a full suite of consulting, technical services and project management to help you maximize your IT consultative sales results with Humanize IT. Add-on to the IT Sales Quickstarter Pack with 1-1 sessions and coaching and our expert guide will help you define your IT services and service bundles, customize graders and needs assessments and get prepared for a sales meeting. - SERVICE AND FEATURE YOU’LL LOVE

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Guided Implementation for MSPs


Partner Solution

Building an MSP is extremely challenging because of the rapid change in the managed IT services provider industry, the ever-growing client expectations, and the nature of the service business. Our strategic partner, Digital Maturity Group offers you a new standard for differentiating your MSP business and gives you everything you need to stand out from the competition and start closing deals based on value, not price.  - SERVICES AND FEATURES YOU’LL LOVE

ok-orange Digital Maturity Program

IT Sales Implementation Process


Without a productized IT service offering

It is a challenge to differentiate your offering and win more profitable businesses

It is hard to scale your IT sale operation and stay profitable

It is difficult to align clients with the changes of the offering


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Garry Adams at
We had challenges in upgrading our clients to our cyber security offering. Humanize IT helped to develop an effective process for our Account Management team to grow our existing client base.
Garry Adams at JMARK Business Solutions
Client Relationship Manager / JMARK Business Solutions
Nick Stevens at Heroic Technologies
Since we use Humanize IT we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives.
Nick Stevens
Founding Partner / Heroic Technologies
Wouter Mertens at EXPRO IT
Humanize IT helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team.
Wouter Mertens
Business Manager / EXPRO IT