--- title: Resources description: Discover specialized marketing tools and guides designed for MSPs to enhance strategies, optimize operations, and drive growth effectively. --- [Skip to the main content.](https://tacticsmarketing.com/resources#main-content) [![Tactics\_Logo-1](https://tacticsmarketing.com/hs-fs/hubfs/Other/Tactics_Logo-1.png?width=2904&height=600&name=Tactics_Logo-1.png "Tactics_Logo-1")](https://tacticsmarketing.com) [![Tactics white logo](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Branding%202025/Tactics%20white%20logo.png?width=3000&height=600&name=Tactics%20white%20logo.png "Tactics white logo")](https://tacticsmarketing.com) - [How It Works](https://tacticsmarketing.com/how-it-works) - [Pricing](https://tacticsmarketing.com/pricing) - [Services](https://tacticsmarketing.com/services) - [Work](https://tacticsmarketing.com/work) - [The App](https://tacticsmarketing.com/app) - [Who We Serve](https://tacticsmarketing.com/who-we-serve) - [About](https://tacticsmarketing.com/about) [![Contact](https://no-cache.hubspot.com/cta/default/19967070/interactive-221055695537.png)](https://tacticsmarketing.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIN5InbVLXCcmaJ22yxqR%2BRhPedxwUgh0BK6pIzl7%2FmowXWF7eAxAXbOZpYnPGclcA5tGY0jt2ztD4ecL2wNutfSoLHJTyyNRY%2FMp7DMQpQfUABORfDP1lHE4VqJeJQnUKAdas%2B3%2FN1WmtsSIUeDNdM10X3u8EIG%2FpqlGYkMgdIzl%2B5GMEbAkUtww9SMMokLSv73iLjjD3at1l2&webInteractiveContentId=221055695537&portalId=19967070) Toggle Menu Toggle Menu [![Contact](https://no-cache.hubspot.com/cta/default/19967070/interactive-221055695537.png)](https://tacticsmarketing.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIN5InbVLXCcmaJ22yxqR%2BRhPedxwUgh0BK6pIzl7%2FmowXWF7eAxAXbOZpYnPGclcA5tGY0jt2ztD4ecL2wNutfSoLHJTyyNRY%2FMp7DMQpQfUABORfDP1lHE4VqJeJQnUKAdas%2B3%2FN1WmtsSIUeDNdM10X3u8EIG%2FpqlGYkMgdIzl%2B5GMEbAkUtww9SMMokLSv73iLjjD3at1l2&webInteractiveContentId=221055695537&portalId=19967070) - [How It Works](https://tacticsmarketing.com/how-it-works) - [Pricing](https://tacticsmarketing.com/pricing) - [Services](https://tacticsmarketing.com/services) - [Work](https://tacticsmarketing.com/work) - [The App](https://tacticsmarketing.com/app) - [Who We Serve](https://tacticsmarketing.com/who-we-serve) - [About](https://tacticsmarketing.com/about) [Facebook](https://www.facebook.com/tacticsmkt) [Instagram](https://www.instagram.com/tacticsmkt) [Linkedin](https://www.linkedin.com/company/tacticsmarketing) [YouTube](https://www.youtube.com/@TacticsMkt) ###### TOOLS, GUIDES, AND THE STUFF WE USE # MSP Marketing Resources That Are Actually Useful We built these for the same reason we built everything else at Tactics: because the generic stuff wasn't good enough. Use the tools to see where you stand, run the numbers, and figure out what needs work. Read the guides when you want the thinking behind it. All built for MSPs. No generic marketing filler. ### **Marketing Tools for MSPs** ###### **THE ESSENTIALS FOR SMARTER MSP MARKETING** Tools to grade, plan, and optimize what matters most. Improve your strategy, sharpen your brand, and turn ideas into real growth! #### AEO Rank Tracker ![AIAEO Email image 1](https://tacticsmarketing.com/hs-fs/hubfs/AI-AEO%20Rank%20Tracker/AIAEO%20Email%20image%201.png?width=240&height=202&name=AIAEO%20Email%20image%201.png) Grade and monitor how OpenAI, Gemini, and Perplexity rank your domain. [Check now](https://aeo.tacticsapp.com/) #### MSP Marketing Plan Builder ![Screenshot 2](https://tacticsmarketing.com/hs-fs/hubfs/MSP%20Marketing%20Plan%20Builder%20email/Screenshot%202.png?width=240&height=149&name=Screenshot%202.png) Have a complete marketing plan in minutes. [Get Report](https://planner.tacticsapp.com/) #### HubSpot Portal Audit ![HubSpot Audit Tool](https://tacticsmarketing.com/hs-fs/hubfs/HubSpot%20Audit%20Tool/HubSpot%20Audit%20Tool.png?width=240&height=98&name=HubSpot%20Audit%20Tool.png) Select the hubs you want to evaluate and get started. Have a complete audit in minutes. [Start Audit](https://hsaudit.tacticsapp.com/) #### Brand Guide Generator ![Brand Guide Generator email image](https://tacticsmarketing.com/hs-fs/hubfs/Brand%20Guide%20Generator/Brand%20Guide%20Generator%20email%20image.png?width=240&height=152&name=Brand%20Guide%20Generator%20email%20image.png) Have a complete marketing plan in minutes. [Get Started](https://brand.tacticsapp.com/) #### 5D Lead Claculator ![5DLeads image](https://tacticsmarketing.com/hs-fs/hubfs/5D%20Lead%20Tool/5DLeads%20image.png?width=240&height=135&name=5DLeads%20image.png) Rate leads across 5 intelligence dimensions to get an instant classification. [Get Started](https://5dleads.tacticsapp.com/) #### Marketing Maturity Quiz ![PDF Report](https://tacticsmarketing.com/hs-fs/hubfs/Marketing%20Maturity%20Scorecard/PDF%20Report.png?width=240&height=194&name=PDF%20Report.png) Answer nine questions and get your personalized report. [Get Started](https://mms.tacticsmarketing.com/) #### Website Grader ![HubSpot website grader 2021 grade-1](https://tacticsmarketing.com/hs-fs/hubfs/Other/HubSpot%20website%20grader%202021%20grade-1.png?width=240&height=134&name=HubSpot%20website%20grader%202021%20grade-1.png) See how you stack up in about 30 seconds [Let's do this!](https://tacticsmarketing.com/website-grader) #### HubSpot ROI Calculator ![HubSpot ROI Calculator](https://tacticsmarketing.com/hs-fs/hubfs/Other/HubSpot%20ROI%20Calculator.png?width=240&height=147&name=HubSpot%20ROI%20Calculator.png) Try out our ROI Calculator below to see if it actually pays off for your MSP. [Get Started](https://tacticsmarketing.com/hubspot-roi) #### Prince of Persuasia ![Screenshot 1](https://tacticsmarketing.com/hs-fs/hubfs/Prince%20of%20Persuasia/Screenshot%201.png?width=240&height=147&name=Screenshot%201.png) Level up your sales team! Pitch against AI, master new sales strategies, and get instant feedback. [Start now](https://princeofmsp.com/) ### **Marketing Templates for MSPs** ###### **BUILT FOR MSPS TO GROW** Reports, one-pagers, guides, and more to help MSPs learn, plan, and grow! Here is the complete list. #### Best Practices for Reporting in HubSpot ![Best Practices for Reporting in HubSpot image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/Best%20Practices%20for%20Reporting%20in%20HubSpot%20image.png?width=240&height=135&name=Best%20Practices%20for%20Reporting%20in%20HubSpot%20image.png) Discover best practices for reporting in HubSpot to turn data into actionable insights and drive decision-making. [Download the guide now](https://tacticsmarketing.com/best-practices-for-reporting-in-hubspot) #### How to Execute ABM with HubSpot ![How to Execute ABM with HubSpot image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/How%20to%20Execute%20ABM%20with%20HubSpot%20image.png?width=240&height=135&name=How%20to%20Execute%20ABM%20with%20HubSpot%20image.png) Master Account-Based Marketing (ABM) with HubSpot. Align sales and marketing, target key accounts, and boost revenue.   [Download the guide now](https://tacticsmarketing.com/how-to-execute-abm-with-hubspot) #### PSA to HubSpot Scenario ![PSA to HubSpot Scenario image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/PSA%20to%20HubSpot%20Scenario%20image.png?width=240&height=135&name=PSA%20to%20HubSpot%20Scenario%20image.png) Integrate ConnectWise with HubSpot for better workflows and sales visibility. Download our guide to optimize MSP operations.  [Download the guide now](https://tacticsmarketing.com/psa-to-hubspot-scenario) #### Tactics and HubSpot Market Research Guide ![Tactics and HubSpot Market Research Guide image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/Tactics%20and%20HubSpot%20Market%20Research%20Guide%20image.png?width=240&height=135&name=Tactics%20and%20HubSpot%20Market%20Research%20Guide%20image.png) Download the free Complete Market Research Kit with five templates to boost your market insights and data presentation skills. [Download the guide now](https://tacticsmarketing.com/tactics-and-hubspot-market-research-guide) #### The 4 Biggest Challenges Facing Marketing & Sales Teams ![The 4 Biggest Challenges Facing Marketing & Sales Teams image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/The%204%20Biggest%20Challenges%20Facing%20Marketing%20%26%20Sales%20Teams%20image.png?width=240&height=135&name=The%204%20Biggest%20Challenges%20Facing%20Marketing%20%26%20Sales%20Teams%20image.png) Discover how to overcome marketing and sales challenges with effective handoffs, unified goals, and integrated tools. Download our free report. [Download the guide now](https://tacticsmarketing.com/the-4-biggest-challenges-facing-marketing-sales-teams) #### The Complete Guide to Sales Prospecting ![The Complete Guide to Sales Prospecting image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/The%20Complete%20Guide%20to%20Sales%20Prospecting%20image.png?width=240&height=135&name=The%20Complete%20Guide%20to%20Sales%20Prospecting%20image.png) Master sales prospecting with our complete guide. Improve efficiency, connect with the right prospects, and close more deals. Download [Download the guide now](https://tacticsmarketing.com/the-complete-guide-to-sales-prospecting) #### Unlock Guide to Powering RevOps Strategy ![Ultimate Guide to Powering RevOps Strategy image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/Ultimate%20Guide%20to%20Powering%20RevOps%20Strategy%20image.png?width=240&height=135&name=Ultimate%20Guide%20to%20Powering%20RevOps%20Strategy%20image.png) Unlock sustainable revenue growth by aligning your marketing, sales, and customer success teams with our guide to RevOps strategies. Download now! [Download the guide now](https://tacticsmarketing.com/ultimate-guide-to-powering-revops-strategy) #### Why companies change MSPs ![Why companies change MSPs image](https://tacticsmarketing.com/hs-fs/hubfs/Tactics%20Resources%20Images/Why%20companies%20change%20MSPs%20image.png?width=240&height=135&name=Why%20companies%20change%20MSPs%20image.png) Explore Tactics Marketing's Change Study for actionable, data-driven insights that help businesses adapt, improve marketing strategies, achieve growth. [Download the guide now](https://tacticsmarketing.com/infographic-why-companies-change-msps) ## Made by People Who Know MSPs Before we marketed MSPs, we ran one. That means you won’t find us explaining what an MRR is for three pages before getting to the point. Everything here comes from the same mix of MSP experience, research, analysis, strategy, and creative work that goes into what we do for our clients. ### Find out where you stand first Explore every plan or run your free Market Analysis & Visibility Check and see your market, your rank, and your competition laid out in black and white. Then you’ll know what to work on next.   [Compare plans](https://tacticsmarketing.com/pricing) [Get your free analysis + tee](https://tacticsmarketing.com/get-your-free-analysis-tee) - [Plans & Pricing](https://tacticsmarketing.com/pricing) - [Additional Items](https://tacticsmarketing.com/services) - [The Signal](https://mspsignal.com) - [Our Work](https://tacticsmarketing.com/work) - [Free Analysis + Tee](https://tacticsmarketing.com/get-your-free-analysis-tee) - [Blog](https://tacticsmarketing.com/blog) - [Resources](https://tacticsmarketing.com/resources) Tactics Marketing, Middlestetter, LLC · Sisters, Oregon. HubSpot Gold Partner. Marketing for MSPs, cloud providers, and IT service companies — from $1M single-market shops to $20M+ regional and national operators. ![Partners\_badges\_image](https://tacticsmarketing.com/hs-fs/hubfs/Partner%20logos/Partners_badges_image.png?width=400&height=125&name=Partners_badges_image.png) Owner level advisory is Matt's separate practice → [middlestetter.com](http://middlestetter.com) Tactics Marketing 750 Barclay Dr. Sisters, OR 97759 [541-444-3626](tel:5414443626) [info@tacticsmarketing.com](mailto:info@tacticsmarketing.com) [![Tactics white logo](https://tacticsmarketing.com/hubfs/Tactics%20Branding%202025/Tactics%20white%20logo.png)](https://tacticsmarketing.com) - [Terms and Conditions](https://tacticsmarketing.com/terms-and-conditions) - [Privacy Policy](https://tacticsmarketing.com/privacy-policy) - [Cookie Policy](https://tacticsmarketing.com/cookie-policy) - [Submit a Privacy Request](https://app.termly.io/dsar/30d473a2-007f-4efe-8cce-06f6b4cc1a64) - Consent Preferrences - [Do Not Sell or Share My Personal Information](https://app.termly.io/notify/30d473a2-007f-4efe-8cce-06f6b4cc1a64) - [Limit the Use of My Sensitive Personal Information](https://app.termly.io/notify/30d473a2-007f-4efe-8cce-06f6b4cc1a64) © 2026 Middlestetter, LLC DBA Tactics Marketing [Facebook](https://www.facebook.com/tacticsmkt)[Instagram](https://www.instagram.com/tacticsmkt)[Linkedin](https://www.linkedin.com/company/tacticsmarketing)[YouTube](https://www.youtube.com/@TacticsMkt) Return to top