Professional Marketing Collateral & Materials for MSPs

Ready-to-use pitch decks, proposals, one-pagers and templates that help MSPs win more business.

Faster proposals. Clear messaging. Collateral that converts.

Why Collateral Matters for MSPs

MSP buyers are risk-averse and detail-driven — professional collateral reduces friction, communicates value clearly, and helps sales teams move deals forward.

Key benefits

Shorter proposal turnaround and improved win rates
Clear, consistent messaging across sales touchpoints
Better representation of technical services in client-facing materials
Supports pricing transparency and perceived value

Sales playbook snippet or sheet with callouts-1

Outdated MSP one-pager or datasheet mockup

Common collateral problems

Outdated or inconsistent templates causing delays and confusion
Too-technical or too-generic materials that don’t resonate with buyers
No single source of truth for final assets across teams

Our Collateral Production Methodology

Audit & Prioritization

Review existing assets, interview sales, and prioritize must-have templates.

Messaging Alignment

Ensure copy reflects brand positioning, value propositions, and buyer pain points.

Design & Template Build

Create editable PowerPoint/Google Slides, Word/Google Docs proposals, PDFs, and print-ready files.

Review & Iteration

Collaborative rounds with sales and SMEs for technical accuracy and sales utility.

Handoff & Integration

Deliver asset library, template instructions, and integrate templates into HubSpot/CRM for immediate use.

Your marketing collateral is often the first tangible representation of your MSP...make it count!!

Request a Template Sample Pack

Case study block

(Challenge → Solution → Result)

Challenge: Sales team spending hours building custom proposals with inconsistent messaging.
Solution: Delivered a standardized proposal template, 3 sales decks, and 5 one-pagers; integrated templates into HubSpot.
Result: Reduced proposal creation time by 60%, improved proposal-to-win ratio, and standardized client messaging leading to higher perceived value.

Quote/testimonial pullout with client photo/logo

Best Practices for MSP Collateral

Quick-hit best practices:

Keep one-pagers scannable: problem → solution → outcomes → CTA.
Use measurable outcomes in case studies (numbers matter).
Ensure proposal templates include clear scope, pricing tiers, and next steps.
Keep slide decks modular for quick tailoring to specific prospects.
Maintain a single asset library with version control and usage guidelines.

Practical, repeatable, collateral helps your team sell more, faster.

HubSpot & Workflow Integration Benefits

Branded proposals and PDFs auto-populated with HubSpot data to reduce manual entry
Track which assets drive demo requests using UTMs and landing pages
Use templates in sequences and playbooks for consistent outreach
Enable sales with quick access to approved assets through the CRM library

FREQUENTLY ASKED QUESTIONS

You ask, we answer

What file formats do you deliver (PPT, Google Slides, Word, PDF)?

All of the above...and organized so your team doesn’t have to dig through 14 folders to find the “final_final_FINAL” version. We deliver PowerPoint and Google Slides decks, Word and Google Docs templates, polished PDFs, and any print-ready files you need.

Everything comes in clean, editable formats your team can actually use without breaking the design.
No mystery fonts. No janky spacing. No “why does this logo look stretched?” nightmares.

How do you keep collateral up to date?

We treat your collateral like a living system, not a one-and-done project. When your services, pricing, or positioning shift, we update the templates so Sales isn’t circulating materials that belong in a museum. We also build your assets with modular sections, so swapping in new content is quick...not a full redesign every time.

Plus, we keep everything organized in a shared library and tie key templates into HubSpot, making updates consistent across your whole team. No rogue versions. No outdated files lurking in someone’s downloads folder.

Your collateral stays current, clean, and conversion-ready — always.

How long does collateral production usually take?

Most MSP collateral projects land in the 2–5 week range, depending on how many assets you need and how much new messaging we’re building. One-pagers and proposal templates move fast. Bigger decks or multi-asset packs take a little longer because we’re syncing design, messaging, and technical accuracy.

We keep the process structured: audit → drafts → feedback → final polish. No disappearing acts, no endless revision loops, just steady momentum until everything’s ready for Sales to put to work.

Fast enough to hit your timeline.
Thorough enough to actually close deals.

Can templates be integrated into HubSpot and automated flows?

Of course! We build your templates so they slide straight into HubSpot without a fight. Sales decks, proposal PDFs, email layouts, quote templates… all synced so your team can generate polished, on-brand materials right from the CRM.

We can also tie them into automated flows, so things like follow-up emails, onboarding packets, and service overviews send themselves...consistently, correctly, and without “who was supposed to send that?” drama.

Your templates don’t just look good.
They work inside your systems.

Do you provide print-ready files and vendor specs?

Definitely! If you want physical collateral, we prep everything in true print-ready formats. That means CMYK color profiles, bleed settings, high-res exports, and files your print vendor won’t send back with a “uhhh… what is this?” email.

We also include vendor specs or tailor the files to whatever printer you’re using so your colors, margins, and finishes come out exactly right. No surprises. No fuzzy logos. No reprints because something shifted by half an inch.

If it’s going to paper, we make sure it looks legit.