§ Case Study · MSP SaaS · Quoting & Sales Platform

Selling sales software back into MSPs — without sounding like every other vendor in their inbox.

MSP buyers quote for a living. Generic SaaS pitches die instantly. We repositioned around real PSA and quoting workflows, sharpened MSP-native discovery, and rebuilt pricing tiers so partner-led expansion could compound.

Client
Zomentum
Region
US · UK · CA · AUS
Deal size
$15K–$80K ACV
Cycle
30–90 days
§ The situation

Strong product, fast-growing MSP SaaS category, and a pipeline full of well-known MSP logos that kept stalling at proposal stage. Win rates on competitive deals were inconsistent and ACV was capped because the packaging didn't reflect how MSPs actually grow seat count.

§ Where it was breaking

Discovery sounded like horizontal SaaS — generic pain questions, no fluency in ConnectWise, Autotask, or HaloPSA workflows. MSP buyers tuned out within the first call. Pricing was flat per-seat, which punished MSPs adding technicians and rewarded them for staying small.

§ What we did

Rewrote discovery around the actual quote-to-close lifecycle inside a PSA — where deals leak, where margin disappears, where techs lose hours. Repositioned the platform as the layer that fixes those exact breaks. Restructured pricing into MSP-native tiers with partner-led expansion levers built in.

§ The close

Pipeline conversion accelerated, average deal size moved up the curve, and the partner motion started compounding instead of resetting every quarter. MSP logos that had been ghosting came back to the table because the conversation finally sounded like someone who'd been inside their business.

"
Nelson talks to MSPs the way MSPs actually buy. Our discovery calls stopped feeling like cold pitches almost overnight.
Revenue Lead · Zomentum
§ Bring me into your deal

If your pipeline is real and your conversion is not, we should talk.

Other case studies