POWER-UP
01
01
Dials
Full-time reps call your territory six hours a day. No pitching, no tech talk. Just a short ask for an owner-to-owner conversation.
STAGE 1 // POWER-UPS
Four power-ups. One owner-to-owner meeting.
A single cold call is easy to ignore. A call that follows a short email and a real letter on their desk is not. Every prospect in your market gets a coordinated mix, built around your market and the rules that apply there.
POWER-UP
02
02
Cold email
Sent only where anti-spam laws like CASL and CAN-SPAM allow it. Every message names the sender, includes a real business address and has a working unsubscribe.
POWER-UP
03
03
Physical mail
Digital marketing is white noise. A real piece of mail on an owner's desk gets opened, and it makes the next call a lot warmer.
POWER-UP
04
04
Lead warming
"Not right now" goes into a 52-week nurture: five useful notes for every ask. When their IT contract ends, your name is the one they remember.
LEVEL PATH // ONE PROSPECT
[Example only. Each market's mix is tuned to its rules.]
DAY 1
Cold email
Short, plain-text intro. Only where permitted.
DAY 3
Call
Owner-to-owner ask. Logged and transcribed.
DAY 7
Mail piece
Something real lands on their desk.
DAY 10
Call
Second touch, now with context.
ONGOING
Lead warming
52 weeks of value. 5 notes per ask.
STAGE 2 // CONTROL ROOM
Every touch, in one place that’s easy to read.
ConnectWise and Autotask were never built to sell. Upsociate's platform is, and the Upsociate team sets it up, fills it and keeps it current. Pick a screen.
SELECT SCREEN ▼
Your dashboard shows where every deal stands and what is closing next. Results, not dial noise.
Screens shown with sample data.
Less busywork. More deals.
Every tool inside is set up and kept current by the Upsociate team. Here's what that means for your week.
9 ITEMS UNLOCKED
ITEM 01 // CLARITY
Know exactly what you're getting for your money
- Proof every month. The outreach report shows conversations, meetings booked and list coverage, so ROI is never a guess.
- Less time in spreadsheets. Pipeline, meetings held, deals won and time to close update on their own.
- Clear credit. Deals Upsociate brought in sit apart from your own.
- Know where your day goes. The deals closest to closing sit on top, with the next step on each.
ITEM 02 // MOMENTUM
No deal goes quiet on you
- Nothing slips through. Every card has a next step, so every deal has someone moving it.
- Catch stalls early. Days in stage and overdue follow-ups stand out before a deal goes cold.
- Focus on what's hot. One filter shows what's warm, what's yours and what needs you today.
- The whole business on one screen. Outbound, referrals and onboarding each get their own pipeline.
ITEM 03 // CONFIDENCE
Walk into every meeting already knowing them
- Skip the awkward opener. Every call, email and note with the prospect, in order, before you meet.
- Hear exactly what they said. Recordings and transcripts, so nothing gets lost in a handoff.
- Show up informed. Company size, industry, fit score and their local time, on one page.
- Prep in a minute. Ask AI for a quick summary of any prospect.
ITEM 04 // PEACE OF MIND
Grow without worrying about anti-spam laws
- Proof if anyone asks. How and when it was obtained, linked to the call or form where it happened.
- The right rules for every prospect. CASL consent in Canada, CAN-SPAM in the United States. Anyone who needs permission is flagged before anything goes out.
- A reputation that stays clean. Every email carries a working unsubscribe, and opt-outs are honoured.
ITEM 05 // LESS WASTE
Every dial reaches a real business
- No wasted calls. Each company is checked against its website and LinkedIn before anyone dials.
- No dead line twice. Wrong numbers get corrected and logged.
- Find the right people fast. Saved views like "engaged this week" or "needs permission".
- Your data stays yours. Import and export any time.
ITEM 06 // TIME BACK
Follow-up happens without you remembering it
- Every prospect gets the proven path. Playbooks run calls and emails in the order that works.
- Hours back every week. Pick a list, start a playbook and assign an owner in one move.
- Always know the next move. After a call, the next step is suggested, like "call back Monday, 9:30".
- Zero setup on your side. The Upsociate team builds and tunes every automation.
ITEM 07 // TOP OF MIND
Be the name they remember when the timing is right
- Win the deals that aren't ready yet. 52 weeks of lead warming, five value emails for every ask.
- Stay visible without being pushy. Newsletters and campaigns to the right list, with open tracking.
- Look polished on every send. Ready-made templates, lists and segments.
- Turn interest into conversations. Forms capture it, and the right file goes out at the right time.
ITEM 08 // SHOW RATE
More meetings, fewer no-shows
- Fewer no-shows. Reminders go out 3 days, 1 day and 1 hour before.
- Missed meetings get rebooked. No-show follow-up starts without you chasing.
- A calendar that fills itself. Owner-to-owner meetings land where you already work.
- You walk in prepped. Every conversation that led to the meeting, on one page.
ITEM 09 // ACCOUNTABILITY
Your whole team knows whose move it is
- Clear ownership. Every deal has an owner, so nothing falls between people.
- A focused day. My tasks and notifications put the right work in front of each person.
- Answers in seconds. Search contacts, companies, deals and notes from one box.
- See the trend. Performance shows how the work turns into meetings and deals over time.
STAGE 4 // VERSUS
They sell you the tools. Upsociate plays the game.
GoHighLevel, HubSpot, Salesforce and Pipedrive are good software. Every one of them still needs someone on your team to build the automations, write the emails and make the calls. Upsociate comes with the software and the crew that runs it.
Done for youYou build itAdd-onNot included
| PLAYER SELECT | UpsociateP1 + CREW | GoHighLevelCPU // DIY | HubSpotCPU // DIY | SalesforceCPU // DIY | PipedriveCPU // DIY |
|---|---|---|---|---|---|
| THE WORK | |||||
| Calls made for youA trained team dials every day | Done for you | Not included | Not included | Not included | Not included |
| Cold email, written and sentCASL and CAN-SPAM aware | Done for you | You build it | You build it | You build it | You build it |
| Physical mailLetters that land on the owner's desk | Done for you | Integration | Integration | Integration | Integration |
| Prospect list built and cleanedChecked against each website and LinkedIn | Done for you | You build it | You build it | You build it | You build it |
| Meetings booked on your calendarOwner-to-owner, with notes | Done for you | Not included | Not included | Not included | Not included |
| THE SOFTWARE | |||||
| CRM and pipelinesBoard and list views | Set up for you | Included | Included | Included | Included |
| Automations and playbooksCalls and emails in a proven order | Built for you | You build it | You build it | You build it | You build it |
| Email campaigns and newslettersTemplates, lists, open tracking | Run for you | Included | Included | Add-on | Add-on |
| 52-week lead warming5 value emails : 1 ask | Done for you | You build it | You build it | You build it | You build it |
| Meeting reminders and no-show follow-up3 days, 1 day, 1 hour | Done for you | You build it | You build it | You build it | You build it |
| Call recordings and transcriptsOn every prospect timeline | Included | You build it | You build it | You build it | You build it |
| Email permission recordsHow and when it was obtained | Included | You build it | You build it | You build it | You build it |
| Reporting dashboardsPipeline, meetings, deals won | Included | Included | Included | Included | Included |
| THE FIT | |||||
| Built for MSPsPlaybooks from an MSP that scaled and sold | Included | General | General | General | General |
| One MSP per marketYour competitor can't buy the same seat | Included | Not included | Not included | Not included | Not included |
| Setup and upkeepKept current every week | Included | You or a consultant | You or a consultant | You or a consultant | You or a consultant |
| Who does the work day to day | Upsociate's crew | You | You | You | You |
Based on each vendor's standard sales and marketing products as of [month year]. Features, tiers and add-ons change; check each vendor for current plans.
Book a callAlready on one of these? Upsociate can work alongside it or move you over.
STAGE 5 // CO-OP MODE
Done for you. Really.
P2 // UPSOCIATE CREW
- >Building and cleaning your prospect list, checked against each company's website and LinkedIn
- >Daily dials, compliant cold email and physical mail
- >The 52-week nurture for everyone not ready yet
- >Meeting reminders 3 days, 1 day and 1 hour before, plus no-show follow-up
- >Platform setup, configuration and upkeep
P1 // YOUR MOVE
- >Walking into owner-to-owner meetings with notes on every conversation
- >Sealing the deal
PREP METERCHARGING…★ READY
Fully charged before every meeting.
FAQ
Questions MSP owners ask
What does Upsociate do for an MSP?
Upsociate runs your outbound for you: daily calls, compliant cold email, physical mail and lead warming, all aimed at owner-to-owner meetings on your calendar. Every touch is logged in a sales platform the Upsociate team sets up and keeps current, so you walk into each meeting with notes on every conversation.
Who is Upsociate for?
Owners of managed service providers (MSPs) in Canada and the United States who grew on referrals and want a steadier way to grow, without hiring and managing sales staff.
What is included?
Building and cleaning your prospect list, full-time reps calling your territory every day, cold email where the law allows it, real letters by mail, 52 weeks of lead warming for prospects who say "not right now", meeting reminders and no-show follow-up, and the sales platform, set up and kept current for you.
Is cold email legal?
Yes, where the law allows it: CASL in Canada and CAN-SPAM in the United States. Upsociate sends cold email only where it is permitted. Every message names the sender, includes a real business address and has a working unsubscribe, and email permission is recorded with how and when it was obtained.
What does "one MSP per market" mean?
Upsociate works with one MSP per market, so a competitor can't take the same seat. It takes on two new clients a month and twenty in total.
How long until the first meetings?
The launch takes about 90 days: the offer, the prospect list, the platform and the callers are set up first. Then warm owners start landing on your calendar.
What is the Upsociate platform?
A sales platform built for MSPs: a dashboard of where every deal stands, an outreach report of conversations, meetings booked and list coverage, a pipeline, call recordings and transcripts, and email permission records. The Upsociate team sets it up and runs it for you.
Who runs Upsociate?
Upsociate is based in Winnipeg, Manitoba. Its founder built an MSP to 100+ clients and a team of 25, then sold it, and his playbook runs for you every day with a full-time crew.