Creating Your Lead Generation Program
- On-Demand Learning
- Course Code: 5W14
This class will help you:
- How to create your sales playbook
- Appointment setting 101
- How to run the first and second prospect meeting
- How to make customers for life – secrets to valuable QBR’s
- How to create and present fantastic proposals that close
What you get
- On-Demand Learning
- Handouts & Resources
- Full Lifetime Access
- Automatic updates to course content
- Access to Instructor
- Last taught live: Aug 09, 2022
Class Description
The MSP Lead Generation and Appointment setting course will include five live training sessions delivered in 60-minute classes. Designed for technology business owners, sales managers, and sales professionals, this training program covers industry best practices for selling contractual monthly recurring revenue and finding new accounts.
All five sessions will be recorded LIVE and delivered with a PDF workbook and related template exercises. For more information on James Kernan or Kernan Consulting please visit: www.KernanConsulting.com
Your Instructor
James Kernan

Course Outline
Module 1 | Class Introduction | |
---|---|---|
Unit 1 | Introduction | |
Unit 2 | Live Class Information | |
Module 2 | Class Content | |
Unit 1 | Creating Your Sales Playbook | |
Unit 2 | Appointment Setting 101 | |
Unit 3 | The Sales Process and How to Run Your Prospect Meetings | |
Unit 4 | How to Keep Customers for Life – secrets of QBR’s | |
Unit 5 | Creating and Presenting Amazing Proposals | |
Unit 6 | Next Steps . . . |
Certifications
All classes help you work toward a Specialist Certification as either a Core or Elective class for a particular pathway.
You can become a Certified Professional by taking just one class and passing the associated exam.
You can become a Certified Specialist by taking 5 classes and exams that apply to a single pathway.
This class fulfills requirements for these Specialist Certification Pathways:
How it works
IT Service Provider is intentionally set up to give busy IT Business owners access to focused, high-quality education right when you need it most.
All classes are available on-demand, with the most recent live class recordings available immediately upon registration.
Most classes are taught live every 12-18 months. Instructors take care to update content, slides, and handouts to reflect changes in the industry.
Good news: Once you register, you’ll have lifetime access which means you can attend the new live class and review the newest recordings for life.
Log in or create a new account
Logging in before you register helps make sure you don’t accidentally pay twice!
Register for this class
If it’s your first time, welcome! Add this class to your cart and go through the checkout. You’ll be added to the live Zoom portion automatically. Handouts are available now (or shortly) inside the class units.
If you’re a returning student to this class and just need to register for the new Zoom link, head to Module 1, Unit 2.
See Class Outline below.
Add this class to your calendar
Check your email for the Zoom Confirmation. You should receive reminders ahead of each Unit, but we always recommend you add the class to your calendar. Remember, it’s 5 consecutive Tuesdays from 9 – 10am Pacific.
Revisit the class as needed
You’ll have perpetual access to the class recordings, transcripts, and handouts. And, next time it’s taught live, you’ll be able to join the Zoom sessions and access the new content.
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Frequently Asked Questions
I want to become a Certified Specialist. How do I declare a Specialist Pathway?
In your Dashboard, go to “My Pathways” and you choose your pathway there. Declaring your pathway lets you easily track your progress, and it’s free!
I registered for this class years ago – can I attend the new live sessions?
Yes – you’re welcome and encouraged to join live sessions whenever it’s taught again.
To get the Zoom information, make sure you’re logged in and head to Module 1, Unit 2: Live Class Information – see Class Outline above. By the way: you’ll automatically have access to the new recordings and handouts by visiting any unit in Module 2.
I lost the Zoom link for the live portion, where is it?
Log in, and then head to Module 1, Unit 2: Live Class Information.
Where are the recordings?
Same place as the handouts – make sure you’re logged in and head to Module 2.
Please allow 24 hours for the recordings to be posted after the live class.
I’m already registered. Where are the handouts?
Handouts are inside each unit of Module 2.
Make sure you’re logged in and check out the Course Outline above.
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