MSP plan snapshot
See your MSP's first year before you live it.
Most MSP business plans die in a document nobody opens again. This one moves. Put in how fast you land clients and what you charge, and watch your recurring revenue build, your cash dip and recover, and the month you can finally pay yourself a real salary.
It's a quick snapshot, not the whole model. When you want the full month-by-month build to keep and edit, the spreadsheet is one email away below.
Your first year
Month-12 recurring
Cash cushion
This is a quick snapshot. The spreadsheet below is the full month-by-month model.
Want this as a spreadsheet you own and can edit?
It's the actual workbook from the video series: the full month-by-month build, the cost-to-deliver lines, the sales-activity math, and an owner calendar. The tool above is a quick snapshot. This is the whole model. Drop your email and I'll send it.
Sent. The link's in your inbox. Grab it now if you'd rather not wait:
Best opened on a computer, in Excel or Google Sheets.
The other half
Now you know how many clients you need. Here's the work to land them.
This snapshot sizes the money side. Actually hitting those new clients a quarter is its own discipline: leads, right-fit calls, proposals, and the activity math behind them. I broke down how to sell managed services, and built a second calculator that turns your goal into the activity it takes.
Learn how to sell managed services → Read the business plan behind these numbers →
Straight answers
Questions about the calculator.
- Is the MSP business plan calculator free?
- Yes. Use it as much as you want, no email required. The email only comes in if you want the full spreadsheet to keep and edit.
- What does the calculator show?
- Your first year of recurring revenue and cash: how your MRR builds as you add clients, the month you cover your own pay, and how many months of cash you have. It's a quick snapshot. The downloadable spreadsheet is the full month-by-month model.
- What numbers do I need to use it?
- Rough ones are fine. New clients a quarter, your average monthly fee, your pay, and your starting cash. Drag the sliders and watch the plan move.
- Is this a real MSP financial model?
- It's the simplified version of the model I built and used. The spreadsheet you can download is the full thing: the cost-to-deliver lines, the sales-activity math, and an owner calendar.
Field notes for MSP owners
- MSP Marketing Is a Budget Line, Not a Tactic
- AI for MSPs: It Speeds Up Whatever You Already Are
- Virtual CIO Services: How to Choose the Right vCIO
- vCIO Salary and Job Description: How MSPs Fill the Seat
- vCIO QBRs: Get Out of the Review and Into the Board Meeting
- vCIO KPIs: How to Measure the Seat Without a Quota
- Virtual CIO Pricing: What a vCIO Costs and What to Charge
- MSP Referrals: Turn Luck Into a System
- How to Hire Your First Salesperson for Your MSP
- MSP Sales Compensation Plan and Commission Structure
- How to Get MSP Clients: Prospecting Without the Spam
- Managed Services Sales Process: Four Phases for MSPs
- How to Sell Managed Services: The Backward Math
- What Is a vCIO? How MSPs Build and Price the Offering
- MSP Business Plan: How I'd Build One, With the Workbook
- Managed Services Pricing: How to Set and Hold Your Number
Numbers are easy. Hitting them is the work.
One free call. We'll look at where your plan is actually stuck and whether I'm the right person to help you fix it. Worst case, you leave with a clearer plan than you walked in with.
This is one of six free tools on The Workbench.