Case Studies | Northbound

Verified client results

Real MSPs. Real Calendars. Real Numbers.

Every result below is tied to a campaign source, a qualification record, and a booked call outcome. If we cannot show the trail, it does not go on this page.

Evidence wall

Replace with approved client proof. CRM pipeline, calendar week, and call tracking captures with private data blurred and dates readable.

How we report

We Report Booked Calls, Not Impressions

Ask most agencies for results and you get reach, clicks, and cost per click. None of those tell an MSP owner whether next quarter is covered.

Here is what we track on every account and what you see in every review.

  • Campaign source for every qualified opportunity
  • Qualification answers captured before the appointment
  • Discovery calls booked, by week and by campaign
  • Show rate and no show reasons where available
  • Pipeline stage reached after the call, pulled from your CRM
  • Cost per booked discovery call and cost per signed agreement where the data exists

If a number cannot be traced back to a source and an outcome, we do not report it and we do not publish it.

Case study grid

Different Markets. Different Services. The Same Chain of Evidence.

Discuss What This Could Look Like for Your MSP
Birmingham · Managed IT

16 qualified discovery calls a month by month four

A referral led MSP replaced two quiet quarters with a steady calendar of in area professional firms.

16qualified discovery calls a month by month four
82%show rate across the engagement
5new managed agreements in six months

Client

A 22 person managed services provider serving professional firms

Market

Birmingham and the West Midlands

Primary service

Managed IT

Engagement length

6 months

Channels

Google Search and retargeting

Minimum contract value

£1,500 a month

The challenge

Almost all new business came through two long standing accountancy referrals. When one partner retired, the pipeline went quiet for two quarters, and the owner was the only person generating conversations.

Their website ranked for their own name and little else. The one Google Ads account they had tried was set up by a generalist agency bidding on broad terms like IT support, and it produced plenty of clicks from home users and one person businesses, and almost nothing from the professional firms they actually served.

Where they started

  • Two or three inbound enquiries a month, most of them poor fit
  • No predictable source of new business outside referrals
  • The owner took every first call himself
  • No tracking between an ad click and a signed agreement

How we approached it

  1. Month 1A market and competitor review across the West Midlands, an ideal client defined as professional firms with 20 to 150 seats, and search terms rebuilt around buying intent.
  2. Months 2 to 3Campaigns went live alongside a new conversion page, with qualification filtering out firms under 20 seats. The first qualified calls arrived in week five.
  3. Months 4 to 6Budget moved toward the three best converting search themes, retargeting was added for visitors who left without booking, and cost per booked call came down month on month.

What we built

  • Google Search campaigns across three buying intent themes
  • A conversion page written for accountancy, legal and architecture firms
  • A qualification form checking seats, location and service need
  • Calendar booking wired into their existing CRM
  • Retargeting for visitors who left without booking
  • Monthly reporting from first click to signed agreement

Outcome

  • 16 qualified discovery calls in month four
  • 82 percent show rate across the engagement
  • 5 new managed agreements signed in six months
  • Cost per booked call down 38 percent from month one to month six

What made the difference

Filtering on seat count before the calendar. In the first month roughly a third of enquiries were firms under 20 seats that would never have signed. Stopping those before they became calls is what freed the owner to spend his time on the conversations that mattered.

In their words

“For the first time we are choosing which firms to take on, rather than hoping the phone rings.”Managing Director, Birmingham MSP
Leeds · Cybersecurity

Pipeline moved from price shoppers to compliance driven buyers

A security specialist stopped competing on per seat price by reaching businesses already facing an audit or renewal.

13qualified calls a month on average
2.4xaverage contract value
~50%less sales time per closed deal

Client

A 14 person security focused managed services provider

Market

Leeds and West Yorkshire

Primary service

Cybersecurity

Engagement length

5 months

Channels

LinkedIn and Google Search

Minimum contract value

£2,000 a month

The challenge

Inbound enquiries were dominated by small businesses comparing per seat prices. The deals that did close were low margin, and the team spent hours scoping work that never converted.

The business was genuinely strong on security, but its marketing described services rather than risk. Prospects saw a list of tools and compared the monthly price, because nothing on the page gave them a reason to value anything else.

Where they started

  • Enquiries driven by price comparison rather than need
  • A small average deal size
  • Long scoping calls on deals that never converted
  • No route to decision makers inside mid sized firms

How we approached it

  1. Month 1The offer was repositioned around cyber insurance renewals, audit readiness and supplier security questionnaires, the moments when a business has to act.
  2. Months 2 to 3LinkedIn campaigns reached operations and finance leaders at firms of 50 to 250 staff, with a qualification step asking what was driving the enquiry.
  3. Months 4 to 5Search was added for compliance terms, and follow up was rewritten around the specific trigger each prospect had named.

What we built

  • LinkedIn targeting by job function and company size
  • Messaging built around insurance, audit and supplier triggers
  • A qualification question that captured the compliance deadline
  • A conversion page structured around risk rather than tools
  • Follow up sequenced to each prospect's deadline
  • Reporting on contract value by campaign source

Outcome

  • 13 qualified calls a month on average
  • Average contract value up 2.4 times
  • Sales time per closed deal down by roughly half

What made the difference

Asking about the trigger before the call. Once prospects told us their insurance renewal or audit date up front, the team could prepare a relevant conversation, and deals moved on the prospect's deadline instead of stalling.

In their words

“We stopped explaining why we cost more. The businesses reaching us already understood the risk.”Founder, Leeds MSP
Manchester · Co-managed IT

19 booked calls a month with the internal IT lead in the room

An MSP built a co-managed practice by reaching businesses whose internal IT person was stretched too thin.

19qualified calls in the strongest month
4co-managed agreements signed
80%+show rate throughout

Client

A 30 person managed services provider

Market

Greater Manchester

Primary service

Co-managed IT

Engagement length

7 months

Channels

LinkedIn, Google Search and retargeting

Minimum contract value

£1,800 a month

The challenge

Their co-managed offer kept stalling because the prospect's internal IT staff saw it as a threat. Calls were booked with owners who then deferred to an IT lead who had never been part of the conversation.

Their messaging talked about taking IT off the business's hands. That is exactly what an internal IT manager does not want to hear, so the person with the most influence over the decision was quietly working against it.

Where they started

  • Co-managed deals stalling after the first call
  • Internal IT leads excluded from early conversations
  • An offer positioned as replacement rather than support
  • Long sales cycles with no clear next step

How we approached it

  1. Month 1We interviewed the sales team on why co-managed deals stalled, then rebuilt the positioning around supporting internal IT with out of hours cover, projects and security gaps.
  2. Months 2 to 4Targeting reached IT managers and heads of IT directly on LinkedIn alongside owners, so both were in the conversation from the start.
  3. Months 5 to 7Follow up was written for the objections an IT lead raises, from job security to tooling, and booking was set up to invite both roles to the first call.

What we built

  • Dual audience targeting for owners and internal IT leads
  • Positioning as support for internal IT, not replacement
  • Content answering the internal IT lead's concerns
  • Booking that invited both decision makers to the first call
  • Follow up tailored to each role
  • Reporting on which role booked each call

Outcome

  • 19 qualified calls in the strongest month
  • 4 co-managed agreements signed
  • Show rate held above 80 percent throughout

What made the difference

Treating the internal IT lead as a buyer rather than an obstacle. When they were on the first call, co-managed deals that had stalled for months started closing, because the person who would work alongside the MSP had already agreed to it.

In their words

“Getting the internal IT lead on the first call changed everything about how those deals moved.”Head of Sales, Manchester MSP
Bristol · Cloud and compliance

From founder networking to a repeatable channel in one quarter

A founder led MSP moved new business off the owner's personal network and onto a system the team could run.

14qualified calls a month by month three
<25%of first calls taken by the founder
100%of agreements traced to source

Client

An 18 person managed services provider

Market

Bristol and the South West

Primary service

Cloud and compliance

Engagement length

6 months

Channels

Google Search and LinkedIn

Minimum contract value

£1,600 a month

The challenge

Every new client came from the founder's own network and events. Growth stopped whenever he was busy delivering, and there was no way to forecast the next quarter.

The founder was also the company's best engineer. Every month he spent networking was a month the delivery side ran without him, and every month he spent delivering was a month the pipeline went quiet.

Where they started

  • All new business coming from the founder's network
  • No forecast beyond the next few weeks
  • A CRM used for contacts, not pipeline
  • The founder took every sales call

How we approached it

  1. Month 1Qualification and booking were wired into their CRM so every enquiry arrived with its source attached, and the cloud migration and compliance buyers to target were defined.
  2. Months 2 to 3Search and LinkedIn campaigns went live. By month three calls were arriving at a steady rate without the founder generating them.
  3. Months 4 to 6Discovery calls were handed to a newly trained account manager, with the founder stepping in only for the larger opportunities.

What we built

  • A combined Google Search and LinkedIn programme
  • A qualification flow built inside their CRM
  • Source tracking from first click to signed agreement
  • Booking routed to the account manager
  • A monthly pipeline report the founder used to forecast
  • Handover notes so first calls needed no founder briefing

Outcome

  • 14 qualified calls a month by month three
  • The founder took under a quarter of first calls by month six
  • Every signed agreement traceable to its campaign source

What made the difference

Putting the source on every record. Once each booked call carried its campaign, the founder could see which activity produced agreements and hand the process to his team with confidence, because the numbers no longer lived in his head.

In their words

“I can see next quarter now. That was never true when it all ran through me.”Founder, Bristol MSP

Before and after

From Quiet Months to a Pipeline You Can Forecast

Before

New business arrives by
Waiting on the next referral
Forecasting the quarter
Still feels like guesswork
The calendar
Full of the wrong meetings
Follow up
Stops after the second attempt because someone got busy
Reporting
Clicks and impressions that never mention a signed agreement

After

New business arrives by
More qualified conversations, matched to your geography and seat count
Forecasting the quarter
A pipeline your sales team can actually work
The calendar
Fewer tire kickers, poor fit prospects discouraged before they reach it
Follow up
Faster response, starting the moment a prospect raises their hand
Reporting
Clearer visibility on where each opportunity came from and whether it booked

In their words

What a Predictable Contract Pipeline Feels Like

The calendar fills with businesses that actually match who we want to serve. I can plan a quarter around it now.

Daniel Reyes

Managing Director · Brightpath IT · Manchester

Nobody reaches my calendar unless the seat count and the service fit are already right.

Priya Nandra

Operations Lead · Northgate Technology · Leeds

I got my Fridays back. I am not the one chasing introductions every week any more.

Marcus Hale

Founder · Anvil Managed Services · Birmingham

I can finally see which campaign produced which signed agreement, not just clicks.

Sofia Almeida

Head of Growth · Kestrel Cloud · Bristol

Forecasting is a conversation about numbers now, not a guess. Referrals never gave us that.

Tom Whitaker

Director · Lattice IT Group · Glasgow

No testimonial goes live without written approval and a real attributable name or an approved anonymous description.

Want to See What This Looks Like in Your Service Area?

The honest answer is that results depend on your market, your offer, your contract value, and your capacity to take calls. That is what the strategy call is for.

We will look at the demand in your area and tell you whether a target of 12 to 20 qualified discovery calls a month is realistic for your MSP.