Who this is for
MSP owners, vCIOs, service leaders, and sales leaders who want a tactical way to identify opportunities quickly.
MSP owners Find referral opportunities already hiding inside your client base.
vCIOs Turn scattered client comments into a structured business application conversation.
Service leaders Give your team a simple way to recognize application risk before it escalates.
Sales leaders Prioritize the accounts most likely to need a Dynamics 365 or Power Platform discussion.
Why a scorecard, not an audit
Most MSPs have at least three clients sitting on a business application landmine. Old ERP. An accounting system the controller is quietly Googling replacements for. A Dynamics 365 partner the client has been complaining about for six months.
You just have not had a structured way to find them.
This scorecard is not a technical audit. It is a conversation tool. 10 signals pulled from real audit and vCIO work. One point per signal observed in the last 90 days. Sum the score. Sort the list. The top five are your next partner intro conversations.
The goal is not to diagnose the client’s whole system. The goal is to know who deserves a smarter conversation next.
What’s inside
Simple enough to use quickly. Structured enough to create a useful short-list.
- The 10 signals worth scoring against every client
- A simple scorecard worksheet you can fill in for your full client list
- How to have the partner conversation with your top five candidates
- How the partner intro actually works, step by step
Build your ranked short-list in 15 minutes.
Get the scorecard, run it against your client list, and identify the accounts most ready for a Dynamics 365 conversation.
Read next
Use these resources to continue building a stronger MSP partner motion.
- Read the MSP partnering playbook for the full framework behind this scorecard: MSP partnering playbook
- Why the Decision Layer Matters More Than the Tool Stack
- What MSPs Took Away from ChannelPro Deep Dive: The Cybersecurity Gap You Cannot Tool Your Way Out Of
About TruNova
We help SMBs align technology and strategy through Dynamics 365, Power Platform, AI, and business process modernization. For MSP partners, we provide a practical path to support business application conversations without requiring your team to become the implementation team.
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