A weekly sales plan for owners of IT service providers.
You run the service desk, the projects and the clients, and you are also the person who sells. MyRevenueLeader connects to Microsoft 365 / Outlook only to read, never to change anything, and tells you each week where to spend your selling time.
What gets in the way, and how MyRevenueLeader helps
Managed services agreements renew before anyone has the conversation.
How it helps
The renewal radar, a list of every agreement coming up, shows its value and the time a client has to give notice. Your Monday brief shows the renewals coming up and which have reached that time. Your client meetings that week are in the brief, with a Prepare button for what to know before you walk in.
Clients go quiet before they leave.
How it helps
Deals with no update for two weeks are flagged on your dashboard, so a quiet account stands out. Short facts from client emails are available, off until an owner turns them on.
Growing revenue from existing clients depends on you remembering to ask.
How it helps
Track upgrades and add-ons like any other deal. Your dashboard shows which ones have stalled, and Suggest next step gives you a follow-up you send yourself. Deals needing attention in your Monday brief come in November 2026.
Account managers sell in different ways, and you can't see it.
How it helps
Everyone gets their own brief, so you can see what each person has on their plate. Coaching tips are coming soon, and report cards showing each person's month against their target come in November 2026.
What it connects to
Works with
- Microsoft 365 / OutlookAvailable now
- Gmail / Google CalendarComing early 2027
- HubSpotComing December 2026
- ConnectWisePlanned, no date yet
Not on Outlook yet? Join the list and we'll tell you when your tools are supported.