Use cases

Know which assessment request became a signed client.

Built for an IT managed service provider selling to small and mid-size businesses, whoever runs the marketing. TruLata reads your Google accounts and the assessment requests from your own site's forms, sources the businesses you want as clients every week, and runs the watching and the drafting on a schedule while your technicians work the ticket queue.

Illustration: a small server tower with glowing drive bays beside an open laptop and a network switch, lit in purple and blue.

Is this built for a managed service provider?

Yes. TruLata is built for an IT managed service provider that supports small and mid-size businesses under a monthly agreement, whether you run fully managed IT, co-managed IT beside an in-house team, or security and backup services on their own. An MSP with several offices, or clients spread across states, fits the same way. The marketing often falls to the founder, fitted in between an onboarding, a server migration and the escalations the help desk could not close, or to a sales lead; an MSP with a marketing hire gets the same screen. Search, ads, content, outbound and the counting run on a schedule whether or not anyone had time this week, every request is counted from your own site, and one screen shows what happened and what it cost.

A business looks for a new IT provider when something gives it a reason. The one person who handled IT leaves, tickets to the current provider sit unanswered, a cyber insurance renewal asks questions about multi-factor sign-in and backups the office cannot answer, a phishing email gets through, or the office moves. The owner, the office manager or the controller searches, reads the service pages and the reviews, and looks for a provider that has supported businesses like theirs. Then they ask for an IT assessment or a consultation, and the sale runs from there: a discovery call, the assessment itself, a findings meeting, a proposal and a signed agreement, with time between each step.

A business whose current provider is good enough is not searching at all, until the day it is not. So an MSP sells two ways at once: the requests your site takes when a business is ready, and the outbound that puts you in front of the right businesses before they are. The screen counts both in people, never in contract value: assessment requests, discovery calls booked and signed clients, next to what the marketing cost. And it keeps the prospect who said not this year on the list, because a long sales cycle is won by still being in front of them when the renewal comes up.

  1. The requestAn IT assessment, a quote or a consultation, from your own site's form
  2. The discovery callWith the owner, the office manager or the controller
  3. The assessment itselfThen a findings meeting
  4. The proposalWith time between each step
  5. The signed agreementSet as the outcome on the row the request arrived on
Illustration: a wireless access point, a padlock, a checklist on a clipboard and a closed laptop.

An MSP sells two ways at once.

What does the screen show an MSP?

It leads with the requests. When a business asks for an IT assessment, a quote or a consultation on your site, the form handler appends the row to a lead sheet server-side and emails your team, whether or not a tracking tag fired. The Leads view reads that sheet newest first, and each row carries what your form recorded: the name, the company, the contact details, what they asked about, managed IT, co-managed IT, a security assessment or a one-off project, the headcount where the form asks for it, and the message. Set what each request became from the screen, contacted, quoted, won or lost, or not a lead with the reason, and it stays on the row. The leads page covers the ledger and the daily watch behind it.

Then the search and the spend. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind; for an MSP those queries are managed IT services and the region, IT support for small business, co-managed IT, a security assessment, and IT support for the industries you serve, and the positions are Search Console's own averages, not a rank tracker. GA4 gives sessions, sources, which pages were read, the managed IT page, the security page, the industry pages, and the key events you count as a request, hours behind intraday. Google Ads gives spend, conversions and cost per conversion by campaign. Google Business Profile gives your reviews, your rating and your listing performance through a manager invitation you can revoke.

On Command, the Outbound view sits beside all of it: the prospects sourced this week, the review-first queue and the replies, classified. Where the MSP runs its sales pipeline on a CRM with an API, it connects during setup and the pipeline appears live, stage by stage, with a coming-soon card rather than a number until the data is trustworthy. Your email platform's campaign statistics are read live, so the security bulletin that keeps you in front of last quarter's assessments sits on the same screen as the requests. Your PSA, your RMM and your clients' systems stay in your own tools today; a source with an API can be connected during setup. Your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them, and a phone call counts as a lead where your CRM records it.

TruLata Overview for a fictional managed service provider, Northgate Managed IT: assessment requests, discovery calls booked, signed clients and cost per request across the top, a funnel from site visitors to signed clients, and a card for each workstream, the outbound engine first, marked Running.
An MSP's TruLata dashboard, filled in with example data for a fictional provider, Northgate Managed IT. It counts people and marketing spend, never contract value.

What runs while your techs are on tickets, and what waits for a person?

On Command, the outbound engine sources prospects weekly to the target profile set with you: the titles that buy IT, such as the owner, the office manager, the operations director or the controller, the industries you already support, the company sizes you serve and the region your technicians can reach onsite. Your current clients and past clients on the payment record and your do-not-contact list are suppressed before a word is drafted. Enrichment finds a deliverable address or routes the prospect to a contact-form path, and every draft lands in a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends. The businesses you name as target accounts are researched one by one and always reviewed by a person.

Your Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads the account's change history and its user list, sets our own writes and routine churn aside, and raises a material change made by anyone else the same morning, including the recommendations Google applies on its own. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history, so the managed IT campaign and the security assessment campaign each keep the budget you set for them.

On Launch, Growth and Command, the content engine researches and drafts on your cadence the articles an owner reads before calling: what an IT assessment covers, how managed and co-managed IT differ, what a cyber insurance questionnaire asks about, what to hand over when you change providers. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional.

Every day at 7:20 Eastern, on an instance whose forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or an assessment form that stopped submitting is flagged the next day rather than at the end of the quarter. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up. What stays with a person is the judgement: the limits on spend, and anything that answers a client. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each request goes to the team as a logged ticket, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.

The outbound engine, week by week

  • Your target profile: titles, industries, company sizes, region
  • Current and past clients and your do-not-contact list, suppressed first
Review-first queue
  • Released by a person, or on the schedule set for the engagement, every send logged
  • Replies classified; not-interested and bounced addresses suppressed
  • Your named target accounts, always reviewed by a person

A business whose current provider is good enough is not searching at all, until the day it is not.

Can I see it before I talk to anyone?

Yes, with your name and email in front of it. The demo is the same engine code every client runs, pointed at a fictional company called Meridian so it can be public. Every number is invented, and the screen says so. Meridian sells to other businesses, so its Outbound view is the one an MSP would open first; then open the Leads view, the Google Ads view and the search view, and you are looking at the screen an MSP gets, with your sources in place of Meridian's.

Then put your own MSP in the seat. You keep businesses running under a monthly agreement, a new client arrives by a referral or after a bad week with their last provider, and whoever runs the marketing does it between the escalations. That is the MSP this page, the setup and the tiers are written for, and what changes is the evening work: the scheduled work runs whether anyone had time, every assessment request is counted from your own forms, and the outbound keeps going the week a migration eats the calendar. Part of it runs on your own numbers during setup: the first pull, the answer-engine baseline and the ads watch run on your accounts in the first two weeks, before most of the engines are switched on. If you want the work done as a service rather than run as a system, the services side is the other door.

One thing about the search view is worth knowing before you open it. Ranking is not earning, so the view puts the requests your own forms took beside the queries and positions that earned them. A position there is Search Console's average for that query, not a rank tracker's guess. That is what the screen holds the work to: which searches became an assessment on the calendar, not where a keyword sat.

The Leads view for a fictional managed service provider: an Assessment and consultation requests table with an IT assessment in Dublin, a security assessment in Columbus, co-managed IT in Westerville, an office move in Worthington and a managed IT quote in Hilliard, newest first.
The Leads view for an MSP: every assessment, quote and consultation request from the site, newest first. Example data for a fictional provider.

Which tier fits a managed service provider?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine is on Launch, Growth and Command. Meta ads are on Growth and Command. The outbound engine, the one that reaches the businesses that are not searching yet, is on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, so the founder, the sales lead and the service manager can each sign in with a seat of their own, and a seat you remove is revoked within 30 seconds. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and committing annually takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures as every other page.

Which engine runs on which tier

EngineTier
  • Outbound engine, for the businesses not searching yetCommand
  • Content engineLaunch, Growth and Command
  • Meta adsGrowth and Command
  • Seats, for the founder, the sales lead and the service managerthree on Starter, three on Launch, ten on Growth and unlimited on Command

Want it run for you?

You have two doors. Managed TruLata is our team running the program on your accounts, the target profile, the queue and the campaigns among it, and every change we make lands in your account's own change history, which the same 7:05 Eastern watch reads and sorts as ours. Local services marketing is TruLata's agency work for the same buyer, search and paid search with a daily account watch among it. You run the service desk; the marketing keeps its schedule.

Illustration: a help desk headset with a boom microphone resting beside a mug of coffee.
The spec

What an MSP's screen reads, and how fresh it is.

WhatWhere it comes fromHow fresh
Assessment, quote and consultation requestsYour site's forms, appended to a lead sheet server-side and emailed to your team; the Leads view reads it newest firstLive, the moment the form is submitted
Prospects sourced, queued and repliedThe outbound engine, on Command; every send logged with the draft, the mailbox and the timeSourced weekly; sends and replies logged as they happen
Spend, conversions, cost per conversionGoogle Ads, by campaignIntraday lags hours; change history read daily at 7:05am ET
Sessions, sources, pages, key eventsGoogle Analytics 4Hours behind intraday
Queries, impressions, clicks, average positionSearch Console; its own average positions, not a rank tracker2 to 3 days behind
Reviews, rating, listing performanceGoogle Business Profile, with our Google account as a manager you can revokeRefreshed on its own schedule, separate from the Ads and GA4 lag
Security bulletin and newsletter statisticsYour email platformLive
Sales pipelineYour CRM, where the MSP runs its pipeline on one with an APILive; a coming-soon card until the data is trustworthy
A long sales cycle, stated honestly

The business that asked for an assessment in March may sign in June. The request is on the screen the day it lands, and the outcome you set on the row stays there while the sale runs. Google Ads numbers run hours behind and Search Console two to three days behind; the header stamp says when each pull ran, the Refresh button forces a new one and never shows an error, and a failed pull leaves the previous page up rather than a blank one.

FAQ

Questions, answered.

Who decides which businesses get an email?

You do, through the target profile set with you during setup: the titles, the industries, the company sizes and the region you want to reach. Your current and past clients on the payment record and your do-not-contact list are suppressed before anything is drafted. Prospect emails leave from a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. The businesses you name as target accounts are always reviewed by a person.

What happens when a prospect replies?

Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends. A positive reply reaches your team the same day, and a prospect who stays silent gets up to two follow-ups in the same thread, each from a different angle; a reply stops them.

What does the screen count for an MSP?

People and marketing spend: assessment requests, discovery calls booked, signed clients and what each request became, the outbound engine's sourced prospects and replies, and Google Ads spend and cost per conversion by campaign. It never shows a contract value. Your PSA, your RMM and your clients' systems stay in your own tools today; a source with an API can be connected during setup.

Can I see which campaign or page a request came from?

The page it came from is one click into the request, and the sheet behind it records the source and, where the form captures them, the traffic source, the landing page, the referrer and any UTM or gclid for each submission. You set what the request became on the same row, and it stays there through the weeks between the assessment and the signature.

Will anyone change our ad budget without us knowing?

A budget or bid change is made within the limits set for your engagement, and every change in the account lands in Google's own change history, which the watch reads at 7:05 Eastern every morning and sorts by who made it. Recommendations Google applies on its own are raised the same morning. Who has access to the account is read directly every day, because change events do not log it.

What does it cost for an MSP?

Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Every tier is month to month with nothing metered, and a managed strategy retainer sits on top of any tier, scoped with you rather than priced on this site; <a href="/product/managed">the managed page</a> says what our team takes on.

See it running
before you decide.

The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.

Open the live demo See pricing

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  • Refreshed when you open itLive data on page load, never a monthly PDF
  • Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
  • Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
  • Every send loggedProspect emails leave from a review-first queue, and every send is logged.