Use cases / Managed service providers
For MSPs and IT service providersRespond fast to prospects and clients, even when your team is heads-down on tickets
MSPs win on responsiveness, and the same people who keep networks running are often the ones answering the phone. Virtual SAM answers calls, books discovery calls and assessments, and keeps prospects and clients informed, so your techs can stay focused on the work.
Follow-up that keeps your pipeline full and your clients informed
Managed services run on trust and quick responses. These are the moments where Sam helps you deliver both, before and after the contract is signed.
Every call gets answered, day or night
The AI receptionist answers, sorts sales inquiries from support requests, takes the details, and transfers urgent issues to your on-call tech.
Website inquiries get a reply in minutes
When a business owner fills out your contact form after hours, Sam replies right away and offers times for a discovery call.
Assessments get booked, not buried in email
Prospects book a network or security assessment online, fill out a short intake form, and get reminders before the meeting.
Proposals go out for e‑signature
Send proposals and service agreements from the same platform, and Sam follows up if one sits unsigned.
Clients stay informed between tickets
Maintenance notices and quarterly business review invitations go out by email or text, so clients see the value you deliver.
Reviews and referrals keep coming
A review request goes out when onboarding wraps or a project closes, and happy clients get an easy way to refer a colleague.
What a week with Virtual SAM could look like
Every MSP runs its own way, and Sam adapts to yours. Here's one example of how the pieces work together.
This is an illustrative example, not a specific client's results.
- Monday morning
A client's office loses internet access at 7 a.m. Sam answers, takes the details, and transfers the call to your on-call tech.
- Monday evening
A business owner fills out your website form at 9 p.m. Sam replies within minutes and books a discovery call for Thursday.
- Wednesday
Your prospect fills out a short intake form about their current setup, so you walk into Thursday's call prepared.
- Thursday
After the call, your proposal goes out for e‑signature. If it hasn't been signed by Monday, Sam follows up.
- Friday morning
Clients get a heads-up about weekend maintenance, along with a link to book their quarterly business review.
- Friday afternoon
A client whose onboarding wrapped this month gets a review request and an easy way to refer a colleague.
Everything you need, in one login
Virtual SAM brings these tools together in one login, and our team sets up the ones your business needs.
Built on certified infrastructure. The platform behind Virtual SAM holds ISO/IEC 27001:2022 certification and a SOC 2 Type II report, with data encryption, two-factor authentication, and audit logs built in.
Calls, texts, emails, and AI features are billed based on usage, and you'll see an estimate before anything goes live.
Already running a PSA or RMM?
Keep it for tickets and monitoring. Virtual SAM handles the sales, marketing, and client communication around it, and our team can help you set things up so the two work side by side.
Talk it through with us →Explore other industries
Realtors
Open houses, showings, and staying in touch with past clients.
See how Sam helps →Home services
Contractors, cleaning companies, HVAC, and other service pros.
See how Sam helps →Professional services
Consultants, law firms, accountants, and agencies.
See how Sam helps →Nonprofits and associations
Events, donors, members, and renewals.
See how Sam helps →Gyms and fitness studios
Trial classes, memberships, and keeping members on track.
See how Sam helps →Salons and spas
Online booking, rebooking reminders, and reviews.
See how Sam helps →Independent recruiters
Candidates, interviews, and hiring manager follow-up.
See how Sam helps →AEC firms
Pursuits, event follow-up, and staying close to clients and partners.
See how Sam helps →Don't see your business?
Tell us how you work, and we'll show you how Sam fits.
Talk with us →Let Sam handle the first response
Let's chat about your goals, and we'll start by setting up call answering and discovery call booking for you.
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