CLIENT DISCOVERY by getKambium
Turn Every Client Conversation into Revenue, Retention, and a Strategic Relationship
“The entire sales process is Discovery” — Kevin F. Davis, Author, Slow Down, Sell Faster!
Discovery is the foundation for winning new business, uncovering upsell opportunities, improving retention, qualifying leads, and strategic QBRs. It’s the engine of revenue growth.
getKambium gives MSPs a repeatable framework for high-impact Discovery conversations that:
• Surface client goals, risks, and priorities
• Align services with real business outcomes
• Uncover upsell/cross-sell opportunities
• Auto-generate roadmaps, budgets, proposals and quarterly reviews
…all with less time, less effort, and more impact.
It’s how high-performing MSPs prove value, build trust and revenue — consistently.
Build a Scalable Discovery Engine
Use proven frameworks to lead repeatable client conversations that uncover real business needs
Auto-Build Proposals, Roadmaps, and QBRs
Generate branded, client-ready reports in minutes — no spreadsheets, no manual prep, no wasted time.
Spot Revenue Opportunities in Every Meeting
Identify upsell and cross-sell gaps fast, and turn conversations into revenue-generating actions.