Key Features

• Pre-loaded Questionnaires – Structured prompts to surface client needs, gaps, and upsell opportunities
• Discovery Frameworks – Templates aligned with service provider sales motions, ready to deploy
• Client-Ready Reports – Auto-generate professional, branded reports in minutes
• QBR Automation – Focus client meetings on business value and next steps
• Workflow Integration – OpenAPI support to connect with PSA tools, CRMs, and CS platforms

What Do MSPs Use getKambium For?

• Sales Discovery – New client onboarding and first meetings
• Sales Qualification – Validate Ideal Customer Profiles (ICPs)
• Upsell/Cross-Sell – Expand value in current accounts
• Cybersecurity Audits – Lead structured, compliance-aligned conversations
• Strategy Workshops – Align long-term planning to actual business needs

Benefits

• Grow revenue from existing clients
• Accelerate value delivery for new accounts
• Reduce prep time for strategic meetings
• Empower junior AMs to lead impactful conversations

What Our Users Say

• “Structures conversations around business problems”
• “Elevates the conversations we have with clients”
• “Every new customer needs a sales discovery — to qualify out”
• “Awesome questions”
• “Unearths so much”
• “Major differentiator”
• “Consistent reports”
• “Replaces spreadsheets”
• “Saves 50%+ time”
• “Makes clients sticky”
• “Helps us win business”