Discovery Calls

The Toodlebox Discovery Call feature is a powerful tool for Managed Service Providers (MSPs) to gather critical client information during initial consultations. It guides you through a structured form to capture details about a prospect’s IT environment, compliance needs, and business goals, helping you qualify leads and plan tailored solutions. Streamline your sales process with ease and precision.​

Simple Form

Capture client details, IT support status, device counts, and compliance concerns like HIPAA or PCI.

Structured Insights

Explore current challenges, cybersecurity risks, and long-term goals to identify opportunities.

Follow Ups

Schedule site assessments and update prospect profiles with automated actions.

Progress Tracking

Monitor call status (In Progress, Complete, Locked) for efficient lead management.

See how Discovery Calls can Help you Uncover Client Needs

See how Discovery Calls can Help you Uncover Client Needs

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Stack Manager

Discovery Calls

Site Assessment

Sales Package for IT Managed Services

Our user-friendly sales package is designed to simplify sales processes. From the initial discovery call to closing the deal, we’ve got it all covered. No more guessing, just seamless processes and workflows. Join us and experience a standardized and efficient sales process.

Sales Package for IT Managed Services

Our user-friendly sales package is designed to simplify sales processes. From the initial discovery call to closing the deal, we’ve got it all covered. No more guessing, just seamless processes and workflows. Join us and experience a standardized and efficient sales process.