Your client is taking meetings with your competitor

Your client’s contract is up in four months. A competitor reached out. They took the meeting. 

They didn’t tell you because they’re not unhappy enough to switch. They’re curious enough to compare. The MSPs who lose accounts never saw it coming because they weren’t looking for the signs. 

The scenario:

You suspect a client is evaluating competitors. You want to re-engage before they make a decision. 

The prompt:

You’re creating a competitive defence playbook. 
 
Context: [paste client details, contract timeline, recent engagement patterns] 
 
Build a response plan that includes: 

  • 5 warning signs that a client is shopping (engagement patterns, question types, behaviour changes) 

  • A "value reinforcement" email that reminds them what you deliver without sounding defensive 

  • A strategic review meeting agenda designed to surface their concerns 

  • Talk tracks for handling "we’re evaluating options" directly 

  • A competitive comparison framework you can present proactively 
     
    Tone: Confident, not panicked. You’re the incumbent for a reason.