Guide summary
RFP delivery depends on paid eligibility, buyer consent, matching, and automated per-recipient delivery checks.
Eligibility comes first
Lead routing is reserved for partners that meet the relevant paid and operational requirements.
- The MSP must have the correct active paid status.
- The public profile should be complete enough to support matching.
- The buyer request must align with the MSP's services, location, or other fit signals.
Buyer consent controls contact sharing
MSP Ranked should respect the buyer's contact-sharing choice during the RFP workflow.
- Buyer contact details should only be delivered when the consent requirement is met.
- Fit and paid eligibility are checked automatically before a provider receives contact details.
- Routed delivery should avoid sending irrelevant or unauthorized leads.
How partners should prepare
A better profile improves the chance that staff and buyers can understand your fit.
- Keep services, locations, credential topics, and ideal-customer copy current.
- Make sure billing status is active and the partner account is in good standing.
- Respond professionally and promptly to buyer opportunities that match your business.