Guide summary
RFP delivery depends on paid eligibility, buyer consent, matching, and the MSP Ranked lead review process.
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.
- The request may be reviewed for fit before any 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.