Non-Hosted Client Guide

Products and services for Express and Pro clients who are not hosting or importing a website through MSP Success Digital.

Website hosting & build excluded throughout. Both Express and Pro include website hosting, design, and build as core products. Those components are excluded from this guide because the clients it covers are not hosting or importing a website with us. All other products from each product outline are applicable and covered below.

Purpose & Scope

This guide is for onboarding and marketing support team members working with clients on MSP Success Express or Pro who are not importing or hosting a website through MSP Success Digital.

Social Marketing & Engagement

Delivers consistent, AI-powered social media visibility across platforms to build brand awareness. Content is generated and scheduled on the client's behalf.

Key Features

  • Centralized multi-network posting: Facebook, Instagram, LinkedIn, X, and Google Business Profile
  • AI-generated post text and image recommendations
  • Drag-and-drop content calendar
  • Engagement inbox for comments and replies
  • Clickable.bio for Instagram traffic
  • RSS feed for curated content
  • Multi-location publishing
  • Real-time analytics

Benefits

  • Consistent, professional social activity
  • Time savings through automation
  • Proof-of-performance metrics available monthly
  • AI trained on MSP brand tone
  • Monthly post schedule delivered for client review

We manage your social posting across Facebook, Instagram, LinkedIn, X, and your Google Business Profile — all from one place.

You'll receive a monthly post schedule for review before anything goes live.

The AI is trained on your brand so the content sounds like you, not like a template.

Conversation AI (Chat Receptionist / Lead Capture)

Client Installs

Provides 24/7 AI chat engagement for the client's existing website. The client configures the AI Employee in the AMP platform; our team provides the installation code for them to install on their own site.

Key Features

  • AI web chat for existing websites
  • Custom knowledge base with FAQs
  • CRM lead capture
  • Multilingual conversation support
  • Smart human handoff
  • Full message history

Benefits

  • Capture leads 24/7
  • Centralize communications in one inbox
  • Improve conversion and response speed
  • AI configured to MSP data and hours
Installation — client's existing site: Our team provides the JavaScript embed code, Google Tag Manager snippet, or WordPress plugin. The client or their web admin handles installation. Client can use the Try It button in AMP to test before going live.

Your AI chat receptionist works on your existing site — we give you the code, your team installs it.

For WordPress sites, there's a plugin that makes it a simple install.

You can customize the name, look, and knowledge base before anything goes live, and test it right in the platform.

Every lead and conversation that comes through shows up in your AMP dashboard automatically.

Campaigns & Marketing Automation

Automates email and SMS marketing to maintain consistent contact and nurture prospects. Campaigns are created and managed within the AMP platform.

Key Features

  • AI campaign creation
  • CRM contact segmentation
  • Multi-step drip workflows
  • Email and SMS automation (10,000 sends per month)
  • Campaign analytics: opens, clicks, conversions
  • A/B testing tools

Benefits

  • Automate consistent lead nurturing
  • Increase engagement and retention
  • Measure campaign ROI
Setup note: CRM sync is required for contact segmentation — confirm the client's CRM data is accessible during onboarding. Setup time: approximately 5 days.

We set up automated email and SMS sequences so your leads are being nurtured consistently — no manual follow-up required.

You can see exactly how your campaigns are performing: opens, clicks, and conversions, all in one place.

Google Business Profile (GBP) Optimization

Fulfilled Service

Our team claims, verifies, and fully optimizes the client's Google Business Profile. This is a fulfilled service — real team members perform this work and it does not appear as a visible action item in the AMP dashboard.

Key Features

  • 1 claimed and verified Google Business Profile listing
  • Full optimization: category, description, and services
  • 1 service-based GBP post per month (with CTA, links, and images)
  • Image upload and branding
  • Keyword optimization
  • Monthly Insights reports

Benefits

  • Increased calls and website visits
  • Improved Google search ranking

We handle your Google Business Profile for you — from initial setup through ongoing monthly posts.

Every month we publish a post on your behalf and send you an Insights report on how your profile is performing.

A complete, optimized profile is the foundation that makes all your other tools — listings, reviews, SEO — work better.

Business Listings Management (Listing Sync)

Keeps the client's business information consistent across all major online directories and data aggregators, protecting NAP accuracy (Name, Address, Phone).

Key Features

  • Syncs NAP data across 40+ directories
  • Direct sync: Google, Facebook, Instagram, X
  • Also pushes to Bing, Apple Maps, and additional aggregators
  • Error and duplicate management
  • Real-time change protection

Benefits

  • Better SEO and discoverability
  • Time savings via automation

We make sure your business name, address, and phone number are consistent everywhere online — over 40 directories.

The more complete your Google Business Profile is, the cleaner your sync results will be.

If you see sync errors, it's usually a signal that something in your business profile needs to be corrected first.

Local SEO — Keyword Tracking

Express clients have access to the Local SEO keyword tracking tool in AMP. On Express, the client manages their own keyword list — our team is not actively performing SEO work against those keywords.

Key Features

  • AI keyword suggestions
  • Geo-grid visibility mapping
  • Competitive ranking comparison
  • Google Insights integration
  • Up to 15 keywords tracked
  • Tracking updates weekly

Benefits

  • Identify SEO strengths and weaknesses
  • Improve local visibility awareness
  • Understand competitive positioning

You have 15 keyword slots — you choose what you want to track, and the AI can suggest keywords for you.

On Express, you manage your own keyword list. Think of this as your local search visibility dashboard.

The geo-grid map shows you exactly where in your market you rank strongly — and where there's room to improve.

The GBP optimization and listings work we do on your behalf supports your rankings indirectly.

Reputation & Reviews Management

Aggregates reviews from 30+ sources and provides tools to respond, automate replies, request reviews, and analyze sentiment — all from the AMP platform.

Key Features

  • Review aggregation from 30+ sources
  • AI-assisted replies (Reputation AI Specialist)
  • Review request campaigns
  • Sentiment and competitor analysis
  • Auto-response configurable: off by default, opt-in
  • Threshold options: 4-star+ or 1-star+ (all reviews)
  • Configurable response delay
  • AI chat to query review data for insights

Benefits

  • Build credibility and improve local ranking
  • Streamline customer follow-up
Reputation AI settings: AI Workforce → Reputation Specialist → toggle auto-response on or off. Under Settings: define star rating threshold. Quick toggle also available in the Reputation AI section (bottom-left nav). Auto-response is off by default — client must opt in.

Your reviews from Google, Facebook, and 30+ other sources all flow into one place.

You can respond manually, or let the AI respond automatically — you control the threshold and timing.

Auto-response is off by default so you can review how the AI sounds before turning it on.

You can also ask your review data questions — what are customers most satisfied with, where should we improve — right in the platform.

Analytics & Reporting (GA4 + Executive Reports)

Fulfilled Service

Our team sets up GA4 and delivers monthly Executive Reports that consolidate performance data across all Express tools. This is a fulfilled service — no website with us is required.

Key Features

  • GA4 setup with custom goal tracking
  • Monthly Executive Reports
  • Consolidated marketing analytics
  • Campaign, SEO, and reputation metrics in one report
  • Real-time dashboard access in AMP

Benefits

  • Simplify performance tracking
  • Measure ROI across all Express tools
  • Monthly delivery with dashboard access

We set up GA4 for your existing site so you can see how it's performing from day one.

Every month you receive an Executive Report that pulls together your website, social, reputation, and campaign data in one place.

You also have real-time access to that data in your AMP dashboard anytime.

Autotask Integration

Express clients can connect their Autotask instance to the AMP platform through the Integrations page, enabling company data to sync between the two systems.

Key details: Client navigates to the Integrations page in AMP to connect Autotask. Once connected, company records sync between Autotask and AMP. Available on all tiers: Legacy, Express, and Pro.

If you're on Autotask, you can connect it directly from the Integrations page — your company records sync automatically, no duplicate data entry.

Website Support (DNS & Email Configuration)

Even without hosting a site with us, Express clients receive website support from our team. This is commonly used for DNS and email configuration issues — a frequent pain point for non-technical users.

Key details: Client emails digital.kaseya@yourdigitalagents.com to reach the digital support team. Team reviews DNS records and identifies configuration errors (SPF, DKIM, MX records, etc.). Team provides specific correction guidance but does not make changes directly to externally hosted sites.

You still have access to our team for DNS and email setup help, even though your site isn't hosted with us.

These records can be tricky — we can look at what you have and tell you exactly what needs to change.

Social Marketing & Engagement

Same as Express — AI-powered social posting across Facebook, Instagram, LinkedIn, X, and Google Business Profile, with monthly post schedule delivered for client review.

Key Features

  • Centralized multi-network posting: Facebook, Instagram, LinkedIn, X, and Google Business Profile
  • AI-generated post text and image recommendations
  • Drag-and-drop content calendar
  • Engagement inbox for comments and replies
  • Clickable.bio for Instagram traffic
  • RSS feed for curated content
  • Multi-location publishing
  • Real-time analytics

Benefits

  • Consistent, professional social activity
  • Time savings through automation
  • Proof-of-performance metrics monthly
  • AI trained on MSP brand tone
  • Monthly post schedule for review

Same as Express for social — consistent posting across all your platforms, monthly schedule delivered for your review.

Conversation AI (Chat Receptionist / Lead Capture)

Client Installs

Same as Express — AI chat for the client's existing website, configured in AMP, installed by the client using code our team provides.

Key Features

  • AI web chat for existing websites
  • Custom knowledge base with FAQs
  • CRM lead capture
  • Multilingual conversation support
  • Smart human handoff
  • Full message history

Benefits

  • Capture leads 24/7
  • Centralize communications in one inbox
  • Improve conversion and response speed
  • AI configured to MSP data and hours
Installation: Our team provides JavaScript embed, GTM snippet, or WordPress plugin — client installs on their own site. Our team advises but does not make changes to externally managed sites.

Same setup as Express — we give you the code, your team installs it. WordPress plugin available for easy install.

Campaigns & Marketing Automation — Keap

Pro Specific

Pro uses Keap for campaigns and automation — a more robust CRM and marketing automation platform than the AMP Campaigns tool on Express. This provides structured lead capture, behavior-based automation, sales pipeline management, and appointment booking.

Key Features

  • CRM with contact segmentation, custom fields, and tagging
  • Automated email marketing campaigns and broadcast tools
  • Lead capture with automated follow-up tracking
  • Behavior-based automations (opens, clicks, form submissions, tags, pipeline movement)
  • Sales pipeline management with deal stages and automation triggers
  • Appointment booking and follow-up automations
  • Reporting and analytics for email performance and pipeline activity

Benefits

  • Ensures consistent follow-up — leads do not fall through the cracks
  • Reduces manual effort through automated workflows
  • Improves conversion rates with timely, targeted communication
  • Provides visibility into pipeline activity and campaign performance

Pro uses Keap for your campaigns and automation — it's a full CRM and marketing platform, not just a sending tool.

You get behavior-based automations, sales pipeline management, and appointment booking all in one system.

This means your leads are being followed up with automatically based on what they do — no manual tracking required.

Google Business Profile (GBP) Optimization

Fulfilled Service

Same as Express — our team claims, verifies, and fully optimizes the client's Google Business Profile, including a monthly GBP post and Monthly Insights reports. On Pro, this also directly supports the active SEO work being performed.

Key Features

  • 1 claimed and verified Google Business Profile listing
  • Full optimization: category, description, and services
  • 1 service-based GBP post per month (with CTA, links, and images)
  • Image upload and branding
  • Keyword optimization (aligned with active SEO keyword targets on Pro)
  • Monthly Insights reports

Benefits

  • Increased calls and website visits
  • Improved Google search ranking
  • Profile accuracy supports ongoing SEO performance

Same as Express for GBP — we handle it for you, including monthly posts and reporting.

On Pro, your GBP is also aligned with the keywords your SEO team is actively working against.

Business Listings Management (Listing Sync)

Same as Express — NAP data is synced across 40+ directories with real-time change protection. Accurate listings support the active SEO work on Pro.

Key Features

  • Syncs NAP data across 40+ directories
  • Direct sync: Google, Facebook, Instagram, X
  • Also pushes to Bing, Apple Maps, and additional aggregators
  • Error and duplicate management
  • Real-time change protection

Benefits

  • Better SEO and discoverability
  • Listing consistency supports ongoing SEO performance

Same as Express — your listing data stays consistent across 40+ directories automatically.

Clean, consistent listings also reinforce the SEO work our team is doing for you.

Local SEO — Keyword Tracking Tool

Pro clients have the same Local SEO keyword tracking tool available in AMP. Unlike Express, the working keyword list on Pro is built and managed by our SEO team. The client can view rankings, use the geo-grid, and supplement keywords — but primary keyword management belongs to the fulfillment team.

Key Features

  • AI keyword suggestions
  • Geo-grid visibility mapping
  • Competitive ranking comparison
  • Google Insights integration
  • Tracking updates weekly

Benefits

  • Identify SEO strengths and weaknesses
  • Understand competitive positioning
  • Keyword list managed by SEO team on Pro

On Pro, our SEO team builds and manages your keyword list — you'll see those keywords tracked here.

You can add supplemental keywords or make adjustments, but the core working list is managed by our team.

The geo-grid shows you exactly where you rank across your market — week over week.

Active SEO Services (SEO Standard or SEO Plus)

Pro Only

This is the primary differentiator on Pro. Our SEO team actively performs ongoing SEO work against the client's existing website. Two service levels are available based on the number of locations. These services can be performed on WordPress or Duda sites not hosted with us — site access credentials are required.

SEO Standard — Single Location
  • 1 AI GEO-SEO blog post per month
  • 10 strategic backlink implementations/mo
  • 5 core onsite SEO pages optimized/mo
  • 10 target keywords (team managed)
  • GBP claim if necessary
  • Technical SEO
  • Monthly SEO report + advanced dashboards
SEO Plus — Multiple Locations
  • 2 AI GEO-SEO blog posts per month
  • 15 strategic backlink implementations/mo
  • 10 core onsite SEO pages optimized/mo
  • 20 target keywords (team managed)
  • GBP claim if necessary
  • Multi-location scaling + Technical SEO
  • Monthly SEO report + advanced dashboards
Critical requirements for SEO on existing sites: Supported platforms: WordPress or Duda. Client must provide delegate access or login credentials so the team can make on-site updates. Without site access, active SEO fulfillment cannot be completed — strongly encourage sharing credentials. Monthly SEO reports are delivered via AMP notification with a dashboard link. Report timing is tied to the client's activation date.

Our SEO team actively works on your site every month — blog posts, backlinks, on-page optimization, and technical fixes.

We can do all of this on your existing WordPress or Duda site — you don't need to move it.

We do need login access to make changes. Without it, we can advise but can't do the actual work — we strongly recommend sharing credentials.

Every month you'll get a report showing how your rankings are trending. It arrives around the same day of the month you activated.

If you have multiple locations, SEO Plus gives you expanded keyword coverage and more content output each month.

Reputation & Reviews Management

Same as Express — reviews aggregate from 30+ sources, with AI-assisted replies, review request campaigns, and sentiment analysis.

Key Features

  • Review aggregation from 30+ sources
  • AI-assisted replies (Reputation AI Specialist)
  • Review request campaigns
  • Sentiment and competitor analysis
  • Auto-response configurable: off by default, opt-in
  • Threshold options: 4-star+ or 1-star+ (all reviews)
  • Configurable response delay
  • AI chat to query review data for insights

Benefits

  • Build credibility and improve local ranking
  • Streamline customer follow-up
Reputation AI settings: AI Workforce → Reputation Specialist → toggle auto-response on or off. Under Settings: define star rating threshold. Quick toggle also in Reputation AI section (bottom-left nav).

Same as Express for reviews — 30+ sources, all in one place, with AI-assisted responses.

Auto-response is off by default — you control when and how the AI responds.

Analytics & Reporting (GA4 + Executive Reports)

Fulfilled Service

Same as Express for GA4 setup and monthly Executive Reports. On Pro, reporting also includes the monthly SEO report and advanced SEO reporting dashboards delivered by the fulfillment team.

Key Features

  • GA4 setup with custom goal tracking
  • Monthly Executive Reports
  • Consolidated marketing analytics
  • Campaign, SEO, and reputation metrics
  • Monthly SEO report (SEO Standard or SEO Plus)
  • Advanced SEO reporting dashboards
  • Real-time dashboard access in AMP

Benefits

  • Full performance visibility across all Pro tools
  • Monthly delivery with real-time dashboard access
  • SEO progress tracked alongside all other marketing data

You get the same monthly Executive Report as Express, plus a dedicated SEO report each month from our fulfillment team.

Everything — SEO, social, campaigns, reputation — is visible in one place.

Autotask Integration

Same as Express — Pro clients can connect Autotask to AMP via the Integrations page for company record sync.

Key details: Connect via the Integrations page in AMP. Company records sync between Autotask and AMP. Available on all tiers.

Same as Express — connect Autotask from the Integrations page and your company records sync automatically.

Website Support (DNS & Email Configuration)

Same as Express — Pro clients have access to DNS and email configuration guidance from our team, even if the site is not hosted with us.

Key details: Client emails digital.kaseya@yourdigitalagents.com. Team reviews DNS records and provides specific correction guidance. Team does not make changes directly to externally hosted sites.

Same as Express — our team can help troubleshoot DNS and email config even on your existing site.

Quick Reference: Express vs. Pro — No Website Hosted

Green cells indicate where Pro behavior or deliverables differ from Express. Use this table to quickly orient before a client call.

Product / Service Express Pro
Social Marketing AI social posting; monthly post schedule Same as Express
Conversation AI Configured in AMP; client installs on own site; JS / GTM / WP plugin Same as Express
Campaigns & Automation AMP Campaigns tool; 10,000 email/SMS per month; AI campaign creation Keap CRM & automation; behavior-based workflows; sales pipeline; appointment booking
GBP Optimization Fulfilled; 1 monthly GBP post; Monthly Insights report Same as Express; keyword targets aligned with active SEO work
Business Listings NAP sync to 40+ directories; real-time change protection Same as Express; supports active SEO
Local SEO — Tracking 15 keywords; client manages own list; weekly updates; geo-grid Team builds and manages keyword list; client can supplement; weekly updates; geo-grid
Active SEO Services Not included SEO Standard (1 location): 10 keywords, 5 pages/mo, 10 backlinks/mo, 1 blog/mo
SEO Plus (multi-location): 20 keywords, 10 pages/mo, 15 backlinks/mo, 2 blogs/mo
Requires WordPress or Duda site + client credentials
Reputation & Reviews 30+ source aggregation; AI replies; review requests; sentiment analysis; auto-response off by default Same as Express
Analytics & Reporting GA4 setup; monthly Executive Report; real-time dashboard Same as Express + monthly SEO report and advanced SEO dashboards
Autotask Integration Connect via Integrations page; company sync Same as Express
Website Support DNS & email guidance; team does not modify external sites Same as Express

Support & Escalation

When clients need help beyond what onboarding covers, route them as follows. Both channels work — internal triage handles forwarding where needed.

Support Request (in AMP)

Routes to the primary Kaseya inbox. Triage team forwards AMP or fulfillment questions to the digital team.

Email Direct

Contact digital.kaseya@yourdigitalagents.com for direct access to the digital support team. Handles AMP questions, fulfillment status, DNS/email troubleshooting, and SEO questions (Pro).

Team note — multiple Google Business locations: The platform is location-specific. Multiple locations can be set up and rolled up for a client. Google defines a separate location as a different physical address OR a different domain. The internal process for managing multi-location accounts is still being defined — escalate these cases to leadership. On Pro, a client with multiple locations should be on SEO Plus, not SEO Standard.