Your clients are asking about AI. Make it a service line, not a headache.
We help MSPs put AI to work in two places: inside your own service desk, where triage, documentation, and QBR prep eat technician hours, and in front of your clients, as an AI readiness and Copilot offering you can package and sell.
Start with a 10-minute intake. You keep the written plan whether or not you hire us.
What’s slowing your team down today.
Tier 1 noise buries your technicians.
Password resets, printer problems, and vague tickets land on skilled technicians, and the queue grows faster than your headcount.
Documentation never catches up.
Fixes live in ticket notes and in technicians' heads, so the same problem gets solved from scratch over and over.
QBR prep takes days.
Pulling ticket trends, asset data, and recommendations into a client-ready review is manual work, so reviews get rushed or skipped.
Clients keep asking about Copilot.
Every client wants to know what AI means for them. If you don't have an answer, a vendor or a competitor will give them one.
Every manual hour comes out of margin.
Labor costs keep rising while clients push back on price, so time spent on repetitive work goes straight to the bottom line.
The plays we look at first.
You won’t need all five. The Deep Dive finds the one to three with the fastest payback in your operation, and we build those first.
- ConnectWise PSA
- Autotask
- HaloPSA
- NinjaOne
- Datto RMM
- IT Glue
- Hudu
- Microsoft 365
- Microsoft Copilot
- Teams
- 01
Ticket triage and routing
Categorize, prioritize, and route tickets the moment they arrive, with a suggested fix from past resolutions, so technicians start with context.
- 02
Documentation from closed tickets
Turn resolved tickets into clean knowledge base articles in your documentation platform, so fixes get reused instead of rediscovered.
- 03
QBR and client reporting
Draft quarterly business reviews from ticket, asset, and security data, so every client gets a real review without days of prep.
- 04
Security questionnaire answers
Draft responses to client and insurer security questionnaires from your existing policies and past answers.
- 05
An AI service line for your clients
Design a repeatable AI readiness, Copilot rollout, and AI policy service for your clients, including the assessment, the deliverables, and the pricing.
We know service delivery, and how to package it.
We've spent years building the service, sales, and operations systems growing companies run on, and we've built and run AI platforms of our own. We help MSPs tighten their own operations first, then turn what works into an offering clients will pay for.
Read Mike’s story- Decades in construction and project management
- Dozens of projects architected
- AI platforms we built and still run
What it looks like once it’s running.
- Tickets arrive categorized and routed, with a suggested fix attached.
- Documentation builds itself from work your technicians already do.
- Every client gets a real QBR without days of prep.
- AI becomes a line item you sell instead of a question you dodge.
Picture a client portal or QBR dashboard your clients will actually log into.
We’ll map the workflow and build a clickable mock-up of it, plus a blueprint you can take to any developer or software company. Most come in under $3,000. You don’t have to hire us to build it, but if you do, the mock-up fee is credited toward the build.
Three steps. The first one takes 10 minutes.
Tell us where it hurts
A 10-minute intake about your operation, your systems, and where time and margin leak.
Find your one to three plays
A 2-hour working session and a written plan within 7 days. You keep it either way.
Build it and own it
The first system live within 90 days, built into the tools you already run.
What operators ask us first.
- Do you work with our PSA and RMM?
- We build around the tools you already run, whether that's ConnectWise, Autotask, HaloPSA, or NinjaOne. Nothing gets ripped out.
- Can you help us sell AI services to our clients?
- Yes. Many MSPs want both a tighter service desk and a new AI service line. We help you design the offering, the assessment, the deliverables, and the pricing. If you want support on your first few client engagements, that can be part of the plan.
- How do you handle client data in AI workflows?
- Data handling is designed first: which tools, which tiers, and what never leaves your environment. For MSPs, we treat client data as restricted by default.
Further reading
Other industries we serve
Find your first AI play in two hours.
Start with a 10-minute intake. Then two focused hours with Mike, and a written plan within 7 days that you keep whether or not you hire us.
Backed by our Payback Guarantee: find a play worth more than the fee, or get a full refund.