AI Sales Automation for MSPs & IT Service Providers
Salesthatdoesn’tdependon theowner’scalendar.
AI that replies to every prospect, follows up every proposal, runs new client onboarding and turns QBRs into upsell conversations, so growth doesn’t stall when the owner is busy.
Not ready to talk? Score yourself in 2 minutes
- Tue 8:15 amA 40-person firm downloads your cybersecurity checklist.
- +1 minuteThey get a reply asking about seat count and current provider, with discovery call times.
- ThursdayDiscovery call. A proposal goes out the next morning.
- Following weekFollow-up answers their question about the transition from their current provider. They sign.
- OnboardingChecklist and reminders until user lists, licenses and contacts are all in.
- ConnectWise PSA
- HaloPSA
- Autotask
- Kaseya
- IT Glue
- HubSpot
- Salesforce
- ConnectWise PSA
- HaloPSA
- Autotask
- Kaseya
- IT Glue
- HubSpot
- Salesforce
Sound familiar?
The leak01 / 03
01
The owner is the sales team
Most MSPs grow through the founder’s network and calls. When the owner is busy with clients, the pipeline goes quiet.
The leak02 / 03
02
QBRs get skipped
Quarterly reviews are where upsells and renewals happen, but they’re the first thing dropped when the help desk is busy.
The leak03 / 03
03
Onboarding is messy
New client onboarding means collecting user lists, licenses and contacts over weeks of back-and-forth, which sours the first impression.
Workflows for MSPs & IT Service Providers
Each one runs on the software you already use, or as custom code you own.
Instant reply and discovery booking
Every inquiry gets a reply in under a minute with a few questions (seat count, current provider, main pain) and discovery call times.
Proposal follow-up
Each proposal gets a recap and planned check-ins that answer pricing and transition questions, until it’s signed or closed out.
New client onboarding
Signed clients get an onboarding checklist and reminders for the information you need, collected through your documentation tools rather than email.
QBR scheduling and upsells
QBRs get booked automatically each quarter, with a prep summary that flags upsell opportunities like security, backup or new seats.
Account manager practice
AI roleplay for discovery, pricing pushback and the QBR upsell conversation, so sales doesn’t live only in the owner’s head.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Tue 8:15 amA 40-person firm downloads your cybersecurity checklist.
- +1 minuteThey get a reply asking about seat count and current provider, with discovery call times.
- ThursdayDiscovery call. A proposal goes out the next morning.
- Following weekFollow-up answers their question about the transition from their current provider. They sign.
- OnboardingChecklist and reminders until user lists, licenses and contacts are all in.
- Each quarterQBR booked automatically, with a prep summary flagging a backup upgrade.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software7 tools
- ConnectWise PSA
- HaloPSA
- Autotask
- Kaseya
- IT Glue
- HubSpot
- Salesforce
Lead sourcesEvery one answered
- Website forms
- Content downloads
- Referrals
- Vendor partner leads
- Local events
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from MSPs & IT Service Providers
01Does this work with ConnectWise, HaloPSA or Autotask?
Yes. Clients, tickets and agreements stay in your PSA. We add the replies, follow-ups, onboarding reminders and QBR scheduling around it.
02Is sensitive client information safe?
Credentials and sensitive details are never collected by email or text. Reminders point clients to your secure documentation and onboarding tools.
03Can it help with QBRs?
Yes. QBRs get booked every quarter, and your team gets a prep summary with upsell flags. You can also try our free QBR generator to see the format.
04We’re a small MSP. Is this overkill?
No. Small MSPs often benefit most, because the owner is usually doing sales, service and admin at once. We start with the single biggest leak.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Related
Other industries
Your team does the selling. AI does the chasing.