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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 13
  • Big bets · 3
  • Wildcards · 2
  • How we can help
Generated Nov 10, 2026
  1. Programmable
  2. Playbooks
  3. MSPilot
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growth playbook · Nov 10, 2026

mspilot.io (opens in a new tab)

MSPilot growth playbook

Diagnosis

MSPilot is a Y Combinator (Fall 2025) company with a team of three. It has a sharp pitch, "Turn Shadow AI into your next revenue line", 11 design-partner logos and a product that ships fast: RMM install scripts, Mac support, Shadow AI blocking and a client portal all arrived between September and October 2026. It is now hiring a Founding GTM Specialist for outbound, Reddit and Meta ads, conferences and ROI calculators, plus a Founding Engineer for the gateway and agent builder.

The weak points are on the marketing site, which tells a buyer less than the docs do, and sometimes contradicts them. The homepage profit calculator and the pricing page give different costs. Every "Get started" button leads to a demo, though the docs describe self-serve sign-up. The compliance badges claim more than the trust page does. The integrations page leaves out integrations that have already shipped.

And there are no testimonials, case studies or sitemap. This playbook fixes those gaps first, then builds the channels the GTM hire will run: integration and regional pages, a Shadow AI discovery offer, the partner program and paid tests that land on the calculator. The big bets are an agent template library, a usage benchmark and marketplace listings.

Growth Score

6/10

Biggest Opportunity

MSPs buy on margin math and trust. If the calculator, pricing, compliance and integration pages tell one consistent, checkable story, every outbound email, ad and conference conversation the new GTM hire runs converts better.

Biggest Risk

A three-person team is competing for the same MSPs as Hatz AI and Inforcer, which already show audited SOC 2, named testimonials and partner programs. Mismatched claims on MSPilot's own site could also stall deals in the security reviews its MSPs face from regulated clients.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Make the homepage profit calculator and the pricing page give the same price, and put the calculator on the pricing page

    Write the fee formula the calculator should use, and check it against the pricing page and the Billing page in the app.

    High impact First result in 2 weeks
  2. 2

    Let "Get started" start something: offer the self-serve sandbox the docs already describe next to the demo

    Decide whether open registration stays on, and add a sign-up link to /pricing.

    High impact First result in 2 weeks
  3. 3

    Make the homepage compliance badges say exactly what the trust page says, and link them to it

    Put the homepage section and the trust page side by side, and list every difference.

    High impact First result in 2 weeks

02

Your idea portfolio

24 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 5Big bets · 9Fill-ins · 5Reconsider · 5
Effort →

Showing 24 of 24 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The homepage calculator's default case is 250 employees at a $22 subscription. It deducts a $10 "AI cost per employee" and then a separate $500 "MSPilot fee", about $2 per employee, for a 45% margin and $10 profit per employee. The pricing page says "What you pay MSPilot" is $10 per user per month for a Standard seat, with one vetted model included. On those terms the same case costs $2,500 in total and keeps $12 per employee, a 55% margin. The docs FAQ adds a third version: "This site does not list a standard-seat price." An MSP owner checking the math before a demo gets two different totals, a $500-a-month gap on the default case, and no formula for the fee.

    High impactLow effort First result in 2 weeks Co Founder

    First action

    Write the fee formula the calculator should use, and check it against the pricing page and the Billing page in the app.

    How to measure it

    Calculator-to-demo rate

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      Agree the formula

      Standard: $10 per user, model included. Power: token cost at cost, with the MSP's markup. Write both down and check them against the Billing page.

      Co-Founder, Product 1 day

    2. 2

      Fix the homepage calculator

      Replace the unexplained "MSPilot fee" line with the stated rate, and add a Standard/Power toggle.

      Founding Engineer, AI Infra 2 days

    3. 3

      Add it to /pricing

      The same component sits under "The math", with one worked example at 25 tenants.

      Founding Engineer, AI Infra 1 day

    4. 4

      Update the docs FAQ

      Replace "This site does not list a standard-seat price" with a link to /pricing.

      Co-Founder, Product 1 hour

    5. 5

      Carry inputs to the demo

      Prefill tenants, employees and resale price in the booking questions.

      Founding AE 1 day

    6. 6

      Track it

      Calculator use, toggle choice and demo bookings in the existing product analytics.

      Founding GTM Specialist 1 day

    7. 7

      Reuse in campaigns

      Ads, outbound and conference decks quote the calculator's numbers.

      Founding GTM Specialist ongoing

    First result
    2 weeks
    Cost
    About three days of engineering time
    Owner
    Co Founder, Product

    Smallest test

    Correct the MSPilot fee line on the homepage today, and add a one-line formula under it.

    Why it works

    Pick one source of truth for what MSPilot costs, and build the calculator on it. Add a seat-type toggle: Standard (a flat $10 per user with the model included) or Power (token cost at the MSP's expected usage, with no seat fee). Show the MSPilot line as a stated rate, never as an unexplained total. Put the same calculator on /pricing, next to "What you earn: $20–30 per user per month", and update the docs FAQ line. Pass the inputs (tenants, employees, resale price) into the demo booking so the call starts from the MSP's own numbers. The GTM hire's ROI calculators and campaign kits then all reuse one tested model.

    MSPs buy on margin, and the calculator is the core of the pitch ("One subscription. Every app. Your margin."). Numbers that agree across pages remove the first objection before the call. Numbers that disagree make a careful buyer doubt the rest of the site, including the compliance claims.

    Ready to use

    ChecklistOne price story checklist

    [ ] One written fee formula (Standard and Power)
    [ ] Homepage calculator shows the MSPilot rate, not just a total
    [ ] Standard/Power toggle
    [ ] Same calculator on /pricing
    [ ] Docs FAQ links to /pricing
    [ ] Demo booking prefilled with the MSP's inputs
    [ ] Ads and decks quote the same numbers

    Risks and how to handle them

    • A clearer fee makes the margin look smaller

      Show the annual profit and the resale range next to it, and let the MSP set its own price.

    • Power Seat costs vary with usage

      Use a stated usage assumption, and show the $400 per-user cap as the ceiling.

    Evidence

    • Your websiteHomepage profit calculator: defaults of $22/mo "Subscription per employee", $10/mo "AI cost per employee", 25 SMB tenants and 10 employees per tenant give subscription revenue $5,500, AI cost −$2,500 and "MSPilot fee" −$500 (about $2 per employee; no rate or formula is shown), for $2,500 monthly profit, $30,000 a year and a 45% margin.Source
    • Your websitePricing page: "We grow when you grow." Standard seat ("Most popular") at $10 per user per month, "Locked to one vetted model"; Power Seat pay as you go at token rate with no seat fee; "What you pay MSPilot": $10 per user per month for Standard seats, or tokens at cost for Power Seats; "What you earn": $20–30 per user per month; month-to-month with no cancellation fees. Both "Get started" buttons open the demo booking page; the page has no calculator, trial or FAQ.Source
    • Your docsFAQ: an MSP signs up at app.mspilot.io/signup with a name, email and password, then names its organization ("The home region is fixed after this."); sandbox clients exist; "This site does not list a standard-seat price."Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
  • 02

    The docs say an MSP can sign up at app.mspilot.io/signup, create its organization and use a sandbox client, and that the Quickstart is three steps. Yet both "Get started" buttons on the pricing page, and every call to action on the homepage, open the same Calendly intro call. Technical MSP owners who want to try the agent on one machine before talking to anyone have no path.

    High impactLow effort First result in 2 weeks Co Founder

    First action

    Decide whether open registration stays on, and add a sign-up link to /pricing.

    How to measure it

    Sign-ups with a first enrolled machine

    Now
    –
    Target
    30 a month
    By
    60 days

    Steps

    1. 1

      Confirm registration

      Open sign-up on, and a sandbox client created by default.

      Co-Founder, Product 1 day

    2. 2

      Add the button

      "Try it on one machine" on /pricing and the homepage hero.

      Founding Engineer, AI Infra 2 hours

    3. 3

      Explain the region choice

      The home region is fixed at sign-up, so state that clearly on the sign-up page.

      Co-Founder, Product 2 hours

    4. 4

      First-machine alert

      Notify the founders when a sandbox enrolls its first device.

      Founding Engineer, AI Infra 1 day

    5. 5

      Founder follow-up

      A personal email offering a 20-minute setup review.

      Co-Founder, Customer Success ongoing

    6. 6

      Measure

      Sign-ups, enrolled machines and conversions to paid seats.

      Founding GTM Specialist weekly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Co Founder, Product

    Smallest test

    Add a sign-up text link under the pricing "Get started" buttons for two weeks.

    Why it works

    Keep "Book a demo" as the main button, and add "Try it on one machine". That opens sign-up, then a sandbox client, then the Quickstart. Trigger a founder email when the first machine enrolls. Count sandbox sign-ups as pipeline next to demos.

    MSP owners are technicians first. Seeing the agent enroll and block a Shadow AI site on their own laptop is the strongest demo there is, and it costs no sales time.

    Risks and how to handle them

    • Unqualified sign-ups

      Ask for the PSA/RMM used and the number of clients at sign-up.

    • The wrong home region chosen

      Default the region from the visitor's country, and show it before confirming.

    Evidence

    • Your docsFAQ: an MSP signs up at app.mspilot.io/signup with a name, email and password, then names its organization ("The home region is fixed after this."); sandbox clients exist; "This site does not list a standard-seat price."Source
    • Your websitePricing page: "We grow when you grow." Standard seat ("Most popular") at $10 per user per month, "Locked to one vetted model"; Power Seat pay as you go at token rate with no seat fee; "What you pay MSPilot": $10 per user per month for Standard seats, or tokens at cost for Power Seats; "What you earn": $20–30 per user per month; month-to-month with no cancellation fees. Both "Get started" buttons open the demo booking page; the page has no calculator, trial or FAQ.Source
    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
    • Your docsDocs overview: each enrolled Windows machine or Apple Silicon Mac is a seat; the Quickstart is three steps (connect a client source, set a seat cap, enroll one machine); a read-only client portal shows clients' usage, devices and reports.Source
  • 03

    The homepage shows badges for "SOC 2 Type II" with the caption "Audited controls", and for "ISO 27001", above a footnote saying certifications depend on deployment. The docs trust page is more careful: "designed and operated against the SOC 2 Trust Services Criteria", a "SOC 2 audit-ready" label, no report named, and no mention of ISO 27001. MSPs forward these pages to regulated clients, and a security reviewer who reads both will notice the gap.

    High impactLow effort First result in 2 weeks Co Founder

    First action

    Put the homepage section and the trust page side by side, and list every difference.

    How to measure it

    Questionnaire requests from the site

    Now
    –
    Target
    10 a month
    By
    60 days

    Steps

    1. 1

      List the differences

      Each badge and caption against the trust page.

      Co-Founder, Product 2 hours

    2. 2

      Rewrite the badges

      Use the trust page's exact status for SOC 2, HIPAA and residency.

      Co-Founder, Product 1 day

    3. 3

      Legal check

      Have counsel review the wording before publishing.

      Outside counsel 2 days

    4. 4

      Link to the trust page

      Each badge links to the matching section.

      Founding Engineer, AI Infra 2 hours

    5. 5

      Add a request button

      "Request our security questionnaire", routed to the founders.

      Founding Engineer, AI Infra 2 hours

    6. 6

      Brief partners

      Send early access partners the updated wording for their own client decks.

      Co-Founder, Customer Success 1 day

    7. 7

      Update when audited

      Change the badge on the day the report arrives.

      Co-Founder, Product when ready

    First result
    2 weeks
    Cost
    Staff time and a short legal review
    Owner
    Co Founder, Product

    Smallest test

    Link the existing badges to the trust page today.

    Why it works

    Rewrite the homepage section to match the trust page word for word: "Built against SOC 2 Trust Services Criteria (audit-ready)", HIPAA under a signed BAA, the regional home options and zero retention while capture is off. Drop or relabel any framework the trust page doesn't cover. Link every badge to the trust page, and add a "Request our security questionnaire" button, since the trust page offers one. Update the badge when the audit report exists.

    For MSPs selling into law, healthcare and finance, trust is the product. Precise claims pass security review faster than broad ones, and they protect MSPilot's partners, who repeat these claims to their own clients.

    Risks and how to handle them

    • More modest badges look weaker than rivals' badges

      Lead with what is unique: capture off by default, BAA, and five home regions.

    Evidence

    • Your websiteHomepage compliance section "Built to the standards your clients regulators expect": badges for "SOC 2 Type II" ("Audited controls"), HIPAA, GDPR, PIPEDA and "ISO 27001" ("InfoSec management"), with the footnote "Framework alignment reflects the workspace's controls; specific certifications depend on your deployment and provider agreements."Source
    • Your docsSecurity, privacy, and compliance page: the security program is "designed and operated against the SOC 2 Trust Services Criteria" with a "SOC 2 audit-ready" label and no SOC 2 type or report named; ISO 27001 is not mentioned; PHI is accepted "only under a signed Business Associate Agreement", enabled through support; prompt capture is off for every client by default; home regions in the United States, Canada, the European Union, the United Kingdom or Australia; security questionnaires and control evidence on request.Source
    • Competitor researchHatz AI homepage: "AI for every team. Control for every business.", delivered through the MSP a business already uses; multiple models with an Auto option, MCP and data connectors, role-based access, spending limits and audit logs; a "credit-based model"; "Independently audited controls" (SOC 2 Type 2); 15 partner logos, named MSP testimonials (one reports a 20% efficiency boost for its support and NOC teams) and "Become a Partner".Source
  • 04

    The docs have setup guides for ImmyBot, Level, ConnectWise RMM and macOS MDM, but the marketing integrations page doesn't list them. The integrations page and homepage name N-able, while the docs guide is for N-sight. An MSP that runs ImmyBot or Level and checks the integrations page concludes MSPilot doesn't support its stack.

    Medium impactLow effort First result in 1 week Co Founder

    First action

    Compare the docs index with /integrations, and mark each entry live, roadmap or remove.

    How to measure it

    Integrations-to-guide clicks

    Now
    –
    Target
    15% of page visits
    By
    30 days

    Steps

    1. 1

      Map the lists

      Docs guides against integrations page entries.

      Co-Founder, Product 2 hours

    2. 2

      Add the missing tools

      ImmyBot, Level, ConnectWise RMM and macOS MDM.

      Founding Engineer, AI Infra 2 hours

    3. 3

      Label the status

      Live with a guide link, or on the roadmap.

      Co-Founder, Product 2 hours

    4. 4

      Fix the names

      Use the same product names as the docs.

      Co-Founder, Product 1 hour

    5. 5

      Update the homepage strip

      Add the newly documented tools.

      Founding Engineer, AI Infra 1 hour

    6. 6

      Keep in sync

      Each changelog entry for a connector updates the page.

      Co-Founder, Product ongoing

    First result
    1 week
    Cost
    $0
    Owner
    Co Founder, Product

    Smallest test

    Add ImmyBot and Level with guide links today.

    Why it works

    Rebuild the internal-stack half of /integrations from the docs index. Every PSA, RMM and MDM tool with a setup guide gets a "Live" label and a "Setup guide" link. Tools without a guide are marked "On the roadmap" or removed. Use the docs product names, such as N-sight. Add the newly shipped tools to the homepage logo strip.

    MSPs choose tools by stack fit. A visible setup guide tells them deployment is real, and the page then matches what support will actually deliver.

    Risks and how to handle them

    • A shorter list looks smaller

      Keep the vertical client-software section, labelled by status.

    Evidence

    • Your websiteIntegrations page "Connect your entire stack": client software in six verticals (Law, Healthcare, Manufacturing, Accountants, Non-profits, Education; four apps each) and an internal stack of ConnectWise Manage, HaloPSA, Autotask, Syncro, NinjaOne, Datto RMM, N-able, IT Glue, Hudu, Microsoft 365, BrightGauge, Power BI, Acronis, Veeam and SentinelOne. ImmyBot, Level, ConnectWise RMM and macOS MDM, which have setup guides in the docs, are not listed.Source
    • Your docsDocs index (35 pages): Quickstart, Clients, Client portal, Windows and macOS agent, Seats, Branding, Blocking, Policy, Sensitive data detection and Changelog, plus setup guides for Autotask, HaloPSA and ConnectWise Manage (PSA); Datto, ConnectWise RMM, ImmyBot, Level, NinjaOne, N-sight and Syncro (RMM); and macOS MDM.Source
    • Your docsChangelog: September 2026 added install scripts for Windows RMMs, per-client Shadow AI blocking, conversation import, Apple Silicon Mac support and HaloPSA and Autotask company import; October 2026 added a client portal where clients' staff see the sections the MSP enables.Source
  • 05

    mspilot.io has no sitemap (/sitemap.xml returns 404 on both hostnames), and the homepage has no social share image. The GTM plan runs on LinkedIn outreach and Reddit and Meta ads, so every shared link shows a blank preview, and search engines have to discover pages such as /features, /integrations and /how-to-sell-ai on their own.

    Medium impactLow effort First result in 2 weeks Founding Engineer

    First action

    Add a sitemap route to the Next.js app.

    How to measure it

    Pages indexed

    Now
    –
    Target
    All public pages
    By
    30 days

    Steps

    1. 1

      Generate the sitemap

      From the app routes, with last-modified dates.

      Founding Engineer, AI Infra 2 hours

    2. 2

      Reference it

      Add a sitemap line to robots.txt.

      Founding Engineer, AI Infra 15 minutes

    3. 3

      Submit

      Search Console and Bing Webmaster Tools.

      Founding GTM Specialist 30 minutes

    4. 4

      Design share images

      Homepage, pricing, integrations and worksheet.

      Founding GTM Specialist 1 day

    5. 5

      Add the tags

      Open Graph and Twitter card tags on each page.

      Founding Engineer, AI Infra 1 hour

    6. 6

      Check the previews

      LinkedIn Post Inspector and other preview tools.

      Founding GTM Specialist 30 minutes

    First result
    2 weeks
    Cost
    $0
    Owner
    Founding Engineer, AI Infra

    Smallest test

    Add the homepage share image and check a LinkedIn preview.

    Why it works

    Generate sitemap.xml from the Next.js routes, reference it in robots.txt and submit it in Search Console. Add a share image for each main page: the profit number for the homepage and pricing, the stack logos for integrations, the worksheet cover for /how-to-sell-ai.

    It is a one-day fix that improves every link the team shares and every page search engines index, at no cost.

    Risks and how to handle them

    • The partner portal gets indexed

      Leave /partners out of the sitemap and mark it noindex.

    Evidence

    • Your websiteSite checks (November 2026): /sitemap.xml returns 404 on www and the bare domain; no blog, case studies or customer stories; no social share image on the homepage; LinkedIn is the only social profile linked; robots.txt allows search and AI reference use and blocks AI training crawlers.Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
  • 06

    The homepage shows 11 MSP logos under "Trusted by forward-thinking MSPs", but no testimonials, and the site has no case studies. Hatz AI shows named MSP testimonials with a result (a 20% efficiency boost), and Inforcer shows eight. MSPilot's hiring posts say small businesses already pay "thousands of dollars per month" for AI delivered this way, but none of that proof is on the site.

    High impactLow effort First result in 3 weeks Co Founder

    First action

    Email the three most active design partners asking for one sentence and one number.

    How to measure it

    Homepage demo rate

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Pick partners

      The three with the most seats live.

      Co-Founder, Customer Success 1 day

    2. 2

      Pull their numbers

      Seats, redirected Shadow AI visits, and resale price from the dashboard.

      Co-Founder, Product 1 day

    3. 3

      Draft quotes

      Written for them to approve.

      Co-Founder, Customer Success 2 days

    4. 4

      Publish

      Under the logos, with name, title and MSP.

      Founding Engineer, AI Infra 2 hours

    5. 5

      Write one case study

      A single page with the rollout story and margin.

      Founding GTM Specialist 1 week

    6. 6

      Reuse

      In ads, outbound and conference decks.

      Founding GTM Specialist ongoing

    First result
    3 weeks
    Cost
    Staff time; perhaps a seat credit as thanks
    Owner
    Co Founder, Customer Success

    Smallest test

    Publish one quote this week.

    Why it works

    Ask three design partners for a short quote with one number each: seats deployed, Shadow AI visits redirected, or new monthly recurring revenue. Put them under the logo strip, and turn one into a one-page case study (MSP size, stack, rollout time, margin). Reuse the quotes in ads and outbound.

    Peer proof from another MSP is the strongest signal in the channel, and the customer success co-founder already talks to these partners.

    Risks and how to handle them

    • Partners don't want to be named

      Offer a quote attributed by role and region.

    Evidence

    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
    • Your websiteSite checks (November 2026): /sitemap.xml returns 404 on www and the bare domain; no blog, case studies or customer stories; no social share image on the homepage; LinkedIn is the only social profile linked; robots.txt allows search and AI reference use and blocks AI training crawlers.Source
    • Competitor researchHatz AI homepage: "AI for every team. Control for every business.", delivered through the MSP a business already uses; multiple models with an Auto option, MCP and data connectors, role-based access, spending limits and audit logs; a "credit-based model"; "Independently audited controls" (SOC 2 Type 2); 15 partner logos, named MSP testimonials (one reports a 20% efficiency boost for its support and NOC teams) and "Become a Partner".Source
    • Competitor researchInforcer homepage: "Sell, secure, and support Microsoft 365 and Copilot at scale" for MSPs, with Copilot Manager, Copilot Readiness Assessments and Shadow AI usage monitoring under "Build an AI practice"; eight named customer testimonials; SOC 2.Source

This quarter 13

The core plays for the next three months.

  • 07

    MSPs evaluating AI resale meet Hatz AI, which uses a credit model and its own chat interface, and Inforcer, which centres on Microsoft 365 and monitors Shadow AI. MSPilot's real differences (native desktop apps under the MSP's brand, Shadow AI redirected rather than only monitored, per-seat math, five home regions) are spread across the features, pricing and trust pages, with no direct comparison anywhere.

    Medium impactMedium effort First result in 6 weeks Founding GTM Specialist

    First action

    List the five questions prospects ask most about Hatz AI and Inforcer in demos.

    How to measure it

    Comparison-page conversions

    Now
    –
    Target
    10 a month
    By
    90 days

    Steps

    1. 1

      Collect questions

      From demo notes.

      Founding AE 2 days

    2. 2

      Check rivals' facts

      From their current homepages and docs.

      Founding GTM Specialist 2 days

    3. 3

      Write the pages

      Fair tables with sources and a date.

      Founding GTM Specialist 1 week

    4. 4

      Legal review

      Trademarks and claims.

      Outside counsel 3 days

    5. 5

      Publish

      With the calculator and sign-up.

      Founding Engineer, AI Infra 1 day

    6. 6

      Refresh

      Re-check every quarter.

      Founding GTM Specialist quarterly

    First result
    6 weeks
    Cost
    Staff time and a short legal review
    Owner
    Founding GTM Specialist

    Smallest test

    Publish the Hatz AI page first and track visits.

    Why it works

    Write two dated, factual comparison pages: deployment (native apps via RMM against a web interface), pricing model (per seat against credits), Shadow AI (redirect against monitor), branding, residency and audit status, each with a source. End each page with "Try it on one machine" and the calculator.

    Comparison searches come from buyers close to a decision, and fair tables earn trust with technical MSP owners.

    Risks and how to handle them

    • Claims go out of date

      Date each page and link to sources.

    Builds on

    Evidence

    • Competitor researchHatz AI homepage: "AI for every team. Control for every business.", delivered through the MSP a business already uses; multiple models with an Auto option, MCP and data connectors, role-based access, spending limits and audit logs; a "credit-based model"; "Independently audited controls" (SOC 2 Type 2); 15 partner logos, named MSP testimonials (one reports a 20% efficiency boost for its support and NOC teams) and "Become a Partner".Source
    • Competitor researchInforcer homepage: "Sell, secure, and support Microsoft 365 and Copilot at scale" for MSPs, with Copilot Manager, Copilot Readiness Assessments and Shadow AI usage monitoring under "Build an AI practice"; eight named customer testimonials; SOC 2.Source
    • Your websiteFeatures page: white label ("Your brand, front and center."), sensitive-data redaction, Shadow AI blocking that redirects unapproved AI sites to the governed app with logs by user and client, governed MCP connectors, an org-wide knowledge base, native desktop apps deployed silently through an RMM, chat history import, iOS and Android apps, and a client admin portal.Source
  • 08

    MSPilot has docs setup guides for ten PSA, RMM and MDM tools, and MSPs identify strongly with their stack. Communities and searches are organised around it. Today, though, there is a single integrations list and no page that speaks to, say, a Level or ImmyBot shop about how deployment works in its own tool.

    High impactMedium effort First result in 6 weeks Founding GTM Specialist

    First action

    Write the NinjaOne and HaloPSA pages from their docs guides.

    How to measure it

    Integration-page conversions

    Now
    –
    Target
    20 a month
    By
    90 days

    Steps

    1. 1

      Pick the first four

      The stacks most common among design partners.

      Co-Founder, Customer Success 1 day

    2. 2

      Write the pages

      From each docs guide, in plain language.

      Founding GTM Specialist 1 week

    3. 3

      Add screenshots

      The deployment flow in that tool.

      Co-Founder, Product 3 days

    4. 4

      Publish

      Under /integrations/<tool>, linked from the main page.

      Founding Engineer, AI Infra 2 days

    5. 5

      Segment outbound

      Send each stack's list to its page.

      Founding GTM Specialist ongoing

    6. 6

      Extend

      Add the remaining tools.

      Founding GTM Specialist 1 month

    First result
    6 weeks
    Cost
    Staff time only
    Owner
    Founding GTM Specialist

    Smallest test

    One NinjaOne page and one outbound sequence to NinjaOne MSPs.

    Why it works

    Turn each docs guide into a short marketing page. It explains how MSPilot deploys through that RMM (or bills through that PSA) in plain words, with a screenshot, the time to deploy one client, the calculator, and "Try it on one machine". Use these pages as landing pages for stack-specific ads and outbound lists.

    Stack-specific pages match how MSPs search and what they ask first ("does it work with my RMM?"), and they give the GTM hire a targeted landing page for every outbound segment.

    Risks and how to handle them

    • Thin, repetitive pages

      Give each page real deployment detail from its guide.

    Builds on

    Evidence

    • Your docsDocs index (35 pages): Quickstart, Clients, Client portal, Windows and macOS agent, Seats, Branding, Blocking, Policy, Sensitive data detection and Changelog, plus setup guides for Autotask, HaloPSA and ConnectWise Manage (PSA); Datto, ConnectWise RMM, ImmyBot, Level, NinjaOne, N-sight and Syncro (RMM); and macOS MDM.Source
    • Your websiteIntegrations page "Connect your entire stack": client software in six verticals (Law, Healthcare, Manufacturing, Accountants, Non-profits, Education; four apps each) and an internal stack of ConnectWise Manage, HaloPSA, Autotask, Syncro, NinjaOne, Datto RMM, N-able, IT Glue, Hudu, Microsoft 365, BrightGauge, Power BI, Acronis, Veeam and SentinelOne. ImmyBot, Level, ConnectWise RMM and macOS MDM, which have setup guides in the docs, are not listed.Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
  • 09

    MSPilot's Shadow AI blocking intercepts visits to unapproved AI sites, with logs by user and client. Shadow AI is the pain the homepage leads with. A count of the AI sites a client's staff actually used in two weeks is exactly what an MSP needs to open the AI conversation with that client, yet today the first step is a demo.

    High impactMedium effort First result in 6 weeks Founding AE

    First action

    Confirm whether blocking can run in log-only mode, and design the one-page report.

    How to measure it

    Discovery-to-paid conversion

    Now
    –
    Target
    30% of reports
    By
    90 days

    Steps

    1. 1

      Log-only mode

      Record AI site visits without redirecting them.

      Founding Engineer, AI Infra 1 week

    2. 2

      Design the report

      Tools, users, estimated spend, and the governed alternative, under the MSP's brand.

      Co-Founder, Product 1 week

    3. 3

      Privacy guardrails

      Domain-level data only, with no content, and client consent wording.

      Co-Founder, Product 3 days

    4. 4

      Landing page

      "See your client's Shadow AI in 14 days".

      Founding GTM Specialist 3 days

    5. 5

      Run ten pilots

      Through outbound and design partners.

      Founding AE 1 month

    6. 6

      Follow up

      A day-14 call with the MSP to turn the report into a proposal.

      Founding AE ongoing

    First result
    6 weeks
    Cost
    About two weeks of engineering time
    Owner
    Founding AE

    Smallest test

    Run one manual discovery with a design partner and hand-build the report.

    Why it works

    Package a lead magnet: the MSP enrolls one client in a sandbox in log-only mode, and after 14 days receives a branded report of AI tools used, users, and an estimated monthly spend, with the governed-workspace price beside it. The MSP takes the report to its client, and MSPilot's AE joins the follow-up call if invited.

    It turns MSPilot's product into the MSP's sales tool on day one, and every report becomes a proposal with MSPilot seats in it. If log-only mode doesn't exist yet, it is a small change to the existing blocking feature.

    Risks and how to handle them

    • Client staff see it as surveillance

      Log domains only, and give the MSP consent wording for the client.

    Builds on

    Evidence

    • Your websiteFeatures page: white label ("Your brand, front and center."), sensitive-data redaction, Shadow AI blocking that redirects unapproved AI sites to the governed app with logs by user and client, governed MCP connectors, an org-wide knowledge base, native desktop apps deployed silently through an RMM, chat history import, iOS and Android apps, and a client admin portal.Source
    • Your docsChangelog: September 2026 added install scripts for Windows RMMs, per-client Shadow AI blocking, conversation import, Apple Silicon Mac support and HaloPSA and Autotask company import; October 2026 added a client portal where clients' staff see the sections the MSP enables.Source
    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
  • 10

    The "Client Worksheet" is in MSPilot's main navigation, but the worksheet itself is "a free resource from Empath", and its buttons go to a HubSpot-hosted interactive. The page's main call to action is "Get Empath's worksheet". MSPilot sends its most engaged visitors elsewhere and learns nothing about them, at the moment the GTM hire is asked to build "nurture campaigns and lead magnets".

    Medium impactMedium effort First result in 6 weeks Founding GTM Specialist

    First action

    Ask the partner whether a co-branded, MSPilot-hosted version and lead sharing are possible.

    How to measure it

    Worksheet leads

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Talk to the partner

      Co-branding and lead sharing.

      Founding Team, Go-to-Market 1 week

    2. 2

      Build the kit

      The worksheet plus a pre-filled one-client calculator.

      Founding GTM Specialist 1 week

    3. 3

      Add the form

      Four fields, posting to the CRM.

      Founding Engineer, AI Infra 1 day

    4. 4

      Write the nurture series

      Five emails, ending with the discovery offer.

      Founding GTM Specialist 1 week

    5. 5

      Promote

      LinkedIn, Reddit and outbound.

      Founding GTM Specialist ongoing

    6. 6

      Measure

      Leads, demos and sign-ups from the kit.

      Founding GTM Specialist monthly

    First result
    6 weeks
    Cost
    Staff time; email tool already in use
    Owner
    Founding GTM Specialist

    Smallest test

    Add an optional "Email me the MSPilot pricing kit too" form next to the existing button.

    Why it works

    Keep the partnership, but add an MSPilot-owned step. Offer a co-branded version, or MSPilot's own one-page "AI client conversation kit", behind a short form (name, MSP, client count, PSA/RMM). Include a pre-filled calculator for one client. Agree a lead-sharing arrangement with Empath if the co-branded version is used. Start a five-email nurture series that ends with the Shadow AI discovery offer.

    The worksheet page draws MSP leaders who are about to sell AI, the exact buyer. Capturing them gives the GTM hire a nurture list from content the site already has.

    Risks and how to handle them

    • Straining the partnership

      Agree the change with the partner first and credit them on the page.

    Builds on

    Evidence

    • Your websiteClient Worksheet page (/how-to-sell-ai): "Five steps to your first AI engagement"; the worksheet is "a free resource from Empath" and its buttons go to a HubSpot-hosted interactive; the calls to action are "Get Empath's worksheet" and "Book a demo".Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
  • 11

    The "Partner Portal" in the main navigation is only a password form: "Sales enablement for Early Access partners", behind a company domain, a password and an NDA. There is no public page explaining the program. Hatz AI has a public "Become a Partner" path. For an MSP-only product, the partner program is the product, so leaving it unexplained hides the main offer.

    High impactMedium effort First result in 1 month Founding Team

    First action

    Write the one-page program summary from what early access partners already receive.

    How to measure it

    Applications per month

    Now
    –
    Target
    25
    By
    90 days

    Steps

    1. 1

      Define the program

      Eligibility, benefits and support levels.

      Founding Team, Go-to-Market 3 days

    2. 2

      Separate public and private

      Public benefits; NDA material stays behind the login.

      Co-Founder, Customer Success 1 day

    3. 3

      Build the page

      /partners, with the login at /partners/login.

      Founding Engineer, AI Infra 2 days

    4. 4

      Application form

      MSP size, stack, regions and client verticals.

      Founding Engineer, AI Infra 1 day

    5. 5

      Onboarding path

      Approved applicants get a sandbox and a kickoff call.

      Co-Founder, Customer Success 1 week

    6. 6

      Promote

      Outbound, ads and conferences point here.

      Founding GTM Specialist ongoing

    First result
    1 month
    Cost
    Staff time only
    Owner
    Founding Team, Go to Market

    Smallest test

    Add three lines of program description and an "Apply" link above the login form.

    Why it works

    Create a public /partners page: who qualifies, what partners get (white-label apps, the client portal, sales kits, enablement calls, a security questionnaire pack), how margins work (link to the calculator), and an application form. Move the login to /partners/login. Keep NDA material behind the login.

    MSPs compare vendor programs before they compare features. A visible program also gives every outbound email and ad a clear next step.

    Risks and how to handle them

    • Too many small applicants

      Qualify on client count and tier the onboarding.

    Evidence

    • Your websitePartner Portal: "Sales enablement for Early Access partners", gated by company domain and partner password with an NDA acknowledgement; no public description of program benefits, tiers or margins.Source
    • Competitor researchHatz AI homepage: "AI for every team. Control for every business.", delivered through the MSP a business already uses; multiple models with an Auto option, MCP and data connectors, role-based access, spending limits and audit logs; a "credit-based model"; "Independently audited controls" (SOC 2 Type 2); 15 partner logos, named MSP testimonials (one reports a 20% efficiency boost for its support and NOC teams) and "Become a Partner".Source
  • 12

    The homepage promises that "AI usage shows you which agents to sell next": it flags repeat workflows and tells MSPs to "Bring data, not guesses, to your QBRs." The client portal shipped in October 2026 and already shows usage, devices and reports. The missing piece is the document the MSP actually carries into the quarterly business review.

    High impactMedium effort First result in 1 quarter Co Founder

    First action

    Mock up the QBR page with one design partner's real data.

    How to measure it

    Upsells per 10 QBR exports

    Now
    –
    Target
    2
    By
    2 quarters

    Steps

    1. 1

      Mock it up

      With one partner's data.

      Co-Founder, Product 1 week

    2. 2

      Validate

      Three partners use it in real QBRs.

      Co-Founder, Customer Success 1 month

    3. 3

      Build the export

      A branded PDF and a portal view.

      Founding Engineer, AI Infra 2 weeks

    4. 4

      Repeat-workflow logic

      Rank candidates without exposing content.

      Founding Engineer, AI Infra 2 weeks

    5. 5

      Price suggestions

      Based on the calculator.

      Co-Founder, Product 3 days

    6. 6

      Track outcomes

      Which recommendations get sold.

      Co-Founder, Customer Success quarterly

    First result
    1 quarter
    Cost
    About a month of product and engineering time
    Owner
    Co Founder, Product

    Smallest test

    Hand-build one QBR deck for a partner from the dashboard.

    Why it works

    Add a one-click, MSP-branded QBR export: seats and adoption, Shadow AI visits redirected, sensitive-data items redacted, top repeat workflows, and one recommended agent with estimated hours saved and a suggested monthly price. Track which recommendations become new line items.

    It turns the usage data into expansion revenue for both the MSP and MSPilot, and it makes MSPilot part of the MSP's most important client meeting.

    Risks and how to handle them

    • Privacy concerns about workflow detection

      Use metadata and categories only while capture is off.

    Evidence

    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
    • Your docsChangelog: September 2026 added install scripts for Windows RMMs, per-client Shadow AI blocking, conversation import, Apple Silicon Mac support and HaloPSA and Autotask company import; October 2026 added a client portal where clients' staff see the sections the MSP enables.Source
    • Your docsDocs overview: each enrolled Windows machine or Apple Silicon Mac is a seat; the Quickstart is three steps (connect a client source, set a seat cap, enroll one machine); a read-only client portal shows clients' usage, devices and reports.Source
  • 13

    The GTM hire will own paid ads on "Reddit, Meta/Facebook" with cost-per-lead goals, and the site already carries Reddit, Meta and LinkedIn tags. Every call to action on the site goes straight to a calendar, which is a big ask from a cold ad click. The calculator is the most engaging asset on the site and asks for nothing.

    High impactMedium effort First result in 1 month Founding GTM Specialist

    First action

    Build the landing page once idea 1's calculator is fixed.

    How to measure it

    Paid cost per qualified call

    Now
    –
    Target
    -30% against the demo-page baseline
    By
    90 days

    Steps

    1. 1

      Build the page

      Calculator, quotes and two calls to action.

      Founding Engineer, AI Infra 3 days

    2. 2

      Email the model

      Send the MSP's inputs and results as a PDF.

      Founding Engineer, AI Infra 2 days

    3. 3

      Write ad variants

      Margin, Shadow AI and compliance angles.

      Founding GTM Specialist 3 days

    4. 4

      Run the test

      Calculator page against the demo page.

      Founding GTM Specialist 4 weeks

    5. 5

      Nurture

      Follow up on emailed models within a day.

      Founding AE ongoing

    6. 6

      Scale the winner

      Move budget to the best channel and angle.

      Founding GTM Specialist monthly

    First result
    1 month
    Cost
    Existing ad test budget
    Owner
    Founding GTM Specialist

    Smallest test

    Point one live ad at the homepage calculator anchor for two weeks.

    Why it works

    Build a single-purpose landing page: headline "What would 25 clients on governed AI earn you?", the corrected calculator, three partner quotes, and two next steps ("Email me this model" to capture the lead, and "Book a demo"). Test MSP-community ads on Reddit and LinkedIn against it. Optimise for cost per qualified call, which the role's bonus is tied to.

    A calculator gives a cold MSP owner a reason to engage before talking to sales, and "Email me this model" captures leads that would otherwise bounce.

    Risks and how to handle them

    • Calculator users who never book

      Score leads by tenants entered and follow up on the largest first.

    Builds on

    Evidence

    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
    • PageSpeedMobile performance 62/100, desktop 97 (November 2026); in the lab phone test the largest element, the hero product walkthrough video, takes 11.7 s, but real visitors pass Core Web Vitals (field LCP 1.7 s, CLS 0); page weight 1,863 KB, of which 747 KB comes from 10 third-party services (Facebook 282 KB, Google Tag Manager 163 KB, PostHog 132 KB, plus Reddit, LinkedIn and Google ad tags); biggest savings: cache lifetimes (about 4.5 s) and image delivery (about 2.2 s).Source
    • Your websiteHomepage profit calculator: defaults of $22/mo "Subscription per employee", $10/mo "AI cost per employee", 25 SMB tenants and 10 employees per tenant give subscription revenue $5,500, AI cost −$2,500 and "MSPilot fee" −$500 (about $2 per employee; no rate or formula is shown), for $2,500 monthly profit, $30,000 a year and a 45% margin.Source
  • 14

    The integrations page already organises client software by six verticals (law, healthcare, manufacturing, accountants, non-profits, education), and the GTM hire is asked to build "industry-specific agent use-case templates". MSPs usually specialise in a few verticals, but nothing on the site helps an MSP sell AI to a law firm or an accounting practice specifically.

    Medium impactMedium effort First result in 6 weeks Founding GTM Specialist

    First action

    Ask design partners which two verticals they serve most.

    How to measure it

    Vertical kit downloads

    Now
    –
    Target
    100 in total
    By
    90 days

    Steps

    1. 1

      Pick two verticals

      From design-partner client mix.

      Co-Founder, Customer Success 2 days

    2. 2

      Draft the policies

      Redaction and blocking presets for each vertical.

      Co-Founder, Product 1 week

    3. 3

      Write use cases

      Three agents per vertical.

      Founding GTM Specialist 1 week

    4. 4

      Build the pages

      Each with a gated kit.

      Founding Engineer, AI Infra 3 days

    5. 5

      Ship presets in the product

      One-click policy templates by vertical.

      Founding Engineer, AI Infra 2 weeks

    6. 6

      Promote

      To MSPs that serve those verticals.

      Founding GTM Specialist ongoing

    First result
    6 weeks
    Cost
    Staff time only
    Owner
    Founding GTM Specialist

    Smallest test

    Publish the law kit and send it to MSPs that serve law firms.

    Why it works

    For each vertical, publish one page and a downloadable kit: the main Shadow AI risks in that industry, recommended policy settings (redaction categories, blocking, capture off), three agent use cases, and a one-client price example. Start with law and accounting, which need no BAA. Add healthcare once the BAA process is documented publicly.

    Vertical specifics make the MSP's client conversation easy, and they rank for searches such as "AI policy for law firms" that MSPs and their clients both run.

    Risks and how to handle them

    • Implying legal or regulatory advice

      Frame the kits as starting points, with a short disclaimer.

    Evidence

    • Your websiteIntegrations page "Connect your entire stack": client software in six verticals (Law, Healthcare, Manufacturing, Accountants, Non-profits, Education; four apps each) and an internal stack of ConnectWise Manage, HaloPSA, Autotask, Syncro, NinjaOne, Datto RMM, N-able, IT Glue, Hudu, Microsoft 365, BrightGauge, Power BI, Acronis, Veeam and SentinelOne. ImmyBot, Level, ConnectWise RMM and macOS MDM, which have setup guides in the docs, are not listed.Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
    • Your docsSecurity, privacy, and compliance page: the security program is "designed and operated against the SOC 2 Trust Services Criteria" with a "SOC 2 audit-ready" label and no SOC 2 type or report named; ISO 27001 is not mentioned; PHI is accepted "only under a signed Business Associate Agreement", enabled through support; prompt capture is off for every client by default; home regions in the United States, Canada, the European Union, the United Kingdom or Australia; security questionnaires and control evidence on request.Source
  • 15

    MSPilot can host an organisation in the United States, Canada, the European Union, the United Kingdom or Australia. Its logos already include MSPs whose names point to Canada and Australia, and the GTM hire will work conferences in the US, EU and Australia. Yet the site is written for a US reader, and the residency option appears only in the docs.

    Medium impactMedium effort First result in 6 weeks Founding GTM Specialist

    First action

    Confirm the exact regional processing details with engineering before writing.

    How to measure it

    Non-US pipeline

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Confirm the facts

      What stays in each region, model by model.

      Founding Engineer, AI Infra 3 days

    2. 2

      Write the pages

      Residency, privacy and pricing examples.

      Founding GTM Specialist 1 week

    3. 3

      Legal check

      Wording on local privacy law.

      Outside counsel 1 week

    4. 4

      Local proof

      One partner quote per region.

      Co-Founder, Customer Success 2 weeks

    5. 5

      Add currency to the calculator

      CAD, GBP, EUR and AUD.

      Founding Engineer, AI Infra 2 days

    6. 6

      Use them in campaigns

      Regional outbound and conference follow-up.

      Founding GTM Specialist ongoing

    First result
    6 weeks
    Cost
    Staff time and a short legal review
    Owner
    Founding GTM Specialist

    Smallest test

    Publish the Canada page and send it to Canadian MSPs.

    Why it works

    Publish four short regional pages: data stays in your home region, local privacy terms (each checked with counsel before naming any law), local currency examples in the calculator, and a quote from an MSP in that region. Use them as the landing pages for regional outbound and conference follow-up.

    Outside the US, "where is my clients' data processed?" is often the first question an MSP asks. Answering it up front is a real edge against US-only tools.

    Risks and how to handle them

    • Model processing outside the region

      State clearly which models stay in-region, as the trust page advises.

    Builds on

    Evidence

    • Your docsSecurity, privacy, and compliance page: the security program is "designed and operated against the SOC 2 Trust Services Criteria" with a "SOC 2 audit-ready" label and no SOC 2 type or report named; ISO 27001 is not mentioned; PHI is accepted "only under a signed Business Associate Agreement", enabled through support; prompt capture is off for every client by default; home regions in the United States, Canada, the European Union, the United Kingdom or Australia; security questionnaires and control evidence on request.Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
    • Your docsFAQ: an MSP signs up at app.mspilot.io/signup with a name, email and password, then names its organization ("The home region is fixed after this."); sandbox clients exist; "This site does not list a standard-seat price."Source
  • 16

    The GTM hire will represent MSPilot at conferences in the US, EU and Australia, with a bonus tied to booked qualified calls. MSPilot's product is unusually demonstrable: a laptop that redirects an unapproved AI site to the governed app, live, shows the whole value in ten seconds.

    Medium impactMedium effort First result in 1 quarter Founding GTM Specialist

    First action

    Shortlist three MSP events next quarter, one per region.

    How to measure it

    Calls per event

    Now
    –
    Target
    25
    By
    First event

    Steps

    1. 1

      Pick the events

      By MSP attendance and region.

      Founding GTM Specialist 1 week

    2. 2

      Build the demo kit

      Enrolled and unenrolled laptops, plus a tablet calculator.

      Founding Engineer, AI Infra 3 days

    3. 3

      Pre-book meetings

      Outbound to the attendee list before the show.

      Founding GTM Specialist 2 weeks

    4. 4

      Book at the booth

      The calendar is open on the tablet.

      Founding AE event days

    5. 5

      Same-day follow-up

      Calculator output and a sign-up link.

      Founding GTM Specialist 1 day

    6. 6

      Review

      Cost per qualified call by event.

      Founding GTM Specialist after each event

    First result
    1 quarter
    Cost
    Booth and travel per event
    Owner
    Founding GTM Specialist

    Smallest test

    Run the two-laptop demo at one local MSP meetup.

    Why it works

    Bring two laptops: one enrolled, one not. Visitors try a Shadow AI site on both, then run their own numbers in the calculator on a tablet. Book the follow-up call at the booth, and send the calculator output by email within an hour. Pick events by MSP density and the regions where MSPilot can host data.

    A live, hands-on demo stands out on a show floor full of slides, and booking at the booth avoids the post-show follow-up drop-off.

    Risks and how to handle them

    • Venue Wi-Fi breaks the demo

      Bring a mobile hotspot and a recorded fallback.

    Builds on

    Evidence

    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
    • Your websiteFeatures page: white label ("Your brand, front and center."), sensitive-data redaction, Shadow AI blocking that redirects unapproved AI sites to the governed app with logs by user and client, governed MCP connectors, an org-wide knowledge base, native desktop apps deployed silently through an RMM, chat history import, iOS and Android apps, and a client admin portal.Source
  • 17

    In MSPilot, revenue starts when machines enroll: each enrolled Windows or Mac machine is a seat. The Quickstart is three steps (connect a client source, set a seat cap, enroll one machine), and the September release added RMM install scripts. The step from one test machine to a whole client is where MSP pilots usually stall.

    High impactMedium effort First result in 1 month Co Founder

    First action

    Pull the current numbers for each funnel step from the app database.

    How to measure it

    10-seat activation within 30 days

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Define the funnel

      Five events from sign-up to first invoice.

      Co-Founder, Product 1 day

    2. 2

      Instrument

      Events in product analytics.

      Founding Engineer, AI Infra 3 days

    3. 3

      In-app checklist

      Steps that adapt to the connected RMM.

      Founding Engineer, AI Infra 1 week

    4. 4

      Stall alerts

      Flag MSPs stuck at one machine for 7 days.

      Founding Engineer, AI Infra 2 days

    5. 5

      Rescue calls

      A 20-minute deployment session.

      Co-Founder, Customer Success ongoing

    6. 6

      Publish the proof

      Median time to ten seats.

      Founding GTM Specialist quarterly

    First result
    1 month
    Cost
    About two weeks of engineering time
    Owner
    Co Founder, Customer Success

    Smallest test

    Call every account stuck at one machine this week.

    Why it works

    Instrument the funnel (sign-up, client source connected, first machine, ten machines, first paid invoice). Add an in-app checklist with the right RMM script for the stack the MSP connected. Have the customer success co-founder call any MSP stuck at one machine for seven days, and publish the median time to ten seats as a proof point.

    For a seat-based product, activation is the revenue line. A clear path from test to first client lifts conversion from every channel at once.

    Risks and how to handle them

    • Too few accounts for clean data

      Read individual journeys until the volume grows.

    Builds on

    Evidence

    • Your docsDocs overview: each enrolled Windows machine or Apple Silicon Mac is a seat; the Quickstart is three steps (connect a client source, set a seat cap, enroll one machine); a read-only client portal shows clients' usage, devices and reports.Source
    • Your docsChangelog: September 2026 added install scripts for Windows RMMs, per-client Shadow AI blocking, conversation import, Apple Silicon Mac support and HaloPSA and Autotask company import; October 2026 added a client portal where clients' staff see the sections the MSP enables.Source
    • Your websiteAbout page: serial founders, AI infrastructure engineers and MSP operators, including "30+ years" of a family-run managed IT business whose firm leads the early design partners; "Backed by the best": Y Combinator, Focal Ventures and "20+ Investors"; "Talk directly with our team" with no SDR hand-off; the founders previously built AI developer tools with "1.5M+" developer installs.Source
  • 18

    Each power user is capped at $400 per billing cycle, with an optional per-client limit, and "when a limit is hit the request is stopped". For the client's staff, that is an AI tool that suddenly stops working, and the support ticket lands on the MSP. For the MSP, it is also a sign that a heavy user is ready for a bigger plan or an agent.

    Medium impactLow effort First result in 1 month Co Founder

    First action

    Count how often caps were hit last month, and what happened next.

    How to measure it

    Cap-alert conversion

    Now
    –
    Target
    40%
    By
    90 days

    Steps

    1. 1

      Measure cap hits

      Frequency and outcome.

      Founding Engineer, AI Infra 1 day

    2. 2

      80% and 100% alerts

      Dashboard and email.

      Founding Engineer, AI Infra 3 days

    3. 3

      PSA ticket option

      Through the existing PSA connectors.

      Founding Engineer, AI Infra 3 days

    4. 4

      One-click actions

      Raise the cap, change the seat, or flag for the QBR.

      Co-Founder, Product 1 week

    5. 5

      User-facing message

      A branded note naming the MSP.

      Co-Founder, Product 1 day

    6. 6

      Review outcomes

      Upgrades against tickets.

      Co-Founder, Customer Success monthly

    First result
    1 month
    Cost
    About two weeks of engineering time
    Owner
    Co Founder, Product

    Smallest test

    Email MSPs manually when a client crosses 80% this month.

    Why it works

    Alert the MSP at 80% and 100% of any cap, in the dashboard, by email and as a PSA ticket. Include one-click options (raise the cap, move the user to a different seat, or add the user to the QBR report as an upsell). Show the user a friendly message naming their IT provider, not an error.

    Spending caps protect the MSP's margin. Alerts keep that protection without the surprise outage, and they turn a support problem into a revenue conversation.

    Risks and how to handle them

    • Alert fatigue

      Send one digest per client per day.

    Evidence

    • Your docsSeats page: a standard seat offers one model, "MSPilot Auto"; power seats add the models enabled for that client; each power user is capped at $400 per billing cycle (admins can set lower) with an optional per-client limit; when a limit is hit the request is stopped; Billing shows what is due this cycle.Source
    • Your websitePricing page: "We grow when you grow." Standard seat ("Most popular") at $10 per user per month, "Locked to one vetted model"; Power Seat pay as you go at token rate with no seat fee; "What you pay MSPilot": $10 per user per month for Standard seats, or tokens at cost for Power Seats; "What you earn": $20–30 per user per month; month-to-month with no cancellation fees. Both "Get started" buttons open the demo booking page; the page has no calculator, trial or FAQ.Source
  • 19

    Real visitors pass Core Web Vitals (field LCP 1.7 s), so this is not urgent. But in Google's phone test the largest element, the hero product walkthrough video, takes 11.7 s to appear, and the mobile score is 62 against 97 on desktop. Ten third-party services add 747 KB, including three ad tags, Tag Manager and product analytics. Paid social traffic is mostly mobile and often on slower connections.

    Low impactLow effort First result in 1 week Founding Engineer

    First action

    Add a poster attribute to the hero video.

    How to measure it

    Mobile LCP (lab)

    Now
    –
    Target
    Under 4 s
    By
    30 days

    Steps

    1. 1

      Poster image

      Show a still frame first.

      Founding Engineer, AI Infra 1 hour

    2. 2

      Lazy-load the video

      After first paint.

      Founding Engineer, AI Infra 2 hours

    3. 3

      Cache headers

      Long lifetimes for static assets.

      Founding Engineer, AI Infra 2 hours

    4. 4

      Image formats

      Serve modern formats at the right sizes.

      Founding Engineer, AI Infra 1 day

    5. 5

      Tool inventory

      An owner and purpose for each third party; remove duplicates.

      Founding GTM Specialist 1 day

    6. 6

      Re-test

      PageSpeed after each change.

      Founding Engineer, AI Infra 1 hour

    First result
    1 week
    Cost
    $0
    Owner
    Founding Engineer, AI Infra

    Smallest test

    Add the poster image and re-run PageSpeed.

    Why it works

    Add a lightweight poster image and load the video after first paint. Set long cache lifetimes on static assets (about 4.5 s of potential savings) and serve modern image formats (about 2.2 s). List each third-party tool with an owner and purpose, remove any that duplicate one another, and load ad tags after interaction.

    It protects ad spend as volume grows, and it keeps the site fast for MSP owners who click from their phones.

    Risks and how to handle them

    • Losing ad attribution

      Delay tags rather than remove them, and check conversions after the change.

    Evidence

    • PageSpeedMobile performance 62/100, desktop 97 (November 2026); in the lab phone test the largest element, the hero product walkthrough video, takes 11.7 s, but real visitors pass Core Web Vitals (field LCP 1.7 s, CLS 0); page weight 1,863 KB, of which 747 KB comes from 10 third-party services (Facebook 282 KB, Google Tag Manager 163 KB, PostHog 132 KB, plus Reddit, LinkedIn and Google ad tags); biggest savings: cache lifetimes (about 4.5 s) and image delivery (about 2.2 s).Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source

Big bets 3

Larger plays that can change the trajectory.

  • 20

    The Founding Engineer role covers an agent runtime with a scoped MCP connector registry, approval workflows and "a template-based builder for non-experts". The GTM role is asked for industry-specific agent use-case templates, and the homepage promises that governed access today becomes "metered, marked-up agents tomorrow". A shared library of tested templates is where those three meet.

    High impactHigh effort First result in 2 quarters Founding Engineer

    First action

    Pick the first five templates from what design partners' clients ask for most.

    How to measure it

    Agent revenue share

    Now
    –
    Target
    20%
    By
    4 quarters

    Steps

    1. 1

      Choose templates

      Five from partner demand, five from vertical kits.

      Co-Founder, Product 2 weeks

    2. 2

      Build the runtime pieces

      Connector scopes, approvals and logs.

      Founding Engineer, AI Infra 2 months

    3. 3

      Package the templates

      Policy, connectors and price for each.

      Co-Founder, Product 1 month

    4. 4

      Pilot

      Three partners, two clients each.

      Co-Founder, Customer Success 1 month

    5. 5

      Price

      Metered pricing with an MSP markup.

      Co-Founder, Product 2 weeks

    6. 6

      Open to partners

      Partner-published templates with revenue share.

      Founding Team, Go-to-Market 1 quarter

    First result
    2 quarters
    Cost
    Most of one engineer's time for two quarters
    Owner
    Founding Engineer, AI Infra

    Smallest test

    Build one template by hand for one design partner's client.

    Why it works

    Launch with ten templates tied to the verticals and connectors MSPilot already supports, such as client intake for law firms or month-end reconciliation prep for accountants. Each one has a policy preset, the connectors it needs, an approval step, and a suggested monthly price per client. Later, let partner MSPs publish their own templates and earn when others deploy them.

    Templates turn "governed access" into higher-value agent revenue per seat. A library partners contribute to compounds, and competitors will find it hard to copy.

    Risks and how to handle them

    • Agents misbehave in client environments

      Approval steps by default, and replayable logs.

    Builds on

    Evidence

    • HiringFounding Engineer - AI Infra ($60K-$100K, 1.00%-2.00% equity): the multi-tenant AI access and governance gateway (identity through Microsoft Entra ID, usage metering and billing, audit logging, policy enforcement, an endpoint agent that detects drift) and an agent runtime with a scoped MCP connector registry, approval workflows and "a template-based builder for non-experts"; the post claims "paying customers and validated demand".Source
    • HiringFounding GTM Specialist ($30K-$42K, 0.50%-1.00% equity): outbound email and LinkedIn, paid ads on "Reddit, Meta/Facebook", nurture campaigns and lead magnets, conferences in the US, EU and Australia, a sales enablement library ("decks, ROI calculators, campaign kits") and industry-specific agent use-case templates; bonus tied to booked qualified calls; first ad and outbound experiments are already booking calls with IT business owners.Source
    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
  • 21

    Every governed request passes through MSPilot's gateway, which meters usage and logs Shadow AI visits by user and client. Aggregated across tenants, and with no content (capture is off by default), that data can answer what MSPs and SMB owners keep asking: how much AI small businesses use, which tools staff reach for, and how much sensitive data gets redacted. No competitor's homepage publishes numbers like these.

    High impactMedium effort First result in 2 quarters Founding GTM Specialist

    First action

    Define the metrics that can be computed from metadata alone, and check them against the privacy policy.

    How to measure it

    Report downloads

    Now
    –
    Target
    1,000 in the first 60 days
    By
    2 quarters

    Steps

    1. 1

      Define the metrics

      Metadata only, with a minimum group size.

      Co-Founder, Product 1 week

    2. 2

      Privacy review

      Against the privacy policy and partner agreements.

      Outside counsel 2 weeks

    3. 3

      Compute

      Aggregates across tenants.

      Founding Engineer, AI Infra 2 weeks

    4. 4

      Write the report

      Ten charts and plain findings.

      Founding GTM Specialist 3 weeks

    5. 5

      Partner edition

      A white-label version for MSPs to send.

      Founding GTM Specialist 1 week

    6. 6

      Launch

      Trade press, podcasts and LinkedIn.

      Founding Team, Go-to-Market 2 weeks

    First result
    2 quarters
    Cost
    Staff time and a legal review
    Owner
    Founding GTM Specialist

    Smallest test

    Publish one statistic (Shadow AI attempts per employee) in a LinkedIn post.

    Why it works

    Publish a twice-yearly report with aggregate metrics only: AI adoption by industry and company size, Shadow AI attempts per employee, redaction rates by data type, and average resale price. Give partners a branded version to send to their clients. Pitch it to MSP trade press and podcasts.

    Original data earns press, links and conference talks, and the branded version becomes a lead magnet for partners.

    Risks and how to handle them

    • Sample too small at first

      Publish once the base is large enough, and state the sample size.

    Evidence

    • HiringFounding Engineer - AI Infra ($60K-$100K, 1.00%-2.00% equity): the multi-tenant AI access and governance gateway (identity through Microsoft Entra ID, usage metering and billing, audit logging, policy enforcement, an endpoint agent that detects drift) and an agent runtime with a scoped MCP connector registry, approval workflows and "a template-based builder for non-experts"; the post claims "paying customers and validated demand".Source
    • Your websiteFeatures page: white label ("Your brand, front and center."), sensitive-data redaction, Shadow AI blocking that redirects unapproved AI sites to the governed app with logs by user and client, governed MCP connectors, an org-wide knowledge base, native desktop apps deployed silently through an RMM, chat history import, iOS and Android apps, and a client admin portal.Source
    • Your docsSecurity, privacy, and compliance page: the security program is "designed and operated against the SOC 2 Trust Services Criteria" with a "SOC 2 audit-ready" label and no SOC 2 type or report named; ISO 27001 is not mentioned; PHI is accepted "only under a signed Business Associate Agreement", enabled through support; prompt capture is off for every client by default; home regions in the United States, Canada, the European Union, the United Kingdom or Australia; security questionnaires and control evidence on request.Source
  • 22

    MSPilot already deploys through ten PSA, RMM and MDM tools with documented setup guides. MSPs browse their RMM and PSA vendors' integration catalogues when they look for add-ons, and a listing there puts MSPilot in front of every MSP on that tool, at the moment it is looking.

    High impactHigh effort First result in 2 quarters Founding Team

    First action

    Check each supported vendor's partner program requirements, and pick two.

    How to measure it

    Marketplace sign-ups

    Now
    –
    Target
    25 a month
    By
    3 quarters

    Steps

    1. 1

      Research programs

      Requirements and timelines for each vendor.

      Founding Team, Go-to-Market 2 weeks

    2. 2

      Pick two

      By design-partner stack share.

      Founding Team, Go-to-Market 1 day

    3. 3

      Meet requirements

      Security reviews and technical checks.

      Founding Engineer, AI Infra 1 quarter

    4. 4

      Write listings

      Linked to the integration landing pages.

      Founding GTM Specialist 1 week

    5. 5

      Co-market

      A webinar or blog post with the vendor.

      Founding Team, Go-to-Market 1 quarter

    6. 6

      Track

      Sign-ups by listing.

      Founding GTM Specialist monthly

    First result
    2 quarters
    Cost
    Program fees vary by vendor; engineering time for reviews
    Owner
    Founding Team, Go to Market

    Smallest test

    Apply to one program this quarter.

    Why it works

    Apply to the integration or marketplace programs of the RMM and PSA vendors MSPilot already supports, starting with the two most common among design partners. Each listing links to the matching integration landing page and the sandbox. Co-market with any vendor willing: a webinar, a joint blog post, or a booth slot at their user conference.

    It borrows the vendors' reach to MSPs, and an official listing reassures buyers that the integration is supported.

    Risks and how to handle them

    • Vendors build competing AI features

      Position MSPilot as the governance layer that works across stacks.

    Builds on

    Evidence

    • Your docsDocs index (35 pages): Quickstart, Clients, Client portal, Windows and macOS agent, Seats, Branding, Blocking, Policy, Sensitive data detection and Changelog, plus setup guides for Autotask, HaloPSA and ConnectWise Manage (PSA); Datto, ConnectWise RMM, ImmyBot, Level, NinjaOne, N-sight and Syncro (RMM); and macOS MDM.Source
    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 23

    MSP owners trust each other: they meet in peer groups, forums and local meetups. MSPilot's early partners include a family-run managed IT business with 30+ years in the industry. There is no referral offer anywhere on the site or in the partner portal description.

    Medium impactLow effort First result in 1 quarter Co Founder

    First action

    Ask design partners which peer groups they belong to, and whether they would refer.

    How to measure it

    Activated referrals

    Now
    –
    Target
    5 a quarter
    By
    2 quarters

    Steps

    1. 1

      Set the terms

      Ten-seat trigger, one month of credit each, and a cap.

      Co-Founder, Customer Success 1 day

    2. 2

      Build the link

      Attribution at sign-up.

      Founding Engineer, AI Infra 3 days

    3. 3

      Dashboard card

      Copy the link, and track referrals.

      Founding Engineer, AI Infra 2 days

    4. 4

      Tell partners

      A personal note from the founders.

      Co-Founder, Customer Success 1 day

    5. 5

      Peer group kit

      A one-pager partners can share.

      Founding GTM Specialist 3 days

    6. 6

      Review

      Referrals and credit cost.

      Co-Founder, Customer Success quarterly

    First result
    1 quarter
    Cost
    Seat credits only
    Owner
    Co Founder, Customer Success

    Smallest test

    Offer it by email to the 11 design partners.

    Why it works

    Give every partner a referral link. When a referred MSP reaches ten paid seats, both sides get a month of Standard seats free, up to a cap. Show a referral card in the dashboard, and mention it in the onboarding and QBR emails.

    Seat credits cost MSPilot less than cash, reward exactly the behaviour it wants, and tap peer networks that ads can't reach.

    Risks and how to handle them

    • Gaming with fake accounts

      Pay only after ten paid seats.

    Builds on

    Evidence

    • Your websiteAbout page: serial founders, AI infrastructure engineers and MSP operators, including "30+ years" of a family-run managed IT business whose firm leads the early design partners; "Backed by the best": Y Combinator, Focal Ventures and "20+ Investors"; "Talk directly with our team" with no SDR hand-off; the founders previously built AI developer tools with "1.5M+" developer installs.Source
    • Your websitePartner Portal: "Sales enablement for Early Access partners", gated by company domain and partner password with an NDA acknowledgement; no public description of program benefits, tiers or margins.Source
    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
  • 24

    MSPilot's about page promises "Talk directly with our team" with no SDR hand-off, and the team includes people with decades of experience running an MSP. That is rare in this market. But the demo is still pitched as an "intro call". What an MSP owner actually needs to leave with is a proposal they can send to a client that week.

    High impactLow effort First result in 2 weeks Founding AE

    First action

    Create the proposal template, and rename the booking page.

    How to measure it

    Proposals sent after demo

    Now
    –
    Target
    50% of demos
    By
    60 days

    Steps

    1. 1

      Proposal template

      White-labelled, with seats, policy and price.

      Founding AE 3 days

    2. 2

      Rename the call

      And add three booking questions about one client.

      Founding AE 1 hour

    3. 3

      Script the call

      15 minutes of product, 15 minutes building the proposal.

      Founding AE 1 day

    4. 4

      Send it the same day

      An editable document for the MSP's client.

      Founding AE ongoing

    5. 5

      Follow up

      Ask a week later whether the proposal went out.

      Co-Founder, Customer Success ongoing

    6. 6

      Measure

      Proposals sent and seats sold.

      Founding GTM Specialist monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Founding AE

    Smallest test

    Build a live proposal in the next five demos.

    Why it works

    Rename the call "Build your first AI proposal (30 min)". Ask in the booking form for one client's industry, headcount and current AI use. In the call, show the product, then build that client's proposal live: seats, a policy preset, the Shadow AI story and the price, using the calculator. Send it afterwards as an editable, white-labelled document.

    It turns the demo from an evaluation into the MSP's first sale, and an MSP that sends the proposal is already selling MSPilot seats.

    Risks and how to handle them

    • Owners won't share client details

      Use industry and headcount only, with no names.

    Builds on

    Evidence

    • Your websiteAbout page: serial founders, AI infrastructure engineers and MSP operators, including "30+ years" of a family-run managed IT business whose firm leads the early design partners; "Backed by the best": Y Combinator, Focal Ventures and "20+ Investors"; "Talk directly with our team" with no SDR hand-off; the founders previously built AI developer tools with "1.5M+" developer installs.Source
    • Your websiteHomepage: H1 "Turn Shadow AI into your next revenue line."; "Trusted by forward-thinking MSPs" with 11 customer logos and no testimonials; every "Book a demo" and "Start earning on AI" button opens the same Calendly intro call, and no link goes to sign-up; PSA and RMM logos for ConnectWise PSA, Datto RMM, HaloPSA, NinjaOne RMM, Autotask PSA, N-able RMM and Syncro; a section promising "AI usage shows you which agents to sell next" and "Bring data, not guesses, to your QBRs."Source
    • Your websiteHomepage profit calculator: defaults of $22/mo "Subscription per employee", $10/mo "AI cost per employee", 25 SMB tenants and 10 employees per tenant give subscription revenue $5,500, AI cost −$2,500 and "MSPilot fee" −$500 (about $2 per employee; no rate or formula is shown), for $2,500 monthly profit, $30,000 a year and a 45% margin.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

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ProgrammableDigital

Show it, don't just describe it

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on November 10, 2026, and cites them throughout. MSPilot did not commission, review or endorse it, and Programmable is not affiliated with MSPilot. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how MSPilot runs its business.

Something wrong, or do you represent MSPilot? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    One price story, a self-serve path, compliance wording that matches the trust page, an accurate integrations page, a sitemap and share image, the first testimonials and comparison pages.

  2. Days 31 to 6014 ideas

    The GTM hire's channels: integration and regional pages, Shadow AI discovery, an owned worksheet, the public partner program, paid tests, vertical playbooks and conferences. In the product: the QBR report, activation, spend alerts and mobile speed, plus referrals and priced-proposal demos.

  3. Days 61 to 903 ideas

    Commit to the big bets: the agent template library, the managed-AI usage benchmark and PSA/RMM marketplace listings.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A new recurring revenue line on existing contracts. The most cited problem: clients' staff using AI tools without oversight.

  • Deploying through the RMM and PSA they already run
  • Data leaving client environments
  • In their words: “Shadow AI”

Market

Competitive landscape

3 competitors compared: Hatz AI, Inforcer and Clients buying AI subscriptions directly.

  • Gap to exploit: Plain, checkable margin math for MSPs reselling AI
  • Hatz AI: Its own chat interface and credit model, where MSPilot offers native desktop apps and simple per-seat math
  • Inforcer: Copilot-centred; monitors Shadow AI rather than replacing it with a resellable workspace

Hiring signals

MSPilot is a team of three hiring its first two non-founder roles, both in Ukraine or Poland.

  • Founding GTM Specialist (Hybrid, Ukraine/Poland): Outbound, Reddit and Meta ads, conferences, ROI calculators and industry templates. Ideas 1, 8…
  • Founding Engineer - AI Infra (Hybrid, Lviv): Gateway metering and billing, and an agent runtime with a template builder. Ideas 9, 18, 20, 21.

From the team that wrote this playbook

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