MSP OS · For MSPs & IT Providers
Leads, renewals, onboarding, and client communication between service calls — the relationship layer your PSA doesn’t touch, configured and running.
$997 setup · then $497/mo · everything included
The Reality
What’s Included
Everything below is configured, integrated, and running before you pay your second month. No upsells. No surprise costs.
Every client and prospect tracked in one place. Not a replacement for your PSA — the relationship and pipeline layer it was never built to handle.
New inquiry at 7pm Friday? Answered, qualified, and booked before Monday morning. No more prospects going cold over a weekend.
Every contract flagged at 60, 30, and 7 days out. No more forgotten renewals. No more rushed negotiations. No more revenue slipping because nobody was watching the calendar.
Welcome sequence, documentation intake, asset inventory, and stakeholder introductions — automatic from day one. The professional first impression your techs would rather be building infrastructure for.
Proactive communication between service calls. Quarterly business reviews triggered automatically. Clients stop feeling like they only hear from you when something’s broken.
Old prospects that went cold get re-engaged automatically. The pipeline you built two years ago starts producing again.
Web chat on your site connected to SMS. Professional email on your business domain. Inbound leads get answered even when you’re in a client meeting.
Confirmations, reminders, and no-show recovery for discovery calls and QBRs. Cuts no-shows by approximately 50%.
Client health, pipeline activity, upcoming renewals, and churn risk flags. You see exactly what the relationship layer did this month.
Pricing
Live in 2 weeks or your first month is free
How It Works
30 minutes. I look at your PSA, your client list, and your renewal calendar. If MSP OS fills the gaps, I tell you. If it doesn’t, I tell you that too.
You send me your client list, contract dates, and answers to 10 questions. I configure the CRM, build the renewal alerts, and connect to your existing tools.
System is live. The first renewal alert fires before you would’ve remembered to look. New leads get answered automatically. If it’s not live in 2 weeks, your first month is free.
Who It’s For
Optional Add-Ons
MSP OS is complete on its own. These add on monthly when you want them — never bundled, never forced.
AI voice or chatbot that handles initial triage and qualification of new inquiries 24/7. Never let a lead go to voicemail at 7pm Friday. Join the waitlist on your Growth Mapping Call.
Outbound to net new prospects. MSPs need a consistent pipeline. Full infrastructure built and managed monthly — lead list, domain setup, sequences, inbox management.
Need ConnectWise integration, Rev.io billing automation, custom client portals, or bespoke workflow builds? Scoped on the call. See pricing →
Get Started
Book a Growth Mapping Call. 30 minutes. I’ll tell you whether MSP OS fits, what setup looks like, and when you’d be live. No pitch deck. No pressure.