MSP Agentic AI
How it works

See where your MSP stands — and what to fix first.

Four steps, all free in your browser: scope it to your shop, see your gaps, benchmark where you stand, and walk away with a clear list of what to fix first.

How it works

Four steps, one read A four-step flow — Tailor, then Diagnose, then Benchmark, then Get AI-ready — each an arrow on from the last. 1Tailor2Diagnose3Benchmark4Get AI-ready
  • 1 · Tailor

    Set your size, service offerings, tool stack, and team. The whole reference scopes to your shop, and the “My MSP” lens dims what doesn't apply.

  • 2 · Diagnose

    The gap engine reads your profile against the model and surfaces what's missing — control gaps, compliance gaps, insurability gaps, skill gaps, and upsell opportunities — inline as you browse.

  • 3 · Benchmark

    Run the four maturity assessments and the commercial benchmarks (KPIs, pricing, EBITDA & valuation, cost-per-lead by channel) to see where you stand — and where the leverage is.

  • 4 · Get AI-ready

    See which work is standardized enough for an agent to take over today — and which to fix first — so when you add AI to triage, dispatch, or documentation, it lands instead of guesses.

What you get out of it

Tailor it to your MSP

Scope the entire reference to your size, offerings, tool stack, and team.

See your gaps instantly

The controls, compliance, insurability, and skills you're missing — surfaced inline.

Lift your maturity

Assess your Operational Maturity Level and get the concrete path to advance — the same maturity that makes you agent-ready makes you worth more.

Benchmark what matters

KPIs, pricing, EBITDA & valuation, and cost-per-lead by channel.

Get AI-ready

See what's standardized enough for an agent to run today — and what to fix first.

Map to your PSA

ConnectWise, Autotask, or HaloPSA — switch paradigms without losing the model.

Private by design

Everything you do in the app runs in your browser. Your profile, your assessments, and your numbers stay in local storage — none of it is transmitted or stored on a server. We use only privacy-friendly, cookieless analytics that count anonymous page views, clicks, and page-load performance (never your profile, assessments, or numbers). The AI Concierge is the one optional exception, and you can bring your own key.

The one thing we do collect is the contact details you enter to open the app — your name, work email, phone, and company — which we use to grant access and, only if you opt in, to send occasional updates. We don't sell your data or share it with brokers. The Privacy Policy spells out exactly what's collected and why.

See where your MSP stands — in minutes.

No install, free to explore. Pick an assessment and get a tailored read on your gaps and your maturity.

Open the reference →