Managed Intelligence Blueprint
A structured 4-week executive audit of how AI and automation are impacting internal operations, sales and marketing workflows, and client-facing service offerings.
Focus: clarity, economics, and strategic positioning.
Scope of Review
Internal Operational AI Utilization
- Current AI usage across ticketing, triage, scripting, and documentation
- Tool stack integration quality and automation depth
- Labor efficiency relative to per-seat economics
- Cost-structure resilience compared with AI-native MSP models
AI in Sales and Marketing
- Lead generation and qualification automation maturity
- Proposal and discovery workflow augmentation
- CRM automation depth and process reliability
- Clarity and strength of AI positioning in market messaging
Client-Facing AI Opportunity
- Current AI-related services and their commercial viability
- Demand signals across existing verticals
- Packaging and pricing structure quality
- Security and liability exposure in current and planned offers
4-Week Engagement Structure
A defined executive cadence from discovery through findings and roadmap delivery.
Week 1
Executive Alignment and Discovery
Leadership interviews, objective setting, and baseline data collection across operations, GTM, and current offers.
Week 2
Operational and GTM Assessment
Audit internal workflows, automation depth, and commercial workflows to identify drag, gaps, and leverage points.
Week 3
Economics and Risk Review
Evaluate margin structure, monetization opportunities, and exposure across security, liability, and positioning.
Week 4
Executive Findings and Roadmap
Deliver scorecard, findings, and a prioritized 90-day roadmap with clear sequencing and ownership guidance.
Deliverables
Executive artifacts designed to clarify current state, quantify opportunity, and sequence next decisions.
AI Maturity Scorecard
A scored assessment across internal operations, GTM workflows, and client-facing AI offerings.
Margin and Cost Structure Analysis
A clear view of where AI is improving economics, where costs are exposed, and where margins can be protected.
Risk and Exposure Review
An executive-level assessment of security, liability, and operational risk tied to current and planned AI usage.
90-Day Prioritized Roadmap
A sequenced plan of highest-leverage actions, designed for confident internal execution after the audit.
Who This Works For
Best suited for MSP leadership teams making strategic AI decisions.
Best Fit
- MSP owners who want strategic clarity before implementation
- Leadership teams evaluating how AI impacts margin and positioning
- Operators who need prioritized decisions, not vendor demos
- Firms preparing to evolve from managed services to managed intelligence
Not a Fit
- Teams looking for immediate implementation work
- Buyers seeking one-off tool recommendations without business context
- Organizations unwilling to share workflow and financial inputs
- MSPs that want outsourced execution instead of internal alignment
Frequently Asked Questions
How long does the audit take?
The Managed Intelligence Blueprint is a structured 4-week executive audit.
Do you implement workflows during this engagement?
No. This phase is diagnostic only and focused on clarity, economics, and strategic direction.
What inputs are required from our side?
Leadership interviews, a review of core financial and operational metrics, and visibility into your current tool stack and workflows.
What do we leave with at the end of week four?
You leave with an AI maturity scorecard, economic analysis, risk review, and a prioritized 90-day roadmap.
Start with the Managed Intelligence Blueprint
Book a discovery call to determine fit and align on audit scope.