MSP coaching plus tools & systems.
Build a stronger sales engine, put artificial intelligence (AI) to work, and make your managed service provider (MSP) more valuable. Group coaching and monthly one-to-one support with me, backed by practical tools and systems you can use in your business.
Founding membership. By application.
Six-month initial commitment.
For ten years my job was pricing businesses from the buyer's side. Today I run revenue inside an MSP, own and operate businesses, and host a podcast for MSP owners. We use that buyer's perspective to build a better business to own, whether you sell in three years or never.
These are existing public resources. The coaching is the personal work of applying them: you bring your numbers and decisions, implement with your team, and I review what changes.
Use the pricing guide to compare how you charge and what your packages include. We review your offer, sales process and pricing decisions against the business you want to build.
Read the pricing guideStart with the policy worksheet and vendor scorecard. You choose a use case, set the rules and test a tool. We review the implementation and how it could become a useful service for your clients.
The quiz gives you a starting range. In coaching, we review your actual books, recurring revenue, client concentration and owner dependence, then turn the findings into priorities.
Take the valuation quizFor owners who want the number moved, with me and a small group of owners every other week. Three levers run through all of it: the sales and marketing system, AI inside the business and sold to your clients, and financial readiness. You prepare the numbers and bring the decision in front of you. You and your team implement; I help you choose, review and adjust.
Sixty minutes with me and a small group of owners every other week. Bring a decision or the work you have implemented, and we decide what to do next.
Send focused questions and implementation updates between sessions. I review written support on working days; it is not an instant or unlimited delivery service.
A one-page buyer's verdict: what a buyer would pay for your MSP today, why, and the three or four changes that move it. Yours in your first one to one.
I re-cut your profit and loss (P&L) the way a buyer's team will: add-backs, recurring share, concentration, owner dependence. You see it before they do.
Sales and marketing, AI inside your business and sold to clients, and financial readiness. You implement the priorities with your team; I review the work and help you adjust.
I take a small number of owners at a time. On top of the group calls, thirty minutes with me every month on your business and nobody else's.
I read your website, your search presence and how AI assistants describe you the way a buyer's diligence team does. You get the findings in your first month.
A sequenced 12 to 24 month plan from today's number to the one you want, built from your verdict in month one and re-cut every quarter.
Owners put their real numbers on the table only when nobody across it is chasing the same clients. So the coaching takes one paid member per metro area. The first member in keeps that market for as long as they remain a member.
Paid coaching. Membership fees discussed on your intro call.
Membership starts with a six-month commitment. We discuss fees and what’s included on your intro call before you commit. Your agreed rate is fixed for the first six months. Then membership continues monthly with 30 days’ notice to cancel. Any later price change comes with at least 60 days’ advance notice, and you can cancel before the increase takes effect.
A short application below: who you are, the business, and what you are working through right now. I read every one myself before we talk.
After your application is received, pick a time for a thirty-minute fit call. We discuss your priorities and metro availability. Booking the call does not mean you have been accepted.
Once you are in, you send me the numbers, I run the audit, and your verdict lands in your first one to one.
A place to learn with other MSP owners before or alongside coaching. Request an invitation; I review for fit and verify ownership before admitting members.
A private room for MSP owners. I review each request and check ownership before sending an invitation. No vendors or coaches.
Sixty minutes with me, with questions from the room. Calls are recorded and shared with members.
We work through selected members’ questions and examples on the calls. The room gives you a place to learn and compare notes.
MSP owners, typically $2M to $10M in annual revenue, who want a stronger business and a clearer view of its value. You do not need to be planning a sale. You need time to implement agreed priorities with your team.
I take one paid coaching member per metro area. The first member in keeps that market while they remain a member. We confirm availability on the intro call. Metro protection applies only to the coaching; the owners’ room may include owners from the same market.
Know Your Number is a paid coaching programme. We discuss membership fees and what’s included on your intro call, so you can decide whether it fits your business before committing. Membership starts with a six-month commitment, then continues monthly with 30 days’ cancellation notice. Your agreed rate is fixed for the initial six months. Any later price change comes with at least 60 days’ advance notice, and you can cancel before the increase takes effect.
The pricing guide, AI policy worksheet, vendor scorecard and quiz shown here are public resources you can use now. Paid coaching adds personal implementation support: we apply the tools to your business, review your decisions and work through what changes next. There is no separate software portal to buy.
A 60-minute group session every other week and a 30-minute private session each month. You prepare your numbers and implement agreed actions with your team. I review written questions and updates on working days. Calls are recorded and pause over the holidays from 22 December.
We establish your baseline and priorities in month one, including your buyer’s verdict, audit and exit plan. You then implement the agreed changes with coaching and review. We revisit the exit plan quarterly and use progress to choose the next priorities. This is an ongoing working relationship, not a fixed curriculum.
Request an invitation using the separate room form. I review your request and verify ownership, then send accepted owners an invitation and call details. There is no membership fee initially. The room includes a monthly recorded call and selected live member reviews. Personal audits and implementation support belong to the paid coaching.
No. A coaching application leads to an intro call to discuss fit, availability and the membership terms. A room request goes to a separate review. Neither form grants membership automatically, and requesting the room does not require a coaching sales call.
Work with me on sales, AI and business value. Founding membership is by application, with a six-month initial commitment. We discuss membership fees on your intro call.
Prefer a conversation first? Message me on LinkedIn.