Your tools should work for your business. Not the other way around.

Most MSPs are working around their tools instead of through them. We fix that — logging in, doing the work, and building momentum that compounds month by month.

Monthly Tools Consulting

One burning issue per month. Four working sessions. Hands-on access — we log in and do the work. At the end of every cycle, we ask: what are we solving next?

Optimise
$1,300 /month ex GST

+ Channel Guru TPOS framework access ($220/month, paid directly to Channel Guru)

  • 4 x 1-hour working sessions per month
  • Hands-on tool access — we log in and do the work
  • Monthly report on work completed
  • Access to the Channel Guru TPOS maturity framework
Get Started
Most Popular
Accelerate
$1,500 /month ex GST

+ Channel Guru TPOS framework access ($220/month, paid directly to Channel Guru)

  • Everything in Optimise
  • Process documentation for all changes made
  • Team training delivered as part of the engagement
  • Access to the Channel Guru TPOS maturity framework
Get Started

Channel Guru TPOS framework: As part of your engagement, you get access to the Channel Guru Tools, Process, Outcomes & Skills (TPOS) maturity framework — a structured system purpose-built for MSPs to assess and improve their operational capability.

Four sessions. One outcome.

Every month follows the same structure so nothing falls through the cracks and momentum builds.

01
Strategy
Plan for the month. Identify the priority tool or issue. Define what success looks like before we touch anything.
02
Discovery
We log in and see the issues firsthand. Understand where the friction is, what the root cause is, and what the fix actually requires.
03
Training
Train the relevant team members on the fix and the updated tool before implementation — so the change sticks.
04
Implementation
Deliver and implement the planned changes. We do the work — not a recommendation document that lives in a folder.

At the end of every cycle: "What are we solving next?" — this is the flywheel.

Concrete outcomes. Not a slide deck.

Depending on what we're solving, here's what's live and working by the end of your first month.

CSAT

CSAT live and measured

Your CSAT tool is configured, triggered correctly, and your team knows how to use it. You'll have your first data set by end of month.

Triage & Dispatch

A clean board and a running system

Your triage process is automated, your board is clean, and dispatch is running on a system — not on one person's judgement.

PSA Alignment

Your PSA configured for how you work

Your PSA is set up to match how your business actually operates — not how it came out of the box. Your team stops working around it.

Quoting

A quoting workflow that moves fast

Your quoting tool is connected to your process. Quotes go out faster, approvals are tracked, and nothing sits in a queue waiting.

Onboarding

Automated client onboarding

New client onboarding runs on a repeatable, automated process. No more cobbling it together manually each time.

Reporting

Reporting that drives decisions

You have a reporting setup that surfaces what matters — not just data that looks busy. Leadership can act on it every week.

What's your burning issue?

Most engagements start with one clear problem. Here's what we tackle most.

Setting up and measuring your CSAT tool

You know you need it but it's not configured, not triggering, or not being actioned.

Automating triage and dispatch

Tickets are landing wherever. Dispatch is reactive. The board is chaos and SLAs are slipping.

PSA alignment and optimisation

Your PSA was configured when you first bought it. Your business has changed. Your PSA hasn't.

Quoting tool workflow improvements

Quotes take too long, get lost, or aren't feeding into your PSA properly. Revenue is leaking.

Onboarding process automation

Every new client onboarding is done differently. It takes too long and relies on the same one or two people.

Reporting that actually drives decisions

You've got data but no insight. Leadership is making decisions on gut feel because the reports aren't telling them anything useful.

Billing and agreement alignment

Your billing module isn't set up to match your service agreements. Revenue is leaking through misconfigured rates, unbilled time, or agreements that don't reflect how you actually deliver.

Procurement process alignment

Your procurement workflow — from vendor sourcing to client delivery — isn't connected in your tools. Things fall through the gaps, approvals are manual, and margin slips in the process.

Project management tools

Projects are being tracked in email threads and spreadsheets. Your PSA or project tool has what you need — it's just not set up to match how your team delivers work.

RMM tool configuration

Your RMM is generating noise, not insight. Alerts aren't tuned, automation scripts aren't running, and your team is reacting to alerts instead of getting ahead of issues.

Secondary Offer

Project-Based Work

Defined scope. Defined deliverables. Heavy implementation focus. For businesses that need a specific outcome delivered — not an ongoing retainer.

Examples

  • PSA migrations (ConnectWise Manage → HaloPSA)
  • Service desk restructure and triage design
  • Tooling overhauls across a function or team
  • Workflow and automation design
  • Operational audit and improvement roadmap

Most project engagements transition into monthly consulting once the core work is complete.

Project investment
$8,000+
ex GST · Scope-dependent · Up to $40,000+
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All projects are scoped and quoted before commencement.

Not sure where to start? Book a call.

Thirty minutes. We'll identify your highest-priority tool problem and tell you honestly what it would take to fix it.

Book a Free Call