We Work With IT Consultants
AI, sales and software for IT Consultants
A pipeline that does not depend on the next referral, ticket triage that keeps senior techs on senior work, and renewals that start with a real check-in.
Allied ROI builds outreach, ticket triage and QBR and renewal systems for IT Consultants and managed service providers in the US. AI drafts outreach and sorts incoming tickets in your PSA, and a person approves every client-facing message. The work starts with a free 30-minute clarity call with founder Chris Mayrs.
- Pipeline
- Ticket triage
- Renewals
The bottlenecks
Where the work falls through.
A small MSP or IT consultancy runs on the PSA board. Tickets come in by email, phone and portal, and the owner or a senior tech sorts them between their own projects. New clients arrive when an existing client mentions you to a friend. Quarterly business reviews slip because building the deck takes hours. Agreements auto-renew with no conversation, so the first sign of an unhappy client is a cancellation notice. The owner is still the lead tech, the salesperson and the account manager.
Bottleneck 01
Referral-only pipeline
Almost every new client comes from a referral, so growth depends on luck and timing. The owner has no time for outbound, and generic marketing does not reach the office manager or CFO who is quietly frustrated with their current provider. A good month is followed by a flat quarter.
Bottleneck 02
Tickets swamp senior techs
Password resets, printer issues and new-user requests land in the same queue as a failing server. Senior techs triage by hand and end up doing tier-one work because it is in front of them. Projects slip, SLAs get tight and the most expensive people on the team spend the morning sorting.
Bottleneck 03
QBRs get skipped
A useful QBR needs ticket trends, patch status, backup health, warranty dates and a roadmap. Pulling that from the PSA and RMM by hand takes hours per client, so reviews happen for the biggest accounts and get pushed for everyone else. Those are the clients who leave.
Bottleneck 04
Renewals happen silently
Managed service agreements auto-renew or come up with little notice. Nobody checks in ahead of time, so concerns go unspoken, price changes land without context and upsell conversations, such as security add-ons or hardware refreshes, never happen. Churn shows up as a surprise.
What we build
What we build for IT Consultants.
Each piece connects to the tools you already use. A person approves anything a client sees.
- 01
Outreach beyond referrals
A target list of local businesses that match your best clients by size and industry, with AI-drafted outreach that speaks to their actual situation. The owner approves the batch each week. Replies route to the owner and interested prospects book a network assessment or intro call.
AI Agents - 02
Ticket triage in your PSA
Incoming tickets in ConnectWise, Autotask, HaloPSA or Syncro are classified by type, urgency and client, and routed to the right board and tier. Simple requests get a drafted reply for a tech to send. Escalations reach a senior tech with context attached instead of a bare subject line.
AI Implementation - 03
QBR decks that build themselves
Data from the PSA and RMM, such as ticket volume, patch compliance, backup status and aging hardware, is pulled into a QBR draft for each client. The account owner adds the recommendations and roadmap. Reviews go from a quarterly scramble to a short edit.
Software and Product Development - 04
Renewal and QBR check-ins
Agreement end dates are tracked, and a check-in is drafted ahead of each renewal and QBR for a person to approve and send. Clients book a review time. Concerns surface before the renewal date, and the conversation includes the projects and upgrades the client actually needs.
AI Implementation
How it works
The flow, once it is built.
The same steps every time, whether it is a Tuesday morning or the busiest week of the year.
Fit
Who this is for, and who it is not.
A good fit
- MSPs and IT consultancies with a few hundred to a few thousand managed endpoints.
- Owners who are still the lead tech and the only salesperson.
- Teams already working in a PSA and RMM who want them to do more.
Not a fit
- Shops that want a chatbot to replace their help desk technicians.
- Break-fix providers with no recurring agreements and no plans to move to managed services.
Questions
Plain answers.
How can an MSP get clients beyond referrals?
Referrals stay the best source, but they cannot be scheduled. Allied ROI builds outbound for MSPs: a target list of businesses that look like your best clients, outreach drafted by AI around their real situation and approved by the owner each week, and a booking link for a network assessment. It runs in a few minutes of owner time a week.
Can AI triage tickets in ConnectWise or Autotask?
Yes. Allied ROI sets up triage that reads incoming tickets in ConnectWise, Autotask, HaloPSA or Syncro, classifies them by type and urgency and routes them to the right board and tier. Simple requests get a drafted reply that a tech reviews before sending. The AI does not make changes to client systems on its own.
How do I automate QBRs for my managed IT clients?
Most of a QBR is data that already sits in the PSA and RMM. Allied ROI builds a workflow that pulls ticket trends, patch compliance, backup status and warranty dates into a draft deck for each client. The account owner adds the recommendations and roadmap, so the time goes into the advice instead of the spreadsheet.
How do MSPs reduce churn at contract renewal?
By talking to clients before the renewal date instead of after a cancellation notice. Allied ROI builds a system that tracks agreement end dates and drafts a check-in ahead of each one for a person to approve. Clients book a review, concerns come up early and the conversation covers the upgrades they need.
What does it cost to add AI to an MSP?
It depends on your PSA and RMM, the size of your client base and which workflow comes first: outreach, triage, QBRs or renewals. The exact scope and price come in writing after the free clarity call. On that call, Chris Mayrs looks at where tickets and pipeline stall in your shop today.
Is it safe to connect AI to my PSA and client data?
Allied ROI connects with scoped API credentials that only allow what each workflow needs, usually reading tickets and writing notes or drafts. The AI does not touch RMM scripting or client systems. Data stays in your accounts, access is logged, and every client-facing message is approved by a person before it goes out.
Related
The services behind this work.
AI Implementation
A two-week audit, then a sprint on the workflow that pays.
What's includedAI Agents
An agent system you own, maintained after it ships.
What's includedSoftware and Product Development
Discovery first, then a build you own.
What's includedSales Training
A team system, not a motivational afternoon.
What's included
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing