The MSP's Guide to Choosing an AI Partner
21 questions to ask before you sign, so you end up with a partner built for MSPs, not a platform you have to bend yourself around.
Who this industry report is for
This buyer's guide is for MSP founders, CROs, and service leaders who are about to build a client-facing AI offering on someone else's platform. Every vendor pitch sounds similar right now. The differences that matter show up later, when a client asks for something the demo never covered, or when the invoice arrives and nobody can explain the token line item.
Inside the guide, you'll get questions across 7 categories:
- Specialization & Fit. Is this built for MSPs, or retrofitted?
- Integration & Migration. Does it work with PSA, ERP, on-prem, and the Copilot tab already open?
- Build, Customize & Own. Who controls the work you create, and can you white-label it?
- Pricing & Predictability. Can you quote a client and still model your margin?
- Data, Security & Compliance. Where does the data go, and is it isolated?
- Reliability & Oversight. What happens when the AI is wrong at 2am?
- Partnership & Growth Path. Do you get enablement, and can you leave cleanly if you need to?
What you'll walk away with
A single scorecard to run 2-3 vendors through the same questions, including us. You do not need a perfect score. You need clarity on where the gaps are before you build a client-facing offering on top of someone else's platform, so the surprises happen on a call, not six months into a client engagement.
Want help applying this scorecard?
Book a free 30-minute call. We'll walk the 21 questions against your first AI offering, including the ones we would rather you ask us.