A step-by-step plan
for MSPs: more advisory,
less routine work

Five challenges, one cause: senior staff stuck in routine work.

What’s at play for each challenge and which approach helps
Two questions to decide what you keep doing yourself and what you hand off
Examples of work you keep in-house and work you hand off

Five challenges that reinforce each other

Ask an MSP what keeps them up at night and you always hear the same list: staffing, margins, security and compliance, demanding customers and the question of what AI actually delivers. These five challenges reinforce each other and create a vicious circle.

Staff shortages and margin pressure keep each other going: the senior capacity needed for advisory work is tied up in routine work. That bottleneck actually sits beneath all five challenges. If you tackle them one by one, you keep putting out fires. If you start with senior capacity, you can use the time you free up for advisory work, security and working closely with customers. That’s how you break the circle.

This step-by-step plan shows what’s at play for each challenge and which approach helps, and ends with a choice that frees up your senior staff: what do you keep doing yourself, and what do you hand off to partners or technology?

Download the cheat sheet