One real offering, the whole journey: assessment, roadmap, delivery, priced two ways. Learn the framework once with this service, then run it again with offering two, three, and four. Everything from today lives on this page, including the skills.
The growth playbooks you learned were not wrong. They were built before AI. Today you put an AI layer on that thinking, and you start where your trust is already banked: your existing clients.
Everything today is one journey, with one sellable service, start to finish:
Twelve rungs from nothing to a sold AI offering. Climb from the bottom: each rung makes the next one cheaper, and the top rung is revenue. Tick each one you have already done, and be honest, because your first no is your Monday morning.
Before any tool: decide what you sell, how it is bought, and who hears about it first. Three decisions, zero software.
Do not sell "AI." Sell one named service with a start and an end. The assessment is the right first offering because it is the front door to everything else: it is fast to deliver, it is genuinely useful to the client whether or not they buy more, and every engagement you will ever sell begins with it anyway. Assessment, then roadmap, then delivery. The process that worked for cloud and VoIP works here; only the tools changed.
How today helps: the assessment skill on this page produces the deliverable. Your job on this rung is only the decision.
Same work, two packages. A one-time project engagement for the client who has budget now and wants it delivered, and a monthly AI managed services package that spreads the cost, ships one outcome per quarter, and builds your recurring revenue. The monthly package is the one that grows the value of your business, because your business is valued on MRR. Give the client the choice; do not make it for them.
How today helps: the roadmap skill outputs the two-way pricing page with placeholder lines where your numbers go. You fill in two blanks.
Not prospects. Clients. The trust is already banked, you are already in their systems, and if something needs a second attempt you have goodwill to draw on. You can honestly say "we are learning this together, and I have always been your trusted advisor." That sentence does not work on a stranger. Pick the five where you know the owner, know the pain, and know their vertical's compliance line.
How today helps: your PSA already knows who they are. The client whose tickets you complain about most is number one.
The service itself. Deliver one, make it look like it cost money, and build the door that lets clients ask for it.
Client number one from rung 3. The assessment scores where they stand across data foundations, quick-win automation, client-facing AI, guardrails, and team readiness, names three moves for their quarter, and states their vertical's compliance boundary like an adult. At least one recommendation must be something they can do without you: that is what makes it a gift instead of a brochure, and it is why it opens doors.
How today helps: the assessment skill does this in minutes from the client's name, vertical, and what you already know about them.
Use the msp-lead-magnet-machine skill. The client is [client name], a [vertical] business with [locations/size]. Here is what I already know about their setup and pain points: [two or three sentences]. Build the full AI readiness assessment.
Use the msp-lead-magnet-machine skill. The client is Brightview Dental Care, a dental practice with 3 locations and about 40 staff. Here is what I already know about their setup and pain points: they still confirm every appointment by phone at all three offices, the front desk is drowning in insurance eligibility questions, and the owner is cautious about HIPAA. Build the full AI readiness assessment.
The same findings in a plain document read as free advice. Branded, designed, and scored visually, they read as the first deliverable of an engagement. The assessment skill has a "Your brand" section built into it: open the skill file, replace seven placeholder lines with your company name, colours, and who signs the email, and every assessment you ever generate comes out carrying your identity automatically. Set it once, branded forever.
How today helps: if you do not know your own hex colours, the Brand Decoder skill pulls them from your website in one run, or just tell the skill your website and let it look. In the session we ran this with a real attending MSP's brand so you could see the before and after.
## Your brand (edit this section once, after installing) - Company name: outsourceIT - City / region: La Plata, MD · Winston-Salem, NC · Washington, DC - Website: outsourceitcorp.com - Primary color (hex): #0F2B4C - Accent color (hex): #1D6FE0 - Sender name and title: Mark Vliet, CEO and President - Contact line: outsourceitcorp.com
A page on your site: what the assessment is, who it is for, what the client walks away with, and a form. This is where the offering stops being a conversation you have to start and becomes one clients can start themselves. It is also the natural place your existing clients forward to a peer, which is how this offering escapes your client base without cold outreach.
How today helps: we built one live in the session. The prompt below produces yours in one run; put it at yourdomain.com/ai-assessment.
Build a single-file HTML landing page for my MSP's AI Readiness Assessment offering. Brand: [name, colours, city]. Sections: a headline that speaks to a business owner who is curious about AI but has nobody technical to ask, what the assessment covers (five scored areas), what you receive (a branded readiness report with three moves for your quarter), who it is for, a simple request form (name, company, email), and a short FAQ. Professional, clean, fast, mobile-first. No stock photos.
Build a single-file HTML landing page for my MSP's AI Readiness Assessment offering. Brand: outsourceIT, deep navy #0F2B4C with bright blue #1D6FE0 accents, serving DC, Maryland, Virginia and the Carolinas. Sections: a headline that speaks to a business owner who is curious about AI but has nobody technical to ask, what the assessment covers (five scored areas), what you receive (a branded readiness report with three moves for your quarter), who it is for, a simple request form (name, company, email), and a short FAQ. Professional, clean, fast, mobile-first. No stock photos.
Level it up: want the landing page to feel like it cost $50,000? Install the free 50K Website Builder skill and add one line to the prompt above: "Use the build-premium-site skill to build it, with scroll animations and a signature moment." Same content, premium build.
The assessment tells them where they are. The roadmap is what they buy. This tier is where the engagement gets sold.
Four quarters, one shipped outcome each, and every item traces to a finding in the assessment. That traceability is what makes the plan feel inevitable instead of pitched: the client reads their own situation, then reads the plan that answers it. Chain the skills: the assessment output is the roadmap input. That is the whole method of this series, and this is where it earns money.
How today helps: the roadmap skill on this page does exactly this.
Use the msp-ai-roadmap skill on this assessment and build the full 12-month roadmap with the two-way pricing page.
Quarter one is never an agent. It is the AI use policy, data access and permissions, deciding the system of record, and the two vendor questions in writing: where is the data stored, and is it used for training. Every later deliverable inherits this quarter. It is also the part of the engagement where your judgment, not the tools, is the value, and it is the conversation most of your competitors cannot have yet. Selling governance first is a differentiator, not a delay.
How today helps: the roadmap skill enforces this ordering automatically. It will not put an agent in Q1.
From quarter two on, each quarter ships one thing the client's staff can see working, described as an outcome, not a technology. "New patient requests get a same-day answer even when the front desk is slammed" sells; "deploy an intake agent" does not. Each deliverable names a human reviewer and a rollback, which is your answer to the governance question before it is asked. Under-promise on count: four quarters, four shipped things.
How today helps: the roadmap skill sequences them so each quarter makes the next one cheaper, and quarter two is always the win their staff feels weekly.
Delivery, recurring revenue, and the part where the framework starts compounding.
Once a month, thirty minutes: demonstrate what shipped, review the guardrails log, agree the next step. This meeting is the difference between a project that ends and a relationship that renews. It is also where the next quarter's work gets easier to sell, because the client just watched the last one work.
How today helps: the roadmap document includes the monthly rhythm section, so the cadence is agreed at signing, not negotiated later.
The one-time project is fine revenue. The monthly package is enterprise value, because your company is valued on recurring revenue. Offer the conversion at every milestone: a project client can roll into the managed package whenever they want the cadence handled. Incentivize the 12-month commitment, deliver on the schedule, and this offering becomes a line on your valuation, not just your invoice.
How today helps: the two-way pricing page is built for exactly this conversation, with the honest guidance section written for you.
You did not learn a demo today. You learned a framework: name the service, price it two ways, start with existing clients, assess, roadmap, govern first, ship quarterly, convert to MRR. The second offering climbs the same ladder faster, because rungs 2, 3, 6, 8, 10 and 11 are already built. This is how one AI service becomes an AI practice.
How today helps: everything on this page is reusable. Swap the service, keep the ladder.
Climb until you hit your first no, and that no is your Monday morning. For most of the room it is rung 1, and rung 1 costs one decision.
The front door of the offering. It scores an existing client across five areas, names three moves for their quarter, and states their vertical's compliance boundary plainly. It is genuinely useful to the client whether or not they buy anything else, which is exactly why it opens the conversation.
Use the msp-lead-magnet-machine skill. The client is [client name], a [vertical] business with [locations/size]. Here is what I already know about their setup and pain points: [two or three sentences]. Build the full AI readiness assessment.
Use the msp-lead-magnet-machine skill. The client is Brightview Dental Care, a dental practice with 3 locations and about 40 staff. Here is what I already know about their setup and pain points: they still confirm every appointment by phone at all three offices, the front desk is drowning in insurance eligibility questions, and the owner is cautious about HIPAA. Build the full AI readiness assessment.
At least one recommendation is always something the client can do without you. That is what makes it a gift instead of a brochure, and a gift is what gets forwarded.
The skill carries a "Your brand" section: seven lines you edit once after installing (name, colours, who signs). Every assessment after that comes out branded automatically, page and delivery email both. In the session we ran it with outsourceIT's real brand, with Mark on the call, so you could see a plain document become their deliverable.
## Your brand (edit this section once, after installing) - Company name: [YOUR MSP NAME] - City / region: [YOUR CITY] - Website: [YOUR WEBSITE] - Primary color (hex): [#0F2B4C or your primary] - Accent color (hex): [#1D6FE0 or your accent] - Sender name and title: [WHO SIGNS THE DELIVERY EMAIL] - Contact line: [EMAIL · PHONE]
The skill drafts it with the assessment: short, personal, no pitch, one specific detail from their business, and "nothing you need from me." Send it from the person who knows the client, never from a company account.
The assessment tells the client where they are. The roadmap is what they buy. Feed the assessment output straight into the roadmap skill: this is the chain, and it is the whole method.
Use the msp-ai-roadmap skill on this assessment and build the full 12-month roadmap with the two-way pricing page.
Roadmap items trace to assessment findings. The client reads their own situation, then reads the plan that answers it. That is why it does not feel like a pitch.
Turn this roadmap into one polished HTML page branded for my company, [name and colours]. Timeline of the four quarters with outcome titles, each quarter's card showing what ships, what changes, and who stands behind it, then the two-way pricing table, then the monthly rhythm. One single file I can walk a client through on a call.
The session showed you the machine. ITBD builds it with you: your clients, your pricing, your agent library, your team trained hands-on. One email starts it.
Book your next sessionsales@itbd.net · reply within one business dayDownloading straight from this page. To install: Claude → Settings → Capabilities → Skills → upload the file. Then describe the task and the skill triggers itself.
Client name and vertical in, a scored five-area assessment with three quarterly moves and the compliance boundary out, plus the delivery email. Branded automatically from the Your brand section you edit once inside the skill. The front door of the offering. msp-lead-magnet-machine.skill
Assessment in, a 12-month plan out: governance-first Q1, one outcome per quarter with a named reviewer, the monthly rhythm, and the two-way pricing page with your placeholder lines. Carries your brand from its own Your brand section. New today. msp-ai-roadmap.skill
Your website in, your brand file out: colours, voice, positioning, proof. Use it once so every assessment and roadmap you issue carries your identity. msp-brand-decoder.skill
Resolved-ticket export in, case studies, posts and timed review requests out, every number traced to a real ticket. msp-proof-engine.skill
Call notes in, three-option proposal, delivery email and objection prep out, same day. msp-discovery-to-proposal.skill
Everything on this page is yours to run alone, and plenty of you will. But if today made you think "I want this built into my MSP properly, and faster," that is exactly what ITBD does. Education got you here. Implementation is the next step.
Deeper builds, your questions, your use cases, on a regular cadence. If today was useful, say so and we will lock the next one in.
Two days, hands-on, your team and your data. The full version of what today previewed: assessments, roadmaps, agents, and pricing, built with you in the room.
The assessment branded as yours, the roadmap templates loaded with your pricing, your first five clients picked, and your first agent scoped. You leave selling.
The part of the roadmap where most MSPs get stuck, productized. Stand behind your AI deliverables with ITBD behind you.
Tell us what you want to build or which session you want next. A real person replies within one business day, and if we are not the right fit we will say so.
Email sales@itbd.netor just reply to the session emailITBD runs the deeper version: your clients, your pricing, your agent library, hands-on. Reply to the session email or write to sales@itbd.net and say you want the next step.
sales@itbd.net