Operational Excellence: How itpilot revolutionizes MSP processes from new customer acquisition to operations

11 May 2023, admin

In today's fast-paced world of managed IT services, efficiency and control are the keys to success. MSPs are constantly looking for ways to streamline their operations, improve customer connectivity and effectively manage their IT services. itpilot is a revolutionary IT documentation tool that transforms the way MSPs structure, manage and control their business in a unified way based on IT services. With its innovative approach and comprehensive features, itpilot is fast becoming an indispensable tool for MSPs in four key areas: Customer Acquisition, Contracting, Customer Onboarding, and IT Operations.

Customer acquisition: Creating clarity and trust right from the start

The acquisition phase lays the foundation for a successful business relationship between MSPs and their customers. With itpilot, MSPs can clearly define their way of working right from the start. The itpilot ACTUAL assessment helps to evaluate IT services, define responsibilities and identify optimization needs. The result is an IT service-based action plan that shows the path from the current state to the target state at the IT service level. Visualized by a traffic light system, this plan allows prioritizing the projects that need to be implemented by the MSP at the beginning of the collaboration. This creates clarity, structure, commitment and trust among potential customers.

Contract design: Transparent definition of responsibilities

Once the acquisition phase is complete and the customer is ready to sign a contract, itpilot becomes an integral part of the contract design process. The IT service catalog or IT service set created during the itpilot assessment becomes a cornerstone of the managed services contract with the customer. This catalog clearly defines the MSP's responsibilities for all parties involved. MSPs can use itpilot to make their pricing understandable to customers and ensure transparency in the contract initiation process. This level of transparency and clarity lays the foundation for a successful long-term partnership.

Onboarding of new customers: Systematic and structured approach

Once the contract is signed, it's time to onboard the new customer. With itpilot, MSPs can effectively manage the onboarding process to ensure a successful start to the customer relationship. This is where the granular preparation work with itpilot pays off. The action plan created as part of the itpilot assessment can be worked through systematically and in a structured manner, project by project, to bring the new customer on board smoothly. The MSP can effortlessly work through the action plan, demonstrating professionalism and control at every step. This level of organization and structure helps the MSP shine in the eyes of the customer and makes the transition process much more relaxed and seamless.

Operational IT operations: Uniform documentation and better business management

Once the customer is on board, it's critical for MSPs to effectively manage IT operations. This is where itpilot can play to its strengths. By using itpilot in operations, e.g., when organizing the ticket system according to the itpilot nomenclature, MSPs can consistently track their activities with customers and assign them at the service level. This enables better business management, as MSPs can keep an eye on the big picture instead of getting lost in the details of individual assets. With itpilot, MSPs can quickly identify changes and trends and proactively develop their business at an early stage. In addition, itpilot enables customers to standardize their IT documentation in their file and folder system and convert it into a readable document using the RevDocs addon. This ensures that documentation is organized, accessible, and up-to-date, enabling efficient operations and effective customer service.

Unlock the full potential of your MSP business with itpilot

If you are an MSP looking to optimize your IT services and take your business to the next level, don't hesitate to contact us today. Discover how this innovative tool can be applied to your specific business needs and help you achieve even greater success in the competitive MSP industry.