Step 1: Discovery & Strategic Alignment
Define Your AI Vision and Brand Strategy
We begin by understanding your business goals, technical environment, and brand identity. In this collaborative phase, we determine the optimal path: a fully White-Label solution that becomes your own, or a Co-Branded strategy that leverages both our reputations.
- Key Activities:
- Deep-dive workshops on your service portfolio and target market
- Technical stack review (PSA, RMM, etc.)
- Joint decision on White-Label vs. Co-Branding model
- Your Deliverable: A customized AI Partnership Strategy & Roadmap
Step 2: Co-Design & Solution Architecture
Architect Your Bespoke AI Solution
Our AI specialists work with your technical team to design a solution tailored to your specific needs. We map out the integration, define the user experience, and establish all branding guidelines to ensure a seamless fit within your service offerings.
- Key Activities:
- Custom AI use-case design (e.g., automated ticket triage, predictive security)
- White-label portal and reporting configuration
- Detailed integration and implementation plan
- Your Deliverable: A Signed-Off Technical Design & Brand Integration Plan
Step 3: Seamless Implementation & Branding Integration
Flawless Go-Live, Zero Brand Friction
Our engineers execute the plan with precision. We handle the technical deployment, data integration, and—critically—the complete application of your branding. Your clients and team will interact with a solution that feels 100% native to your MSP.
- Key Activities:
- Back-end system configuration and API integration
- Full application of your logos, color schemes, and brand voice
- Staging environment testing and final validation
- Your Deliverable: Your fully functional, brand-aligned AI solution
Step 4: Launch, Training & Enablement
Empower Your Team to Succeed and Sell
A successful launch is more than technology. We provide comprehensive enablement for your sales and technical teams, along with co-branded marketing collateral to help you announce your new AI capabilities with confidence.
- Key Activities:
- Sales and technical training workshops
- Provision of marketing kits (emails, datasheets, presentation decks)
- Joint "Go-Live" announcement strategy
- Your Deliverable: A Trained, Confident Team & Ready-to-Use Marketing Assets
Step 5: Ongoing Growth & Optimization
A Living Partnership for Continuous Value
Our partnership evolves to ensure your long-term success. We provide proactive platform management, performance reporting, and regular strategy reviews to optimize your ROI and identify new opportunities for growth within your client base.
- Key Activities:
- Quarterly Business Reviews (QBRs) to track KPIs and ROI
- Proactive platform updates and maintenance
- Strategic planning for new AI service expansions
- Your Deliverable: A Predictable, High-ROI AI Practice that Scales with You