FAQs

  • Who do you typically work with?

    I work primarily with small to medium-sized MSPs, Pro AV, and Security companies using ConnectWise Manage/ ConnectWise PSA. Most clients are either new to modules like Procurement and Project Management or are ready to scale more effectively by cleaning up and standardizing their systems.

  • What kinds of consulting services do you offer?

    I offer live, 1-on-1 ConnectWise consulting focused on Procurement, Project Management, and overall system optimization. You can book a structured course or ad-hoc sessions tailored to your team’s specific goals and challenges.

  • How does the process work?

    We start with a discovery call to understand your needs. From there, we book weekly live sessions and give your team access to our resource library and support portal. The structure is flexible — we move at your team’s pace.

  • Is this just for new ConnectWise users?

    Not at all. Many clients have used ConnectWise for years but are ready to clean up their setup, onboard new team members, or get serious about job costing, billing clarity, and process consistency.

  • What results can I expect?

    Yes. You’ll have access to a private member portal where you can ask questions and get video replies, templates, and ongoing tips. Think of it like having a direct line to answers when you need them.

  • How do I get started?

    Simple — just book a call to talk through your goals and see if the upcoming cohort or a custom session is the right fit.

How Is Your Approach Different?

I've sat through the same standardized trainings many MSPs, Pro AV, and Security teams have, and I get it. Too often, it's high-level fluff with no real application. Trainers dodge questions, say “it depends,” and leave you with more confusion than clarity.

That’s not how I work.

When you hire me, you're getting straight answers, not vague theory. I take the time to understand your ConnectWise setup, your workflows, and your pain points. Then, I give clear, example-based solutions tailored to your team.

This isn’t going to be three months of meetings where you feel stuck in the same spot. From day one, we focus on practical, actionable results that move the needle. I’ll get into the weeds with you. I’ll help untangle messy processes. I’ll push to make your team’s work easier, cleaner, and less stressful.

I’m not here to force you into a different tool unless that’s what you decide. My goal is to help you make the most of your ConnectWise investment - not throw it away and start over.

You deserve a partner who’s hands-on, direct, and committed to real outcomes. That’s what I deliver.