Our model

Enterprise PMO discipline, built to serve thousands of MSPs.

A one-to-one senior PM can’t scale to a market of small accounts. So we built a system: senior people write the playbooks and oversee the work, a same-time-zone team runs it, and AI handles the busywork.

The pod

One senior lead. Seven PMs. One standard.

Every account is served by a pod: a US senior delivery lead overseeing a team of about seven project managers in Mexico and Central America.

  • The senior lead writes and owns the playbooks, scores intake, reviews every Strategic plan and handles escalations and quarterly reviews.
  • The PMs run projects day to day inside your PSA, on US Central hours.
  • The platform connects intake, PSA, status portal and risk alerts.
SL
US senior delivery lead
Playbooks · scoring · escalations
PM
Project manager
PM
Project manager
PM
Project manager
PM
Project manager
PM
Project manager
PM
Project manager
PM
Project manager
PlaybooksSenior-built SOPs
AI workflowsNotes, plans, alerts
Your PSAConnectWise · Autotask

Same time zone · named lead on every account

Playbooks

The system is the senior PM.

Each project type runs from a playbook written by experienced PMO leaders. Our PMs don’t improvise; they execute a proven method with a senior lead watching.

PLAYBOOK

Security rollout

MFA and EDR: pilot group, enforcement waves, exceptions, cutover, sign-off.

PLAYBOOK

Compliance readiness

CMMC, HIPAA, SOC 2: gap tracking, evidence collection, remediation schedule.

PLAYBOOK

Migration

M365, tenant-to-tenant, Azure: inventory, comms plan, cutover checklist, rollback.

PLAYBOOK

Client onboarding

Discovery, documentation, tooling deployment and handoff to your service desk.

AI workflows

Technology that lets each PM do far more.

AI does the repetitive work so PMs spend their time on clients, vendors and risk.

Meetings to status reports

Kickoffs and standups are recorded and turned into draft status reports, action items and PSA ticket notes. The PM reviews and sends.

Plans from playbooks

Intake plus score generates the project plan, task list, comms plan and cutover checklist from the playbook, ready in your PSA.

Automated intake scoring

The intake form scores each project against the rubric and flags when to re-score at milestones.

Nightly risk flags

Every night we check overdue tasks, hours burn against plan and stalled tickets, and alert the PM and lead.

PSA integration

Built on the ConnectWise and Autotask project APIs. No second tool for your team to log into.

White-label status portal

An automatically refreshed weekly status page and email, in your brand, for you and your client.

Why this works with a junior-to-mid team: in a large study of AI assistance at work, productivity rose 14% on average and about 34% for the least experienced workers.1 Our pilot will measure the real gain on project work.

Capacity-gated growth

We never sell faster than we can deliver.

Growth is tied to bench capacity, not to sales targets. That’s how quality holds at scale.

1

Pilot cohort

5–10 MSPs. A senior lead runs delivery directly and validates real hours per category.

2

First pod

Add PMs as accounts grow, hiring before the bench is full, not after.

3

Pods multiply

At about seven to eight PMs, a new senior lead opens the next pod. Same playbooks, same standard.

4

Playbooks compound

Every project improves the templates, the scoring and the risk model for every pod.

Same time zone

Your hours. Your calls. Your clients.

Our PMs work from Mexico and Central America, on US Central time. They join your client calls live, not overnight.

Nearshore, not offshore

Same working day as your team and your clients.

Tested for English

Every PM passes a spoken-English assessment before client work.

Properly employed

PMs are employed through a compliant employer-of-record, not as loose contractors.

Growing careers

PM certification support keeps good people on your account.

See how it scales with your projects.

Join the pilot cohort and help shape the playbooks MSPs will run on.

Sources
  1. Brynjolfsson, Li & Raymond, “Generative AI at Work,” NBER Working Paper 31161. Measured in customer support, not project management; cited as directional evidence.