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Built for MSP founders scaling up or gearing up to exit. You grew on referrals and relationships - and it worked. Maybe it's still working. But you know there's another level. A sales engine that doesn't depend on you is how you get there.
14 questions · about 3 minutes · or skip straight to a Clarity Call →
For most MSP owners, the answer is sales. Not because they're bad at it. Because they are it. The pipeline only moves when you move. That's not a sales process. That's a personality.
You built a multi-million dollar business on relationships, then an anchor client got acquired and finding new business turned out to be foreign.
Good meetings go cold. Proposals sit. Warm introductions disappear. Not for lack of leads. For lack of a system that remembers.
Every deal routes through you. You can't hire out of it because there's no documented process to hand anyone.
Before I build anything, I diagnose what's actually happening. Not a survey. Not a check-the-box assessment. A hands-on evaluation of your sales infrastructure, scored and documented, with a 90-day roadmap you keep whether we work together or not.
What tools you're running, how they're connected (or not), and where your team's actual skills map against what the business needs to sell.
Your outbound, inbound, follow-up, and referral motions scored against what's producing pipeline today vs. what's just activity.
Where intelligence and automation would actually move the needle in your existing workflow, not where a vendor says it should go.
What's missing between how you sell today and a process that runs without you in the room for every deal.
This isn't set-it-and-forget-it. Every system is bespoke. I meet you where you are, because no two MSPs break the same way.
One orchestration layer on top of everything you already use: CRM, calendar, calls, email, proposals, follow-up. It runs in the background based on your direction. You focus on what actually moves the needle: meetings, networking, events, cold calling, the human touch.
Your ICP, your motion, your voice, your offers, structured so every downstream decision is informed. Most AI fails here. It has no idea who you sell to or how you win.
Pipeline, calls, email, CRM, calendar and proposals pulled into one layer. You stop asking where things stand. The answer is already assembled.
A morning brief that reprioritizes the business, not a task list. Pre-call prep before every meeting. And the hard part: what you missed. The buying signal, the aging deal, the commitment you made and forgot.
Follow-up sequences, proposal generation, CRM hygiene, meeting capture, outbound campaigns. Right now it's running 50 touches a week on a live account: letters, video notes, and light-touch messages, in the owner's voice, every one held for written sign-off before it moves. Scored and queued with an approval gate. Nothing goes out in your name that you didn't clear.
The hours that come back go into selling and relationships. That's the whole point. The machine takes the admin so you can be human in the room.
Week one, it found five people who had already completed my
diagnostic and never heard back from me. One of them scored 94.
He'd been waiting sixty-seven days.
I wasn't lazy. I was busy. That is exactly what breaks it.
The partners behind the execution. Without them, there's no execution.
I didn't set out to build an AI company.
I spent 30+ years in technology sales carrying quota at Cisco, Presidio, Lumen while building LoboIT on the side into $3.6M in gross sales, including a 16-year dark fiber agreement for the NYC Department of Correction still running today.
I accomplished all of that while unknowingly living with multiple sclerosis most of my life. When I was finally diagnosed in 2023, it changed everything.
Keeping it a secret for two years ended in disaster and I was faced with going on disability or finding a job with less stress. The problem with that is I'm not built that way. So instead I built a business around my health, not in spite of it, and never looked back.
In '25, I took LoboIT full-time, but something kept happening. People weren't asking me to help them with technology. They kept asking me to help them sell.
Getting healthier meant understanding what was happening inside first, building systems around what worked, creating rhythm, and continually adjusting. That same philosophy became how I approach LoboAI.
AI became a huge part of that rebuild - it became the force multiplier I needed to compete at the highest level of my career, which I never thought was possible.
When an MSP founder tells me sales isn't working, I don't immediately prescribe more leads, another salesperson, or the latest AI tool. We start from within. We run a hands-on Sales Readiness Audit - your infrastructure scored and documented, with a roadmap you keep no matter what.
If it makes sense, we install the LoboAI Operating System: the orchestration layer across your sales stack that gives MSP founders the leverage to execute at scale without being in the room for every deal.
Then we roll up our sleeves and do it with you. Build the playbooks as we go, analyze the stack, and show you how to run it yourself. We can stay on retainer to coach you through it.
Today I build and run sales systems for MSP founders - $3M to $20M - scaling up or gearing up to exit. I run these systems in my own business every day.
The system changed the trajectory of my life. Now I'm using it to help other founders change theirs.
Book a Clarity CallScored across five categories. Ready, Developing or Needs Rebuild, backed by evidence from your documents and interviews. Certification decision plus a 90-day roadmap. You keep all of it either way. Scoped up from there for larger organizations.
Built around the motion the audit exposed. Installed in your business, owned by you. We teach your team to run it. We don't hand you a login and leave.
For the right fit: ongoing optimization, co-selling, and shared upside. Not a retainer you forget about. A partnership where we both have skin in the game.
Fourteen questions. About three minutes. You get the scorecard whether or not we ever work together.
Or if you already know what's broken: Book a Clarity Call →