Autotask Isn’t Giving You What You Need

Because it wasn’t built for the MSP you are today.

Years of migrations, tech turnover, and quick fixes leave most Autotask environments working… just not working for you.

The Autotask Optimization Program is our 90-day, contract-first rebuild that re-aligns your PSA to how your business actually runs.


If Autotask feels close but never quite “right,” you’re not imagining it.

Most MSPs inherit a PSA shaped by old migrations, turnover, and years of patching.
It works — just not in a way that helps you run the business today.

Your contracts don’t match your service model.
Your workflows don’t match your contracts.
Your reporting doesn’t match reality.

That’s exactly what this program fixes.

In 90 days, we rebuild your Autotask from the financial foundation up so everything finally lines up.

The Autotask Optimization Program: 3 Phases in 90 Days

We follow a structured, contract-first system that fixes the financial foundation before tuning workflows or reporting.
This is not “hours.” This is a complete rebuild of how your PSA supports your MSP.

Phase 1 — Contract & Margin Architecture (Weeks 1–4)

Your contracts define everything in Autotask — services, workflows, billing, margins, and reporting.
If this layer is misaligned, nothing else works cleanly.

We audit, rebuild, and normalize:

  • Recurring services and contract structures

  • Billing codes + service catalog

  • Revenue leakage and pricing alignment

  • Renewal paths and term logic

  • The entire financial backbone of your PSA

Outcome: A contract layer that’s accurate, consistent, and actually reflects how your MSP runs today.

Phase 2 — Workflow & Automation Engine (Weeks 4–8)

Once the financial foundation is correct, we align Autotask’s operational engine to match it.

We fix and tune:

  • Statuses, queues, and categories

  • SLA logic tied to the right contracts

  • Workflow rules, escalations, notifications

  • Auto-assignment, dispatch, and routing logic

Outcome: A PSA that supports your team instead of fighting them.

Phase 3 — Reporting & Visibility Layer (Weeks 8–12)

Clean contracts + correct workflows = clean data.
Only then does reporting become reliable.

We build:

  • QBR-ready LiveReports

  • Executive dashboards

  • SLA/CSAT visibility

  • Weekly performance insights

Outcome: Reporting you can trust and metrics that actually drive decisions.

Get Started

You’re not the first MSP to realize Autotask drifted on you.

I’ve rebuilt PSA environments for MSPs of every size — single-owner shops to multi-location service desks with heavy acquisition footprints.

Across all of them, one thing is consistent:

Autotask doesn’t break. It just becomes misaligned with how the business grows.

You deserve someone who has actually lived inside Autotask, rebuilt environments, untangled migrations, corrected contracts, and restored operational clarity — not someone teaching theory from a conference stage. Someone who has lived, breathed and sat in every chair in an MSP, from tech to executive management.

This program reflects real MSP life, not a playbook written by someone who hasn’t opened a ticket in ten years.

Our Approach is Uniquely Different, Rooted in Success.

Most “PSA consultants” start with the service desk.
Why?
Because it’s the easiest place to show fast wins and justify their engagement.

The problem?
Service desk issues are almost always symptoms — not causes.

Broken SLAs, bad metrics, angry clients, overloaded techs, slow tickets…
All of it traces back to one thing:

Contracts that don’t reflect reality.

Corporate consultants avoid contracts because they’re hard: messy data, inherited migrations, misaligned services, old pricing, past admins…
Cleaning that up takes real work.

But here’s the truth:

If your contracts are wrong, everything downstream will always be wrong.

This is why our program starts where other consultants refuse to:

We fix the financial and structural backbone first.
Then we rebuild workflows to match the truth.
THEN we give you reporting that reflects reality — not assumptions.

This is why the outcomes stick.
This is why MSPs get clarity instead of temporary relief.
This is why we don’t look like everyone else.

Get Started

  • “I used to spend hours every week chasing down tickets and fixing billing mistakes. Since working with Chris, I’m finally out of the day-to-day grind. Autotask runs smooth, my team’s happier, and I’m way less stressed.”

    — Laura S., MSP Owner

  • “Before working with Chris, Autotask was a nightmare. Now our billing is on point, tickets flow smoothly, and I finally feel like we’re in control of our MSP again.”

    — Sarah M., Service Delivery Manager

  • “If you’re running an MSP and feel like your Service Desk is chaos, just hire Chris. He turned ours around in a couple of weeks. Total game-changer.”

    — Kevin L., Technical Director

  • “I booked a one-hour Q&A thinking I just needed help with reports. Ended up solving three other issues I didn’t even know were costing us time and money. Incredible value.”

    — Jason P., Service Manager

  • "MSP Coaching worked with our team cross multiple regions and time zones integrating three disparate Autotask installs into one master during an M/A transaction. The data was validated, put into place correctly and provided full audit trails and timelines. It was the smoothest this type work can be with the multiple time zones and variables. Very pleased with their work”

    - UK based MSP Rollup PE firm

Ready to Elevate Your MSP??

Lets get in touch!

Email
coach@mspcoach.net

Phone
760-907-8811

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