Because sometimes the problem isn’t missing automation, it’s missing process, clarity, or just Bob still using Internet Explorer.
This is a great breakdown of what “AI agents” look like when you treat them as tools, not magic employees.
The parts that landed hardest for me:
• “Stop talking about agents. Start talking about business.” That’s exactly where most discovery calls go wrong.
• The “too soon for an agent” section – installing autopilot in a go-kart is the perfect metaphor for SMBs with zero process and messy data.
•Framing the consultant as a “business therapist” instead of a bot peddler. Curiosity really does beat code.
If more MSPs and Copilot partners adopted this question-first approach, we’d see fewer failed pilots and a lot more durable AI outcomes.
This is a great breakdown of what “AI agents” look like when you treat them as tools, not magic employees.
The parts that landed hardest for me:
• “Stop talking about agents. Start talking about business.” That’s exactly where most discovery calls go wrong.
• The “too soon for an agent” section – installing autopilot in a go-kart is the perfect metaphor for SMBs with zero process and messy data.
•Framing the consultant as a “business therapist” instead of a bot peddler. Curiosity really does beat code.
If more MSPs and Copilot partners adopted this question-first approach, we’d see fewer failed pilots and a lot more durable AI outcomes.