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CRM built around how an MSP actually operates
Design marketing, sales and account management around the handover into your PSA and quoting tool. That includes the underlying data model, automation and reporting, not just pipelines and dashboards.
MSP systems and revenue operations consulting
Fix the gaps between winning work, delivering it and billing for it
I help MSPs connect HubSpot, Autotask and the tools around them, so information flows properly from the first enquiry and quote through to contracts, technician time, billing and profitability.
- Former MSP owner
- HubSpot Platinum partner
- 10+ years of hands-on Autotask experience
From sale to profitability
1Scope the right work
2Quote and approve it
3Win the work
4Set up delivery, contracts and billing
5Capture time and understand profitability
Deep platform expertise
Most clients first find me through HubSpot or Autotask
That depth matters. The real work often extends beyond a single platform because sales decisions affect service setup, technician behaviour, billing and the numbers used to run the business.
Years of hands-on MSP operations and billing work
Improve contracts, recurring services, work types, time capture, projects, procurement, accounting mappings and reporting so Autotask reflects how you deliver and make money.
Where the value appears
What should actually get better
The goal is not a cleaner-looking CRM or PSA. It is a process your teams can follow and management information you can trust.
Cleaner handovers
Scope, products, responsibilities and dates reach the people who need to act without rekeying.
Fewer corrections
Recurring services, quantities, exclusions and invoice rules stay aligned with what the client bought.
Time data you can trust
Technicians record time against the right work, contracts and projects so labour cost is visible.
Profitability you can trust
Revenue, recurring cost and labour data can be reconciled at client, contract and service level.
Services
Where I can help
HubSpot and Autotask are two of my deepest specialisms, but I work across the wider CRM, PSA, quoting and accounting stack where the process requires it.
MSP systems and revenue operations
Connect sales, quoting, service delivery, contracts, billing and reporting when the problem crosses teams or systems.
Autotask consulting
Repair or improve the PSA work that controls delivery, time, contracts, billing and operational reporting.
HubSpot consulting
Build CRM, automation and reporting that respects the PSA, quoting and operational processes around it.
How I work
The right starting point depends on how clear the problem is
Revenue Operations Blueprint
Map the current process, agree what needs to change and turn a messy cross-system problem into a prioritised plan.
Implementation project
Configure platforms, clean or migrate data, build automation and test the new process before it goes live.
Retained consulting
Work through priorities over time when the detail becomes clearer as changes are implemented.
Evidence from the work
“Ben’s in-depth knowledge of the end-to-end toolset we used (HubSpot, Zomentum, Autotask and Xero) meant he could handhold us through optimising the software to make this process run as smoothly and efficiently as possible - and then get the reporting out with less effort too.”Chris Ward, Technical Director, Vermont Systems
Operator first, consultant second
I built, ran and sold an MSP serving more than 100 clients. I then spent almost five years at Zomentum and now work directly with clients as a HubSpot Platinum partner and Autotask consultant.
I’m usually most useful when...
- The problem crosses sales, operations or finance
- Contracts or billing need redesign
- Platform data does not agree
- You need implementation, not only advice
Tell me where the process is breaking down
Share where work becomes manual, unreliable or hard to report. I’ll help you work out the most sensible place to start.