AI and automation represent transformative growth opportunities for managed service providers and channel partners, yet many struggle to determine where to start, how to set realistic expectations, and how to turn interest into measurable, profitable outcomes. This in-depth workshop, led by Len DiCostanzo, founder of MSP Toolkit and a former MSP, is designed to provide attendees with a practical, “AI Practice in a Box” framework. The session will empower MSPs, technology advisors, agents, and other channel partners to lead successful AI and automation discovery engagements and convert them into ongoing revenue opportunities.

Key Takeaways:

1. Learn how to facilitate a repeatable, client-ready discovery workshop to uncover AI-powered automation opportunities and position it as a billable advisory service.

2. Develop a budgeted AI & automation roadmap, including cost estimates for building and operating AI-powered Digital Assistants (DaaS) and ROI projections tied to time savings, error reduction, and scalability.

3. Explore execution strategies, including building in-house, partnering for delivery, or adopting a hybrid approach, to turn discovery into recurring revenue streams.

In addition to these takeaways, attendees will gain insights into identifying and prioritizing business processes suitable for automation, structuring the discovery process from start to finish, and leveraging the roadmap to drive new project revenue, recurring monthly revenue, and bundled services such as governance, optimization, and service desk workflows. This workshop provides a clear, replicable blueprint to guide client conversations and create a seamless path from discovery to roadmap to revenue.

For those looking to dive deeper, attendees are encouraged to join the follow-on panel session, AI & Automation Workshop: From Discovery to Revenue: Executing AI & Automation at Scale, on Tuesday afternoon. This session will explore real-world pricing, execution models, and revenue strategies in greater detail.