loader from loading.io

EP109 – Learn how this MSP is saving thousands per month using real world AI – with Alex and Dani from PCW Solutions

It's a Numbers Game

Release Date: 09/21/2025

EP116 – Why Your MSP Contracts Are Costing You Profit with Anne Hall show art EP116 – Why Your MSP Contracts Are Costing You Profit with Anne Hall

It's a Numbers Game

In this podcast episode, Adam, Daniel, and Anne discuss the significance of legal agreements for Managed Service Providers (MSPs) and how they impact EBITDA. They discuss the inherent risks MSPs face, the importance of proactive use of contracts, and common pitfalls like revenue leakage from services out of scope. The conversation highlights the need for MSPs to educate their clients and align internal processes with contractual commitments. They emphasise that contracts are not merely for worst-case scenarios but are essential for mitigating risks and ensuring business success. The episode...

info_outline
EP115 - Building Trust with Effective Case Studies with Rob Beadle show art EP115 - Building Trust with Effective Case Studies with Rob Beadle

It's a Numbers Game

In this episode, industry expert Rob joins the hosts to discuss the significance of high-quality, effective case studies for Managed Service Providers (MSPs). The conversation delves into the current state of case study usage among top UK MSPs, revealing that while many are embracing both written and video formats, there is still a lot of room for improvement. Rob outlines the primary benefits of case studies, emphasising their role in building trust and credibility. He also differentiates between case studies and testimonials, highlighting their respective strengths and uses. The episode...

info_outline
EP114 – MSP Show 2025 - M&A Masterclass - Positioning for the Perfect Deal​ show art EP114 – MSP Show 2025 - M&A Masterclass - Positioning for the Perfect Deal​

It's a Numbers Game

In this informative session, Adam and Dan delve into the intricate world of mergers and acquisitions (M&A) specifically tailored for Managed Service Providers (MSPs). Recorded live at the MSP Show 2025, returning for a second year to the London exhibition, the duo builds upon last year's discussion on valuations and management accounts to explore negotiation tactics and heads of terms. They aim to share insights on due diligence and deal completion in future sessions. The script includes a unique role-play segment illustrating a negotiation between a buyer and a seller, offering viewers a...

info_outline
EP113 – Streamlining MSP Billing and Eliminating Reconciliation Headaches with Colin Knox show art EP113 – Streamlining MSP Billing and Eliminating Reconciliation Headaches with Colin Knox

It's a Numbers Game

In this episode, Colin returns to discuss the intricate challenges MSPs face regarding billing reconciliation. He explains how MSPs struggle with managing a wide spectrum of resold products and the dynamic nature of SMB customers. Colin introduces a new 'done-for-you' reconciliation service designed to simplify this task, reflecting on its development origins and the benefits it offers. The conversation delves into how accurate billing and reconciliation can prevent overbilling and underbilling, ultimately protecting trust and financial stability for MSPs. Additionally, Colin highlights the...

info_outline
EP112 – Open Banking and the End of Traditional Direct Debits with Kevin Ludford show art EP112 – Open Banking and the End of Traditional Direct Debits with Kevin Ludford

It's a Numbers Game

In this episode of It's A Numbers Game, hosts Adam Morris and Daniel Welling discuss the future of payments with open banking expert Kevin Ludford. The conversation delves deep into the advancements and benefits of variable recurring payments (VRP) for managed service providers (MSPs). Kevin explains the transformation occurring in payment collections, particularly the shift from traditional direct debits to VRP, which offers faster, more secure transactions and improved cash flow for businesses. They also discuss the implications of these changes, the reduced friction for both businesses and...

info_outline
EP111 – How to build an MSP Sales Engine with Graham Stead show art EP111 – How to build an MSP Sales Engine with Graham Stead

It's a Numbers Game

In this podcast episode, host Daniel Welling catches up with former colleague Graham to discuss their shared history and Graham's career journey, from his early days at Solsis to his significant role at NewCMI and beyond. The conversation explores the evolution of Managed Service Providers (MSPs), touching upon Graham's transition from a techie at HP to a business owner, and eventually into a sales and marketing role. Key topics covered include the distinctions between selling to large versus small businesses, the importance of having a dedicated sales function, and strategies for nurturing...

info_outline
EP110 –  Building MSP Growth on a Strong Cyber Foundation with Phil McGowan from Huntress show art EP110 – Building MSP Growth on a Strong Cyber Foundation with Phil McGowan from Huntress

It's a Numbers Game

In this episode, hosts Adam Morris and Daniel Welling welcome guest Phil McGowan to discuss the innovative security solutions offered by Huntress, particularly focusing on their endpoint detection and response (EDR) and 24/7 security operations centre (SOC) services. They dive into how these tools help Managed Service Providers (MSPs) enhance their security offerings for small and medium-sized businesses. The conversation covers the key benefits of Huntress's products, including ease of integration, affordability compared to enterprise solutions, and trial opportunities. The hosts also...

info_outline
EP109 – Learn how this MSP is saving thousands per month using real world AI – with Alex and Dani from PCW Solutions show art EP109 – Learn how this MSP is saving thousands per month using real world AI – with Alex and Dani from PCW Solutions

It's a Numbers Game

In this episode, host Adam welcomes Dani and Alex from PCW Solutions to discuss their business journey, emphasising how they've integrated artificial intelligence (AI) into their company's operations. Alex details the inception and growth of PCW Solutions over the past 21 years, starting from helping domestic customers to managing over 150 business clients today. The conversation dives into their innovative approach to improving workflow efficiency using AI. They explain how they utilised AI to manage and log customer support tickets, reducing the workload on their staff and improving service...

info_outline
EP108 – The Co-opetition Playbook: Aligning MSP Ops with the P&L show art EP108 – The Co-opetition Playbook: Aligning MSP Ops with the P&L

It's a Numbers Game

In this episode of 'It's A Numbers Game,' hosts Adam Morris and Daniel Welling are joined by guests Angie Hasenbank from Hasenbank Accounting Services (US) and Lauren McMaster from Rosy Small Business Services (Australia) for a globe-spanning discussion on mastering MSP finances. Key topics include the importance of standardised charts of accounts, proper labour allocation to see true gross margins, and the creation of disciplined workflows from quotes to invoices. Practical tips on working effectively with finance partners across time zones are also explored, aiming to help MSP owners build...

info_outline
EP107 – Borrow Smart, Buy Smart—MSP Growth Finance Explained with Alex Fenton show art EP107 – Borrow Smart, Buy Smart—MSP Growth Finance Explained with Alex Fenton

It's a Numbers Game

In this episode, hosts Adam Morris and Daniel Welling welcome Alex, a seasoned advisor and former lender, to delve into the complexities of raising funds for growing a Managed Service Provider (MSP) business. They explore the intricacies of mergers and acquisitions (M&A), shedding light on different financing options such as factoring, invoice discounting, and revenue-based financing. Alex shares his extensive experience, providing practical advice on how to assess borrowing capacity, valuation mechanisms, and the importance of strategic planning when considering acquisitions. The...

info_outline
 
More Episodes

In this episode, host Adam welcomes Dani and Alex from PCW Solutions to discuss their business journey, emphasising how they've integrated artificial intelligence (AI) into their company's operations. Alex details the inception and growth of PCW Solutions over the past 21 years, starting from helping domestic customers to managing over 150 business clients today. The conversation dives into their innovative approach to improving workflow efficiency using AI. They explain how they utilised AI to manage and log customer support tickets, reducing the workload on their staff and improving service response times. They also highlight practical challenges and human factors involved in implementing AI solutions, including the need for clear communication and gradual customer adaptation to new technologies. The discussion covers the future potential of AI in Managed Service Providers (MSPs) for automating routine tasks and enhancing customer service. Alex and Dani also share insights into the practical aspects of AI integration and future plans, such as automating outbound calls for ticket resolution00:00 Welcome and Introductions 

00:21 Background and Business Overview 

01:53 Office Location and Expansion 

03:27 Exploring AI Solutions 

04:08 Implementing AI for Customer Support 

08:45 Challenges and Adjustments with AI 

11:33 Technical Setup and Future Plans 

13:32 The Role of AI in Client Communication 

14:11 Client Reactions to AI Implementation 

14:35 Solving Client Issues with AI 

15:08 AI Accuracy and Staff Testing 

15:26 Examples of AI Handling Calls 

17:42 AI in Sales and Client Management 

19:17 Future AI Implementations 

20:53 AI's Role in MSP Operations 

21:38 Challenges and Costs of AI 

25:55 Expanding AI Solutions for Clients 

26:42 Automating Billing and Future Developments 

27:15 Conclusion and Final Thoughts 

 

Connect with Alex Hill on LinkedIn by clicking here https://www.linkedin.com/in/alex-hill-64284414/ 

Connect with Daniel Welling on LinkedIn by clicking here https://www.linkedin.com/in/daniel-welling-54659715/ 

 

Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ 

 

Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   

 

 

We look forward to catching up with you on the next one. Stay tuned!