PSA-driven sales workflows
ConnectWise, Autotask, HaloPSA, Kaseya — fluent in how MSPs ticket, quote, and forecast. The motion is built around the tools your team already lives in.
I help MSPs and SaaS companies close $50K–$500K deals with sharper positioning, stronger pipelines, and proven closing strategies — built from inside the MSP ecosystem.
Six-plus years working hands-on with MSPs across the US, UK, Canada, Australia, and APAC. Inside their PSAs, their quoting tools, and their vendor stack. I understand exactly where deals break — because I've sat in the calls where they did.
ConnectWise, Autotask, HaloPSA, Kaseya — fluent in how MSPs ticket, quote, and forecast. The motion is built around the tools your team already lives in.
Quoter, ConnectWise CPQ, Zomentum. Sharper line items, cleaner packaging, faster client approvals — fewer deals stuck waiting on a revised quote.
Microsoft, Cisco, Fortinet, HPE, Pax8, Ingram, TD SYNNEX. Co-sell programs, MDF, and partner incentives engineered into the deal — not bolted on after.
Per-seat, per-device, hybrid, value-based. Constructing offers that hold margin under procurement pressure and scale past the first contract.
IT, finance, security, and executive sponsors — multi-threaded close plans that move quote → approval → signature without late-stage stalls.
Quote → Approval → Close. I've owned every step inside MSP deals — and rebuilt the parts that leak.
No retainers for the sake of retainers. Each engagement is bound to a specific revenue outcome — measured in deal size, velocity, and conversion.
Embedded into live $50K–$500K MSP and SaaS opportunities. Multi-threading, stakeholder mapping, and the close plan that actually moves quote → approval → signature.
Rebuild the engine. ICP, packaging, pricing, PSA-aligned pipeline, and forecast hygiene engineered for repeatable enterprise wins — not one-off heroics.
For founders ready to scale beyond owner-led sales. Vendor alignment, partner-led motion, and a closing system the team can run without you in every call.
Multi-region buying committee, regulated procurement, 9-month sales cycle.
Rebuilt the executive narrative, multi-threaded across clinical and finance sponsors, and engineered a phased commercial structure procurement could approve.
Largest contract in segment. Expansion path locked into year one.
Selling sales software back into MSPs — buyers who quote for a living and resist generic pitches.
Repositioned around real PSA + quoting workflows, built MSP-native discovery, and tightened pricing tiers for partner-led expansion.
Faster pipeline conversion. Higher-quality MSP logos. Stronger partner motion.
Long-cycle services deals competing against tier-one SIs with deeper benches.
Sharpened differentiation around delivery proof, multi-threaded into IT and business sponsors, and ran the close plan from SOW to signature.
Won enterprise accounts against larger competitors. Predictable services pipeline.
A two-week deep dive into the pipeline, deals, and motion. We surface what is actually broken — not what feels broken.
Rebuild the close plan: ICP, pricing leverage, multi-threading map, and the precise playbook for the top five deals.
I sit in the live calls. Real-time coaching, deal intervention, and procurement strategy — for ninety days.
Hand off a system the team runs without me. Documented, repeatable, and built to scale past my exit.
I've spent the last six-plus years working closely with MSPs — understanding how they sell, how their tools work, and where deals actually break.
Combined with fifteen-plus years in enterprise B2B sales across the US, UK, Canada, Australia, and APAC, I bring both strategy and execution into every deal. PSA-fluent. Quoting-tool fluent. Vendor-ecosystem fluent. No agency. No juniors. Direct work on the deals that matter.
If your pipeline is real and your conversion is not, we should talk.
If you have an active deal or want to start closing bigger MSP or SaaS deals, let's talk. The first conversation is on me — thirty minutes, no pitch.