Field Notes

Your MSP's Guide To AI Transformation

What's working inside real MSPs and their clients: the frameworks, the numbers, and the lessons, written down as we learn them.

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QBR Data Copilot Use Cases Readiness vCAIO Design Partners
QBR

AI for MSP QBR Preparation: Stop the Pre-Call Scramble

Learn how MSPs can use AI to generate instant QBR summaries and handle escalation calls confidently using unified client data and repeatable workflows.

Tim Hickle · Field Notes · August 7, 2026

Data

Data Quality Is Your Competitive Edge. Use It Before Every MSP Catches On

The MSPs building the cleanest client data now are the ones who'll sell AI outcomes fastest later.

Tim Hickle · Field Notes · August 5, 2026

Copilot

The Importance of a Copilot Prompt Library for MSP Teams

A shared library beats every rep improvising their own prompts from scratch.

Tim Hickle · Field Notes · August 3, 2026

Use Cases

AI Use Cases for MSPs With Connected Data

What a ranked, ROI-scored use-case map actually looks like once the data's connected.

Tim Hickle · Field Notes

Readiness

What a readiness score actually predicts

A number is only useful once everyone agrees on what it's actually measuring.

Lemhi Team · Field Notes

vCAIO

The case for a named AI strategist, not a shared queue

Why the role needs an owner, not just a rotation of whoever's free that week.

Lemhi Team · Field Notes

Design Partners

Notes from our first design partner cohort

What we're hearing from the first MSPs running Engage in the field.

Lemhi Team · Field Notes

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