Professional Services + MSP · Industry
Grow revenue without growing headcount.
Pro services and MSP firms run on senior delivery time. The fastest way to grow revenue isn’t to add people, it’s to take the non-billable work off the senior people you already have. ChiefAI builds AI tools into your delivery stack so coordination, documentation, status updates, ticket triage and SOW rewrites stop eating the hours that drive pipeline, expansion and margin.
30%+
Of senior delivery time on work that doesn’t bill
2× faster
From SOW draft to client signature
Day 7
First tool live in your PSA
From $3,500/mo
Essentials tier, month-to-month
02
The Tension
You can use AI to cut headcount.
Or you can use it to grow revenue without it.
We don’t replace your principals. We give them their week back.
The first move every services firm hears about is using AI to do more with fewer people. Same revenue, fewer heads, better margin. The math sounds clean.
The catch is that cutting senior delivery is the fastest way to lose the engagement quality that won you the revenue in the first place. Junior people with AI don’t replace senior judgment. They make senior people more leveraged.
The harder move is worth more. Take the non-billable work off your senior people, so they spend their week on the part of services that actually grows the firm: pursuits, expansion, escalations, the next account. Same headcount. More revenue per person. Margin moves the right direction.
03
The Three Ways Staffing Firms Get Stuck
Most services leaders we talk to are stuck in one of three ways.
/ 01
Senior people are stuck on junior work.
Your most expensive talent spends half their week on coordination, status updates and writing the same SOW for the fifth time. That time should be on pipeline, on expansion, on the work that compounds.
/ 02
Scope creep is invisible until invoice day.
Every engagement bleeds 5 to 15 percent on work that wasn’t in the SOW and didn’t get a change order. That’s revenue you already earned and never billed. Delivery teams know it’s happening. Finance only sees it in margin compression.
/ 03
Knowledge dies with the engagement.
The senior who ran the project leaves, retires or gets pulled to the next thing. What they figured out in month two doesn’t survive into the next account, so the next team rebuilds the same plays and you eat the ramp cost again.
We pull you out of each of these in week one. See how →
Pro services has a judgment problem. Your senior people spend too much time on work a tool should be doing, so the work only they can do never gets the room it needs.
Jason Alexander · CEO, ChiefAI
04
Signature Tools
Four tools we build for services firms.
These aren’t roadmap items. We’ve built them, refined them on our own clients and we deploy them on your data starting day one. Pick the one that solves the loudest revenue leak first.
Tool 01
Proposal & SOW Drafter.
Pulls from your last 50 won proposals. Drafts the next one in your firm’s voice with the right scope, exclusions and pricing logic.
Outcome: SOW out faster, revenue lands faster, senior time recovered for the next pursuit.
Integrates with: Salesforce · HubSpot · Word · Google Docs
Tool 02
Project Intel Agent.
Reads your project communications. Surfaces risks before they hit the PMO dashboard. Drafts the status update in your PM’s voice.
Outcome: PM and senior delivery hours go back into account expansion and the pursuits that actually move pipeline.
Integrates with: Slack · Teams · Jira · Asana · Email
Tool 03
Margin Pulse.
Live revenue per senior FTE, billable mix, allocated vs available and engagement-margin trend pulled from your PSA, timesheets and project plans.
Outcome: Revenue per FTE becomes a live number, not a quarterly rear-view. Hiring and bench decisions get made before the margin report is written.
Integrates with: Kantata · Mavenlink · ConnectWise · Salesforce
Tool 04
Ticket Triage Copilot.
Categorizes incoming tickets, drafts the first response, escalates the ones that need a human. Built for high-volume support and MSP queues.
Outcome: MRR margin protected, T1 resolution rate up, the data to earn service-tier upsell conversations.
Integrates with: Zendesk · Freshdesk · ConnectWise · Autotask
Want to see one running on dummy data? Try the Proposal Drafter demo →
Day one, you don’t need an AI strategy. You need one tool, one team, one cadence, and proof inside two weeks. Strategy comes after.
Jason Alexander · CEO, ChiefAI
05
Week One
What week one looks like in a services firm.
Day 1–2
PSA + project data audit. We pull a sample of your last 90 days of proposals, projects and tickets to find the leak. Usually a coordination tax or a documentation gap that’s eating senior time.
Day 3–5
First tool wired on your data. Usually the Proposal & SOW Drafter because the revenue impact shows up on the next pursuit. Two of your senior delivery leads get it on their desktop.
Day 6–7
First proposal through the new workflow. Real client, real scope, drafted in the tool, reviewed by your principal, sent. The clock from kickoff to first revenue-side improvement is one week.
06
Where We Live
We work in your stack. Not next to it.
Direct API integration with the PSA, CRM, support and delivery platforms where services firms actually run. Click any card for what we typically build there.
Salesforce
Service Cloud and Sales Cloud. The deepest integration on revenue ops, delivery and account expansion.
Most common in our enterprise services and consulting book. We build directly against Service Cloud objects and Sales Cloud opportunities so revenue ops and delivery share the same view. Two-way sync, no middleware.
HubSpot
CRM plus Service Hub. The mid-market services and MSP standard.
Mid-market firms running CRM and ticketing in one system. We integrate against HubSpot’s native API for proposal automation, deal-to-delivery handoff, and ticket triage that respects your service tiers and SLAs.
Kantata
PSA platform with deep fit for resourcing and project financials.
Strong choice for project-based services firms. We build live margin and revenue-per-FTE views, automated SOW drafting from won-pursuit history, and resource forecasting that updates as the project plan changes.
Mavenlink
PSA and project ops, common in mid-market services and digital agencies.
Project-based services flows where utilization, billable mix and burn rate are the daily questions. We surface the answers live and automate the documentation that keeps engagements on scope.
Zendesk
Support platform that doubles as the front line for many MSPs.
Ticket triage automation, first-response drafting, escalation logic that respects the customer’s contract tier, and the data to earn upsell conversations on the right accounts at the right time.
Jira
Delivery and project ops. Common in tech-services and engineering-heavy firms.
We pull project data, surface engagement risks before they hit a dashboard, draft status updates in your PM’s voice and connect Jira flow data to engagement-margin views. Works alongside Confluence for knowledge.
ConnectWise
Anchor PSA for established MSPs running ticketing, billing and contracts in one system.
Native integration on tickets, agreements and configurations. We layer triage, ticket-margin reporting and contract-renewal intelligence so the data your MSP already has becomes the data your MSP can act on.
Autotask
MSP PSA with deep service desk and contract management.
Comparable depth to ConnectWise on the MSP side. We build the same triage, margin and contract-renewal layer, plus integration with your RMM where it makes sense.
ServiceNow
Enterprise services platform, common in larger consulting and managed-service practices.
Workflow automation against ITSM, ITOM and CSM modules. We build the agents and dashboards that put senior delivery hours back on the work that drives expansion rather than ticket churn.
Asana
Project ops, common in mid-market consulting and creative agencies.
Project intel, status drafting and engagement-risk surfacing pulled from your Asana data. We integrate without forcing you to change how PMs run their projects.
Monday
Flexible work-OS used by services firms that want to assemble their own delivery model.
Custom workflows mean custom integration. We build against your specific board structure rather than a generic template, so the tools fit your actual delivery model not a vendor’s.
Notion
Knowledge layer for services firms that want a single source of truth for plays and runbooks.
We connect Notion to your delivery stack so the senior judgment captured in your docs actually shows up in tools, drafts and recommendations during live engagements. The ramp cost on the next account drops.
Plus your engineering layer (Linear, Confluence), your support inbox (Freshdesk, Help Scout), your knowledge graph and the email channel your principals actually live in. Don’t see your stack? Ask us. We’ve connected to most of them.
07
Recommended Engagement
Most services firms start at Growth. Multi-practice and MSPs often start at Enterprise.
Pricing is flat-rate and month-to-month at every tier. Where you start depends on how many delivery teams you want AI working under in week one and how fast you want senior time back on revenue work.
Essentials
$3,500/mo
Single-team pilot
One tool wired to live data, monthly ops cadence, one delivery team trained first.
Most common
Growth
$6,500/mo
Multi-team rollout
Monthly tool cadence, weekly ops session, full PSA + PM integration across delivery teams.
Enterprise
$14,500/mo
Multi-practice / MSP
Multiple build streams running in parallel across service lines or regions.
What’s in Growth
A multi-team rollout, every month.
- Fractional Chief AI Officer. A senior operator running your AI agenda. Same person across the engagement, not a rotating bench.
- Build team shipping into your PSA. One new tool wired to live data per month, on top of cleanup and integration work already underway.
- Weekly ops working session. Your ops lead and our build lead, working through the week’s release agenda. Not a status meeting.
- Direct integration with Salesforce / HubSpot / Kantata / Mavenlink / Zendesk / Jira. Native API, no middleware, your data stays in your stack.
- Month-to-month, no annual commitment. ROI measured against a revenue baseline we set in week one. If it isn’t moving by day 60, you walk.
08
Questions
What services leaders ask us first.
Yes. We integrate directly with Kantata, Mavenlink, ConnectWise and Autotask out of the box, plus Salesforce Service Cloud, HubSpot, Jira and Zendesk. If you’re on something more niche or homegrown, we either integrate via your API or stage tools that work alongside the PSA until the integration is built.
No. We build for the senior delivery person who’d be your next promotion. They get the leverage first, which means more time on pursuits, expansion and client judgment. Junior staff ramp faster on the same tools because the AI shows them what good looks like in real time. Headcount decisions stay with you.
Tools run inside your stack on data you already store. We don’t move your client data to our servers. For regulated clients (legal, financial, healthcare), we work with your security team on access scoping, audit trails and the reviewer model your contracts require. SOC 2 and HIPAA-aligned setups are part of standard delivery, not an upcharge.
That’s why week one is the audit, not the build. We don’t pretend AI fixes garbage data. We tell you exactly what’s broken and either fix it as part of the engagement or stage tools that work around the broken parts until you do.
No. Engagement is month-to-month at every tier. ROI measured against a baseline we set in week one (usually revenue per senior FTE, proposal-to-signed time, or ticket margin). If the numbers haven’t moved by day 60, we tell you that directly and you walk.
You do. Tools live in your PSA, your CRM, your support layer. If we leave, the tools stay. We’re not selling subscription middleware. We’re building leverage that becomes yours.
The next AI meeting ships a tool in your PSA.
Book 30 minutes with us. We’ll walk one of your live engagements end-to-end and show you exactly which step turns into revenue first. If services isn’t a fit for what we do, we’ll tell you that on the call.