01Services operations
KPI: Delivery labor % of revenue
Move routine ticket triage, patching and alert remediation into supervised AI workflows. Decide whether released technician hours support more endpoints, new services or lower contractor and backfill spend.
02Pricing and packaging
KPI: Effective price vs. rate card
Set approved quote bands, per-user bundles and managed AI offers. Keep delivery savings in your margin instead of passing them all to clients through unchanged per-seat pricing.
03Retention and expansion
KPI: Net MRR retention
Connect client-health signals to vCIO reviews, renewal actions and expansion plays. Account managers own the commercial follow-through; an AI risk flag is not a retained contract.
04Services portfolio
KPI: Recurring gross margin
Evaluate new managed AI services against recurring margin, delivery capacity and support obligations. Separate profitable managed offers from low-margin resale and one-off project revenue.
05Revenue operations
KPI: Billing realization
Join PSA contracts, endpoint records and billing to find missed charges and contract-to-invoice gaps. Measure what is actually billed and collected, not just discrepancies detected.
06Sales effectiveness
KPI: Sales & marketing % of revenue
Use AI for account research, proposals and qualification, then check whether it improves sales productivity. Count signed managed-service contracts rather than faster proposal generation.
07Channel operations
KPI: New logo growth
Improve partner lead handling, distributor workflows and follow-up. Price the impact in new managed-service clients and their contribution margin before funding more channel tooling.
08Tech cost
KPI: Gross margin
Review overlapping PSA, RMM, security and AI tooling. Include integration, agent monitoring and ongoing run costs so an automation program does not become another layer of tool spend.
09Employee experience
KPI: G&A % of revenue
Reduce internal administrative work and give technicians usable documentation and clear escalation paths. Tie the improvement to a staffing or capacity decision, not hours saved in isolation.