Build a self-managing team that helps your MSP scale

In four weeks, your technicians run daily huddles (10 to 15 minute meetings at the board), close tickets faster and coordinate across teams. Our Launch program, led by your Customer Success Manager (CSM), gets your whole team on board, not just the person who set it up.

Book your Launch call

What changes with structured onboarding

Most MSPs buy a tool and hope the team figures it out. The Launch program closes the gap between purchase and real adoption.

Before

One person sets up boards alone, the rest of the team never logs in
Technicians cherry-pick from the PSA ticket lists or work off their calendar
Daily huddles feel forced and fade out after week two
No shared visibility into who is working on what
The tool becomes shelfware within 60 days
Coordination problems persist despite new software

After

The whole team trained together, with role-specific workflows
Technicians run their own daily huddles using live boards
Dispatch and triage happen from a shared Kanban view
Everyone sees WIP, blockers and priorities in real time
Adoption sticks because habits form during the four weeks
Team coordination improves within the first month

Four calls, four weeks to adoption

Each session builds on the last. Your CSM guides the whole team through setup, training and habit formation.

Call 1: Board creation
Your CSM builds your boards live with you. We configure views for dispatch, service, projects and team-specific workflows. You leave this call with a working board your team can use tomorrow.
Call 2: Team onboarding
Your technicians join this call. We walk them through their daily view, how to move tickets, update status and flag blockers. No slides. Hands-on, in their actual data.
Call 3: Huddles and WIP training
We run a mock daily huddle together. Your team learns how to review work in progress, spot stale tickets and keep each other accountable. This is where the habit clicks.
Call 4: Q&A and wrap-up
After two weeks of real use, we review what is working, adjust board layouts, answer questions and hand off. Your team owns the process from here.

Who the Launch program is built for

You bought TopLeft but adoption stalled

One person uses it, maybe a coordinator or dispatcher, but the rest of the team never made the switch.

You have 5+ technicians and no shared workflow

Coordination happens in Slack, Teams, or not at all. Tickets fall through the cracks weekly.

You tried setting up boards yourself

You spent hours configuring views, but the team found them confusing or ignored them.

You are scaling and need repeatable processes

Adding new techs means weeks of shadowing. You need a system they can learn in days.

Daily huddles keep dying out

You have tried huddles before but they fizzled. The team had no shared visual to anchor the conversation.

Your PSA data is good but nobody looks at it

ConnectWise, Autotask or HaloPSA has the data. Your team has no way to see it that makes sense.

What you get

Everything included in the Launch program, for one flat fee.

Four live CSM sessions

Scheduled across four weeks. Board setup, team training, huddle coaching and a wrap-up Q&A. All sessions are recorded.

Custom board configuration

Your CSM builds dispatch, service and project boards configured for your team size, PSA and workflow.

Full team training

Every technician, dispatcher and manager gets hands-on training in their actual PSA data, not a generic demo.

Huddle playbook

A repeatable daily huddle format your team can run on its own, with an agenda template and facilitation tips.

Role-specific views

Each person gets views tuned to their role. Dispatchers see triage. Techs see their WIP. Managers see the full picture.

Ongoing support

After the program, your CSM stays available for follow-up questions, plus the community, webinars and office hours.

Larger team, more complex workflows

Launch is built for teams getting started. If you have 10+ technicians, multiple departments, or workflows that need restructuring, the Optimize program goes deeper with per-team coaching and pull-based workflow design.

Learn about Optimize