How long does the Launch Program take?

4 weeks. One structured call per week, plus time for your team to use TopLeft between sessions. Most teams see real adoption by week 3.

Does my whole team need to join every call?

Call 1 is for the project lead or coordinator driving adoption. Calls 2 and 3 include your technicians, dispatchers, and managers. Call 4 is a flexible Q&A for whoever needs it.

What PSAs does TopLeft work with?

ConnectWise PSA, Autotask (Datto), and HaloPSA. Your boards pull live data directly from your PSA. No manual entry required.

What if we already set up TopLeft on our own?

That is fine. Many Launch Program participants have existing boards. Your CSM will review what you have, optimize the configuration, and train the team on the improved setup.

Is this different from the self-serve onboarding?

Yes. Self-serve gives you docs and videos. The Launch Program gives you a dedicated CSM who builds your boards, trains your team live, and coaches you through daily huddles.

What happens after the 4 weeks?

Your team owns the process. You keep everything built during the program. Your CSM remains available for follow-up questions, and you get access to community resources, webinars, and office hours.

GUIDED IMPLEMENTATION

Build a Self-Managing Team That Helps Your MSP Scale

In 4 weeks, your technicians run daily huddles, close tickets faster, and coordinate seamlessly across teams. Our CSM-led Launch Program gets your whole team on board, not just the person who set it up.

Book Your Launch Call See Pricing

THE ADOPTION GAP

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 standups feel forced and fade out after week two
No shared visibility into who is working on what
Tool becomes shelfware within 60 days
Coordination problems persist despite new software

After

Entire 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 4-week program
Team coordination improves measurably within the first month

PROVEN METHODOLOGY

4 Structured Calls, 4 Weeks to Adoption

Each session builds on the last. Your CSM guides the entire 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

Two weeks of real usage under your belt. We review what is working, adjust board layouts, answer questions, and hand off. Your team owns the process from here.

IS THIS FOR YOU?

Who the Launch Program Is Built For

You bought TopLeft but adoption stalledOne person uses it, maybe a coordinator or dispatcher, but the rest of the team never made the switch. Sound familiar?

You have 5+ technicians and no shared workflowCoordination is happening in Slack, Teams, or not at all. Tickets fall through the cracks weekly.

You tried setting up boards yourselfYou spent hours configuring views but the team found them confusing or ignored them entirely.

You are scaling and need repeatable processesAdding new techs means weeks of shadowing. You need a system they can learn in days, not months.

Daily standups keep dying outYou have tried huddles before but they fizzled. The team did not have a shared visual to anchor the conversation.

Your PSA data is good but nobody looks at itConnectWise, Autotask, or HaloPSA has the data. Your team just does not have a way to see it that makes sense.

INVESTMENT

What You Get

Everything included in the Launch Program. One flat fee, no surprises.

4 Live CSM Sessions

Scheduled across 4 weeks. Board setup, team training, huddle coaching, and 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 standup format your team can run independently. Includes agenda template and facilitation tips.

Role-Specific Views

Each team member 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 access to 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

Ready to Get Your Whole Team on Board?

Stop hoping your team will figure it out. The Launch Program gives them the structure, training, and habits to make TopLeft stick.