Podcast · MSP Unplugged

EP 245 Navigating Agreements: Legal Insights with Rob Scott

Rob Scott, Chief Innovator at Monjur, joins hosts Paco LeBron and Rick Smith at the Pax8 Beyond 24 conference to break down why MSP contracts fail and what a modern contract stack actually looks like....

Episode summary

Rob Scott, Chief Innovator at Monjur, joins hosts Paco LeBron and Rick Smith at the Pax8 Beyond 24 conference to break down why MSP contracts fail and what a modern contract stack actually looks like. Rob explains how Monjur's AI-powered platform uses smart hyperlinks embedded in quotes to collapse the sales and contracting process into a single step, eliminating the "wall of paper" problem that slows deals down.

The conversation shifts to AI, where Rob argues MSPs are entering an "AI phase" just as they once entered a mandatory cybersecurity phase. He recommends a three-question framework (policy, strategy, plan) MSPs can use with every client to generate project work and service revenue, regardless of whether the client is pro- or anti-AI. Rob also announces Monjur's first-ever free trial with a 90-day satisfaction guarantee, and notes a typical Essentials onboarding takes 14 days.

Key takeaways

  1. A modern MSP contract stack is typically eight documents: an MSA, one or more service attachments, a data processing agreement, a schedule of third-party services, AI policies, and more. One document is not enough.
  2. Embed contract terms as smart hyperlinks inside your existing quotes so clients are not overwhelmed by paper, and the sale and signature happen in a single step.
  3. Before offering any AI service, ask every client three questions: What is your AI policy? What is your AI strategy? What is your AI plan? The answers will define your service opportunities.
  4. Standard managed services agreements do not cover AI deployments. MSPs offering co-pilot or similar tools need a separate, AI-specific service attachment to be protected.
  5. Monjur's onboarding for the Essentials package takes roughly 14 days, includes a free trial, and comes with a 90-day satisfaction guarantee, removing the cost and time barriers MSPs cite most.

"You can't differentiate yourself in this crowded market with cybersecurity offerings or responsiveness or good service because those two things are expected in today's market. The way to differentiate yourself is to lead with AI."

- Rob Scott

Show notes

Don’t miss this episode of MSP Unplugged for an enlightening conversation on the world of MSP agreements. Rob shares invaluable insights into the critical role agreements play in business operations, from Master Services Agreements (MSAs) to tailored contracts. Discover how the right agreements can provide comprehensive legal protections and why they’re essential for MSPs.

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