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MSP Workflow Automation

MSP operations were Wanderwares' first vertical. We built automation around the repetitive work that keeps managed service providers from scaling: ticket triage, CRM upkeep, onboarding checklists, and documentation that falls behind the moment things get busy.

What we automate

Our first operational vertical: MSP workflow automation across four core categories.

Ticket Routing

AI classification, routing, tagging, and suggested replies. Plugs into your existing PSA to handle triage and initial categorization automatically.

CRM & Sales Pipeline

Lead capture, enrichment, scoring, follow-ups, and proposal drafts. Automates the repetitive data entry and follow-up sequences around your CRM.

Client Onboarding

Welcome sequences, provisioning tasks, access setup, and kickoff workflows. Standardizes the onboarding checklist so steps don't get skipped when the team is busy.

Documentation & Reporting

Automated summaries, SLA reports, knowledge-base updates, and reminders. Handles the recurring documentation tasks that fall behind when workload spikes.

Tool compatibility

We build on the platforms your team already uses. No rip-and-replace required.

ConnectWiseAutotaskHubSpotZoho

Pricing

Transparent pricing. No long-term lock-ins. Final scope depends on workflow complexity and tool count.

Setup Projects

One-time setup and configuration

Starting from $2,500

Typical range: $2,500 - $6,500

  • Workflow analysis
  • Custom automation setup
  • Integration with existing tools
  • Training and documentation

Monthly Automation Management

Ongoing optimization and support

Starting from $750/mo

Typical range: $750 - $2,500/mo

  • Continuous monitoring
  • Regular optimization
  • Monthly reporting
  • Priority support
  • Workflow updates

Schedule your audit

Book a 30-minute session to walk through your current MSP workflows. We'll map where repetitive coordination and follow-up are consuming staff time.

Schedule Your Audit

No commitment required. 30 minutes. Free consultation.

Wanderwares also researches property-management automation. Run the PM Automation Leak Audit