First read: run a free pre-assessment from the customer's website and public information, before the first meeting.
Where AI conversations stall
Customers are asking for AI guidance. Without a structured way to answer, the conversation becomes a product demo or a licence discussion, and it stalls when the budget holder asks what it will return and what has to change first. Doing proper discovery for every customer is consultant work that most MSPs are not staffed for.
What the MSP gets for each customer
- A first read from the customer's website and public information, before the first meeting. See the sample pre-assessment.
- A ranked roadmap with four ratings for every opportunity, the written reason behind each, and what must be true before a pilot. See the contact-center and finance samples.
- The prerequisites, written down: the governance, data access, and integration work each opportunity depends on, tied to the business case that justifies it.
- A pilot package for the opportunity the customer selects, ready for the delivery team.
What stays with the MSP
- The customer relationship, the project, and the fee. White-label assessments are available per named customer.
- Product choice. Use Case Foundry ranks the work, not vendors. Which products deliver the prerequisites and the pilot stays with the MSP and its distributor.
- Delivery. Integration and deployment are marked as partner work, not done by Use Case Foundry.
For distributors
A distributor can offer this to its MSP partners as AI enablement: the same discovery method across partners and, for each customer, a written list of prerequisites and pilot requirements before vendor selection starts.
Best fit
MSPs whose customers are asking about AI beyond licences, who have someone able to lead a customer conversation, and who can deliver data, governance, security, or integration projects.