The MSP Revenue OS Win more MSP clients. Spend less time chasing them.
NUOPTIMA builds and runs the marketing and follow-up system that helps buyers find you and keeps opportunities moving toward a signed contract. Everything is tracked in your own customer relationship management system (CRM).
Our team directs the work, with AI agents handling repeatable tasks. Your team handles sales conversations, with additional sales support available.
See what we would put in place for your MSP in the first 30 days.
Not sure yet? See how it works
Built with the MSPs we already run it for
01The problem
Your MSP shouldn't grow only when you have time to sell.
Referrals arrive unpredictably. For most managed service providers (MSPs), marketing creates inquiries, but responding, following up and chasing proposals still compete with running the business.
When nobody owns the process from first inquiry to signed agreement, opportunities stall and the work comes back to you.
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01 Attract
New clients depend on referrals
When a buyer searches or asks an AI assistant for IT support nearby, the answer names someone else.
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02 Capture
Inquiries slip between inbox and CRM
Forms sit in a shared inbox and calls go untracked.
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03 Respond
Leads wait hours for a reply
By the time anyone calls back, the buyer may be talking to the MSP that answered first.
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04 Follow up
One call, then silence
Nobody owns the second call or the proposal chase, so warm leads go cold.
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05 Win
The owner is still the sales team
Discovery calls and quotes wait for a free hour in your week.
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06 Measure
Nobody can say what wins clients
Reports show traffic and lead counts, not which work signed a contract.
Each one is a step in the same process. Fix one and the problem moves to the next. See what NUOPTIMA runs.
02The system
One system, from first search to signed contract
The Revenue OS is a revenue operating system (OS): the connected work NUOPTIMA runs so every inquiry is handed to the next step inside your CRM.
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01
Get found by buyers.
Website, search and local visibility help potential clients discover you.
Loop steps: Attract
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02
Keep opportunities moving.
Lead capture, response workflows, follow-up and nurture support the next sales conversation.
Loop steps: Capture, Respond, Follow up, Win
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03
Know what wins clients.
Reporting in your CRM connects marketing activity to recorded sales outcomes.
Loop steps: Measure
How the six steps connect
- Core, included from the start
- Add-on, scoped on the walkthrough once the core is live
Attract sits outside the CRM boundary. Capture, Respond, Follow up, Win and Measure run inside the one CRM. Leads that are not ready go to nurture and return to the pipeline when they are ready. Reporting from Measure feeds the next month's Attract.
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01
Attract
More buyers find you without a referral.
- Website
- AI search and search engine optimization (SEO)
- Local search
- Add-on Paid ads
- Add-on Outbound email and calling
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02
Capture
Inquiries reach your CRM with their source.
- Tracking and attribution
- Every form, call and booking, with its source
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03
Respond
Leads hear back while they are still looking.
- Lead alert, task and first reply from your playbook
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04
Follow up
Leads that aren't ready stay warm.
- Email follow-up and call tasks for your team
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05
Win
Your team spends its time on calls that can close.
- CRM pipeline from first call to signature
- Add-on A seller on the pipeline
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06
Measure
You see which work signs contracts, and where next month's effort should go.
- Click to Contract reporting
Leads that are not ready yet go from Follow up into nurture, then back to Win when they are ready for sales.
Back to Attract. The reporting shows which channels sign contracts, so next month's effort goes where it pays.
Follow one lead through it
Wrenfield Dental, from an AI answer to a signed contract.
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01 Attract
Asked an AI assistant for IT support nearby. The answer named your site.
Attract agent
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02 Capture
Filled in the website form. The contact is created in your CRM with its source.
Capture agent
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03 Respond
First reply from your playbook, with a booking link.
Respond agent
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04 Follow up
Not ready yet, so kept warm in nurture.
Then ready for sales, back in the pipeline.
Follow-up agent
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05 Win
Discovery call, run by a person on your team.
Your team
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06 Measure
Contract signed. Traced to the AI answer that started it.
Reporting agent
01 Attract Website
Want this loop running in your CRM? See what your first 30 days could look like.
Apply for early access03Who does what
What NUOPTIMA runs, and what stays with your team
NUOPTIMA runs the agreed website and search work. Lead tracking, response workflows, follow-up and reporting run inside your existing CRM. Nothing new to log into.
NUOPTIMA runs
- The agreed website and search work
- Tracking, so every inquiry keeps its source
- Response and follow-up workflows, from a playbook you approve
- Nurture for leads that are not ready yet
- Pipeline setup and reporting in your CRM
Your team handles
- Business direction and approvals
- Discovery, follow-up calls and sales conversations
- Pricing decisions
- Closing
Optional support
- Paid advertising
- Outbound email and calling
- A seller supporting your pipeline
Each scoped separately on the walkthrough.
How the work gets done: your agentic sales and marketing team
People decide, direct and approve. Agents handle repeatable tasks: replies follow the playbook you approve, and sales conversations stay with your team.
Human workforce
You and NUOPTIMA
DecideDirectApprove
You approve the reply playbook: what to say to each kind of inquiry.
Agentic workforce
Runs the loop. Every lead with its source, every action logged.
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Attract agent
Website, AI search, local search.
Task agents
- Publishes the content batch
- Cleans up your listings
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Capture agent
Every form, call and booking lands in the CRM with its source.
Task agents
- Creates the contact
- Tags where it came from
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Respond agent
Replies to the lead and books the call.
Task agents
- Replies from your playbook
- Sends the booking link
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Follow-up agent
Sequences and nurture until ready for sales.
Task agents
- Runs the follow-up sequence
- Flags ready for sales
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Reporting agent
Click to Contract: every contract traced to its first click.
Task agents
- Posts to your team chat
- Day-30 report in the CRM
Your CRM, the control plane
One place for every lead, with its source. Yours, not ours.
- Website
- Phones
- Email and calendar
- Local listings
On the roadmap Context from your professional services automation (PSA) tool, so sales sees what service already knows. Early-access MSPs are shaping what it covers.
- Calls, emails and proposals are logged against the contact, whoever made them.
- No CRM yet? We set one up in your name. Either way the account and the data stay yours.
04In practice
What lands in your team chat, and where it goes
When a lead moves, the agents post to your team chat with its source and log the step in your CRM. Your team picks up the sales conversations from there. An illustrative example, not a client record.
Your team chat Illustrative
Example alerts your team gets from the agents, newest at the bottom: a new lead from an AI answer who filled in the website form and got a first reply from your playbook; a call booked from local search; a proposal your team sent to a referral, with the follow-up scheduled; a signed contract traced back to the click that started it. In the real alerts, each one links to the contact in your CRM.
Your CRM pipeline Illustrative
Example pipeline in your CRM, four stages: Lead (a dental group from AI search, and a vet practice from the website marked not ready and kept in nurture), Call (a logistics firm from local search, an architecture firm from the website), Proposal (a law firm from a referral, a marine business from local search), and Signed contract (an accounting firm that came from AI search). Every card keeps its source.
This is your CRM, not ours. The same contacts, with their source, from first click to signature.
Want alerts like these from your own leads?
Apply for early access05Fit
Not for every MSP
Built for
- US MSPs from $1M in revenue.
- An owner who stays involved: on the walkthrough, on scope and on the strategy calls.
- One MSP per metro per channel. We will not run the same channel for a competitor down the road.
- No CRM required to start. We set one up if you need it.
Not built for
- MSPs that want a content subscription or a list of leads.
- Owners who want to hand growth off entirely and skip the strategy calls.
Smaller MSP? Apply anyway and we route you to the MSP Partner Program.
06Early access
Live by day 30
Intake is limited while we onboard early-access MSPs.
- New website live
- Tracking installed, every form, call and booking in your CRM with its source
- Speed-to-lead and follow-up sequences running
- Local listings cleaned up and live
- First AI search and SEO content published
- Day-30 report in your CRM: what came in, from where, and what happened next.
Day 30
The first 30 days put the system in place. Search visibility and demand build over time.
Available now: the managed service on this page, run by NUOPTIMA, with lead activity and reporting recorded in your CRM.
On the roadmap: a hosted view and context from your PSA tool. Early-access MSPs help shape both; neither is part of today's service.
- You apply. A few questions about your MSP and your CRM.
- The walkthrough. If we're a fit, we go through your market, your current CRM, the scope we would agree and what the first 30 days would put in place. Smaller MSPs go to our Partner Program instead.
- You decide. No cost to apply, and nothing starts until you say go.
07Questions
Before you apply
Do we need to switch CRM?
No. The system runs inside the CRM you already have. Your contacts, pipeline and history stay where they are.
What if we have no CRM?
We set one up as part of the first 30 days. The software is billed in your name by the provider, so the account and the data are yours.
Is this software we log into?
No. Today this is a service NUOPTIMA runs, with lead activity and reporting recorded in your own CRM. A hosted view is on the roadmap, and early-access MSPs are shaping what goes into it.
Who does the work?
Our team directs the work, and AI agents handle repeatable tasks across the agreed website and search work. Lead tracking, first replies from the playbook you approve, follow-up, nurture and reporting run in your CRM, with lead activity logged against the contact. Your team handles direction and approvals, discovery, follow-up calls and sales conversations, pricing and closing. A seller supporting your pipeline is available as an add-on, scoped separately on the walkthrough.
How are paid ads, outbound and sales support added?
As add-ons, once the core is live and reporting. We scope each one separately on the walkthrough, and the reporting shows you whether it pays its way.
How long until we see pipeline?
The first 30 days put the system in place. Search visibility and demand build over the months after that. If you want an earlier signal, paid ads and outbound can bring one, as add-ons.
Run by the team that runs revenue inside an MSP.
Alexej Pikovsky, founder of NUOPTIMA
Not ready to apply? Get a free lead forecast for your market.