Learn More

MSP Client Health Score & AI: Grow Revenue & Reduce Churn

Charlie Aldis of Maven IT shares how Quarterly Business Reviews, a custom client health score, and AI-powered reporting grow MSP revenue — and how to package those insights as AI as a Service.

Ready to build a client health score like Maven IT?

If you are an MSP serious about reducing churn and growing revenue through client health scores and AI-powered QBRs, use the button below. We guarantee this call will be worth your time. We'll help you build a health score that surfaces expansion opportunities and package AI as a Service your clients will buy.

Prefer email? Tell us about your MSP →

About this MSP Perspective

Why am I still paying you? That question from a client is every MSP's wake-up call — and the starting point for this conversation.

What does it actually look like when an MSP becomes a true strategic partner to its customers?

In this 20-minute fireside chat, Charlie Aldis, owner and Chief Revenue Officer at Maven IT shares how his team uses Quarterly Business Reviews, a custom client health score, and AI-powered reporting to grow revenue from existing customers, reduce churn, and build lasting client relationships.

Charlie brings 22 years of telecom executive experience to Maven IT, which today manages over 1,100 locations across 32 states, serving SMBs, law firms, logistics companies, and multi-unit franchise operators.

What you'll learn:

  • Client health score: How Maven IT built a score that tracks every touch point, from invoice payments to help desk calls, to predict renewals and expansion opportunities.
  • No interaction vs. bad interaction: Why “no interaction is worse than bad interaction” and how monthly AI-generated reports solved their biggest renewal problem.
  • QBR prep with AI: How AI cut QBR prep time from half a day to a fraction of that by pulling together data from multiple tools into a clear client story.
  • Revenue from insights: A real-world example of how a QBR insight led to a new service package, and four out of five clients upgrading within months.
  • Practical AI advice: Guidance for MSPs just starting to think about AI: use it internally first, then solve real problems for your customers.

Who this is for

Charlie's closing advice on avoiding AI hype: “Find a real world problem to solve. Solve it efficiently and inexpensively. There's no hype there. That's a real world solution.”

MSP owners, operators, and client success leaders who want to grow revenue from existing accounts, reduce churn, and package AI as a Service their clients will pay for.

Want to turn health scores into AI as a Service revenue?

Book a free 30-minute call. We'll help you design a client health score and package AI as a Service that turns every QBR into new revenue.

Prefer email? Tell us about your MSP →