Scaling an MSP With Automation with Matt Forman (EP 1070)

Matt Forman from The Local Circuit and I sit down for a good old-fashioned MSP catch-up, covering his steady growth, a changing vendor stack, and why automation is helping his team do more without hiring faster than they need to. We also get into practical AI guardrails, ticket triage, and the tools that save real time in the field.

We talk through some decisions MSP owners deal with every day: changing cloud-distribution partners because of payment-processing costs, moving from Synchro to Halo and NinjaOne, and putting Huntress to work for endpoint and Microsoft 365 identity protection. Matt also explains how his internal AI tools are helping triage tickets, improve ticket subjects, produce technical suggestions, automate onboarding and offboarding, and reduce the little repetitive tasks that steal time from the day.

=== Chapters

01:01 Show Intro and Guest Reunion

03:57 Switching MSP Platforms

07:05 Recognition and Business Growth

09:34 Team Expansion and Leadership

12:06 Exploring AI Operations

16:34 AI Ticket Triage

19:03 NetAlly Tools That Save Trips

27:05 Pitch It and TechCon Updates

31:05 RMM Stack and Security Choices