Zomentum Onboarding
Zomentum onboarding for ambitious, growing MSPs
A fully done-for-you implementation delivered by an approved Zomentum consulting partner.
Designed for MSPs who want Zomentum set up properly from day one, with quoting, sales, and revenue operations aligned to how your business actually works.
Why a different approach to Zomentum onboarding makes sense
Zomentum is a powerful tool, but most MSPs do not get the full value from it during the initial onboarding. The standard sessions are ideal for smaller teams that want product training and a guided setup. They are less suited to MSPs with established processes, multiple systems, several teams, or detailed approval flows.
Many MSPs reach the end of the default onboarding with the tool installed, but not implemented. Pipelines do not reflect reality. Margin rules are inconsistent. Sales and billing steps do not line up. Quotes still need manual edits. Finance is still fixing errors every month.
This is the gap I fill. You get an onboarding process that matches the way your business already sells, quotes, and bills. Everything is built for you so your team can start using Zomentum with confidence on day one.
What Zomentum onboarding looks like
1. Setup and configuration
I build the core of Zomentum around your real sales and quoting process.
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CRM data migration
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Opportunity pipelines and sales stages
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Deal fields and required information
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Quote and proposal templates
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Product catalogue setup
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Multi-entity and multi-team structure
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Approval rules and permissions
Everything is tailored to your workflow rather than generic templates.
2. Automation and integrations
Zomentum shines when the quoting process fits cleanly into your PSA, CRM, and finance tools. I design and build that flow.
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Autotask and Halo integration
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HubSpot and CRM sync
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Deal routing and notifications
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Approval workflows
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Zapier and API automation
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Handover into PSA projects and ticketing
The goal is a clean, predictable quoting path from opportunity to delivery.
3. Payments and billing
For MSPs using Zomentum Payments, subscriptions, or recurring services, the billing setup must be right.
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Zomentum Payments configuration
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Direct Debit setup
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Subscription items
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Revenue scheduling
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QBO or Xero reconciliation flow
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Quote to cash mapping
The outcome is fewer errors, less manual work, and more predictable revenue.
Comparison: Zomentum Onboarding vs BS Consulting
Area |
Zomentum Onboarding |
BS Consulting Implementation |
|---|---|---|
| Purpose | ⚙️ Teaches you how to use the tool. | ✅ Builds the tool around your quoting, sales, and billing process. |
| Delivery model | ⚙️ Guided sessions with tasks for your team to complete. | ✅ Fully done for you. The platform is configured, tested, and ready to use. |
| Fit with your business | ⚙️ Follows a standard framework suitable for simple setups. | ✅ Tailored to the way your MSP actually operates, including multi-entity and multi-team workflows. |
| Pipelines and stages | ⚙️ Best practice examples for you to adapt. | ✅ Pipeline and sales stages designed from your real opportunities, approvals, and handover steps. |
| Catalogue and pricing | ⚙️ Support for setting up basic products. | ✅ Full catalogue design, margin rules, SKU structure, subscription items, and grouped services. |
| Document templates | ⚙️ Standard templates. | ✅ Custom branded templates for quotes, proposals, and SoWs that reflect your pricing and service model. |
| Integrations | ⚙️ High level guidance only. | ✅ Autotask, Halo, HubSpot, Zapier, API workflows, approval routing, finance flow, and handover mapping. |
| Revenue operations | ⚙️ Not within scope. | ✅ Alignment of quoting, billing, renewals, and reconciliation so finance does not need to fix errors each month. |
| Team experience | ⚙️ Product walkthrough. | ✅ Practical training using your real pipeline, services, and templates. |
| After onboarding | ⚙️ Access to Zomentum’s support team through tickets. | ✅ Optional ongoing platform ownership, optimisation, and support available on a retained basis. |
Your onboarding project at a glance
1. Discovery
We map your quoting and sales process, your catalogue, and how you want the tools to fit together.
This is fast, structured, and focused on the core decisions that matter.
2. Build
I configure Zomentum to match your workflow and link it to your PSA, CRM, and finance stack.
You get a working system, not a list of tasks to complete.
3. Refine
We test, adjust, and finalise templates and automation.
Your team gets clear training on the parts they use each day.
My Clients Say
Working with Ben has been a great experience — he’s diplomatic and helped us navigate some tricky conversations between our directors, always ensuring alignment. He’s always on hand to answer quick questions, which means we don’t get held up on small issues and can keep moving forward. Plus, the weekly homework he sets has kept us on track and helped us maintain a strong pace throughout the implementation process.
When we considered using Keap, we quickly realised it wasn’t the right fit for us for various reasons. Ben stepped in and helped us set up HubSpot, which has been a fantastic decision for our business. With HubSpot, we’ve been able to seamlessly implement Robin Robins’ Technology Marketing Toolkit (TMT) campaigns and automate our marketing processes effectively.
One of the standout benefits has been the integration between Zomentum and Autotask, which allows our supplier costs to flow directly into our accounts and sales systems. This means we can produce accurate proposals, and all the data flows back into HubSpot, giving us a clear picture of ROI on our marketing activities. The result has been greater efficiency, better data management, and more insight into our business performance.
Richard Paterson
We implemented Autotask many years ago, and it turns out via a mixture of never having done it quite right, new features not being taken advantage of, and some bad habits, we were due a tune up!
Ben’s in-depth knowledge of the end-to-end toolset we used (Hubspot, Zomentum, Autotask and Xero) meant he could handhold us through optimising the software to make this process run as smoothly and efficiently as possible – and then get the reporting out with less effort too!
Sure, we could have done much of this ourselves, but it would have taken us significantly longer, and since time is money, our investment in Ben was an easy ROI.
Chris Ward
Ben has been supporting our business for almost a year. Initially we sought Ben’s support to help with a specific tactical challenge we had around quote to billing workflows through HubSpot, Zomentum, and Autotask. It was clear to me after our first meeting that Ben had a lot more value to add. I found Ben to be extremely knowledgeable, especially when it came to specific systems we have implemented in our company.
Ben was a great sounding board for ideas, and his understanding of designing efficient processes was top draw. Drawing on his knowledge and experience Ben has saved me a number of hours! I have no hesitation in recommending Ben to other MSPs.