Insights

How to Structure Autotask Contracts So Billable Work Never Falls Off Contract | BS Consulting

ben@benspector.uk (Ben Spector) — Mon, 10 Aug 2026 22:23:00 GMT

One of the most common Autotask billing problems I see is legitimate work ending up with no deliberate contract path. A technician records the work correctly, but the time sits off contract, someone removes a contract manually, or finance has to decide afterwards whether it should have been included.

The fix is not another billing checklist. It is contract architecture that gives normal managed work, exclusions and genuine time-and-materials work an intentional route.

Sentry Self Storage: Modernising Sales and Marketing Across a Large Self Storage Estate

ben@benspector.uk (Ben Spector) — Thu, 22 Jan 2026 18:20:00 GMT

See how Sentry Self Storage used HubSpot to modernise sales and marketing across a 25-site estate while supporting gradual adoption and organisational change.

Container Self Store: Scaling Sales and Growth on HubSpot

ben@benspector.uk (Ben Spector) — Wed, 03 Dec 2025 18:11:00 GMT

See how Container Self Store uses HubSpot Sales Enterprise to professionalise its sales process and create a scalable foundation for multi-site growth.

Now Storage: Running a Multi-Site Self Storage Operation on HubSpot

ben@benspector.uk (Ben Spector) — Sat, 15 Nov 2025 17:57:00 GMT

See how Now Storage uses HubSpot to run sales, service, inventory, debt management and marketing across 20 sites with a centralised operating model.

Fixing MSP Billing and Profitability in Autotask: A 12-Month Roadmap

ben@benspector.uk (Ben Spector) — Wed, 23 Jul 2025 11:00:00 GMT

For many MSPs, billing in Autotask starts off reasonably well but gradually deteriorates. Work gets billed manually. Contracts don’t reflect reality. Licence counts drift out of sync. Time isn’t recorded properly. Profitability becomes impossible to trust.

Transforming MSP Service Delivery: A 12-Month Autotask PSA Overhaul Roadmap

ben@benspector.uk (Ben Spector) — Thu, 30 Jan 2025 12:00:00 GMT

Many MSPs rely on Autotask PSA, but over time, poor setup, process gaps, and workarounds can create inefficiencies that hold the business back. Whether you’re struggling with service delivery, billing, or project management, a structured overhaul can transform how your business operates.

The Future of MSPs: Embracing the SaaS Application Layer

ben@benspector.uk (Ben Spector) — Mon, 13 Jan 2025 12:00:00 GMT

The managed services provider (MSP) landscape is changing faster than ever before. As businesses’ technology needs grow increasingly complex, MSPs face both a significant challenge and an unprecedented opportunity. To thrive in this new era, MSPs must embrace their evolution into what we’re calling MSP 2.0—a model focused on delivering strategic value through the SaaS application layer.

Transforming Your Sales and Marketing with HubSpot: A 6-Month Roadmap to Success

ben@benspector.uk (Ben Spector) — Sat, 14 Dec 2024 12:00:00 GMT

HubSpot is a powerful platform that helps businesses align their sales and marketing processes. However, achieving success with HubSpot isn’t just about learning the tools—it’s about embedding those tools into effective processes that drive growth. Whether you’re an MSP or a business in another sector, this 6-month roadmap will help you unlock the full potential of HubSpot.

Adding Marketing Automation to Zomentum: Exploring Your Options

ben@benspector.uk (Ben Spector) — Mon, 09 Dec 2024 12:00:00 GMT

Zomentum is a powerful tool for managing sales, but when it comes to marketing automation—such as email campaigns, segmentation, and performance analysis—it currently lacks native capabilities. However, its deep integration with HubSpot enables you to leverage advanced marketing tools without adding unnecessary complexity. Additionally, for basic tasks, tools like Zapier can connect Zomentum to other marketing platforms, though with some limitations.

Streamlining Your MSP Sales Process: A Guide to Pipeline Stages and Operational Alignment

ben@benspector.uk (Ben Spector) — Thu, 10 Oct 2024 11:00:00 GMT

As MSP owners and sales leaders, one of the key challenges is ensuring your sales process flows smoothly while aligning operational responsibilities. In this article, I’ll break down how visualising deal progression through clear pipeline stages not only helps track sales but also shows whose “court” the ball is in at any given point. This makes it easier for teams to know what actions are required and prioritise efficiently. Whether you’re using tools like HubSpot, Autotask, or Zomentum, this approach can help streamline your sales process.