Why We Built Scopable: The Customer Experience & vCIO Platform That Actually Works

MSPs don't actually screw up execution that often.

They screw it up before execution ever starts.

The damage happens when we sell the work.

We quote projects based on vibes, past deals, half-remembered templates, and optimism. Then delivery inherits a mess that was baked in from day one. Techs get blamed, margins disappear, and everyone pretends that's just "how MSP work goes."

It's not.

The real problem is that MSPs don't have a system for thinking through work before they sell it.

We have tools that:

• spit out line items
• make proposals look pretty
• push numbers into a PSA

None of them actually force you to ask: "Do we truly understand what this job requires?"

So Scopable is me trying to fix that.

What Scopable Actually Does

At its core, Scopable is a place where an MSP is forced to slow down for five minutes and actually think through:

• what the client has
• what they want to change
• what that realistically turns into in terms of labor, risk, and effort

Not in a theoretical way. In a "someone has to actually do this work" way.

Instead of starting with products or SKUs, it starts with intent. What are we trying to accomplish?

Then it makes you confront reality:

• How many endpoints?
• What identity system?
• What security state?
• What weird edge cases are hiding here?

And from that, it builds out the actual work: Tasks, phases, dependencies, skill levels — the stuff delivery actually deals with, but sales usually ignores.

The AI Part

The AI part isn't there to be clever. It's there to call bullshit.

• It asks the questions humans forget to ask.
• It flags things you're assuming but didn't say out loud.
• It expands scope when risk exists instead of pretending it doesn't.

You can still override it — but you have to own the decision.

What comes out the other end isn't just a quote. It's something you could hand to an engineer and say: "This is what we sold. This is what we're doing. Nothing here is magic."

The Long Term Plan

Long term, the plan is bigger than quoting. Full CX Platform, Roadmapping, Quoting, Communications, Data Collection, Prospecting, and so on...

Once every MSP is scoping work in a structured way, you can start doing things like:

• see where projects consistently blow up
• see where margin leaks actually start
• learn which types of work you're bad at selling
• stop repeating the same mistakes every six months

Eventually, Scopable becomes the place where MSP knowledge lives — not in people's heads, not in old Word docs, not in "ask Steve, he's been here forever."

If it wasn't thought through in Scopable, it probably shouldn't be sold.

That's the whole thing.

Not trying to replace PSAs. Not trying to be everything. Just trying to stop MSPs from lying to themselves at the most expensive moment — when they say "yes" to work.

That's the master plan.

Related Reading

• Quote It Right: 5 Steps to Protect Your MSP Margins
• 5 Ways AI is Transforming MSPs (And Where the Real Value Is)
• Browse all blog posts
• Get started with Scopable for free