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Partners Summer Toolkit

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What's Included:

This MSP AI toolkit helps partners discover how clients are using AI, identify risky data sharing, set practical guardrails, and find new AI service opportunities.

  • 10 Takeaways for Scaling AI Safely with practical guidance on choosing the right workflows, limiting access, managing Shadow AI, protecting sensitive data, and keeping humans in control.
  • AI Usage & Safety Survey to uncover how employees are using AI, where data may be at risk, and what support they need
  • Client AI Guardrails Kit with ready-to-brand policy, training, and Shadow AI resources
  • MSP Growth Session with real examples of how MSPs are using AI across reporting, ticketing, documentation, and client operations

How to Use it:

Step 1: Find Out What’s Already Happening
Send the AI Usage & Safety Survey to employees/customers and review the results by tool, data type, and team.

Step 2: Help Clients Set Guardrails
Use the Client AI Guardrails Kit to start conversations about approved tools, sensitive data, AI agents, and Shadow AI.

Step 3: Learn From Other MSPs
Watch the MSP Growth Session for practical ways to improve operations and build stronger AI services.

Quick Tips + Tricks

Scale AI Without Leaking Data

10 practical takeaways for MSPs and IT leaders

AI can reduce repetitive work, improve reporting, and help teams move faster. It can also create new risks when workflows, access, and approval are unclear.

This quick guide covers:

  • How to choose the right workflow to automate
  • Why AI agents need limited access
  • How to spot Shadow AI
  • Where human approval still matters
  • What to check before sharing company data


 

 

 

 

 

 

 

 

 

 

 

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Client AI Guardrails Kit

Help Clients Use AI Without Putting Their Data at Risk

Employees are already using AI. Many companies still do not know which tools are being used, what data is being shared, or where the biggest risks are.

Give clients a clear starting point with ready-to-brand resources your MSP can use to set rules, train employees, and uncover Shadow AI.

What’s Inside

  • AI Employee Risk Assessment
    See which tools employees use, where company data may be at risk, and what guidance or training they need.
  • 2-Page AI Policy Template
    Set clear rules for approved tools, sensitive data, and responsible AI use.
  • 15-Minute Training Deck
    Help employees understand what they can share, what they should avoid, and when to ask for approval.

Give clients practical guardrails while positioning your MSP as the team that can help them adopt AI more safely..

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MSP Growth Session

Can AI Optimize Your MSP Business?

Is AI actually saving time for MSPs, or is it just hype?

In this panel discussion, industry experts cut through the buzzwords to deliver the truth about AI in the channel. Discover exactly what tasks your MSP should be automating today, and what workflows you should never trust to an AI.

We dive deep into real operational wins, covering ticket triage, documentation, reporting, client communication, and how tools like Claude are helping partners scale efficiently

Learn from:


Wizer SOC 2 Type II Certification Wizer DIR Certificate Wizer ESOF Shield Certificate