Walk into every QBR with something new to sell.
Answer five questions about one client. Get six to eight automation opportunities you could build for them — each with hours saved, a price range, what it costs you to build, and the off-the-shelf tool the client could buy instead. Ready for the next QBR.
First report needs no signup. Nothing you type about a client is stored on our side — and the client list you save never leaves your browser.
| MSPs who rank AI & automation as their clients’ top need for 2026, ahead of security and backup | 48% |
|---|---|
| MSPs generating meaningful revenue from it | 13% |
A sample report
AI Automation Opportunity Report: Meridian Dental Group
Healthcare / medical practice · 16–30 employees · prepared for the Q3 business review
Patient Intake Form Checker
Scans submitted intake forms against required fields and flags what’s missing before it reaches the front desk.
- Approach
- form upload → Claude API extraction & checklist comparison → flagged gaps report
- Hours saved
- 8–14 a month, estimated
- Your build
- 16–28 hrs — depends on how many form types are in scope
- Value
- At the $42/hr you entered, the low end (8 hrs) frees about $336/mo. Even if only half lands, that is $168/mo.
- Off the shelf
- generic document-AI tools exist, but none know this practice’s checklist — you’re charging for encoding their actual intake requirements
“Catch the missing insurance field before the appointment — not while the patient is standing at reception.”
Patient Enquiry Triage & Draft Replies
Sorts incoming patient emails and web enquiries — rescheduling, billing questions, new-patient requests — and drafts replies for the routine ones.
- Approach
- shared inbox webhook → Claude API classification + draft reply → front desk reviews and sends
- Hours saved
- 15–25 a month, estimated
“The ‘can I move my appointment’ emails are answered before your front desk opens them.”
Automated Weekly Ops Summary
Pulls numbers from the tools the practice already runs and writes a plain-English Monday summary for the practice manager.
- Approach
- API pulls from existing tools → Claude API writes the narrative → emailed every Monday
- Hours saved
- 6–10 a month, estimated
“Your practice manager burns half a day every Monday building this by hand.”
From “no idea what to pitch” to a QBR-ready deck
This isn’t another dashboard reporting on tickets you already closed. It’s a sales tool for the automation work you haven’t sold yet.
- Describe the client.Industry, team size, the tools they run, and the two or three things that annoy them most.
- Get 6–8 concrete opportunities.What gets automated, how to build it, hours saved, and what to charge. Each one also says what it costs you to build and what the client could buy off the shelf instead.
- Bring it to the QBR.Every opportunity ships with a one-line pitch you can say out loud in the room, and the whole report exports to PDF.
Where the numbers come from
Every figure is an estimate, and the report says so on the page. These are the rules that make them sayable in the room.
- The price
- Tied to your client’s own costs. Enter their staff cost per hour and no price may go above what half the low-end hours would save at that rate — the sum is printed under each opportunity. Leave it blank and the report shows no value sum rather than inventing a rate.
- Your build
- Every opportunity lists the hours it will take you to build, so a retainer that looks profitable but takes forty hours to deliver shows up before you quote it.
- The alternative
- Each one names the off-the-shelf tool the client could buy instead, and what you add on top — so you say it before they look it up.
- The caveat
- “Estimates for scoping, not a quote” is written inside the report, so it is still there on the PDF.
Generate a report for one of your clients
Your first report needs no signup. The free plan is 3 reports a month, with a small ServicePitch line on the report.
Your clients
Saved on this device onlyThree plans, month to month
Start on Free without a card. The report, the PDF export and the client list are the same on every plan. Pro removes the monthly limit; Agency also removes the ServicePitch line.
Free
- 3 reports per month
- All 6-8 opportunities per report
- PDF export and a client list, saved in your browser
- Small ServicePitch line on reports
- No card required
Pro
- Unlimited reports — your whole client book, every quarter
- Pitch history per client: next quarter’s report skips what they already heard
- PDF export for QBR decks
- Small ServicePitch line stays on reports
Agency
- Everything in Pro
- No ServicePitch line on your reports or PDFs
- Priority support
A single opportunity from the sample report is priced at $120–$300 a month, every month, from one client. Pro is $60. One yes covers it.
Subscriptions renew automatically — monthly plans every month, yearly plans every 12 months — at the price shown above, until you cancel. Cancel any time in two clicks from Billing at the top of this page; access continues to the end of the period you have already paid for. Paddle emails you a receipt on every renewal.
Not sure which plan?
Answer three questions and we’ll point you to the right tier. The cards above update to match.
Questions MSPs actually ask
Do I need to sign a contract?
No. Every paid plan is month-to-month. Cancel yourself in two clicks from Billing at the top of this page — no email, no chat, no retention offer. It takes effect at the end of the period you have already paid for. If anything goes wrong, hello@servicepitch.co and we’ll do it the same working day. Paying yearly just locks in the 20% discount.
Will this replace my PSA or ticketing tool?
No, and it’s not trying to. ServicePitch is a bolt-on sales tool for pitching a new AI service line. It doesn’t touch tickets, billing, or your existing stack.
How accurate are the price and hours-saved estimates?
They’re AI-generated starting points based on what you tell it about the client, meant to give you a number to open the conversation with. Three things make them defensible. When you enter the client’s staff cost per hour, no price is allowed above what half the low-end hours would save at that rate, and the report shows that sum. Every opportunity lists the hours it will take you to build. And each one names the off-the-shelf tool the client could buy instead, so you say it before they look it up. Adjust them to match your own labor costs before you quote a client.
Where does my client data go? My contracts are strict about this.
Your client list never leaves your browser. Saved clients, pitch history, and what you marked as sold or declined live in your own browser’s local storage. They are never uploaded, so we cannot see them, share them, or lose them in a breach — there is nothing on our side to breach.
What does reach our server is the single profile you submit for one report: industry, team size, tools, pain points, your hourly rate if you enter one, and the client name if you enter one. It goes to Anthropic’s Claude API to write the report, is not saved to any database, and is never written to our logs — not even when generation fails. The name field is optional; leave it blank and the report says “this client” throughout.
The trade-off is honest: because the roster is local, clearing your browser data deletes it and it does not sync between your devices. Full detail in the privacy policy.
Can I remove the ServicePitch branding from reports?
On the Agency plan, yes. Free and Pro reports carry a small “Prepared with ServicePitch” line at the bottom; Agency reports carry none. On every plan, your company name goes on the report as “Prepared by” once you add it after signing in. Uploading your own logo is not available yet.
What happens if I go over my Free plan’s 3 reports a month?
Nothing breaks. You’ll see a prompt to upgrade to Pro for unlimited reports; your existing report stays available either way.
What payment methods do you accept?
Card, PayPal, Apple Pay, and Google Pay, through Paddle’s secure checkout. Paddle is our payment provider and handles sales tax and VAT for your country, so your invoice is already compliant. We never see or store your card details.