Unlock the automation strategies and secrets proven to help MSPs like yours scale to 8 figures+
What does this course teach me?
It trains you on how to manage patching, backups, tool deployments, and monitoring so things don’t silently break without anyone noticing. You’ll learn frameworks for deciding what to automate and when to stop, how to verify your automation is actually working, and how to communicate with leadership when tough decisions need to be made. You get scripts, KPIs, runbooks, and a structured way to think through problems instead of just reacting to tickets.
It’s a “use it as you have time” written version of mentorship from a Fractional CTO at a TINY FRACTION of the cost, carefully guiding one of the most sensitive areas of your business-- the people handling automation. They have the power to make, or break you. Who is their guide right now?
Automation Masterclass
Full company access
Instantly access...
- Automation methodologies and frameworks
- Patching Automation course
- Backup Mastery course
- Tools & Technology course
- Monitoring & Alerting course
- Third Party Patching course
- Centralized Services Runbooks
What MSP owners are saying...
Fulcrum Insights has fundamentally shaped our automation and general NOC strategies. If you're looking to take your MSP to the next level I can't recommend this course enough!
Matthew Held
Manawa | CEO
Toronto, ON
Fulcrum Insights' no nonsense, results focused approach to automation has saved us countless hours and dollars. It took the chaos of automation and NOC and brought structure and accountability that I can see at a glance. Would recommend this to anyone trying to level up their MSP!
Jerry Sheehan
Synchronet | CEO
Buffalo, NY
We've always utilized a ton of automation, but didn't have a clear path forward to measure it or verify it. Fulcrum Insights has transformed our automation into a scalable, manageable, measurable machine all while I get to focus on running the business.
David Bennett
Connections | President
Hollywood, FL
One annual price, unlock full access for your entire team!
Increase Profits
Automate tool deployments, verification, patching, backups, and reporting in a structured, proven framework constructed over 10 years+ of trial, error, mistakes, and lessons learned.
Reduce Risk
Reduce down time and risk with testing processes, code review, and years of experience boiled down into simple frameworks to avoid costly, client losing mistakes.
Measure with Automation KPIs
Don't just automate, measure your results! Bring order to chaos and get a birds eye view on the health of your automation and tools with the guides and frameworks outlined in this course.
All modules included with your purchase
6 comprehensive modules covering every aspect of MSP automation
MSP Automation Basics & Core Methodology
Module Syllabus
- What is Centralized Services?
- How to approach automation
- How far can I, or should I, take automation?
- Can I even automate this?
- Automation rule book
- Centralized script management
- Testing: alpha, beta, production phases
- Introduction to KPIs
- Scheduling considerations
Patching Automation
Module Syllabus
- Introduction to patching
- Approval process
- Deployment, scheduling, and reboots
- Reboot control
- Troubleshooting & proactive fixes
- Verification & KPIs
- Patching take aways
Backup Mastery
Module Syllabus
- Introduction to Backups
- Getting familiar with RPO & RTO
- Backup default standards
- Backup troubleshooting
- Backup KPIs
- Backup take aways
Tools & Technology
Module Syllabus
- Tool & technology management framework
- Tool deployment
- Tool deployment KPIs
- Tools & Technology take aways
Monitoring & Alerting
Module Syllabus
- Introduction to monitoring
- Desired state
- Problem space & solution space
- Alerting & ticketing
- Monitoring & alerting take aways
Third Party Patching
Module Syllabus
- Introduction to third party patching
- Third party patching scope
- Third party patching tools
- Third party patching KPIs
- Third party patching take aways
Your Instructor
Matthew Weir
With over two decades in the tech industry, Matthew served as CTO of a Dallas-based MSP, growing it from a small shop into a profitable eight-figure business with 70+ employees. Along the way he built the automation frameworks, KPIs, and runbooks that became the foundation of this course.
Now, as the Founder of Fulcrum Insights, Matthew works as a Fractional CTO for MSPs worldwide-- helping them replicate the same operational playbooks that drove his own company's growth. This masterclass distills 10+ years of trial, error, and hard-won lessons into a step-by-step system any MSP can follow.
Frequently Asked Questions
Everything you need to know before getting started.
Ready to stop guessing and start automating with confidence?
Join the MSPs already using these frameworks to cut labor waste, reduce risk, and scale operations. One price, full team access.