AI Collections Calls & The Death of Cut-and-Paste QBRs | EP186

Chasing late client payments is awkward, and spending three to five hours copy-pasting vendor screenshots into a slide deck only to have the client cancel an hour before the meeting is pure torture. Running an MSP means constantly getting stuck between uncomfortable debt collection and broken account management processes that bleed profit. In this episode live from the Pax8 Beyond floor, Justin and Eric ditch the polite industry fluff to address two massive operational headaches: getting paid on time and proving strategic value to clients without burning entire workdays. First up, Victor Lopez (CEO of FlexPoint) breaks down how AI agents are taking over the most dreaded task in an MSP’s back office: picking up the phone to track down overdue invoices. From southern-voiced AI phone calls to handling "the check is in the mail" objections, discover how automating AR outreach can bump collections by up to 5X simply by replacing awkward silence with consistent follow-up. Then, Ryan Sigouin (CRO of ScalePad) joins Eric to dismantle the classic "cut-and-paste QBR". Ryan explains why MSPs spend all their budget acquiring new clients while letting existing accounts bleed out the back door, and how turning warranty data and assessments into dynamic budgets and strategic roadmaps transforms your team into real trusted advisors that buyers and private equity firms actually value. A huge thank you to our sponsors who make this show possible: Blumira Choice Cyber Solutions Compliance Scorecard EasyDMARC Gozynta Material Security OITVoIP SCOUTz Learn more about all our sponsors: https://allthingsmsp.com/sponsors Connect with your hosts: Justin Esgar:   / justinesgar   Eric Anthony:   / esanthony   Join the All Things/MSP Community: Website: https://allthingsmsp.com YouTube:    / @allthingsmsp   LinkedIn:   / allthingsmsp   Facebook Group:   / allthingsmsp   Thanks for Watching! All Things MSP is a community for managed IT service providers, IT service providers and independent computer repair people who want to grow their businesses and share best practices. From their managed services pricing, business plan or even support automation, we discuss it all. IT service business owners of all types can participate and share business ideas. We also invite IT service vendors who support the channel to participate as well so long as they follow the group rules. Here is a short list of some of the topics we discuss: IT Services Marketing IT Services Sales IT Services Pricing IT Services Contracts & Managed Services Agreements Managed Services Automation & Processes Managed Services Tools Managed IT Services For more MSP related content please go to our Facebook Page:   / allthingsmsp   And join our private Facebook Group:   / allthingsmsp   Karl Palachuk’s Book Managed Services in a Month:    • Episode 21 - How To Lose Customers   The opinions and statements by myself or All Things MSP are my own and do not reflect the opinions or positions of Egnyte #MSP #ManagedServices #ITServices #ITServiceProvider #computerrepair #nosmallcreator