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30-Day Fast StartMSP Programme · Action guide

A practical 30-day path
from first credential to first proposal.

This is a day-by-day working schedule: credentials, client conversations, proposal preparation, and first-delivery readiness, sequenced so an MSP can move from curiosity to an organised practice.

Day 1–2
First credential
Day 8–10
Client emails sent
Day 15–20
Proposal prepared
Day 21–30
Delivery ready
Day 1–2
Phase: Certify

Get your foundation credential

Share your verified credential on LinkedIn — signal to clients that you've done the workoptional
10 min
Outcome
You now have a foundation-level AI credential. You understand what AI agents are, how the PSF works, and what safe deployment looks like.
💡 Tip
Don't skip the study guide to go straight to the exam. The concepts come up in client conversations constantly — knowing them well is the product.
Day 3–5
Phase: Certify

Get your deployment credential

Outcome
You now hold the core deployment credential for practitioners leading M365 Copilot and AI agent work, with a public record clients can verify.
💡 Tip
If you have someone in the team better suited to governance/audit, have them do CAIA at the same time in parallel. By day 5 you have two credentials covering deployment and audit.
Day 6–7
Phase: Prepare

Brief your team and build the internal pitch

Run a 60-minute team briefing: what the PAI programme is, what credentials you now have, what services you'll offer
1 hr
Identify 5–10 existing clients who are most likely to be receptive to AI conversations (size, sector, tech-forward culture)
30 min
Outcome
Your team is aligned, your pricing is set, and you have a short list of target clients. You're ready to have conversations.
💡 Tip
The 5–10 clients you identify should be your best relationships — not your biggest clients, but the ones who trust you most. AI conversations work on trust first.
Day 8–10
Phase: Sell

Send the client awareness email

Send to your 5–10 priority clients — personalise the subject line and opening line for each one
1 hr
Set a reminder to follow up with non-respondents in 5 days
5 min
Outcome
Your first outreach batch is sent and ready for follow-up.
💡 Tip
Don't send to your whole client list at once. The first 10 are a controlled test — refine the message based on the conversations before going broader.
Day 11–14
Phase: Sell

Run discovery calls

For each call: understand their current AI footprint, identify pressure points, assess readiness, leave with a clear next step
30 min/call
After each call: send a 3-line follow-up email with what you discussed and your recommendation
10 min/call
Qualify: which clients are ready to fund an assessment now vs which need a clearer business case first?
30 min
Outcome
You've had real conversations and can separate clients ready to fund an assessment from those who need a clearer business case first.
💡 Tip
The discovery call isn't a sales call. Ask questions, listen, reflect back. The most important question: 'What's the biggest thing slowing your business down right now?' AI solves operational problems — find those first.
Day 15–20
Phase: Bill

Prepare and send the first proposal

Use the PAI proposal template for an AI Readiness Assessment — customise scope based on discovery call
1–2 hrs
Send proposal. Suggested price: $4,500–$7,500 depending on client size and complexity
15 min
Follow up with a call within 48 hours to walk through the proposal — don't wait for a written response
30 min
On acceptance: issue invoice, book assessment date, send client pre-work questionnaire (from the PAI assessment toolkit)
30 min
Outcome
A concrete proposal is in front of the right client, with a defined scope and next step.
💡 Tip
The proposal should be one page of scope + one page of deliverables + one page of about-you. If it's longer than three pages, cut it. Clarity closes faster than comprehensiveness.
Day 21–30
Phase: Deliver

Deliver the assessment and propose phase 2

Outcome
The first assessment is delivered, the next step is documented, and you have useful evidence for a CAI application if the programme requirements are met.
💡 Tip
Never leave an assessment readout without a next step. The client should understand what has been learned, what matters most, and what action is recommended next.

When clients push back

Every objection has a good answer. These aren't scripts — they're the honest responses that actually work, based on how real client conversations go.

"We tried Copilot and it didn't work."
Most Copilot deployments that 'don't work' weren't deployed — they were switched on. There's a significant difference between enabling a licence and running a proper deployment: tenant readiness, data governance, user training, scoped knowledge sources. What you experienced is exactly why we got certified — we now know what a proper deployment looks like. That's what we'd do for you.
"We're not ready for AI yet."
You might be more ready than you think — or there might be a specific gap we can address. That's exactly what the Readiness Assessment tells you. It's not a commitment to deploy anything. It's a clear picture of what is already in place, what is missing, and what would need to change before deployment.
"We don't want Microsoft listening to everything."
That's a legitimate concern and it's worth being precise about. Microsoft's commercial data protection commitments mean your data is not used to train the models. Copilot data isn't shared with Microsoft to improve Copilot for other customers. The data governance controls are real — and configuring them correctly is part of our deployment methodology. We can walk you through exactly what the settings are.
"Our staff will be resistant."
Resistance is usually about fear of replacement, not the technology itself. The framing that works: 'This is not replacing anyone. This is removing the parts of your job you hate — writing the same email for the tenth time, finding the document that's buried in a SharePoint folder, summarising the meeting you half-attended.' We have a staff literacy workshop that addresses this directly. It changes the conversation.
"The ROI isn't clear."
Let's make it clear. The Readiness Assessment includes a time-saving calculation: map the highest-volume repetitive tasks, state the assumptions, and show the client exactly how the estimate is built. Then they can decide whether the investment makes sense.
"We want to wait until the technology matures."
I understand that instinct. The better question is not whether to move quickly or wait indefinitely; it is whether there is a scoped use case worth testing under proper controls. A readiness assessment helps answer that without forcing a deployment decision.
Start with AIDA
The 4-hour foundation exam. Do it today.
Go →
Starter comms kit
Launch messaging and discovery framing.
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M365 Playbook
The deployment methodology you'll use to deliver.
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Full MSP Programme
Service catalogue, revenue model, partner kit.
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