Scaling an MSP With Automation with Matt Forman (EP 1070)

Scaling an MSP With Automation with Matt Forman (EP 1070)

Author: Marvin Bee August 13, 2026 Duration: 47:11

Matt Forman from The Local Circuit and I sit down for a good old-fashioned MSP catch-up, covering his steady growth, a changing vendor stack, and why automation is helping his team do more without hiring faster than they need to. We also get into practical AI guardrails, ticket triage, and the tools that save real time in the field.

We talk through some decisions MSP owners deal with every day: changing cloud-distribution partners because of payment-processing costs, moving from Synchro to Halo and NinjaOne, and putting Huntress to work for endpoint and Microsoft 365 identity protection. Matt also explains how his internal AI tools are helping triage tickets, improve ticket subjects, produce technical suggestions, automate onboarding and offboarding, and reduce the little repetitive tasks that steal time from the day.

=== Chapters

  • 01:01 Show Intro and Guest Reunion
  • 03:57 Switching MSP Platforms
  • 07:05 Recognition and Business Growth
  • 09:34 Team Expansion and Leadership
  • 12:06 Exploring AI Operations
  • 16:34 AI Ticket Triage
  • 19:03 NetAlly Tools That Save Trips
  • 27:05 Pitch It and TechCon Updates
  • 31:05 RMM Stack and Security Choices
  • 35:02 Huntress Protection Deep Dive
  • 38:56 AI Adoption and Automation
  • 42:10 Practical AI for Podcasting

=== Events

=== SPONSORS: 

  • Technology Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
  • Technology Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
  • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
  • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

=== SHOW MUSIC: 

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=== Commercial Music 

  • Item Title: Powerful Stomping Sport Rock
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=== Connect with Uncle Marv

🌐 Website: https://www.itbusinesspodcast.com/
🎙 Host: Marvin Bee
🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ
☕ Support the show: https://ko-fi.com/itbusinesspodcast

If you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.


Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) by Marvin Bee is where managed service providers and IT professionals come for straight, practical guidance. This podcast dives into the real-world challenges of running and growing an IT services business - from pricing and packaging to sales, operations, and client management. Each episode features conversations with seasoned IT pros who share hard-earned lessons, proven strategies, and honest stories from the field. Whether youre just starting your MSP or looking to streamline and scale, youll find actionable tips you can apply right away. Listen episodes to stay ahead of industry trends, avoid common pitfalls, and sharpen both your technical and business skills. This podcast is your ongoing companion for building a stronger, smarter, and more profitable IT business in a fast-changing tech landscape.
Author: Language: en-us Episodes: 50

Uncle Marv's IT Business Podcast (Products, stories, and tips for the MSP and IT Professional)
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