Choose the Right Engagement for Your Team
Every package is delivered by our own consultants, the same people who’ve owned MSPs and run service teams. Whether you want a one-time assessment or an ongoing partnership, you’re working with peers who use ConnectWise to run their own business every day.
Feature
Quarterly Proactive Audit
Access to your audit reports in the Pivotal Insights portal
10% discount on consulting (prepaid consulting)
Unlimited reactive support (existing environment)
ConnectWise troubleshooting & how-to (existing environment)
Same-day response (tickets submitted by 12pm PST)
Business Reviews Delivered Monthly
Included consulting hours per month
Minimum commitment
Best for
Prepaid Consulting & Discounts
Block hours are prepaid consulting hours purchased at a discounted rate
Once a block tier is selected, that rate is locked in for future purchases
Active service subscriptions may include a 10% discount on block hours
Pivotal Insights+
Quarterly Proactive Audit
Access to your audit reports in the Pivotal Insights portal
10% discount on consulting (prepaid consulting)
1 Year Minimum commitment
Best for: Ongoing system health & visibility
Pivotal Support+
Quarterly Proactive Audit
Access to your audit reports in the Pivotal Insights portal
10% discount on consulting (prepaid consulting)
Unlimited reactive support (existing environment)
ConnectWise troubleshooting & how-to (existing environment)
Same-day response (tickets submitted by 12pm PST)
1 Year Minimum Commitment
Best for: Day-to-day support needs
Pivotal Advisory+
Quarterly Proactive Audit
Access to your audit reports in the Pivotal Insights portal
10% discount on consulting (prepaid consulting)
Unlimited reactive support (existing environment)
ConnectWise troubleshooting & how-to (existing environment)
Same-day response (tickets submitted by 12pm PST)
Business Reviews Delivered Monthly
3 hrs consulting hours per month
Minimum Monthly commitment
Best for: Strategic improvement & execution
Prepaid Consulting & Discounts
Block hours are prepaid consulting hours purchased at a discounted rate.
Once a block tier is selected, you will remain on that tier for future purchases. The rate associated with the tier may change as pricing is updated.
Active service subscriptions may include a 10% discount on prepaid consulting.
Support vs. Consulting — What’s the Difference?
Support helps you use what already exists.
Consulting helps you build or improve what comes next.
Support
Support focuses on troubleshooting and guidance within your existing ConnectWise environment.
Support includes:
- Troubleshooting issues and errors
- How-to guidance and best-practice advice
- Help configuring existing features
Support does not include:
- Building new workflows, boards, automations, or customizations
- Project-based or implementation work
Consulting
Consulting is hands-on work focused on improving or changing your systems and processes.
Consulting may include:
- Creating or modifying workflows, boards, and automations
- Implementing new processes or system changes
- Reporting improvements and optimization initiatives
- Strategic projects discussed during business reviews
Consulting time can be used from:
- Included monthly hours (Pivotal Advisory+), or
- Prepaid consulting hours
Frequently Asked Questions
The questions MSPs ask us most before picking a plan. Got one that isn’t here? Send it over and we’ll answer it for you.
What’s the difference between support and consulting?
Support keeps your existing ConnectWise setup running and answers your how-to questions. Consulting is the hands-on work that builds and improves what comes next, like new workflows, automations, and reporting. Your monthly plan covers support, while consulting time comes from your included or prepaid hours.
Why is a monthly plan cheaper for consulting work?
Every active monthly plan gives you 10% off prepaid block hours. The consulting work you were going to buy anyway costs less the moment you’re subscribed, so the plan starts paying for itself the first time you put hours to use.
Will my block-hour rate go up later?
Your selected block tier remains in place for future purchases, so you will continue to receive the discount associated with that tier. However, the hourly rate may change if our pricing is updated. Larger block tiers will continue to offer a lower per-hour rate.
Can I try the free assessment first?
Yes, and most partners do. The free ConnectWise assessment gives you a prioritized action plan with no obligation and no sales runaround. Once you can see what’s actually causing your issues, picking the right plan is a much easier call.
Ready to Get Started?
If you’re ready for consistent progress (not just reactive fixes), Pivotal Advisory+ is the plan built for that.