FocusPlanit
FocusPlanit is a Bloomington, Indiana-based consulting firm founded in 2013 that provides implementation, optimization, and training services for the ConnectWise ecosystem to Managed Service Providers across the United States.
- Company typePrivate
- Founded2013
- HeadquartersVernon, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What FocusPlanit does
FocusPlanit (legal entity FocusPlanIT, LLC) is a privately held professional consulting firm headquartered in Bloomington, Indiana, founded in 2013 by Bill Black after he sold his own Managed Service Provider business in 2012. The company specializes in implementation, configuration, optimization, and training services for the ConnectWise ecosystem—specifically ConnectWise Manage (PSA), ConnectWise Sell (CPQ), and ConnectWise Automate—and integrates that core platform with QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster, Xero, Sage, and ConnectSMART. Its service portfolio is organized around three pillars: Sales Processes (quoting, opportunity management, procurement), Operations (service desk, dispatching, RMM integration, KPI reporting, SLA management), and Finance (invoicing, accounting integrations, payment collection, purchase orders), supplemented by four Whiteboard Workshops (PSA Mastery, Finance, Service, Sales) and the ForwardFocus monthly webinar series.
The firm operates exclusively in the United States and serves Managed Service Providers of varying sizes, with customer evidence skewed toward SMB and mid-market IT services firms. Revenue is generated through professional consulting engagements priced via individual engagement letters on multi-year contracts, with no publicly disclosed pricing. Go-to-market is sales-led and direct, combining website inquiries, referrals, content marketing via the corporate blog, organic social channels (LinkedIn, Facebook, Instagram), and the ForwardFocus webinar series as a mid-funnel touchpoint.
The core team consists of a small bench of named senior consultants carrying an aggregate of roughly 45 years of MSP industry experience and 30 years of ConnectWise platform tenure. The business is founder-controlled with no disclosed institutional investors, no parent company, no subsidiaries, and no funding rounds to date. FocusPlanit has cumulatively served 1,500+ MSP clients and supports 23 programs across its partner ecosystem, and the company shows no signs of acquisition, closure, or IPO at the time of the most recent source material.
FocusPlanit firmographics
Firmographics- Name
- FocusPlanit
- Legal name
- FocusPlanIT, LLC
- Website
- https://focusplanit.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FocusPlanit is a Bloomington, Indiana-based consulting firm founded in 2013 that provides implementation, optimization, and training services for the ConnectWise ecosystem to Managed Service Providers across the United States.
- Ownership category
- akta.pro rank
Where FocusPlanit is headquartered
LocationHeadquarters
- HQ city
- Vernon
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
FocusPlanit business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Professional Consulting Services: FocusPlanit generates revenue through professional consulting services and advice delivered under engagement letters. Services are provided in sales processes, operational systems, and finance tools optimization. The company operates as an independent contractor providing consulting engagements with fees described in each engagement letter.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom consulting engagements |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
FocusPlanit product offering
Product offeringCore offering
FocusPlanit is a professional consulting firm that helps Managed Service Providers (MSPs) implement, configure, and optimize the ConnectWise platform ecosystem (ConnectWise Manage/PSA, ConnectWise Sell/CPQ, and ConnectWise Automate). Services are organized into three consulting practices (Sales Processes, Operations, Finance) augmented by ConnectWise implementation engagements, a series of Whiteboard Workshops, and a monthly ForwardFocus webinar series. Pricing is quote-based and scoped per engagement letter.
Product overview
FocusPlanit is a consulting and professional services firm that provides implementation, optimization, and training services for the ConnectWise ecosystem (ConnectWise PSA, Manage, Sell, and Automate). Rather than a standalone software product, FocusPlanit offers a portfolio of consulting services organized around ConnectWise platform expertise, including Whiteboard Workshops (ConnectWise PSA Mastery, Finance, Service, and Sales), the ForwardFocus Monthly Webinar Series, and specialized consulting in Sales Processes, Operations, and Finance. The company's core value proposition is helping MSPs optimize their ConnectWise implementations to transform business systems from expenses into valuable assets.
Differentiator
Problem solved
Functional benefit
Brands
- ForwardFocus: Monthly webinar series providing MSP-focused insights, strategies, and resources centered around the ConnectWise ecosystem. Meets virtually on the first Wednesday of each month.
Products and services
- Sales Processes Consulting Consulting engagement covering Quoting, Sales Management, Sales Reporting, Product Catalog, Opportunity Management, Leads Management, Procurement, and Sales Orders within the ConnectWise ecosystem, targeted at MSP sales leaders.
- Operations Consulting Consulting engagement covering Automation, Service Desk, Dispatching, Project Management, Time Management, Scheduling, RMM Integration, KPI Reporting, SLA Management, Vendor Management, Relationship Management, and Onboarding within ConnectWise, targeted at MSP operations leaders.
- Finance Consulting Consulting engagement covering Invoicing, QuickBooks/Xero/Sage integrations, Agreements, Reporting, Payment Collection, Purchase Orders, Expense Management, and Product Catalog Management for MSP finance teams.
- ConnectWise Implementation & Optimization Professional consulting engagement for implementing and optimizing ConnectWise PSA, Manage, Sell, and Automate platforms for MSPs, including setup, configuration, best practices, and ongoing support.
- ConnectWise PSA Mastery Workshop Whiteboard workshop designed to help MSPs master ConnectWise PSA implementation, covering comprehensive platform usage and best practices.
- ConnectWise PSA Finance Workshop Whiteboard workshop focused on financial processes and configuration within ConnectWise PSA, helping MSPs optimize their financial workflows and reporting.
- ConnectWise PSA Service Workshop Whiteboard workshop covering service desk, dispatching, and operational processes within ConnectWise PSA for MSP service delivery optimization.
- ConnectWise Sales Workshop Whiteboard workshop focused on sales processes, quoting, and opportunity management within ConnectWise for MSP revenue optimization.
- ForwardFocus Monthly Webinar Series Monthly virtual webinar series providing MSP-focused insights, strategies, and resources centered around the ConnectWise ecosystem, including MSP growth strategies and best practices.
Quantifiable outcome
- Clients report saving over 200+ hours worth of time during ConnectWise implementation
- +2 more outcomes
Companies that use FocusPlanit
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles1 record
FocusPlanit technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
FocusPlanit partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- ConnectWisecoreFocusPlanit is the industry's premier team of highly qualified ConnectWise experts. They specialize in ConnectWise Manage (PSA), ConnectWise Sell (CPQ), and ConnectWise Automate implementation and optimization for MSPs. The company has 30 years of combined experience working with ConnectWise.
- QuickBookscoreQuickBooks integration is a key component of FocusPlanit's finance consulting services, helping MSPs synchronize their ConnectWise implementations with QuickBooks for accounting and financial management.
- Wise-SynccoreWise-Sync is one of the integration partners that FocusPlanit specializes in, providing financial sync capabilities for ConnectWise implementations.
- GoZyntacoreGoZynta is one of the platforms that FocusPlanit's team specializes in, supporting data synchronization and migration for MSPs using ConnectWise.
- CharTeccoreCharTec is one of the key partner programs that FocusPlanit's team specializes in, providing MSP-focused business training and tools.
- ConnectBoostercoreConnectBooster is one of the platforms that FocusPlanit specializes in, providing payment processing and financial automation for MSPs using ConnectWise.
- ConnectSMARTminorDan Martin, FocusPlanit's Strategic MSP Operations Advisor, is also President of ConnectSMART, a business intelligence software company that helps service providers boost productivity with dashboards and reports. This represents a strategic connection within the MSP ecosystem.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
FocusPlanit competitors and assessment
Company assessmentDirect peers
- BrightGauge: BrightGauge builds reporting and business intelligence dashboards purpose-built for MSPs using ConnectWise and other PSAs. It overlaps with FocusPlanit's KPI/reporting consulting practice and competes for the same MSP decision-maker's technology and advisory budget.
- Robin Robins / Technology Marketing Toolkit: Robin Robins sells MSP-focused marketing, lead generation, and sales training programs. It competes with FocusPlanit's sales process consulting for the same MSP owner buying decision and uses a similar educational-content-and-events motion.
- CharTec: CharTec provides MSP business training, coaching, and enablement programs, including the CharTec Academy. FocusPlanit lists CharTec as both a partner and a core area of expertise, and the two firms directly compete for the same MSP customer's training and consulting wallet.
- HTG Peer Groups: HTG Peer Groups runs peer communities, coaching, and strategic consulting programs for MSP owners. It overlaps with FocusPlanit's strategic advisory and operational consulting offerings and competes for the same MSP leadership audience.
- Ulistic: Ulistic is an MSP-specialized marketing agency offering strategy, lead generation, and sales consulting. It competes with FocusPlanit's sales process consulting line and targets an identical customer segment of growth-oriented MSPs.
- Service Leadership: Service Leadership provides financial benchmarking, operational best practices, and peer-group consulting for MSPs. It overlaps directly with FocusPlanit's finance and operations consulting pillars and serves the same ConnectWise-using MSP buyer.
- ConnectSMART: ConnectSMART is a business intelligence software company for service providers, run by FocusPlanit advisor Dan Martin. It directly competes with the KPI reporting and dashboarding component of FocusPlanit's operations consulting offering.
Broad incumbents
- Pax8: Pax8 is a global cloud distribution and enablement platform for MSPs that bundles procurement, security, and partner support. As a larger ecosystem player with adjacent advisory and onboarding services, it competes for part of FocusPlanit's MSP enablement wallet.
- IT Glue (Kaseya): IT Glue, now part of Kaseya, is the leading MSP documentation platform and increasingly bundles adjacent workflow tooling. As a broader incumbent in the ConnectWise-adjacent ecosystem, it competes with elements of FocusPlanit's operational consulting and ecosystem integration scope.
- Sherweb: Sherweb is a cloud services distributor and managed services provider serving MSPs across North America and beyond. It provides adjacent onboarding, billing, and operational services that compete for the same MSP customer relationships that FocusPlanit services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks1 record
Key highlights6 records
Customer concentration
FocusPlanit social profiles
Digital presenceFocusPlanit financial estimates
Financial estimateRevenue estimate
Valuation estimate
FocusPlanit leadership team
Management profileNumber of profiles
Profiles6 records
FocusPlanit funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FocusPlanit M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FocusPlanit
What does FocusPlanit do?
FocusPlanit is a professional consulting firm that helps Managed Service Providers (MSPs) implement, configure, and optimize the ConnectWise platform ecosystem (ConnectWise Manage/PSA, ConnectWise Sell/CPQ, and ConnectWise Automate). Services are organized into three consulting practices (Sales Processes, Operations, Finance) augmented by ConnectWise implementation engagements, a series of Whiteboard Workshops, and a monthly ForwardFocus webinar series. Pricing is quote-based and scoped per engagement letter.
Is FocusPlanit a public or private company?
FocusPlanit is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FocusPlanit founded?
FocusPlanit was founded in 2013. It employs 11 to 50 people.
Where is FocusPlanit based?
FocusPlanit is headquartered in Vernon, United States, in the North America region.
How does FocusPlanit make money?
One revenue line is on record: professional Consulting Services.
Who are FocusPlanit's main competitors?
Direct peers on record are BrightGauge, Robin Robins / Technology Marketing Toolkit, CharTec, HTG Peer Groups, Ulistic, Service Leadership and ConnectSMART. Broad incumbents are Pax8, IT Glue (Kaseya) and Sherweb.
Does FocusPlanit have an API?
No public API is recorded for FocusPlanit.