Right now, the topic of AI is everywhere — it’s fast-moving, overwhelming, and frankly, a bit chaotic. If you’re like most MSPs, you’ve probably already dabbled with Microsoft Copilot or had a few clients ask about it. Some clients see it as an added cost. Others? They have no clue where to even begin.

That’s why today, I want to share what I believe is the biggest opportunity your MSP has this year when it comes to AI — and no, it’s not what you might expect.

This isn’t about pushing the latest AI tool or learning complex automation. It’s about leading the way for your clients with a simple but powerful tool: a Microsoft Copilot Readiness Questionnaire. Let’s dive into what it is, how to use it, and why it’s your chance to step into the AI spotlight with your clients.

Why This Opportunity Is So Important

Let’s face it — most business owners don’t know where to get started with AI. As their trusted technology partner, this is your moment to step in, provide clarity, and lead the way.

Inside our IT Rockstars membership, we’ve created a Microsoft Copilot Readiness Questionnaire, and I want to walk you through the key elements. You can use this in your marketing, in your sales calls, and with your existing clients to open the door to valuable project work.

Start With the Basics: Do They Even Have Copilot?

Ask your clients:

  • Have you got Microsoft Copilot?
  • Is it turned on? Are people actually using it?
  • Do users know what features are available?

These questions help you understand their maturity level and how far along they are on the AI journey.

Dig Deeper: Data Hygiene & Sensitivity

Once you’ve covered the basics, it’s time to look under the hood.

  • Where is the company’s data stored? Is it in OneDrive? SharePoint?
  • Is it organized?
  • When files are saved, are staff prompted to mark them as confidential, public, or internal?

This helps you assess if sensitivity labels are in place — something that’s crucial when using Copilot effectively. Remember, Copilot pulls information from within the tenant. If the wrong data is exposed or not labeled correctly, it could lead to serious compliance issues.

Are Users Fact-Checking AI?

It’s also worth asking:

  • Are users aware that Copilot responses can be inaccurate?
  • Is there a policy in place that outlines acceptable AI use?
  • Have staff had any form of AI awareness training?

We always talk about cybersecurity awareness training, but AI awareness training is the next frontier. It’s simple, but massively impactful — and you can be the one to deliver it.

Score Their Readiness and Map Out Projects

This is where it gets really actionable. Once you’ve run through the readiness questionnaire, you can score the business and suggest projects based on where they land.

  • No Copilot at all? That’s an easy project — introduce it.
  • Using Copilot lightly? Help them unlock more value, maybe explore SharePoint agents or other Copilot integrations.
  • Already advanced users? Great — dig into the broader AI ecosystem and help them scale up securely and strategically.

As the MSP, you’re uniquely positioned to spot trends, see what’s working across industries, and share use cases across your client base. That kind of insight is invaluable — and makes you the go-to expert.

Final Thoughts

AI doesn’t have to be intimidating. This is your chance to demystify it for your clients, offer a clear path forward, and pick up new project work in the process.

So if you’re not already using a Copilot readiness questionnaire — now’s the time to start. And if you’re a member of IT Rockstars, you’ll find a ready-to-go version inside the portal.