The Compass Module is the lighter VCAIO operating rhythm Lemhi defines for SMBs too small for a full Monthly AI Council. Instead of a 60-minute multi-stakeholder Council, the Compass Module runs a 30-minute monthly working session with the owner or executive sponsor. Same VCAIO, same Practice, fewer hours, lower cost to serve. The Compass Module is what makes the VCAIO motion viable at the lower end of the MSP’s client book — and it is the engagement shape for most owner-led firms under 50 employees.
How the Compass Module Extends the VCAIO Motion to Small SMB Books
For MSPs, the Compass Module solves the capacity problem that has historically kept VCAIO motions out of the SMB long tail. A full Council client takes 8–12 VCAIO hours per month and supports a book of 12–18. A Compass client takes 3–5 hours and supports a book of 25–35. The math is what lets MSPs offer Managed Intelligence to clients that would otherwise be too small to justify the practice.
What’s different about the Compass Module:
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Single-stakeholder format. The 30-minute working session is with the owner or executive sponsor — not a multi-stakeholder room.
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Async measurement digest. The Measurement Review happens async before the meeting. The session focuses on decisions and unblocks.
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Tooling-curated use case shortlist. The VCAIO surfaces 2–3 use cases per month; the owner picks one. The pipeline runs lighter.
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Quarterly AI Recap instead of a full QBR AI Segment. Delivered async or in a 30-minute call. No separate quarterly meeting required.
What stays the same:
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The Practice still runs. TaaS retainer, AI Maturity Score, AUP, Continuous Scanner, training rollout.
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The Program still exists. The owner-operator is both the executive sponsor and the department head; the Program is collapsed but real.
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Measurement still happens. Training, observability, surveys — all three layers, even if reviewed async.
The clearest decision rule for MSPs: Full Council fits when the client has 50+ employees, a defined leadership team, and an existing meeting cadence that includes a QBR. Compass fits when the client is owner-led, under ~50 employees, or has no functioning leadership forum to invite the VCAIO into. A mixed book in the 18–24 client range is achievable for one VCAIO when the book blends Council and Compass engagements.
What Owner-Led SMBs Get from a Compass Module Engagement
For owner-led SMBs, the Compass Module is the answer to a real frustration: AI advice is mostly built for companies with executive teams, change-management functions, and HR departments. None of that exists at a 20-person firm. The Compass Module gives the owner-operator the same AI discipline — without pretending the leadership infrastructure exists.
What the Compass Module gives a small SMB:
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A named VCAIO who shows up every month for a focused 30-minute working session.
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A monthly cadence so AI stays on the owner’s agenda even when other priorities are louder.
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A 2–3 use case shortlist every month — curated by the platform, not invented from scratch.
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An AUP, training rollout, and Continuous Scanner — the same governance artifacts a larger client gets, scaled to fit.
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Quarterly AI Recap — async or 30-minute call — so the owner can see ROI movement without committing to a separate QBR.
What the Compass Module costs you in time: 30 minutes a month, plus reading the async digest. That is a smaller commitment than most consultant engagements — and the work compounds because the cadence is recurring.
How Lemhi Makes the Compass Module Profitable at MSP Portfolio Scale
Lemhi makes the Compass Module a standardized, profitable engagement shape — not a custom-built lite version.
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Compass Module runbook. 30-minute working session format built into the platform. The VCAIO walks in with the agenda pre-populated.
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Async digest automation. Training completion, observability, and survey signal are curated and delivered async before the meeting. The session focuses on decisions.
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Use case pipeline scoring scaled to Compass. The platform surfaces a shorter shortlist (2–3 per month) matched to small-team workflows.
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Quarterly AI Recap template. Standardized async or short-call output replaces the QBR AI Segment for clients without a quarterly meeting cadence.
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VCAIO capacity model. The platform’s capacity planning supports mixed books and helps MSPs price Compass engagements profitably.
The Compass Module is how MSPs say yes to the owner-led SMBs they would otherwise have to turn away. It is also how MSPs build a defensible book at the lower end of the market — where competitors are still selling one-off workshops.
