Rev.io - PSA Built Right (EP 1029)
Brook Lee from Rev.io joins me at Pax8 Beyond to talk about what a PSA should really do for an MSP, and why leadership, vendor relationships, and community education matter way more than feature sheets.
Brook Lee and I catch up in Salt Lake City and dig into why she joined Rev.io, how the company evolved from telco billing into an AI-first PSA platform, and what “good leadership” actually looks like from the vendor side. We talk about why most PSAs are still glorified ticketing systems, how that hurts sales, marketing, and finance, and why a modern platform has to be something the entire MSP can actually use without a 600-dollar-an-hour consultant.
We also get into Brook’s unapologetically spicy guidebook on leveraging vendor relationships, why vendors should be doing a lot more than handing out MDF, and how MSPs can demand real training, better support, and useful assets instead of shelfware. Then we lighten it up with a surprisingly serious breakdown of swag strategy, from good pens and koozies to the worst throwaway giveaways on the expo floor and some “super secret” Rev.io dice.
=== Chapters
- 00:24 New Company, New Mission
- 03:10 Why Rev.io Fits
- 05:21 PSAs Should Serve Everyone
- 10:46 Vendor Relationships Reimagined
- 16:07 Swag Wars and Useful Gifts
- 23:05 Budgeting for Big Events
=== Guest: Brook Lee
- Rev.io – https://www.rev.io
- LinkedIn: https://www.linkedin.com/in/brookatrevio/
=== Companies / Vendors / Products / Books
- Pax8 – https://www.pax8.com
- ASCII (ASCII Group) – https://www.ascii.com
- MSP Expo – https://www.mspexpo.com
- ScalePad – https://www.scalepad.com
- Cytracom – https://www.cytracom.com
- OpenText – https://www.opentext.com
=== 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.
Senior Director of Community
Brook Lee is Sr. Director of Community at Rev.io, bringing decades of hands-on MSP and corporate IT experience into how their platform is built and supported. She’s held nearly every major MSP operational role, including dispatch, engineer, project management, vCIO, and COO, which gives her an end-to-end view of how service providers really run day to day. At Rev.io, she functions as a direct bridge between MSP operators and product/leadership, helping guide roadmap decisions so the tools actually align with real-world MSP operations, growth, and scaling challenges. She’s a global channel educator and community leader, regularly speaking on MSP growth, leadership, operational excellence, and advancing women in technology across councils and advisory boards.
Rev.io is a SaaS platform that natively integrates communications billing, PSA, RMM, EDR, and secure payment processing into a single, AI-first system designed around MSPs and other service-based providers
