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Playbooks, guides, and news for MSPs running a tighter operation.

Operator-grade material from the Corei team and our customer community — built around the work MSP service managers, PMs, account leads, and owners do every day. No fluff, no fake case studies.

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Start here

A short list of the most-used resources for MSP operators ramping up on Corei.

Playbook Service

The Dispatch Operating Model for 30+ Tech Teams

How modern MSPs run a calmer board with AI pre-triage, best-fit matching, and clear handoffs across pods.

12 min readRead
Brief Sales

Turning Asset Inventories Into Pipeline

A framework for converting end-customer configuration data into a quantified refresh and EOL opportunity radar.

7 min readRead
Guide People

Onboarding a New Tech in 30 Days

Milestone rails, skill readiness, and shadow rotations — a repeatable program for ramping technicians faster.

9 min readRead
Library

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Pick the format that matches how your team learns — written, watched, listened, or worked through.

Guides

Operator Playbooks

Step-by-step playbooks for service triage, dispatch, QBR prep, and onboarding — written for MSP operators.

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Briefs

Executive Briefs

Short reads for owners and execs on utilization, margin, and account growth — packaged for the leadership team.

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On-Demand

Product Sessions

Recorded walkthroughs of Corei, Dispatch, Sales & Accounts, and the executive dashboards.

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Audio

Operator Conversations

Conversations with MSP leaders on the operating models, metrics, and bets that are working right now.

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Academy

Corei Academy

Role-based learning paths for dispatchers, PMs, account managers, and service managers using Corei daily.

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News

News & Announcements

Product launches, partnership news, and updates from the Corei team.

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Topics

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Filter the library down to the part of the operation you're working on this quarter.

News

What's new at Corei

Product releases, partnership announcements, and updates from the team.

Updated regularly
  1. Jun 12, 2026Product

    Corei Overnight Runs reach general availability

    Background AI workflows for triage, tagging, and QBR drafting are now on by default for all Corei workspaces.

  2. May 28, 2026Partnership

    Corei joins the ConnectWise Invent partner program

    Deeper bi-directional sync with ConnectWise Manage, including custom fields, agreement health, and audit trails.

  3. May 14, 2026Release

    Asset Opportunity Radar — quantify refresh revenue per account

    A new Sales & Accounts surface that turns end-customer configuration data into a ranked, dollar-weighted pipeline.

  4. Apr 30, 2026Company

    Corei welcomes Marlow Vega as VP of Customer Experience

    Marlow joins from a top-50 North American MSP to lead onboarding, education, and the Corei Academy program.

  5. Apr 02, 2026Release

    Executive Dashboards: custom gauges and leadership KPIs

    Owners and execs can now compose their own KPI gauges across service, projects, sales, and people in minutes.

  6. Mar 18, 2026Security

    SOC 2 Type II report available for customers and prospects

    Our latest SOC 2 Type II report is available under NDA. Reach out to your account team or the trust center.

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