Video: How Truly SMB Helps Small to Midsize Businesses Adopt AI

Truly SMB’s CEO and CTO on how small and mid-sized businesses can adopt AI using Microsoft Copilot and a “tech fit” approach focused on real business outcomes.

Written By
Katie Bavoso
Katie Bavoso
Jan 14, 2026
2 minute read

Transcription

Hey channel insiders, welcome back to channel insider partner POV. I'm your host Katie Bavoso and my guests today are CEO Tim Rooks and CTO Matt Kieran, both from Truly SMB, a service provider with a focus on AI and Microsoft with more than 300 customers between the UK and North America. When it comes to its customer base, the answer is in the name. Truly SMB serves small to medium-siz businesses, which Tim calls the backbone of the economy. Today, we dig into the challenges of AI adoption in the SMB space, and how Truly SMB is making this journey easier for customers with its tech fit approach.

Welcome gentlemen. It's great to see you today. >> Thank you Katie. Nice nice to be here. >> Yeah, it's great. Thanks for having us. Thank you so much for being here this afternoon in your time this morning in my time. So, let me know how the future is. I'd love to know if I can make a few lottery number winning bets. So, please let me know. If you could look that up for me, that'd be great. >> Certainly wet and cloudy. That's that's how it is at the moment. >> That's all you got to give me.

Okay. I don't know how much money that's going to win me, but thank you very much for the update on that. Well, it's fantastic to talk to both of you. I've been spending my last few days really diving deep into Truly SMB to get to know you and learn more about the company, about your mission, but I'd love to start out with just kind of diving in and having the audience get to know Truly SMB themselves. You're a service provider with a focus on serving small to medium-siz businesses, which is absolutely literally in the name.

So, tell me, what is your ultimate mission and why only focus on the small to medium-size business market? Tim, would you like to get us started? >> Yeah, as you say, the name the name says it all really. SMB. Um, and it's something that that we've always focused on and and we believe there is a bit of a a gap in that market to introduce enterprise class IT systems to, you know, to small to medium businesses. So, our mission really is is to do just that and particularly now around AI and technology adoption.

I think a lot of small to medium businesses are struggling on how they can actually adopt this technology. So our mission is is to help them basically. >> Love to hear that. And Matt, from a technology standpoint for you when it comes to the focus that you're always trying to bring to work every day. What is the mission technologically for those SMB customers that you have? >> Interesting question. I mean, it changes is the truth. Like it changes customer by customer.

And I'd say that's very much our approach is that we're always trying to meet the customer where they're at, you know, and find out what their needs are rather than just very boilerplate kind of training for these types of things. It's about trying to make sure that it's, you know, it's fit for births for them. AI is obviously pretty hot topic at the moment. But I think the thing I would say about AI is it's quite a catalyst sort of for a lot of people in terms of maybe considering that their security might not be as up to scratch as it might be cuz now we're talking about AI and security is off your part of that question but maybe it's their data isn't in the best shape to get the most from AI.

So now we're talking about data as well. or maybe it's they're wanting to automate a process and AI is a part of that, but traditional automation flows is is another piece of that. So, it kind of although AI is definitely definitely the buzzword and definitely what a lot of people are interested in, it it often kind of snowballs into actually there's some other things at play here and other areas of technology which which they they want to get involved in and we want to help support them on.

Well, we're going to dig into AI a whole bunch throughout this conversation. So, there will be no shortage of that if it was on your bingo card, but I first want to talk a little bit more about your customers because I want to know who they are. When we talk about small to medium-sized businesses, that SMB market for you, who are those customers, how typically big are they and what verticals do they touch? We were actually talking about this yesterday in a in a one of the meetings we were having sort of ideal customer profile.

But typically um I would say around about 50 uh employees or at least 50 computer users. We tend to find at at that sort of size they they really do take it as as a key service. Um but they don't often have their own IT internal IT team. So and in terms of vertical we don't we don't really specialize in a particular vertical but we have found um as is common with I imagine a lot of MSPs that a lot of our clients are in the professional services so a lot of accountancy and legal type of clients but we do have all sorts engineering manufacturing distribution tend to be owner managed businesses as well and we have them all over the country in in the UK and we have a client base over in North America as well. >> And I also know that there's a mentality over at Truly SMB where you focus on being tech fit.

You want to get your customers to that level of tech fit. And Matt, this was something you were very passionate talking about when we met in our precall. So why don't you go ahead and tell me first of all what is how do you define that is tech fit and how do you know as a business if you're tech unfit if that's the inverse of that? >> Yeah. So like tech fitness is it's a it's a term that we've sort of coined us I suppose um first internally and now we're obviously using it more with customers and helping to um for them to understand sort of where their baseline where their benchmark is you know um and so the first thing we do is we we actually help do a fitness score with different areas of technology so that might be productivity and collaboration data insights and automation so different areas so we get that sort of picture of where they're at.

And that sort of tech fitness, if I was going to define that phrase or that word, that for us is about how well they understand technology and can apply it. And so our goal is to kind of elevate that for that business across all those different areas. And so, yeah, I'm sure we'll talk about a bit more about how we do that, our method for that. I'll try not to go into into a 10-minute monologue on it now. But um yeah, tech fitness it's yeah it's become a big part of how we talk to customers about technology and I think just that analogy with fitness is is quite a good one cuz I think a lot of people like fitness in their personal life it's one of those areas where you always feel like I could do more you know like maybe I should be doing more but it's really hard when you haven't got someone helping you. you haven't got that sort of personal trainer.

That's that's someone pushing you on. And that's very akin to what our reason for being is. And that's what we want to be to our customers is their sort of tech personal trainer. Help them push them on, help them make progress, hold them accountable sometimes, you know, to kind of keep them moving forward so that they they look back and they think, "Oh yeah, I've actually achieved something." Yeah, I do feel we do feel stronger in this area or that area of technology and we are now doing these things just like you and I now might be able to run 10 miles or a marathon or whatever you know whatever your goal might be.

So that analogy I think it really helps people just kind of understand that tech doesn't it doesn't stand still. It's something people always got to kind of keep working at especially in you know these times where everything is moving so fast you know like if you stand still you're going backwards a bit like if you're not doing if you're not doing anything from a fitness point of view know that atrophy is real you know like you lose it quite quickly. >> I'd like to dig a little bit more into that.

So feel free to break down that 10-minute monologue a little bit more now because I I do want to know more about your differentiator and that is something where you talk about being that personal trainer that it's not a oneanddone training session. It is ongoing. It's not a summit. It's a continuous journey. So why don't you dig more into that with me? What would you say is your greatest differentiator especially in this market that we're seeing? >> Yeah, I think I mean you to the words of my mouth.

I always use that phrase like it's not one and done cuz just I I think a nice example of that is um you know take a CRM system or something like that. If if someone was just to to get a license of CRM and just have one training session the likelihood of your whole team like starting to use that is very very slim. you know it it requires ongoing support in terms of making that that human change but that is the same across all layers of of technology really and we saw that a lot with co-pilot you know where you it might be an IT director or a finance director someone take gets a license and tries it out on behalf of the company but it never goes further than that really you know and that's not making the real impact the real is that business is not getting the value out of AI just by one person having a training session or taking one license.

And so our biggest differentiator is it isn't one done. We want to work with people over a set of sessions. Yeah. And so that for us is yes, training is part of that, but it's about coming back. It is that accountability piece, people using it like what things have worked well, what haven't, getting people to share feedback between them as a group. I can tell you that is the most important thing in terms of adoption is communication and sharing stories with your own team.

But it just does not happen. It does not happen. And it and it does it needs people like us. I do think that's one of our reasons for being it needs people like us to kind of keep people doing that and to share the stories. And I I'll give you a very quick anecdote of that. you know, if you'll indulge me for a second, but we did one of those sessions where we came back and we facilitated that discussion and one of the people on on there, they said, "Oh, I haven't used it." This was co-pilot we were doing.

So, it was one of our co-pilot inductions. I said, "I hadn't used it yet." And I literally said, "Oh, this is why we do this." You know, this is why I'm here. This is why we do this. And other people shared stories of how they'd used it, things that were working well. some things where we kind of helped them find, you know, other use cases and other opportunities to to give it a go. And cut to kind of two weeks later, it's about two weeks later when they had the next session again.

We kind of getting back together what's working, what have they taken from that last session into this next one, we get the stats on on usage, and the person who hadn't used it in that first session was the top user in the next one. And I thought it's just such it was such a perfect example of that is why we do this. That is exactly why we do this. It's so common. Those would be the people who just they just get left behind. Doesn't really make much impact in the day-to-day.

Doesn't make much impact for the business >> and it kind of just withers away, you know, and people think, well, that was interesting when we had that training session 3 months ago, but no one's really using it, you know. Whereas now when you have that sort of we want to work together for the journey and you've got people who went from not using it at all to now their their top user and finding finding real day-to-day value in it. But it's so much easier for them to understand the return on investment for that cuz they go this this is brilliant.

Like we've experienced this. We understand this. rather than just us coming giving the big pitch of this will solve all of your reporting problems. Here's a here's a big price tag for us to come and get started. >> I think your point about showing that incremental success to help those skeptics become believers is really important because it's difficult to see the light at the end of the tunnel when they're also focused on their day-to-day. So having somebody like you come in to say this is how we can use this and test it and give feedback and get feedback to see how it's going to actually help your life because you know it but at that time they they just see the work that they have to put in and keep thinking about that's just going to be more hours in my day and I don't want to do it >> and and the truth is especially in you know in SMBs requirements change like they change along that journey that might be because a new opportunity or challenge arises and >> they're saying I Oh, I know.

I thought we wanted to do this, but actually, could we do do this first or we would like to go deeper on that? Like that's the beauty of always kind of taking value at each one of those steps. It's like nothing's wasted. It's just you're just building on it. But if that journey happens to go a kind of slightly different path of where you thought from the start, that's that's okay. Whereas we've obviously probably all been involved in projects where that is much harder, you know, because you've set a budget, there's a there's a project with a certain outcome and a goal there and changes along the way cost money and of course time delays and all of that type of thing cuz you're sort of all headed to this this one agreed destination that you started at the beginning.

So that's why our approach is a different take on how technology business like ours helps those SMBs. Well, speaking of goals and differentiators and visions, Tim, I want to toss this question over to you because you have stepped into the role of CEO very recently over at Truly SMB. Congratulations on that. First of all, really exciting to see that title change for you. I'm sure as we spoke about prior to this, you're on the tour, the new the new leadership tour now, getting to know the community, getting to know the customers under a different title.

So, that's fantastic. But when it comes to SMBs, it can be really daunting for them to kind of like take on a new face. So, I want to give you the opportunity right now to talk a little bit about yourself and to talk about your goal for 2026 because previously you served as director of an MSP, ironically called true MSP. It's interesting about that true needs to be in the title for every business that you work for. >> I've always named the businesses ex like exactly uh after what what we do kind of thing.

So yeah. Um >> yeah, >> I mean I've been in the MSP industry since uh 2005, so 20 20 years. Just >> 20 years. Yeah. >> Um and that was you know starting out on a help desk managing um Microsoft server sorry as it was called back then. So yeah a long long time ago. Um so yeah managing all those sorts of things and servers of course I've gone through this whole trans transition of of cloud and and now AI um and yeah 2017 set up a business called uh true MSP which as you said was an MSP again focused on SMBs um and True MSP has is kind of the the backbone if you like of Truly SMB.

So we we kind of it's kind of a rebrand and a new uh new management. >> Yeah. So a lot of like all the customers already know me. So that that's a good thing. Um and a lot of the team here worked worked for myself as as part of TRSP. So it's not quite as >> Oh good. >> such a a big step as as maybe it sounds and certainly from the customer's point of view a lot of the customer just like well yeah it's it's Tim he's always been the owner. So that's kind of the journey.

But yeah, we decided to rebrand, get the new management structure in place and change the name to truly SMV because we didn't want to be sort of pigeonhold into just doing MSP services because, you know, it's it's changing as Matt said, it's changing so rapidly now, right? >> And a lot of MSPs, I think, are facing that that challenge of how do they grasp AI and talk to their clients about AI because it is a different conversation. It's it's not a product sale.

It's more of a business uh outcome sort of sale. So yeah, we didn't want to pigeon ourselves into just um MSB services. So that's why we we decided to change the name to Truly SMB. >> I also think it takes the focus off of you and puts it on the people that you're trying to serve. So I think the name immediately serves them as a reminder of, oh, this is about me. These people are focused on me rather than them trying to figure out what is an MSP.

Because not every SMB knows that right out the gate. They don't. No. And when I remember when we set true MSP up, we were like, oh, should we call it true IT or true IT services or something like that or what you know that that name is probably taken at the time, but we decided we wanted to be a little bit different. So that's why we went with MSP, but it is still primarily a an industry term, particularly here in the UK actually. It's not not that many people know.

If you say MSP, they don't immediately think, oh, you're an IT provider. But I think that has changed over the years. But yeah, you're right. SMB really talks to the to the client. Um, and it's interesting as well because in Microsoft, you know, lots of companies are focused on the enterprise space. And I think sometimes Microsoft struggle to direct a customer towards IT company that just focuses in SMB. And again, that was another good thing for us because it's like, oh well, what about truly SMB?

There's no mistaking what they do. So, it's worked quite well for us. >> As I've read a lot leading up to this interview, you have a big focus on bringing AI to the SMB space. So, as we're going into 2026, what's going to be your main focus on how you lead in this AI era? Knowing that SMBs, I think, are finally starting to realize the value, as Matt has pointed out, how they can use AI in their businesses. How are you planning to really make sure that they feel comfortable and confident moving forward with truly SMB at the helm? >> Yeah, so it's an interesting time as I said and I think for the first time ever it customers are coming to us.

Um so previously you know we would love to talk to the customer about why they should move to the cloud and all the benefits but it was still sometimes that you know well I'm happy I've got a server the files are on the server and I don't really need to move to the cloud. But this time it really is the clients coming to us and saying we we know about AI. We're reading about AI AI all the time. We we want to take advantage of of AI, but the challenge is they just don't know where to start.

And really, you know, the core of our our offering and our solution to that is is to get them on our our truly fit program as as Matt's explained and and take them on this journey. And I think one of the key things around that is introducing them fairly quickly to things that they can get started with. So we don't have to do like a massive security audit and a big data project and all reorganize all their data for them. I mean that may be part of a of a larger uh adoption, but we like to um get them on AI quickly and get them to see the benefits of it quickly.

Um, so it might just be, you know, having an initial session to use co-pilot and teams or something like that and and just introduce them to that. And as we've said, our programs based around these incremental gains. So we start small, introduce them to it, and then open them up to to what you know, what can be done. Like Matt says, one of the really rewarding things around doing that and showing them what can be done is when they come to us and say, "Oh, based on what we've just learned and and that process we've just been through, could we actually maybe do this with AI and and really start to get them thinking?" So, yeah, I think it's a good way of doing it.

And and as Matt said as well, I think it's fairly unique at the moment, our offering and and this the truly fit program that we've got. >> How are you applying the Truly Fit method internally? I'd love to know where where you see an opportunity to kind of continue to streamline things and make things efficient inside truly SMB. >> I mean that's for sure one of our focuses for 2026. Microsoft have kind of coined the phrase customer zero and I think we really want to adopt that as well ourselves.

Um so we have been doing truly fit ourselves as well. So because at the end of the day AI is new to us and new to our team as well. So, you know, we haven't been using Copilot for the last five years because it didn't exist. Um, so we've been doing Truly Fit and Matt and his team have been training our internal team on on how to use Copilot. We've built agents um that we can use. But 2026, we're going to put a real big focus on our support team and our help desk and and really get that streamlined um using C-Pilot and agents.

And we we've got um we've just put in a a new voice system teams and and that uses AI sentiment. So we can pick up if a customer's um perhaps said something about buying a license or something like that or um you know we can pick all those things out of the conversation um an alert like our customer service teams and things like that. So there's all sorts of things we're looking at, but definitely 2026 is a definite is a big focus on customer zero, making sure that we are adopting these technologies and and making the the most out of them.

I'm curious about we we've talked about Microsoft and named dropped them a few times and obviously you are a Microsoft partner but when it comes to knowing that Microsoft the brand and the suite that it has already does that make building in AI in this case co-pilot easier for your customers to kind of take on right away or do you notice there's still hesitancy in them not necessarily engaging the AI agent inside the system once you apply it? I'm just curious to know, Matt, you spoke a lot about that hesitancy and them not wanting to get involved.

Is that still true even though it's like, "Hey, it's a part of your system now. Click on it. Give give it a shot." Do they still kind of hold back even though they know it's now built into their system? >> I would say there's been a huge shift in 2025. I can tell you right at the beginning of the year, >> loads more people would been like, "What's this? Haven't you?" you know, and we were doing a lot more in terms of those induction sessions where it's really introducing them to the tool, getting them to use it, prompt engineering, that type of thing, you know, um best practices for for prompting, that type of stuff.

I think over the course of year, a couple of things have happened. Lots more people are using in their personal life than at the start of 2025. Obviously, people have been doing it in 2024, 23 as well, but lots more people are using it in their personal life. So they're they're more used to prompting and interacting with LLMs like outside of work. Um and then also at the same time Microsoft has made a lot of strides in Copilot in terms of especially the the free version you know because there's a version which is including M365 and they've added to that quite quite a lot actually in terms of what's available for a free user.

So sort of those two things coupled like more baseline knowledge that people have from their personal lives coupled with Microsoft allowing you to do more in work as part of your included licenses you have mean that a lot of people have got started a bit like when we're kind of taking that hands up who's who's used co-pilot already you know at the beginning of the sessions and you get more than you used to for sure and that's why I think working with customers you're more quickly into the agent world, you know, like into starting to talk about agents and how how those can you use rather than how do you individually get started.

So, that's definitely been a shift. I've noticed that over the course of 2025, you still obviously get the mix. You know, you still get people who who haven't given a go or more hesitant, but I would say that's definitely has definitely reduced. I think people are much more again, I mean, a bit like the fence thing, people are aware like I probably should be like doing something with with this, you know? So there's not much hesitancy anymore really.

And to answer your question just about Microsoft specifically having it baked into Microsoft is such a nice easy place to start more than anything just that it's the most secure place to start is the truth. Obviously, people will use other tools like Chat TBT or Gemini and that type of thing, which is fine personally, but having to copy f work files outside of your protective Microsoft bubble that all your other stuff is stored in from SharePoint, one drive, etc. copying that out and putting it in chat tube 2 or something which you know maybe they're using a personal account and stuff and you know just it gives me the the she's just talking about it like it's not the best it's not best practice to be doing that so copas is a very very easy way to say you can just get started very securely you know very very safely you can upload content whatever just like you're looking at a word you'd look at a word doc and feel comfortable that you know no one else is seeing that you can do the same thing with using Copilot and M365.

So that makes it easy and just takes away some of those, you know, nerves about getting started with. I suppose >> the concerns that they're going to upload an entire HR document into chat GPT into a free account. Yeah, >> I can imagine the stress of that. We saw this again when the cloud sort of came along and all the different cloud storage drives and people had adopted those because it was it was a lot easier to put your data in in your own cloud storage particularly if you're out on the road. >> Yeah.

Like Dropbox and that sort of thing. And then Microsoft obviously introduced 365 and one drive and all those technologies and it's it's very similar to that. Um one thing we are doing at the moment is educating people around co-pilot and co-pilot chat. So I've I've done a few talks recently to various industries around trying to encourage them to use co-pilot chat because I think some awareness needs to be raised around that. If you've got Microsoft 365 then you've got access to co-pilot chat which has a lot of the same functionality as you know the free versions of chat GPT but with copilot chat your data is secure and it's it's within your um environment.

So that's a really good way to get started because it is included in Microsoft 365. >> A very good point there. I'd love to kind of bring what you do over at Truly SMB into the real world with an example and I always ask for a success story, but one that actually came to me uh that you folks spoke about was your work with one of the largest chambers of commerce in the UK. Actually the largest chamber of commerce in the UK, the East Midlands Chamber.

You recently started partnering with them. They champion 12,000 businesses a year. Can you talk to me about this partnership and what you intend to do to help the East Midlands Chamber? What are they expecting from Truly SMB and what are your plans for success in the new year? >> Yeah, so something we're we're really proud of. So yeah, thanks for for bringing that one up. So we've become a strategic partner of the chamber and as part of that we'll be helping their members along with the chamber as well to adopt this technology.

Um so alongside the chamber as a strategic partner we'll be again running training programs, technology adoption programs, uh just raising that awareness and helping their members many of which are u small to medium businesses adopt AI. And what we're hoping for in the future hope is that there will be some funding available as well. Um the details of all this hasn't been announced yet, but we should hopefully have access to to funding um to help with our truly fit program and and and getting their members onto that truly fit program through through some of this funding that's available. >> Tim, I'm curious to know you you spoke a little in the beginning about how you feel that this particular market is fairly underserved by the channel and I would just like to kind of hear from you.

Why do you think it's so important that you as a business and the channel industry as a whole make an investment in the small to midsize business level? A lot of people like to focus on the midmarket or the enterprise where you know air quotes for those listening on podcast where the money is at, you know. So I I would love to hear you kind of ruminate a little bit for me on why such a focus on the SMB market and what does that do for everyone that may be above that when it comes to when it comes to the grades of size of business.

Why should we support the SMB market with AI and with these technologies? >> Yeah, I think um I mean for for starters in the UK and I'm I'm sure that the same in many countries it SMBs are the backbone of the country. you know, there's thousands and thousands of them um out there working hard to, you know, to offer services that that help everyone and help help the enterprise businesses as well. And I think they do have the appetite for um modern enterprise class services and and there's a you know there's a whole piece around cyber and helping them with cyber protection uh as well as um all the new technology like AI and the the tools are available. you know, vendors like Microsoft have done a great job of making their enterprise products available for SMBs and it's it's our job to help those those SMBs adopt that technology uh because they you know they don't often have their own in-house skill.

Um so it's huge opportunity I think for for lots of MSPs for for that reason. Well, with that said, gentlemen, I'd love to know what's next for Truly SMB in the new year where I'm sure there are plenty of goals and there's things that you're working on. What can you tell me? Can you peel back the curtain a little bit and just kind of tell me maybe a little bit about the secret sauce that you've got planned for this upcoming year? Matt, I see a smirk on your face.

I'm wondering if that indicates >> I'm wondering what is going to say to that question. >> I want to hear from both of you. Yeah. From my point of view, um I'd love to love to see the Trudy fit program grow. I'd love to have more members in that. I'd love I mean this is not beginning part of the year, but that sort of trit program, you know, becoming a bit of a community of its own almost, you know, where you got sort of likeminded businesses making progress together and I think this lots can be done like some of the learnings from each other, you know, between different industries, different sides, that sort of thing.

I'd love to grow that. that that that's very much our a focus of ours is is growing that and it ties into I mean Tim hope you won't mind me saying this about one of our sort of internal goals like our most important goal at the moment is is customers and I know that sounds very cliche to say like oh it's customers everyone's customers but we've made a real decision to to focus heavily on our service to them making that as absolutely as top quality as it can be but also understanding all our customers the best that we possibly they can, you know, just beyond their their IT, you know, like we have some customers where maybe we're doing their managed service but not necessarily helping them yet with with some of the other things um you know in that sort of technology wheel and so we want to understand them better so that we can better help them you know if we understand didn't know that reporting was such a you know headache for you and that oh you had this this whole other team or you've got these these five other locations we didn't know about that you're struggling with managing all these different devices come into play all these little things that comes from a better understanding of the customer.

So that absolutely is our our next quarter's goal is around a deeper understanding and Trudy Fit's great for that you know like it is we run a a free discovery session for anyone who who takes their score. So understand your truly fit score, get that baseline. We run a free discovery that's with our clients, but also anyone else who's who's interested as well. And I love to run those conversations because it's it's great. It's always you come out of it just understanding our business so much better.

But also, I feel like it helps them also prioritize in their head like what things do I really want to work on. And also we leave with a road map you know of saying well based on your priorities these are the things we can help just line up and we'll just start going you know it's a very quick quick way of getting them to that point understand all the pricing all that stuff super transparent easy to get started with so it's not a big oh that was a nice conversation I wonder how much this is all going to cost me when they come back with it when they come back with a big proposal it's very much like have a great conversation help line some things up you know you've got everything you need to if you want to go start and come join us with Truly Fit and we'll we'll start making progress.

So, >> well, Tim, how would you build on that? What can we see from Truly SMB in 2026 that you can talk to me about? >> Yeah. Yeah. Um, well, I think Matt touched on one of the things that we're we're doing is we we've got this program internal program to focus on customer obsession in in all areas. So, that's right across the business, whether it's the accounts team, it's Matt's engineering team, it's the help desk. And one of the things that we're really excited about that program is it it's not driven by leadership, it's driven by everyone.

Um, so someone on, you know, someone on the help desk can really have a positive impact on hitting a certain target and focusing on on that customer obsession and improving the customer service. So that's kind of an an internal program. We've already started doing that, but it's it's really uh pushing that in in 2026. And uh once once we've kind of feel like we've we've got control of that then it's moving on to things as I've mentioned like the customer zero uh and you know improving our uh internal efficiencies and again that all goes towards making the customer experience better which is what we're we're passionate about here at Truly SMB.

Um and then some other areas we're going to be looking at. So we we this year set up a a business central practice. So that fits in very nicely with what we're doing with Truly Fit and technology adoption. Of course, I feel like I said technology adoption a lot during this interview. But yeah, so we're going to be building on that uh Business Central practice and expanding that. We've got Business Central clients out in North America, but we're building that here in the UK as well.

So that's going to be exciting as as we go into 2026. Matt, I don't think you did mention, but we probably can't tell you all the things, but Matt's team who the engineering team that are working on our uh truly fit portal that customers log into to track their progress. Um, we've got all sorts of exciting things planned for that. Um, some of those things will will involve using AI within that platform to improve that platform as well. So, we're we're super excited about that.

Well, for those who would like to get to know Truly SMB more, maybe learn more about Truly Fit and get to know the two of you, where can they go to learn more and potentially become a customer? >> Yeah, the best place to go is our our website. So, truly smb.com. Uh, and from there, um, it will explain to them all about what we do as a business. And then there's also a link on there to then go and take their Truly Fit score, which they can fill out completely free.

Um, it's quite a quite a good exercise to go through and see where you think you are. Following on from that, we'll book you in with with one of our Truly Fit consultants. And again, that's that's a free service that we offer and we'll just chat to you about about that score. That's definitely the best way to get started. >> Fabulous. Well, Tim, Matt, thank you both so much for your time today. It's been it's so exciting to learn about Truly SMB.

Tim, congratulations again and good luck moving forward in the new role. Matt, good luck with all the uh the talk tracks that you'll be following to get people truly fit. I look forward to taking my own tech fitness score on your website now that I know it's free, so watch my name come up. But thank you both for your time and I wish you the best of luck in the new year. >> Thanks, Casey. >> Thank you very much. Yeah, thanks a lot for having us. It's been good conversation. >> Thank you so much to Matt and Tim for joining me today and thank you for watching or listening.

You can check out every episode of Channel Insider Partner POV on channelinsider.com or watch us on YouTube at youtube.com/ channelinsider_news and trends. You can also listen to us as a podcast wherever you get your podcast from. Don't forget to like, subscribe, and follow wherever possible so you never miss an episode. Come connect with us on social media on LinkedIn and x channels or with me Katie Bavoso. Once again, I'm your host, Katie Bavoso, and I'll see you next time.

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Small and mid-sized businesses are under pressure to adopt AI, but many don’t know where to start. In this episode of Channel Insider: Partner POV, host Katie Bavoso sits down with Tim Rookes, CEO of Truly SMB, and Matt Kiernan, CTO, to discuss how SMBs can adopt AI responsibly, securely, and with measurable business impact.

With customers across the UK and North America, Truly SMB focuses on helping organizations become “tech fit” through incremental, outcome-driven AI adoption—especially within the Microsoft ecosystem. The conversation explores why SMBs are underserved by the channel, how Microsoft Copilot is changing day-to-day work, and why AI adoption must be an ongoing journey, not a one-time project.

This episode is ideal for MSPs, IT leaders, and SMB decision-makers looking to understand practical AI adoption, Microsoft Copilot use cases, and how service providers can guide long-term transformation.

Topics & Time Codes

00:00 – Introduction to Truly SMB Who Truly SMB serves and why SMBs are the backbone of the economy 

01:26 – Why SMBs Struggle With AI Adoption The challenges small businesses face when adopting new technology 

05:03 – What “Tech Fit” Really Means Defining tech fitness and how Truly SMB benchmarks customer readiness 

08:10 – AI Adoption Is Not One-and-Done Why continuous enablement matters more than single training sessions 

10:49 – Real-World Microsoft Copilot Adoption Story How accountability and follow-ups drive real AI usage 

13:09 – New CEO Vision for Truly SMB Tim Rooks on leadership, rebranding, and long-term strategy 

17:41 – AI Strategy for SMBs in 2026 How Truly SMB helps customers start small and see quick wins 

19:47 – Using AI Internally: “Customer Zero” How Truly SMB applies AI to its own operations 

21:45 – Microsoft Copilot vs. Public AI Tools Why Copilot is a safer, easier entry point for SMBs, according to Tim and Matt 

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26:43 – Partnering With the UK’s Largest Chamber of Commerce Helping 12,000 businesses adopt AI responsibly 

28:15 – Why SMBs Are Underserved by the Channel The business case for investing in SMB-focused AI solutions 

29:58 – What’s Next for Truly SMB in 2026 AI roadmaps, customer obsession, and platform innovation 

35:03 – How to Get Started With Truly SMB Taking the free Tech Fit assessment

Katie Bavoso

Katie Bavoso is a 2017 Regional New England Emmy-nominated broadcaster with over a decade of professional content creation, production, hosting, and interviewing experience. Starting her career off in TV news, she pivoted to the IT channel to help connect vendors, solutions and services providers, and IT buyers through exciting video content and storytelling. Katie is now the host of Channel Insider: Partner POV, a video and podcast series shining a light on the most innovative solution providers of the IT channel.

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