Technology assessments
for MSPs & IT advisors

Walk into a prospect meeting with a structured framework instead of a blank notepad. Score their environment in real time, identify gaps on the spot, and leave with a client-ready document that makes your proposal concrete and credible.

• Gives prospects a clear picture of where they stand — before they sign
• Differentiates you from competitors who rely on gut feel and generic proposals
• The report becomes the foundation for your statement of work

Turn your QBR from a status update into a strategic conversation. Re-score your client's environment each quarter, show measurable progress, and surface new priorities before they become problems — with data to back every recommendation.

• Track improvement over time with a consistent scoring framework
• Give clients a visual score they can share with their leadership
• Identify upsell opportunities backed by documented evidence

Evaluate how well a client's technology environment supports their business goals across infrastructure, cybersecurity, operations, and governance. Identify misalignment before it becomes a crisis — and frame your recommendations in business language, not IT jargon.

• Structured items across four key areas of technology maturity
• Scores translate directly into business risk and priority conversations
• Report is designed to be handed to a business owner, not just an IT manager

Help clients understand where their governance and security practices stand relative to common frameworks — based on your professional judgment, not a formal audit. The Governance & Compliance key covers access control, encryption standards, incident response, and regulatory awareness.

• Surfaces policy and process gaps before a formal audit does
• Frames compliance as a business priority, not an IT checkbox
• Not a substitute for formal compliance — a starting point for the conversation