AI-27001

MSP guided review

Run one client questionnaire or assurance pack through a bounded guided review.

For MSP owners, virtual CISO teams, and service-delivery leaders losing billable time to scattered client assurance work. Bring one live or sanitized workflow and map the owners, reusable evidence, supplier dependencies, missing gaps, and paid pilot decision from the result.

Request the free guided review

Scope

One client questionnaire, renewal pack, supplier review, audit request, or evidence pack.

Output

Reusable proof, owners, supplier dependencies, gaps, review prompts, and next actions.

Decision

Only continue if the mapped result supports a paid founding-plan pilot.

20-30 minute review

One workflow, safe inputs, MSP-approved output.

  • Redacted or sanitized client material is enough for the first review.
  • No certification, audit, legal, regulatory, or client-assurance outcome is promised.
  • AI helps organize, draft, and check the workflow; MSP people keep approval responsibility.
  • The review stays scoped to one questionnaire or evidence-pack workflow.

Choose your next step

Bring one client workflow. Leave with a mapped assurance process.

The review is built for MSP owners and service teams who need to answer client assurance requests quickly without rebuilding the same evidence pack from scratch.

Founding customers start from £300/month + VAT with hands-on onboarding. Start with one evidence/admin workflow before committing.

01

One live or sanitized client questionnaire, assurance pack, supplier review, or evidence workflow.

02

Mapped owners, reusable proof, supplier dependencies, missing gaps, and response workflow.

03

A clear yes/no decision on whether a paid founding-plan pilot is worth running.

Why this wedge

Client assurance becomes margin drag when every request starts a new evidence chase.

The goal is not an open-ended free trial. The goal is to prove whether one MSP client workflow can become reusable owners, evidence, gaps, and review actions.

Good fit when

  • A client questionnaire, supplier assurance request, renewal pack, or evidence follow-up is pulling billable people into admin.
  • Answers depend on account notes, policy folders, supplier evidence, ticket exports, service owners, and previous client drafts.
  • The MSP needs to know what can be reused, what is stale, which owner must approve, and what still blocks the client response.
  • The team wants to judge fit from one client-assurance workflow before committing to a broader compliance tooling pilot.

What gets mapped

The review turns the client request into a practical assurance workflow.

The output should make the next sales conversation sharper: what is reusable, what is missing, who owns it, and whether the result is worth piloting.

Reusable client proof

Which answers, evidence records, trust claims, and service notes can be reused, refreshed, or retired before the client sees them.

Owner and supplier chase

Which internal service owners, suppliers, risk records, policies, or ticket exports need a named follow-up owner.

Assurance-pack gaps

Which parts of the client pack are blocked by missing proof, stale evidence, unclear approval, or undocumented service context.

Pilot decision

Whether one client workflow is strong enough to justify a paid founding-plan pilot conversation.

How the review runs

Keep the trial small enough to judge from one client workflow.

The free review is controlled by design: one workflow, one success condition, and a paid next-step decision only after the mapped output is useful.

01

Choose one client workflow

Use one active or recently completed questionnaire, renewal pack, supplier review, audit request, or evidence-pack workflow.

02

Map owners and evidence

Separate reusable proof, answer drafts, supplier dependencies, service-owner approvals, missing gaps, and next actions.

03

Review the bottleneck

Use the mapped result to see where client-assurance work is costing billable time or creating repeat chase work.

04

Decide the paid next step

Continue only if one mapped workflow supports a focused founding-plan pilot with a clear MSP success condition.

Free MSP guided review

Not ready to book? Send one client workflow for a bounded review.

Send one live or sanitized client questionnaire, assurance pack, supplier review, or evidence workflow. We’ll keep the review scoped to owners, reusable proof, supplier dependencies, missing gaps, and next actions.

Bring one live or sanitized client questionnaire, assurance pack, supplier review, or evidence workflow and we’ll map owners, reusable proof, gaps, and the paid pilot decision.

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Choose an offer

Request the free MSP guided review now, or add optional client-assurance context first if it helps route the reply.

Next step

Want to test one current client assurance workflow?

Book a short review or send the workflow context first. Redacted examples are enough to decide whether there is a real paid pilot path.

Request guided review