Know exactly where every client stands, and what to do about it.
IT Baseline gives MSPs a single place to assess clients against a standard, turn the gaps into a roadmap, and show the business value of the work every quarter, instead of an assessment stitched together from spreadsheets.
Currently in beta. First customer is free, always. See pricing.
Client baseline
Every MSP does vCIO work. Most can't prove it.
Recommendations live in a doc no one reopens. Roadmaps live in someone's head. Reviews get done when there's time. Clients renew on relationship, not evidence, which is a fragile place to run a business from.
No consistent standard
Every client gets assessed differently, so nothing is comparable quarter to quarter or engineer to engineer.
Roadmaps that stall
Recommendations get made, then sit in a slide deck. There's no workflow that turns findings into scheduled, budgeted work.
Value goes unseen
Clients don't see progress, so renewals and upsells rely on goodwill rather than a documented track record.
From assessment to evidence, in three steps
Assess against a standard
Run a structured technical assessment for each client (security, backup, documentation, standards alignment and basic risk) so every engagement is measured the same way.
Build the roadmap
Gaps become prioritised, budgeted recommendations. vCIO and TAM sit in the same workspace, so the strategic plan and the technical account work stay connected.
Review and prove it
Quarterly reviews show the client exactly what moved, and give your team a documented reason for every renewal conversation.
Six things that do the heavy lifting
Every one of these runs on the same underlying data, so the monthly technical work and the quarterly strategy conversation never drift apart.
vCIO Report (QBR)
The quarterly review, auto-generated from live data: risk, compliance, hardware spend and a costed roadmap.
Read more →TAM Reports
The lighter monthly version: technical evidence and accept/decline recommendations that feed the next QBR.
Read more →Risk Register
Every risk scored by likelihood and impact, every device flagged, in one register.
Read more →Customer Portal
A client-facing portal where you control exactly what each customer can see.
Read more →Standard Library
Ten categories, 146 settings: one baseline every client is measured against.
Read more →Compliance Alignment
Cyber Essentials, ISO 27001, GDPR and more, scored live from the same data.
Read more →One package. No per-seat guessing games.
Core includes vCIO and TAM together, with unlimited colleagues and client contacts. You pay for customer capacity, not headcount.
Try it with one client, free. No card required
Your first managed customer stays free even after you upgrade. Prove the workflow before you pay for it.
Join the beta