One model, read seven ways.
Whatever your job in the MSP, the reference gives you a straight answer — and a place to start. Find your seat below; each one drops you into the part of the model built for you.
Owner / Founder
“How do I scale the business — and grow what it's worth?”
The whole-shop diagnostic: where you're still reactive, your operational-maturity level and what the business is worth, and the gaps quietly capping your margin and your multiple.
Where it lives · AI Readiness · Operational Maturity · Financial & Valuation · the My-MSP diagnostic
Executive / vCIO
“How do I lift maturity and tell a credible client story?”
The operational-maturity framework with per-trait next-steps, QBR material, and the maturity narrative that builds client trust.
Where it lives · Operational Maturity · Insights · Scorecard · QBRs · Communications
Operations / Service-Delivery lead
“How do I standardize delivery and stop drowning?”
A best-practice board, status, and workflow reference to benchmark against — plus the capacity and customer-health patterns that catch trouble early.
Where it lives · Boards · Statuses · Workflows · Records · RMM Scripts
Service Desk / Technician
“What should I know, and how is this handled?”
The skills and certification ladder for your tier, and per-ticket runbooks — resolution steps, the tools and access you need, routing, and disambiguation.
Where it lives · Skills · Certifications · Records · Knowledge Base
Security / Compliance / CISO
“How strong is the security I sell — and am I insurable?”
The standards → controls → cyber-insurance map, the keystone controls insurers actually require, and a maturity score for the security offering you sell.
Where it lives · Compliance · Controls · Cyber Insurance · Risk Register · Security Offering
Sales / Account Management
“How do I package, price, and talk value?”
Productized packages, agreement and pricing models, go-to-market channel economics, and a valuation talk-track for QBRs and renewals.
Where it lives · Service Packages · Agreements & Pricing · Go-To-Market · Valuation
Marketing
“Which growth channels actually work for MSPs?”
A channel reference with illustrative cost-per-lead and CAC bands, plus concrete strategies tuned to your MSP's size.
Where it lives · Go-To-Market · Events · Communities
It's free, it runs in your browser, and your assessment answers stay there. The reference diagnoses; AI Autopilot — the separate, paid platform from the same team — is what automates the work once you've closed the gaps.
Find your seat — and see where your MSP stands.
No install, free to explore. Pick an assessment and get a tailored read on your gaps and your maturity.
Open the reference →