AI Platforms AI Platforms Built for MSP onboarding, proof, and resale packaging

Sell and deliver security awareness with proof clients can actually use

Launch faster with onboarding templates, automate reminders and ownership, and deliver branded evidence packs for audits, cyber insurance reviews, renewals, and quarterly business reviews.

Built for MSPsWholesale pricing readyAudit-ready recordsWhite-label portalsImplementation playbooksOnboarding templatesRole-based ownershipHealthcare and finance packsproduct fit 7-dayTypical pilot launch pathMulti-tenantMSP administrationBranded exportsClient proof outputsRole-basedTeam ownership controlsWholesaleResale packaging optionsPSA + M365Workflow integrations

Request demo View all products

Product details

What it does

MSP Security Training Proof helps managed service providers deliver security awareness as a polished recurring service with less admin work and stronger client confidence. Assign training by client, role, or risk profile, collect policy acknowledgements, automate reminders and escalations, sync users from identity systems, and generate branded proof for audits, cyber insurance reviews, renewals, and quarterly business reviews. The platform adds implementation playbooks, onboarding template libraries, role-based team ownership, vertical campaign packs, and wholesale-friendly service packaging so MSPs can move from quote to launch to renewal with a repeatable workflow clients trust.

CategoryAI Platforms

Pricing modelWholesale-friendly MSP pricing with client bundles, active-user ranges, white-label options, premium reporting, and evidence-retention add-ons for profitable resale packaging.

Best forManaged service providers, vCIO teams, compliance-focused MSPs, and IT service firms supporting regulated, audit-sensitive, or cyber-insurance-conscious clients.

Feature set

Key product features

Build client-ready training programs with recurring campaigns, policy acknowledgements, and branded reporting

Move from quote to onboarding with implementation playbooks, launch checklists, and reusable service templates

Package services by managed client, active users, white-label needs, evidence retention, and premium reporting levels

Assign recurring training by client, department, role, industry package, or risk profile

Track completions, overdue users, failed acknowledgements, reminder history, and exception ownership

Generate branded completion reports, policy logs, reminder trails, certificates, and executive summaries

Use role-based permissions for MSP admins, account managers, compliance owners, and delegated client contacts

Launch with onboarding template libraries for forms, tasks, kickoff messages, dashboards, and workflow presets

Support white-label client portals with delegated admin access and downloadable proof records

Connect Microsoft 365, Entra ID, PSA tools, and MSP operations workflows to keep delivery current

Use healthcare, finance, contractor, and professional-services campaign packs with proof outputs matched to client expectations

Show service value with time-saved and admin-effort payoff language during QBRs and renewal conversations

Formalize launch, booking, and escalation workflow

Strengthen trust, auditability, and records

Narrow to the highest-value buyer segment

Campaign templates tied to common MSP service motions

Use cases

Where it helps

Launch a new client from signed agreement to first campaign using a repeatable onboarding checklist

Package quarterly awareness delivery as a profitable managed service with clear bundle options

Collect policy acknowledgement proof for audits, renewals, and cyber insurance reviews

Reduce manual chasing with overdue-user escalations assigned to the right MSP and client owners

Present branded executive summaries and exception lists during quarterly business reviews

Create healthcare-specific training and proof workflows for HIPAA-minded client environments

Support financial services clients with recurring training evidence, review discipline, and exportable records

Standardize change orders for new departments, locations, policy packs, and compliance add-ons

Give account managers visibility into client status, approvals, private notes, and action ownership

Use sample dashboards and proof exports to speed buyer approval during the sales process

Maintain longer-term evidence archives for contract reviews and renewal readiness

Show clients exactly what was assigned, completed, acknowledged, escalated, and exported

Visible client value

Proof-first reporting that makes your service easier to trust

Make the output as compelling as the workflow. Show clients exactly what was assigned, completed, acknowledged, escalated, and retained.

Request demo

Branded proof packets Deliver completion summaries, acknowledgement logs, reminder trails, certificates, and executive-ready exports in a format clients can share internally or with outside reviewers.

Sample export experiences Use polished report layouts and client-facing dashboards to make service value obvious before renewal discussions begin.

Exception visibility Surface overdue users, failed acknowledgements, and unresolved follow-up items with clear ownership and next actions.

Implementation playbook

Give your team a clear path from signed agreement to first completed campaign

Built-in rollout guidance helps MSPs standardize delivery without reinventing onboarding for every client.

Launch checklist Follow a step-by-step setup path for tenant creation, branding, user sync, policy imports, training schedules, and first-report delivery.

Success milestones Track kickoff, user sync completion, first acknowledgement cycle, first campaign launch, and first executive report so every deployment stays on pace.

Admin configuration guidance Set permissions, delegated client access, escalation owners, reporting schedules, and evidence retention preferences with less back-and-forth.

Template library

Start with reusable MSP workflows instead of blank screens

Ready-made templates help teams onboard faster, communicate clearly, and deliver a more consistent service across accounts.

Onboarding templates Use starting forms, kickoff messages, internal task lists, dashboard presets, and client launch sequences to speed implementation.

Service presets Apply reusable workflows for quarterly campaigns, new-hire assignments, policy acknowledgements, renewal prep, and overdue escalations.

Vertical starter packs Select healthcare, finance, contractor, or professional-services templates to match client language and reporting expectations from day one.

Team controls

Run delivery across sales, compliance, service, and account management teams

Stronger ownership and permissions make the platform easier to use as your MSP offering grows.

Role-based permissions Separate access for platform admins, account managers, compliance leads, client contacts, and delegated reviewers.

Task ownership Assign reminder follow-up, policy approval, exception review, and renewal prep actions to the right internal or client-side owners.

Private notes and approvals Keep internal context, approval steps, and account-specific instructions visible to your team without cluttering the client experience.

Packaging and pricing

Build a service catalog clients can understand and your team can deliver repeatedly

Package security awareness into clear tiers, add-ons, and change-order paths that support profitable resale.

Client bundle packaging Offer core, growth, and compliance-focused service bundles based on managed clients, active users, reporting depth, and white-label needs.

Evidence retention add-ons Extend recordkeeping windows and premium export options for clients with stricter audit, contract, or insurance expectations.

Change-order expansion path Add departments, locations, vertical packs, premium reports, and advanced review workflows without rebuilding your service model.

Best-fit verticals

Especially strong for regulated and documentation-heavy client environments

Use industry-ready campaign structures and proof outputs that align with clients who expect stronger oversight and cleaner records.

Healthcare organizations Support HIPAA-minded awareness programs with policy acknowledgements, overdue follow-up, and exportable proof for internal and outside review.

Financial services firms Deliver recurring training cycles, executive summaries, and exception reporting for teams that need stronger review discipline and documented completion records.

Public contractors and professional services Maintain evidence archives, scheduled reminders, and client-facing proof outputs for contract reviews, questionnaires, and renewal preparation.

Pricing

Commercial packaging

Editable pricing cards exported directly in the product catalog JSON.

Starter

Custom

For MSPs launching a packaged awareness service with guided onboarding, proof exports, and core client delivery workflows.

Wholesale-friendly client bundle pricing
Implementation playbook and launch checklist
Quarterly campaign and onboarding templates
Completion tracking and policy acknowledgement records
Branded proof exports for reviews and renewals
Active-user packaging for easier resale

Request pricing

Recommended

Growth

Custom

For MSPs that need white-label delivery, stronger team ownership, and repeatable quote-to-change-order expansion paths.

Everything in Starter
White-label client portals and delegated admin access
Role-based permissions, ownership, and approvals
Template library for forms, tasks, messages, and dashboards
Executive summaries, exception lists, and premium reporting
Microsoft 365, Entra ID, and PSA workflow support

Request pricing

Scale

Custom

For larger MSP teams standardizing multi-vertical security awareness delivery with longer evidence retention and advanced packaging options.

Everything in Growth
Evidence retention add-ons for audit-sensitive clients
Healthcare, finance, contractor, and professional-services packs
Change-order workflows for locations, departments, and add-ons
Advanced client review exports and renewal preparation assets
Priority onboarding and service design guidance

Request pricing

FAQ

Buyer questions

How quickly can an MSP launch the service?

Many teams can move from kickoff to a pilot launch in days by using the implementation playbook, onboarding templates, user sync, and prebuilt campaign presets.

Does the platform help with onboarding new clients?

Yes. It includes launch checklists, setup guidance, reusable kickoff messages, task lists, dashboard presets, and first-quarter rollout templates so your team can standardize delivery.

Can we package this into our own service tiers?

Yes. MSPs can structure client bundles around active users, white-label delivery, reporting depth, evidence retention, and premium review outputs to fit their own pricing model.

What kind of proof can clients receive?

Clients can receive branded completion summaries, acknowledgement logs, reminder histories, exception lists, certificates, and executive-ready reports for audits, renewals, and insurance reviews.

Does it support internal team roles and ownership?

Yes. Role-based permissions, ownership assignments, approvals, and private notes help sales, compliance, service, and account teams collaborate without losing accountability.

Can we support regulated industries with this platform?

Yes. The platform is especially strong for healthcare, financial services, public contractors, and professional services that need recurring training records and polished proof outputs.

How does it fit into our existing MSP workflow?

It supports common MSP operations with identity sync, PSA-friendly workflows, delegated client administration, escalation ownership, and reporting that fits QBR and renewal motions.

Can we use it for change orders and service expansions?

Yes. You can add departments, locations, policy packs, vertical workflows, premium reporting, and evidence-retention options as structured service expansions.

How do we show ROI to clients and internal stakeholders?

The platform helps teams highlight time saved on reminders, reporting, onboarding, and evidence collection while giving clients clearer visibility into completed work and outstanding exceptions.

Next step

See how your MSP can package, launch, and scale training proof delivery

Explore onboarding workflows, proof outputs, client bundle options, and vertical campaign packs tailored to your service model.

Talk about this product View all products