Manual reporting is slow
Account managers burn hours rewriting technical notes into executive language.
New revenue focus
Monthly MSP reports your clients can actually act on.
MSP Briefing Engine turns service notes, security findings, project updates, and rough account context into executive-ready reports, risk reviews, QBR agendas, remediation roadmaps, and SOW-ready recommendations.
$149/mo
planned starter tier
$249/mo
planned growth tier
35 clients
rough $100k/year path at growth
THE PROBLEM
MSPs do the work, then lose the value story.
Tickets, endpoint stats, security findings, backup status, roadmap items, and client conversations live in different places. By the time a QBR or monthly review is due, someone has to manually turn raw notes into a report that a non-technical decision maker will understand.
Security findings are hard to sell
Important risk work gets buried when the client cannot connect the finding to business impact.
QBRs drift tactical
Without a clean narrative, strategic reviews collapse back into tickets, noise, and vague next steps.
THE WORKFLOW
Paste the raw context. Review the briefing. Send with confidence.
1. Add client context
Paste notes from tickets, projects, security assessments, monitoring summaries, or account check-ins.
2. Generate the packet
The engine structures the messy input into executive summary, risks, wins, roadmap, and review agenda.
3. Convert next actions
Push recommendations into a SOW-ready shape when a client needs remediation, onboarding, or project work.
PLANNED PRICING
Recurring revenue math that works for small MSPs.
Pricing will be validated during the early-access sprint. The target is a small-MSP-friendly product that can reach meaningful recurring revenue without enterprise sales.
Starter
$149/mo
- Up to 5 active clients
- Monthly report packets
- Risk brief output
- Email support
Growth
$249/mo
- Up to 20 active clients
- QBR agenda generation
- SOW-ready recommendations
- Priority report QA
Agency
$499/mo
- Higher client volume
- Multi-brand support
- Advanced templates
- Priority support
No payment is being collected on this page yet. Early-access requests go through the existing Helion Forge contact path while the first version is assembled.
START FREE
Use the first lead magnet now.
The free MSP Client Risk Brief Generator gives a lightweight preview of the briefing workflow. It runs in the browser and does not send your notes anywhere.