7 documents. Pre-assessment questionnaire, 150-point audit checklist, risk scoring matrix, executive summary template, upsell SOP, scope letter, and usage guide — everything to run repeatable, billable security assessments from day one.
Every MSP knows the conversation: a client asks "how secure are we?" and you either wing it, pull up a generic checklist from Google, or promise to follow up. None of those build trust — or revenue. You need a repeatable process that looks professional the first time you run it.
If your security review looks different for every client, you're not doing assessments — you're doing improv. Prospects and clients can feel the difference.
Without a documented gap analysis, it's your word against their assumption that "we're probably fine." A written remediation roadmap changes that conversation.
Creating a professional risk questionnaire from scratch, getting the format right, aligning it to frameworks — that's a significant project. This is that project, already done.
Everything you need to run a structured cybersecurity assessment from first client conversation through remediation proposal. 150+ audit points. NIST CSF + CIS Controls v8 aligned.
30 questions across 8 sections — Identity & Access, Endpoint, Network, Email & Collab, Data & Backup, Security Awareness, Vuln Management, and Cloud/SaaS. Send to clients before your first call.
Structured audit checklist aligned to NIST CSF and CIS Controls v8. Covers all 8 domains. Use it on-site or remotely. Every line is a checkable, documentable finding.
Weighted scoring model that converts audit findings into letter grades (A–F) per domain. Shows clients exactly where they stand — and gives you a defensible, repeatable methodology.
Client-facing report template that translates technical findings into business language. Drop in your scores and findings — the structure and framing are already done.
5 objection-handling scripts and a step-by-step process for converting assessment findings into managed security service agreements. Includes conversation flow and follow-up templates.
Pre-engagement letter that defines scope, access requirements, and expectations. Sets the professional tone before you start — and protects you if scope questions come up later.
Step-by-step guide for running your first assessment end-to-end: which document to use when, how to sequence client interactions, and tips for adapting the kit to your workflow.
Notion, Confluence, IT Glue, Google Docs, Obsidian, Word — Markdown renders cleanly everywhere. No proprietary format lock-in.
Add your logo block, adjust questions for your client verticals, extend checklists, or white-label for client delivery. These are your documents to own.
💡 Tip: Paste the questionnaire into a Notion page and share a link with your client before the first call. They fill it out; you show up prepared.
$67 gets you a complete assessment kit — questionnaire, gap analysis, and remediation roadmap — ready to use with your next client.
If it's not what you expected, email hello@helionforge.com within 30 days for a full refund.
Instant download • Markdown (.md) • One-time purchase