Orientation Meeting

Scale your MSP with EOS


Develop, Market, Sell and Deliver IT Security Assessments



Stickier Clients

Provide guidance, demonstrating competence and trustworthiness.

New clients

Reveal problems left by others and win new business.

Project Revenue

Build a security maturity roadmap full of additional-revenue projects.

Here is the problem

Monetizing security is an elusive goal, reserved for those with seemingly unlimited budgets to retain security talent and tools
It shouldn’t be this hard to do security for someone who actually cares!
Customers don’t understand their need - they think Managed Services includes (or should include) security
MSPs should be able to offer quality cybersecurity to their clients, but they’re stuck reselling someone else’s security to their clients
MSPs don’t know where to get started
MSPs can’t afford the time and capital to build a security program
There is a lack of partners to help the MSP succeed — all the “partners” are out for their own success instead.

From being frustrated not being able to have a clear direction how to monetize on security to become confident to …



Your Expert Guide

Caleb worked at an MSP who wanted to build a security program. He felt the frustrations of needing to develop an education program to help clients understand cybersecurity and their need to do something about it, needing to choose the right cybersecurity tools, train-up or staff-up for security, and mobilize a salesforce and technical team around a cybersecurity program offering.

Caleb was a Director of Technical Operations at a cybersecurity firm, managing a penetration testing team, vulnerability assessments, and conducting consultative executive summary briefings with customers.

He’s authored articles in BoardRoom Magazine, is a regular speaker at regional IT and Information Security conferences, and is an active member of the local information security community.

See Caleb's Profile



Find and Win More MSP Customers


Cybersecurity Monetization Method

  • Educate and Qualify
  • $ Sell
  • Assess
  • $ Remediate.. 

Implementation Image 2

LASER: 5-Step Implementation Process


  • Understand the components of a cybersecurity assessment program
  • Review sales training
  • Customize sales/marketing templates
  • Learn how to select security products to use for assessments
  • Learn how to fill out the assessment report template
  • Learn how to present findings to the customer
  • Choose your own information-gathering tool(s) and assessment program components
  • Package your assessment as a monetized service offer


  • Use customized template marketing materials to educate business leaders on their need for security, which starts with an assessment
  • Qualify leads with a preliminary cybersecurity maturity assessment


  • Sell a full assessment using the template SOW provided in the Solution Set


  • Perform the assessment activities
  • Fill in the report template
  • Build proposals for immediate recommendations
  • Build projects for long-term recommendations
  • Present findings and remediation recommendations to customer


  • Perform paid remediation projects.

Implementation Image 2

The next step is to just buy the Solution Set. If they have questions first, they’re welcome to book a meeting with me…


Schedule your Cybersecurity Strategy Review Now



On-Demand Courses

Access your library of on-demand courses designed to help you progress at your own pace. You’ll find courses with videos, quizzes, progress checks, and downloadable content on topics such as:

  • Demand Generation
  • Prospecting Do’s and Don'ts
  • Dealing with Objections
  • Creating Real Value
  • How to build a sales campaign
  • Website Tips and Techniques
  • And many more...

From feeling worried and uncertain about growing your business, to confidently executing a plan that actually works.


1-1 Coaching

Your 1-1 coaching starts with a Sales Readiness assessment which will highlight your strengths and alert you to areas in need of assistance. Your sales score dashboard will keep you focused on the tasks that will yield the most value.

To maximize sales results, and to ensure that you are operating at peak performance, your coach will guide you thru the process and provide valuable feedback and sales guidance to help you win more customers.

Application Templates

Free stuff

  • Article: Qualifying Cybersecurity Maturity Assessment
    • This one can/should be a freebie - no purchase necessary because it will generate NEED for the Solution Set and/or outsourced assessments
  • Video: Solution Set Overview

List of items included in Solution Set

Many solution providers offer to tweak your business model or improve your efficiency - but very few can offer to transform your offering. Managed Services Platform aims to guide those of us aiming for more.

Rich Anderson

CEO / Imagine IT

Managed Services Platform is pretty cool. We've tried a lot of MSP coaching, training and marketing systems. We truly feel that the Managed Services Platform is the most in-depth, comprehensive, advanced and fastest evolving

Nick Stevens

Founding Partner / Heroic Technologies

Managed Services Platform helps us to sell more SaaS but also helps us to get more revenue because we do more for the same client. The report tool forces us to get out of our comfort zone (the bits and bytes), and makes us focus on why a client needs IT.

Wouter Mertens

Business Manager / EXPRO IT