Step 4: Delivering Compliance Like a Pro
From Plan to Action. Fast.
Deliver compliance like a professional
At this point, you’ve got a starter compliance program, you've tested it internally, and you’ve got clients ready to go.
Now, let’s talk about delivery. That's where many MSPs get stuck.
Compliance can feel complex and manual—especially if you’re trying to recreate the wheel every time.
Delivering it well requires structure, process, and clarity. Clients don’t just want a document—they want peace of mind. They want to know you’ve got it handled.
First, Define What Success Looks Like...
Get clients up and running fast with the right risk assessments, policies, and roles defined.
Standardize delivery to ensure a high-value client experience—with less effort from your team.
Keep clients on track with timelines, reminders, access reviews, and policy acknowledgments.
Streamline audits and avoid last-minute scrambles by building compliance into everyday operations.
Demonstrate your compliance value by showing visible, ongoing progress to your clients.
What Compliance Delivery Looks Like in Practice
Every client you onboard should go through a repeatable, scalable compliance plan.
Risk Assessment Internal Policies
Access Controls Security Training
Vendor Mgmt. Asset Mgmt.
Evidence Support
Monthly check-ins or QBRs
Audit readiness planning
Continuous updates as security evolves
How to Deliver Compliance Without Burning Out
Building and managing compliance takes documentation, training, risk assessments, policies, reviews, updates, and follow-up. How do you avoid the burnout zone when scaling this across multiple clients?
Standardize Everything
Most clients share 70–80% of the same core requirements. Build standardized templates, workflows, and policy kits to serve as your base, and tweak for each client’s industry or maturity.
Pro Tip:
Use the Internal Policy Starter Kit to update modular templates across multiple clients. Simplify multi-framework compliance with Ostendio's crosswalk functionality.
Automate Workflows
Manual follow-up is a productivity killer. Automate the items that drains your time: recurring reminders for policy reviews, training completions, risk assessments, vendor management tasks, etc.
Pro Tip:
For recurring compliance tasks, use automated workflows. Leverage the Ostendio Compliance Manager to manage assets, evidence, tasks and the status of your clients' security program.
Set a Rhythm
Build a delivery cadence with recurring touchpoints—monthly service reviews, quarterly risk assessments, annual audits. Clients appreciate predictability, and your team runs smoother without last-minute scrambles.
Pro Tip:
Run a quarterly business review (QBR) that your clients will actually look forward to. Download the QBR Template to align on goals, set expectations and deliver compliance success.
Train Clients to Self-Serve
Educated clients are better clients. Share resources, checklists, trainings, and onboarding docs to help them take ownership of basic tasks. You’ll get fewer “what do I do now?” messages and spend more time advising on strategic matters.
Pro Tip:
Build a client portal, shared document repository or leverage Ostendio's built-in templates and platform modules (like Documents and Training) to guide them.
Use Scalable Tools
You can’t scale compliance delivery if everything lives in separate tools. Bring your documentation, tasks, policies, training, and evidence collection into one platform. Centralized systems mean less time spent on admin, and more on high-value delivery.
Pro Tip:
Choose a platform that lets your team manage where every client stands in real time. Avoid time wasted on GRC vendor research with this GRC Vendor Selection Tool.
Ready to Dive Into Cyber Insurance?
You've guided clients through risk assessments, policy development, and safeguards. Now, turn your compliance work into insurance savings, stronger policies, and even revenue opportunities.
