Building the confidence to lead

You don’t need dozens of clients to launch a successful Compliance-as-a-Service (CaaS) offering.

You need the right starting point, a few early wins, and the confidence to lead.

By now, you’ve started building your own compliance program. You’ve laid the groundwork for trust—and now it’s time to bring that value to your clients.

For most MSPs, your first compliance clients are probably already on your roster. Here's how to start with clients who already trust you.

How to Spot Clients for Your CaaS Offering

Build on client trust by guiding them through cybersecurity and compliance. Look for these triggers:

Clients who've been asked to complete a security questionnaire
Clients who are bidding on enterprise, government or security-sensitive contracts
Clients who might be applying for cyber insurance
Clients who operate in regulated industries (i.e., finance, healthcare)
Clients who've experienced a close-call or cybersecurity event

Security Compliance Services You Can Offer

Start Simple, with High-Value Offerings

SERVICE OFFERING	SERVICE RATE	GROSS MARGIN	TIME-TO-VALUE	TIME-TO-REVENUE
Risk Assessment + Report	$1,500–$5,000	70–85%	1 week	Immediate / Paid up front
Security & Compliance Audit Prep	$7,000–$15,000	60–80%	4–6 weeks	30 days
Policy Management + Templates	$1,000–$3,000 setup + monthly retainer	75–85%	2–4 weeks	Within 30 days
Compliance-as-a-Service Retainer	$1,500–$5,000/month	65–75%	30 days	Monthly recurring
Cybersecurity Awareness Training	$500–$2,000/year	80–90%	1–2 weeks	Immediate

Pro Tip: Bundle multiple services + ongoing support for a flat monthly retainer. Start small, then scale into full GRC services as clients mature.

Quick Wins You Can Deliver in Days

Run a Risk Review

Run a 60–90 minute risk review, and deliver a branded findings report.

Vendor Security Review

Guide clients through their first vendor security review.

Cybersecurity Roadmap

Offer a 30-60-90 day roadmap to build their program step-by-step.

Set Your MSP Up To Scale

You’re ready to start marketing your new CaaS offering. Here are the minimum core go-to-market resources every MSP should have in place.

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Email Templates

Set up email templates to re-engage clients and introduce your CaaS offering.

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Sales Talk Tracks

Sales talk tracks to help your team speak confidently about compliance.

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Social Posts

Thought leadership posts to position yourself as a trusted advisor.

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Battlecards

Battle cards for quick reference and client education.

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Presentation Templates

Slide decks to guide client conversations or pitch compliance projects.

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Become a Partner!

Join Ostendio's partner program to gain access to these templates and more!

BECOME A PARTNER >

Ready to Deliver Compliance Like a Pro?

You've laid the foundation. Now it's time to learn how to deliver your Compliance-as-a-Service offering - without burning out your team or drowning in spreadsheets.

Deliver Compliance Like a Pro

Return to Roadmap Home

Step 3: Laying the Foundation of Your CaaS Offering

Getting Your First CaaS Clients

Building the confidence to lead

How to Spot Clients for Your CaaS Offering

Clients who've been asked to complete a security questionnaire

Clients who are bidding on enterprise, government or security-sensitive contracts

Clients who might be applying for cyber insurance

Clients who operate in regulated industries (i.e., finance, healthcare)

Clients who've experienced a close-call or cybersecurity event