Monthly pipeline reviews, forecast validation, and early warning signals so your MSP's revenue system stays clean, accurate, and trustworthy.
For MSPs with a clean foundation who want expert oversight without full-time headcount.
Get Started With Revenue Guard
You did the work. Pipeline stages are defined. Handoffs are documented. The forecast finally means something. But without consistent oversight, systems drift.
A rep gets busy. A follow-up slips. A deal that should have closed three weeks ago is still sitting in "Proposal Sent." By the time it shows up in a forecast meeting, the opportunity is already cold.
The definitions were clear when you set them. But six months later, reps are interpreting them differently again. Your forecast starts telling a story that doesn't match reality.
Renewal dates pass without a conversation. QBR triggers don't fire. Upsell opportunities sit inside your client base, invisible, because nobody is watching for them.
None of these issues feel urgent on their own. But left unchecked for a quarter or two, you're back where you started: a pipeline you can't trust and a forecast built on hope.
One monthly cycle. Four layers of oversight. No extra meetings unless you want them.
We review your full pipeline every month: deal movement, stage accuracy, velocity trends, and forecast assumptions. You get a clear picture of what's real, what's at risk, and what your numbers actually mean.
Deals go dark. Standards slip. Expansion windows open and close. We flag what needs your attention now, what can wait, and what you can safely ignore. You'll see emerging problems before they show up in the numbers.
Every month you get a focused, written review with specific recommendations. What to act on. What to watch. What to deprioritize. No fluff, no 40-slide decks, no ambiguity. You decide what to execute and when.
Questions come up between cycles. A deal feels off. You want a second opinion on a forecast assumption before a board meeting. You have direct async access to pressure-test decisions without scheduling overhead.
Revenue Guard is advisory oversight. It protects the clarity you've already built. It does not create it.
If your revenue system needs foundational work before oversight makes sense, start with Revenue Launch. If you need hands-on execution, Revenue Operator is the better fit.
The person running deals every day can't objectively evaluate the pipeline they're building. They have blind spots, biases toward their own opportunities, and no incentive to kill deals that should be dead. External oversight removes that bias and gives you a read on the pipeline that isn't filtered through optimism.
A one-time pipeline review is a snapshot. Monthly oversight creates a trend line. After three months, we know your pipeline's patterns: which stages leak, which reps inflate, which deal types stall. That pattern recognition is what makes the recommendations sharper over time.
A full-time RevOps hire costs $80K to $120K before benefits. Revenue Guard gives you focused, expert oversight on the specific system that drives your revenue for a fraction of that cost. And because we work with MSPs exclusively, the ramp time is zero.
Not necessarily. Revenue Guard assumes your pipeline stages are defined, your CRM data is reasonably clean, and your handoff workflows are documented. If you've already done that work internally, you can start with Guard directly. If you're not sure whether your foundation is solid enough, book a call and we'll tell you honestly.
You receive a written review covering pipeline health, forecast accuracy, deal movement, and flagged risks or opportunities. It's a focused document with specific recommendations, not a dashboard screenshot or a generic summary. If you want a live walkthrough, we can do that too, but the written review stands on its own.
Very little. We do the analysis independently using your CRM and PSA data. The written review lands in your inbox. You read it, decide what to act on, and move forward. If you want a monthly call to talk through the findings, we can add that, but it's not required.
We'll flag it clearly in the review and recommend the right path. Sometimes that's a specific action your team can handle internally. Sometimes it means scoping a focused project. If it's beyond what internal execution can cover, we'll recommend transitioning to Revenue Operator for hands-on support.
Absolutely. Many MSPs start with Guard and upgrade when they realize they want execution handled, not just oversight. The transition is seamless because we already know your system.
