Stop pitching. Start showing.
Most managed services deals stall because the prospect believes their environment is fine and your proposal reads like every other proposal. A read only assessment delivered during pre sales replaces your claims with their data, so you can scope work against documented conditions instead of projections.
Four steps from connection to a scoped proposal
Connect
Scoped read only access. No agents, no writes, nothing to uninstall.
Scan
Inventory machine identities and the access each one holds.
Findings
See what is over permissioned, stale, or off policy.
Scope
Map every finding to remediation the prospect now knows they need.
What a scan surfaces
Machine identities outnumber human users in most cloud environments, and almost no one has an inventory of them. In a single scan you will typically see service accounts with admin privilege nobody can explain, credentials that have never been rotated, automation identities outliving their workloads, access paths that would not survive an audit, third party integrations with standing access nobody approved. None of it is exotic. It accumulates quietly in any environment running more than a year or two, and it is invisible without an inventory.
Security conscious buyers approve a scoped look at their own environment
Read only
Avistar cannot change, create, or delete anything.
Scope documented
Permissions, collection, storage, and retention are spelled out up front.
They keep the findings
The assessment has value to the prospect either way, which is why it gets approved.
The assessment is the first deliverable, not a lead magnet
Findings sort naturally into work you already sell: identity cleanup, privilege reduction, credential rotation policy, machine identity offboarding, ongoing monitoring, and compliance evidence collection. Each item ties to a specific finding, with an owner and a control reference.
Partners report the same two effects. Proposals get larger because scope is grounded in conditions the buyer can see. They close faster because the discovery argument has already been won.
See the compliance mappingUnder your brand
White label reporting puts your logo, your colors, and your language on the client facing deliverable. The prospect experiences an assessment capability that belongs to your practice.
- White label assessment reports and client summaries
- Pre sales talk track and objection handling guide
- Per environment partner pricing built for a pipeline
- Support on your first several assessments
Pre sales assessment FAQ
Put evidence in your next proposal
Talk to our partner team about running pre sales assessments across your pipeline.