MSP · Multi-Tenant Rollup
A regional MSP rolls up risk posture across 30 SMB clients
How a 15-person managed service provider turned Scarlet Risk into a whitelabeled quarterly business review — and moved three at-risk accounts into expansion conversations.

Industry
Managed services · IT
Team size
15 employees · 30 clients
Frameworks
SOC 2 · HIPAA · CIS · client-specific
Trigger
QBR cycle · churn signal
The problem
The MSP ran quarterly business reviews for 30 SMB clients, but each one was manually assembled from screenshots and spreadsheets — burning 40+ hours per cycle.
Two mid-market accounts had started shopping alternate MSPs. Neither had a security or compliance-driven reason to leave, but the MSP had no artifact that made the value visible.
Cross-selling higher-tier packages required a story about risk trajectory, not just tickets closed.
How Scarlet Risk fit in
- 1
Deployed Scarlet Risk under a whitelabel agreement, exposing each client to their own risk profile through the MSP's brand.
- 2
Rolled up cross-client posture into a single MSP dashboard showing trend lines, framework alignment, and vendor concentration across the book.
- 3
Generated one-click Board-Ready reports for each QBR, replacing the manual assembly process entirely.
Outcome
40 → 3 hrs
QBR prep time per quarter
3 accounts
Moved from churn risk to expansion conversation
2 SKUs
Higher-tier packages added on the back of visible ROI
"We stopped selling tickets and started selling a risk trajectory. Clients don't renegotiate a trajectory the way they renegotiate a service line."
— Illustrative — composite of common MSP whitelabel engagements
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