Free for MSPs
A security check your prospects fill in, under your brand
Send prospects a link with your logo. They answer 16 plain questions about their computers, phones and accounts and see a score. Their answers come to you by email, with the gaps ranked and a question to open the first call with.
Nothing to install or scan. A prospect needs about 4 minutes.
Why prospects don’t reply
Most MSP outreach talks about security in general. Owners act on facts about their own business.
Cold security pitches get ignored
Small business owners hear “you should take security seriously” from every vendor. It doesn't tell them anything about their own business, so they don't reply.
With the checkA check about their own laptops, phones and accounts does. They get a score and three things to fix, with your name on it.
Scans can't see laptops and phones
Domain and dark web scans show what's exposed on the internet. They can't tell you whether laptops are encrypted, updates are installed or leavers still have access.
With the checkThe check asks the owner directly, so you need no access to their systems and no permission to scan their domain.
First calls start from zero
Without facts, the first meeting goes on discovery questions, and the prospect has no reason to change anything yet.
With the checkYou walk in knowing their answers, the gaps worst first, and the question to open with.
How it works
- 1
Create your link
Add your logo, brand colour and booking link. The link arrives by email in about a minute.
- 2
Send it to prospects
Put it in outreach emails, on your website, in LinkedIn posts or in a follow-up after a networking event.
- 3
Get each report by email
When a prospect finishes, you get their answers, contact details, the gaps ranked and a follow-up email ready to send.
What each side gets
Your prospect
- Your logo, colour and company name throughout
- 16 questions in plain language, with “Not sure” on every one
- A score out of 100 and the three things to fix first, explained in business terms
- A button to book a call with you
You, by email
- Name, company, email and phone, plus company size and who runs their IT today
- Whether an insurer, customer or regulator has asked them about security
- Every gap, worst first, with what to propose and a question to open with
- Which answers were “Not sure”, and a follow-up email ready to send
What the check covers
13 scored questions in six areas, plus three about the company.
Devices
- Up-to-date list of company devices
- All computers on supported systems
Lost or stolen
- Laptops are encrypted
- Lost devices can be locked or erased
- Screens and phones lock automatically
Updates
- Security updates are managed and checked
Accounts
- MFA on email and business apps
- Software installs go through IT
- Leavers lose access the same day
- Work data on phones is protected
Recovery
- Backups are separate and tested
- Cloud email and files are covered
People
- Staff are trained to spot phishing
Your prospects stay yours
The prospect sees your brand. Their details and answers go to your inbox, and trio.so doesn’t contact them, add them to a list or keep their answers.
- Reports go only to the work email you sign up with
- trio.so keeps a count of reports per link, nothing else about the prospect
- The prospect is told their answers go to you
- Results are labelled as self-reported, never as an audit or compliance
Create your link
We email the link to you. Prospects’ reports arrive at the same address.
- Free, with as many links as you need
- Your logo and colour on every screen
- Your booking link on the results screen
- A ready-to-send invite email comes with the link
Close the gaps the check finds
trio.so has a multi-client console for MSPs. It manages Windows, macOS, Linux, iOS/iPadOS and Android devices for every client, so most device findings from the check become a policy you apply once.
- 01Enforce encryption, screen lock and passcodes per client, and see the status of each device.
- 02Run OS updates through Auto Patch policies and third-party fixes through remediation plans.
- 03Keep a device list with owner, serial number and OS for every client, and wipe lost devices remotely.