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TechGuard CMA Tools
Tools
Client Profile Builder
Start the engagement conversation here. Capture the client's profile once — firmographics, IT environment, frameworks — and get a live Client Cybersecurity Risk Profile with recommended opportunities. Shared with the Sales Scoper and every assessor.
Pre-Sales · Risk Profiling
Sales Scoper
Pre-Sales discovery tool for scoping cybersecurity assessments and identifying client needs.
Pre-Sales Scoping Assistant
GRCaaS Scoper
Engagement scoping and pricing tool for generating client GRCaaS service proposals.
vCISO · GRCaaS
Price Quoting Tool
Build professional quotes for clients from a shared service catalog. Supports flat, tiered, bundled, and escalated pricing. Each tenant has its own quote workspace; the catalog and defaults are managed centrally by TechGuard.
Sales · Quoting
Utilization Tracker
Lightweight time tracking for the delivery team. Logs billable vs. internal time and surfaces team utilization against the 70% hiring threshold.
Time · Capacity Planning
Partner
MSP Coverage Scoping
External-partner portal where MSPs declare which controls they can deliver, how they're priced, and how they bundle together. Mapped to TG-CMA-MAIN's 53 controls across 5 maturity levels.
MSP Partner Intake
MSP Submissions Review
Internal admin view — review and compare every MSP partner's coverage scoping. Export all responses as a single CSV for analysis.
Admin · Read-only