We already run ConnectWise and we have dashboards for everything. What would you actually find?

ConnectWise reports on what got entered; the leaks live in what didn’t. The scoping call that never became an opportunity, the ticket time that never touched a billable agreement, the seat count nobody reconciled against invoicing — none of that shows on a dashboard, because the record was never created or never updated. We read the PSA against the RMM, the calendar, and the ledger, and price the gaps between them. You get a sequenced fix list your own team runs inside the tools you already own.

We’re slammed with projects and short on engineers. Is this the wrong quarter for an audit?

Slammed is usually when the leaking is worst — quotes stall because everyone’s billable, and QBRs are the first thing cut. The Review costs your team almost nothing: we work from read-only access to your records, not from your engineers’ calendars. Two weeks later you know whether the unsigned SOWs, the un-trued agreements, or the bench is the expensive problem, and in what order to fix them. And if the honest answer is nothing material, you’ll know that too.

Industries · IT Services

The client added seats all year. The agreement still bills January’s count.

An MSP or dev shop leaks quietly: the SOW that sat unsigned while the champion cooled, the QBR that slipped so the renewal arrived as a surprise, the endpoints added mid-contract that nobody trued up, the bench week between projects no one priced. The Revenue Review reads your own PSA and ticket history and, in two weeks, puts a dollar figure on every one of those leaks.

Show me my number What the review costs →

Or call +1 (202) 600-6027 — a person answers.

The pattern

You have probably seen all three of these this quarter.

01
The SOW nobody chased
Your engineer scoped it live on the call, the proposal went out that Friday, and the client’s CFO replied with one question nobody answered. The prospect signed with the shop that followed up twice. Your PSA still shows the opportunity as open.
02
The QBR that slipped twice
The quarterly review got pushed twice because every senior tech was buried in tickets. By the time the renewal came due, the client had already taken two competitor calls you never heard about. The save happened in a panic, at whatever price it took.
03
The bench week payroll covered
The build wrapped early and the next kickoff slid, so three senior developers spent the gap on internal cleanup. Payroll ran anyway. The change order that would have filled those weeks was scoped on a call back in March — and never written up.

What we price

The leaks that get a monthly dollar figure.

SOWs and proposals sitting unsigned past the age where your own close history says they die
The gap between the endpoints your RMM manages and the endpoints your agreements actually bill
Out-of-scope tickets your techs quietly resolve inside the agreement instead of as billable work
Scoping and discovery calls that never became a quote in the PSA
Bench hours between projects while scoped change orders sit unwritten

The records we read

We take read-only access to your PSA — ConnectWise PSA, Autotask, or HaloPSA — alongside Jira or Linear if you run dev work, plus your quoting tool and QuickBooks or Xero. We read the records; we never touch a ticket.

Three questions

If any of these takes more than a minute, that is the finding.

01
How many SOWs are sitting unsigned in your PSA right now — and how old is the oldest one?
02
What’s the gap between the endpoints your RMM manages and the endpoints your agreements bill?
03
How many hours of out-of-scope work did your techs close last month without a change order or a T&M invoice?

Not knowing them is not a failing — it is the exact gap The Revenue Review is built to close. More straight answers: fourteen of them, in writing.

If the numbers earn it

What gets built afterwards — in your terms.

Revenue recovery →: Every open SOW, stalled quote, and unbilled out-of-scope ticket gets an owner and a follow-up cadence, so a proposal can’t quietly age out in the PSA.
Client communication →: QBRs that actually happen, on a schedule tied to renewal dates — so the true-up conversation and the renewal are routine instead of a scramble.
Numbers and alerts →: A short weekly view: agreement counts against RMM counts, quotes older than your close window, bench hours against signed backlog — the numbers that say where this month leaked.

Only what the arithmetic justifies — we do not prescribe what we have not diagnosed. The order comes from the Review, not from a brochure.

Who this is not for

We would rather say it here than on the call.

Break-fix shops with no agreements and no plans to sell any — there’s no recurring revenue to protect yet.
Firms mid-migration between PSAs. Finish the cutover first; we need records that agree with themselves.
Anyone hoping the answer is a new tool. You’d migrate the same leaks into cleaner software.

Asked on almost every call

The two questions owners here ask first.

We already run ConnectWise and we have dashboards for everything. What would you actually find?: ConnectWise reports on what got entered; the leaks live in what didn’t. The scoping call that never became an opportunity, the ticket time that never touched a billable agreement, the seat count nobody reconciled against invoicing — none of that shows on a dashboard, because the record was never created or never updated. We read the PSA against the RMM, the calendar, and the ledger, and price the gaps between them. You get a sequenced fix list your own team runs inside the tools you already own.
We’re slammed with projects and short on engineers. Is this the wrong quarter for an audit?: Slammed is usually when the leaking is worst — quotes stall because everyone’s billable, and QBRs are the first thing cut. The Review costs your team almost nothing: we work from read-only access to your records, not from your engineers’ calendars. Two weeks later you know whether the unsigned SOWs, the un-trued agreements, or the bench is the expensive problem, and in what order to fix them. And if the honest answer is nothing material, you’ll know that too.

The next step

Tell us what isn’t getting followed up. We’ll tell you if we can help.

A 20-minute call about your numbers — no deck, and a straight answer either way, including “not yet” if that is the truth.

We call web forms back the same business day. Or skip the form — +1 (202) 600-6027.