Document every client onboarding in under an hour. At any scale.
White-label packs, a multi-client dashboard, native pushes into HubSpot, Jira, and ServiceNow. Scale your client onboarding without hiring. Multi-SIEM document generation is live for Google SecOps, Microsoft Sentinel, Splunk and Rapid7 InsightIDR; live platform validation is coming soon on the Platform tier.
2 new SOC clients a month × 2–3 weeks of senior analyst time each = £150,000+/year on documentation. Blueprint: under 2 hours per client. Saving one consultant two days a month pays for the platform.
Manual vs Blueprint
| Manual | Professional £249 | Enterprise £749 | Platform (Talk to us) | |
|---|---|---|---|---|
| Time per pack | 2–3 weeks | < 2 hours | < 2 hours | < 2 hours |
| Cost per pack | £6,500+ | From £249/mo | From £749/mo | Sales-led |
| Client records | – | Unlimited | Unlimited | Unlimited |
| Compliance mapping | Manual | CE+, ISO, CAF | Full framework set | Full framework set |
| Client review portal | – | Review links | Review links + portal | Review links + portal |
| White-label | – | – | ✓ | ✓ |
| HubSpot / SharePoint / Jira | – | – | ✓ | ✓ |
| ServiceNow / Salesforce / ADO | – | – | Add-on | ✓ |
| AI Document Advisor | – | Pay per document | 10/month included | Unlimited |
| Sales-to-delivery pipeline | – | – | ✓ | ✓ |
| Live onboarding tracker | Spreadsheets | ✓ | ✓ + client portal | ✓ + client portal |
| Workshops with pre-meeting check-ins | – | – | ✓ | ✓ |
| Secure credential handoff | Email & hope | – | ✓ | ✓ |
| PM Agent (chase lists, status reports) | – | – | Monthly digest | ✓ daily |
| MS Project export + PM connectors | – | MS Project export | ✓ | ✓ |
| Welcome pack compiler | – | – | ✓ | ✓ |
| Day-1 baseline report | – | – | ✓ | ✓ |
| Account management & QBRs | – | – | ✓ | ✓ |
| PM portfolio view | – | – | ✓ | ✓ + daily agent pass |
| Team seats | – | Unlimited | Unlimited | Unlimited |
| SSO + templates + priority support | – | – | – | ✓ |
- NON-SOLICITATION IN EVERY CONTRACT
- NDA BEFORE ANY ENGAGEMENT
- YOUR BRAND ON EVERY DOCUMENT
Built for MSPs
Every client onboarding in one place, at any scale.
Send secure links for clients to review and approve their pack.
Your brand on every document and review portal.
Track every change and keep an audit trail per client.
Bring your team in with role-based approvals.
Coming soon - chase outstanding client evidence in one view.
No project manager? Blueprint is your PM: a live tracker per source, workshops with pre-meeting check-ins, and a PM Agent that spots slippage, tells you who to chase, drafts the message and writes the status report. Then account management from day one, welcome packs in one click, and a portfolio view for delivery managers running every onboarding at once.
Enterprise: run prospects from proposal to signed acceptance, then hand over to onboarding automatically.
A 60-document intelligence catalogue, matched to each intake with a personalised rationale.
Push the onboarding plan into MS Project, Planner, Monday, Asana or ClickUp.