Broken or misconfigured SSL
Spot certificate and browser trust issues before they become your first unwelcome onboarding surprise.
Before onboarding
Know what you're inheriting before you onboard the client.
Run an outside-in security assessment before taking responsibility for a new client's environment.
First meeting risk
The first onboarding meeting shouldn't be the first time you discover obvious external risks.
A new client may already have visible issues in place before your team ever logs in, takes ownership, or starts remediation.
Weak email authentication
Review SPF, DKIM, and DMARC posture before email setup and trust questions land on your team.
Risky DNS configuration
Check domain and DNS signals that may already be affecting trust, delivery, or exposure.
Visible external services
See which internet-facing signals may already need a closer look before you inherit responsibility.
Credential exposure
Add public exposure context where supported so onboarding starts with fewer unknowns.
Website and security issues
Turn public-facing website and security signals into a clearer outside-in baseline for the client.
A better onboarding conversation
Move from "Everything seems fine." to "We found three things worth addressing first."
SurveilX gives MSPs, IT consultants, and managed providers a more responsible first answer before they inherit the environment.
Instead of
Low-confidence reassurance
Everything seems fine.
Move toward
Specific first priorities
We found three things worth addressing first.
Simple workflow
A clearer outside-in flow before and during onboarding.
Use the assessment to improve discovery and prioritization, then continue with your normal internal onboarding process.
1 Before onboarding
Scan
Run the external assessment before you inherit the account.
2 During discovery
Review
Use the findings to understand what is already visible from outside.
3 During onboarding
Prioritize
Align on the most important visible issues first instead of assuming everything is fine.
4 After onboarding
Remediate or investigate further
Decide what your team can fix directly and what needs deeper investigation.
How to use the report
A discovery aid, baseline, prioritization aid, and client communication asset.
Use the report to understand what is visible before onboarding begins, align with the client on the most important issues, and support better early conversations about ownership and next steps.
It helps you start the relationship with more clarity, but it should not replace a full network or security discovery process.
Use the report to surface obvious external risks before the first onboarding call turns reactive.
Create a first outside-in reference point for what the client environment looks like today.
Separate what looks urgent from what can be reviewed later as onboarding progresses.
Give the client a clearer explanation of what was found and what needs attention first.
Onboarding follow-up
Carry the outside-in baseline into the rest of the engagement.
These related pages help when onboarding turns into a client assessment, an agency workflow, or an ongoing reporting need.
Client assessments
Use the broader client assessment page when the client asks how secure they are
This page is the better fit when the engagement has already started and you need a clearer client-facing first assessment.
Open the client assessment pageAgency work
Use the website-focused version for digital agencies and maintenance teams
Helpful when the main responsibility is the site, domain, SSL, and email setup rather than wider MSP onboarding.
See the agency pageSample report
Preview the report before you use it in onboarding discussions
See how findings and next actions can be presented during discovery or early client conversations.
View sample reportPricing
Compare one-time and recurring reporting options
Choose a single onboarding-time assessment or a recurring cadence if the client needs ongoing visibility.
View pricingFrequently asked questions
Can I scan a prospect before they become a client?
Yes. SurveilX can be used as an outside-in first look before onboarding so MSPs and IT consultants have a better sense of visible risk before taking responsibility.
Do I need access to their systems?
No. SurveilX focuses on externally visible signals, so it does not require internal system access for this first layer of assessment.
What can an external assessment tell me?
It can help you understand visible signals such as website issues, domain and DNS posture, SSL and HTTPS problems, email authentication gaps, external exposure, and credential exposure where supported.
What can't SurveilX see?
It cannot see internal-only systems, full network configuration, internal policies, endpoint state, or the deeper details you would gather during a full internal discovery or security assessment.
Should I still perform internal discovery?
Yes. SurveilX should not replace full network or security discovery. It works best as an external discovery aid and prioritization layer before or alongside internal onboarding work.
Can I share the results during onboarding?
Yes. The report can be useful in onboarding discussions because it gives both sides a clearer starting point for what needs attention first.