Better discovery. More won deals.
Win more deals with better discovery
Ask the right technical questions early so prospects trust your expertise before the contract is signed.
Bring CTO-level insight to every conversation
Run consistent, high-quality discovery without needing your most senior technical leader in every pre-sales call.
Turn new clients into bigger opportunities
Surface risks, gaps, and improvement work from day one, creating clear paths to follow-on revenue.
Trusted by senior technology leaders from
Why pre-sales discovery breaks down
You're guessing at value in pre-sales
Without real visibility, proposals are shaped by assumptions instead of evidence.
Discovery depends on who's in the room
Without structured, CTO-level questioning, outcomes vary wildly. Deals win or lose based on individual experience instead of a repeatable method.
You're leaving money on the table
Missed insights mean smaller proposals, stalled decisions, and lost expansion before onboarding even begins.
How this actually works in practice
Assess
Work through a short, structured technology assessment with your client. Send it ahead of time or complete it together during discovery.
The questions reflect how experienced technology leaders evaluate real environments, focusing on what truly impacts delivery, risk, and cost.
In under 30 minutes, you create a clear, shared baseline before scope, pricing, or remediation is discussed.
Understand
Results become a clear, executive-ready view of the client's current state, highlighting risks, gaps, and opportunities in plain language.
You can present this under your own branding.
This is clarity teams usually wait weeks to get from external advisors, delivered instantly and grounded in the real environment.
Review the findings together so the client knows what needs doing and you're the natural partner to fix it.
Act
Turn insight into a clear, prioritised plan of what to fix or improve next.
StackUp translates findings into concrete recommendations, making it easier to scope follow-on work and have confident, evidence-based conversations with clients.
Because the baseline already exists, you can reuse it for reviews and re-scoping over time without starting from scratch or bringing in consultants.
Repeat
Use the same baseline across clients and over time without re-running assessments or bringing in advisors.
StackUp gives MSPs a repeatable way to review tech health, support QBRs, and re-scope work as environments evolve.
One system. Many clients. Ongoing value.
What service providers are saying
An absolute game changer for MSPs, partners, and anyone seeking guided support across both technology and business.
Blake Bath
National Operations Manager, RealBytes
Takes the subjectivity and emotion out of assessing technology (team) capability and drives focus on the right areas for improvement.
Ben Tabell
CIO, Technically Savvy
Like an elite CTO supporting you in pre-sales(without the $200k salary)
Independent & credible from day one
Clients trust the output because it's structured, independent, and grounded in real CTO experience - not opinion or sales bias.
Consultant-level clarity, without the wait
Get a clear view of a client's technology in hours, not weeks. No workshops, no slide decks, no dependency on external availability.
Pays for itself on the first engagement
Assessments reveal concrete remediation and improvement work early, while scope, pricing, and trust are still flexible.