Maturity
29%
55 / 192 catalog items
AlignmentBETATurn customer success from heroic effort into an orchestrated system.
Alignment helps your team define what good looks like, document what each client actually has, and turn the gap between the two into a clearer plan for growth.
Alignment
PlanCompare current coverage, target packages, and catalog alignment for Acme Corp.
Search gaps...
Target uplift
+25%
+48 new items
Baseline
69d ago
55 service entitlements
Packages
6 / 7
Packages with active assignment
Baseline
Current baseline
ActiveSaved 2 months ago
AuditIncluded Items56 items
vs prior+4View changes
Ready for a check-in? Update the baseline.
Coverage progression
70%40%20%0%
Mar 26Mar 26Mar 26Mar 26
Gap Analysis
PackageAgreementBaselineTarget planCoverage
Managed ServicesManaged ServicesBaselineSelect plan...-
Cybersecurity ServicesManaged ServicesBaselineSelect plan...-
Backup & DRManaged ServicesBaselineSelect plan...-
SERVICE MODEL, DEFINED
Define what good looks like with a real service and product model.
Alignment gives your team a structured way to model the services, packages, standards, and outcomes you want every client to receive. Instead of relying on scattered assumptions, everyone can work from the same definition of the target state.
Start with a model of what you offer so the rest of the motion has something real to compare against.
Alignment
PlanCompare current coverage, target packages, and catalog alignment for Acme Corp.
Search entitlements...
Categories
1
Cybersecurity set
Subcategories
9
Mapped service areas
Entitlements
19
Service catalog items
Products
12
Connected tools
Library
EntitlementProducts
Managed Detection & Response
24x7 Security Operations Center (SOC)HuntressBlackpointConnectWise SIEM
Incident Response EscalationHuntressHaloPSA
Incident Response RunbooksIT GlueLiongard
SIEM & Log AnalysisConnectWise SIEMMicrosoft Sentinel
Compliance & Governance
Compliance ManagementControlMapLifecycle Manager
Firewall & Perimeter Security
DNS FilteringCisco UmbrellaDNSFilter
NGFW ManagementFortinetCisco Meraki
VPN User ManagementTailscaleDuo
Endpoint Security
EDR (Endpoint Detection & Response)SentinelOneHuntress
Next-Gen Antivirus (NGAV)Defender for BusinessBitdefender
Shared service model
Give technical, strategic, and commercial teams one clear definition of what belongs in each offering.
Package standards
Map entitlements, agreements, and coverage expectations so gaps are easier to see and explain.
Repeatable planning motion
Create a baseline your team can reuse across clients instead of rebuilding the conversation every time.
BASELINE REALITY
Document what each client actually has with structured snapshots.
Alignment compares the intended service model against the client baseline so your team can see what is assigned, what is missing, and where the account has drifted. The result is a practical snapshot of reality that can be reviewed, updated, and defended.
Move from tribal knowledge to a structured source of truth about what the client really has.
Agreements
ManageContract-level snapshots of what Acme Corp is committed to.
AgreementsTemplates
Search agreements...
Total agreements
4
Total MRR
$26,022/mo
Expiring soon
2
within 90 days
Client covered
1
ClientAgreementStatusPackagesMRRTermEnd date
Acme CorpManaged ServicesActive4$17,877AnnualApr 30, 2027
Acme CorpBDR ServiceActive1$995AnnualJun 30, 2026
Acme CorpCybersecurityActive3$4,750AnnualJul 22, 2026
Acme CorpvCISO AdvisoryDraft1$2,400QuarterlyJan 15, 2027
Current-state baseline
Capture the active services, agreements, and package assignments that define the account today.
Baseline history
See when the baseline changed so planning conversations have context instead of guesswork.
Gap analysis
Compare baseline coverage against target packages to understand where the next conversation should start.
WHITESPACE TO ACTION
Surface the whitespace the team can actually act on.
Once the baseline is clear, Alignment turns missing coverage and target uplift into a more focused opportunity motion. Your team can prioritize the right services, frame the gap in client-friendly language, and connect the next recommendation back to the account plan.
Turn baseline reality into a more coordinated customer success growth motion.
Alignment
PlanCompare current coverage, target packages, and catalog alignment for Acme Corp.
Search opportunities...
Current MRR
$18,872
5 active assignments
Target uplift
+$7,023
Planned pipeline MRR
Whitespace
+$27,350
3 unassigned groups
Licensing gap
+$22,350
107 unlicensed seats
PackageAgreementCurrentTarget
Managed Services+++
ExtrasAdd-OnManaged ServicesVIP Support$2,500/mo10 users x $250/moSuggestedVIP Support$23,750/mo
Business ContinuityBDR ServiceAdvanced$995/moFlat fee+
Cybersecurity ServicesManaged ServicesStandard$3,650/mo73 users x $50/moSuggestedStandard$4,750/mo
vCISOAdd-OnManaged ServicesStandard$4,500/moFlat feeSuggestedAdvanced$9,500/mo
Target uplift
Show the difference between current baseline and target plan so growth opportunities are easier to quantify.
Coverage progression
Track how package coverage changes over time instead of treating alignment as a one-time review.
Client-ready next step
Translate internal gap analysis into clearer recommendations for QBRs, roadmaps, and renewal conversations.
SEE IT LIVE
Run customer success like a coordinated system.
See how Lifecycle Manager helps your team connect service catalog, baseline reality, and account opportunity signals.