Frequently Asked Questions

    Everything you need to know about how Prioriwise works, who it's for, and what it costs.

    About Prioriwise

    Prioriwise is a Revenue Expansion Operating Center for MSPs, MSSPs, and ITSPs. It plugs into the tools you already run and turns scattered signals (tickets, transcripts, emails, CRM activity) into a live Relationship Health Score for every account, so you always know who needs attention and who's ready to grow.

    At most smaller MSPs, the CxO team is the only one who can tell whether an account is actually healthy, and there's no way to hand that judgment to the team. That means the CxOs stay stuck delivering instead of selling, accounts churn "unexpectedly" even though the warning signs were sitting in your own data the whole time, and expansion opportunities inside your existing accounts go unnoticed.

    Dashboards show you data and expect you to interpret it. Prioriwise reads sentiment and risk across your communications continuously, scores it, and tells you the next best action: who to call, why, and what to say.

    Who It's For

    CxOs at MSPs, MSSPs, and ITSPs, typically 10–30+ managed clients, 5–25 employees, with an average client contract of $3K+ MRR. If you're the one who has to personally look at an account to know if it's okay, this is built for you.

    No, the opposite. It's built specifically for smaller MSPs where there isn't a dedicated account management team yet, and the CxO team is doing that job personally on top of everything else.

    If your typical client is paying under about $800–1,000/month, an unexpected churn feels like noise, not trauma. Prioriwise's value math is built around accounts where losing one really hurts. That said, client size alone doesn't tell the whole story: book a call and we'll look at your actual account mix with you and tell you honestly either way. Worth the conversation even if the answer ends up being "not yet."

    If you have a working, actively maintained system that scores account health, you've probably already solved the hard part yourself. Happy to talk through where it might still have gaps, but no hard sell. If what you built stalled at a dashboard and never got to real scoring, that's exactly the gap Prioriwise fills.

    How It Works

    Your PSA (ConnectWise, Autotask, Kaseya, HaloPSA), your CRM (HubSpot, Salesforce), and your docs/collaboration tools. Nothing gets replaced. It reads what's already there.

    2–4 weeks to your first live signal. Access is read-only, and Prioriwise builds and maintains every integration. There's no workflow disruption on your end.

    No. Zero disruption is a deliberate design goal: no rip-and-replace, no retraining, no new system for your team to learn from scratch.

    • Relationship Health Score: a live, continuously updated read on every account's risk and sentiment.
    • Next Best Action: a shared action layer that tells your team who needs attention, why, and what to do about it.
    • Market Lens: external industry context layered onto your own account data, so you catch signals no internal-only tool can see.

    Pricing & Trial

    Pricing is banded to the size of your book of business: Core (up to 40 managed clients) and Growth (40+ managed clients), both including unlimited users. Talk to us about your account book for exact numbers.

    Yes, a zero-setup pilot on your top 3 accounts, live in 2 weeks, no contract required to start.

    There's a one-time implementation fee involved in onboarding; your rep can walk you through the specifics for your book of business.

    Data & Security

    Read-only by default. There's no write-back to your source systems unless explicitly scoped and agreed to separately.

    Yes, access is scoped strictly to the systems you choose to connect, the engagement is governed by a mutual NDA, and access can be revoked at any time, no questions asked. Prioriwise never sees more than what you'd hand an internal analyst.

    Competitive / Positioning

    Those tools track assets and tickets: what's happening operationally. Prioriwise tracks the relationship: how the account actually feels, and what to do about it. Assets aren't relationships.

    CSAT is a lagging poll of a single moment, and it only captures the clients who bother to respond. Prioriwise reads sentiment passively and continuously, across everything, not just after a ticket closes.

    Still have questions? We're happy to talk it through.

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