RECORD
MLMS — ASSESSMENTS & ADVISORY
PREPARED BY
MAIN LINE MANAGED SERVICES LLC
LOCATION
RADNOR, PA
ISSUED
2026 · REV A
FIG. 01 — THE WAY IN

Every engagement starts with one assessment.

Before we manage anything, we document it. Every engagement starts with the Onboarding Assessment, a fixed-scope baseline of where your environment actually stands. From there, focused assessments go deeper where it counts. Each one is a real deliverable: a written report and a fixed remediation quote, yours to keep whichever provider you choose.

CREDITS FORWARD
Sign managed service within 30 days and each assessment fee applies in full toward onboarding and remediation. Never paid twice.
NO OBLIGATION
Decide not to proceed and the report is yours to keep, whichever provider you choose.
FIG. 02 — THE ASSESSMENTS

Three fixed-fee assessments.

The Onboarding Assessment is the baseline every engagement runs from. The two focused assessments go deeper on a single area. Each is a written report with priorities and a fixed remediation quote, yours to keep, and each fee credits forward in full when remediation is signed within 30 days. Priced on the intro call.

FIXED FEE · FRAMEWORK-REFERENCED · YOURS TO KEEP
ONBOARDING ASSESSMENT
  • The required baseline before managed service — a documented picture of where the environment stands.
  • Remote access, agent deployment, and data collected directly, not guessed.
  • Findings, priorities, and a fixed quote to reach a safe, supportable baseline.
  • Yours to keep, whichever provider you choose.
FEE CREDITS FORWARD — APPLIED IN FULL TO ONBOARDING AND REMEDIATION WITHIN 30 DAYS.
FLIP ⟲
WHAT IT COVERS
  • Remote access established to your environment.
  • Monitoring agents deployed across devices.
  • Configuration and data collected first-hand.
  • A written report: posture, priorities, fixed quote.
  • The starting point every managed engagement runs from.
BACK ⟲
MICROSOFT 365 SECURITY ASSESSMENT
  • Fixed scope, fixed fee — a documented review of identity, email, devices, data, apps, and admin practice.
  • Findings referenced to recognized frameworks (CIS, NIST, FTC Safeguards), not opinion.
  • A written report with priorities and a fixed remediation quote.
  • Yours to keep, whichever provider you choose.
FEE CREDITS FORWARD — APPLIED IN FULL TO REMEDIATION BEGUN WITHIN 30 DAYS.
FLIP ⟲
WHAT GETS REVIEWED
  • Identity: accounts, MFA coverage, sign-in policy.
  • Email: filtering, spoofing protections, mail flow.
  • Devices: enrollment, encryption, update posture.
  • Data: sharing, retention, external access.
  • Apps: third-party access and consent grants.
  • Admin: privileged accounts and change history.
BACK ⟲
BACKUP & DISASTER RECOVERY ASSESSMENT
  • Fixed scope, fixed fee — what's protected, what isn't, and whether it restores.
  • Coverage, configuration, storage and retention reviewed against your actual workloads.
  • The same written report and remediation quote.
  • Yours to keep, whichever provider you choose.
FEE CREDITS FORWARD — APPLIED IN FULL TO REMEDIATION BEGUN WITHIN 30 DAYS.
FLIP ⟲
WHAT GETS REVIEWED
  • Inventory of workloads — protected and not.
  • Configuration and where backups land.
  • Storage and retention depth against your obligations.
  • The recovery point you'd actually restore to.
  • Whether a restore has been proven, in writing.
BACK ⟲
FIG. 03 — ADVISORY

A one-off business review.

A point-in-time version of the technology business review we run for managed clients: the same agenda, delivered once, under NDA. Much of an ongoing review draws on operating history, so in a one-off those parts are noted and set aside. What remains, and what most firms are really after, is an independent read on technology spend and a forward budget.

ADVISORY · UNDER NDA · STANDS ALONE
TECHNOLOGY BUSINESS REVIEW
  • A point-in-time version of the review we run for managed clients — the same agenda, delivered once.
  • An independent read on technology spend and a forward budget you can plan against.
  • A technology budget and refresh forecast: lifecycle, utilization, renewals, right-sizing, projected forward.
  • Advisory, under NDA, billed as a flat retainer for the time and a qualified second opinion.
STANDS ALONE — A FLAT RETAINER. DOES NOT CREDIT TOWARD OTHER WORK.
FLIP ⟲
WHAT IT COVERS
  • The headline: hardware lifecycle, license utilization, the renewal calendar, right-sizing, projected forward.
  • Asset inventory and age, seat and license utilization, renewal exposure, posture at a glance.
  • Trend and ticket history belong to the ongoing review; in a one-off they are flagged as not yet available.
  • Stays on licenses, utilization, right-sizing, renewals — not tax, depreciation, or capital planning.
  • We can also procure what it points to, but a sale is never the deliverable.
BACK ⟲
FIG. 04 — THE DELIVERABLE

What an assessment report contains.

COVERAGE MAP
What exists, what's covered, what isn't. No ambiguity.
FINDINGS REQUIRING ATTENTION
Each referenced to CIS, NIST, or FTC Safeguards, ordered by severity, written in plain English.
PASSING CONTROLS
What's already right. You should know that too.
PRIORITIZED ROADMAP
Immediate, 30, 60, 90 days — sequenced, not a dump.
FIXED REMEDIATION QUOTE
One figure per item. No estimate ranges, no hourly exposure.
FIG. 05 — HOW THE FEE WORKS

Paid once, credited forward.

ASSESSMENT → SIGN-OFF (≤30 DAYS) → REMEDIATION → MANAGED

ASSESSMENT
Fee paid up front. Scheduled once payment clears, with prerequisites and access needs provided in writing beforehand. A read-only review; nothing is changed without written authorization.
SIGN-OFF
The written report and remediation quote, walked through on a call. Sign the roadmap within 30 days and the assessment fee credits in.
REMEDIATION
A fixed-quote project built from the report, 50% at kickoff and 50% at sign-off. The credited assessment fee comes off the total.
MANAGED
With a clean, documented baseline in place, ongoing service begins. The path is the same whether you start at the onboarding baseline or a focused assessment.
OFF-RAMP
Stop at any point and keep the report. The assessment fee is never paid twice. The advisory review is the exception: it stands alone and does not credit forward.
FIG. 06 — CONTACT

Start with fifteen minutes.

Enquiries are returned within one business day.

PHONE
TOLL-FREE
(833) 388-0700
LOCAL
(610) 978-0700
SALES — DIRECT
(610) 978-0375
WRITTEN ENQUIRIES
hello@mainlinemanaged.com
Or the form below — same destination.

Useful to have ready: rough headcount, device count, and what prompted the look. Two sentences is plenty.
HOURS
Monday–Friday · 9:00 AM–5:00 PM ET
Written enquiries land any time and are picked up the next business morning.
BASE
Radnor, Pennsylvania
Serving the corridor west to east — on-site along the Main Line, remote-first everywhere else.

Sends directly to us — no mail app required.

AFTER YOU SEND
  • READ It lands in one queue and is read by the person who'd do the work.
  • REPLY Within one business day — usually with a few times for a call.
  • CALL Fifteen minutes. You'll know if we fit; nothing proceeds without paper.