Step 1 of 3
Welcome, Partner

Platform Onboarding Binder

Three steps to a configured platform and a compliance offering you can sell.

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Setting Up Blacksmith

Get your account configured and ready to go

Welcome to Blacksmith. This section walks you through your initial account setup, adding your first MSP client, and configuring your dashboard for day-to-day use. A few minutes here will save hours later.

Resources for this step
Quick Start Checklist
A step-by-step checklist for your first 24 hours in Blacksmith.
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Platform Setup Guide
Detailed walkthrough of every dashboard setting and configuration option.
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Starting with Your MSP

Set up your NFR

Learn the Blacksmith platform by securing your MSP first. Proper setup here ensures a smooth experience for both your team and your clients.

Resources for this step
MSP Onboarding Worksheet
Fill-in worksheet to collect the information you need before onboarding your MSP or a client into Blacksmith.
Download

Planning Your Offering

Define your compliance service packages and pricing

Define your compliance service packages, set your pricing tiers, and identify which frameworks are right for each of your client segments. A well-structured offering is the foundation of a scalable compliance practice.

Resources for this step
Blacksmith ROI Calculator
Understand and plan your pricing model for Compliance-as-a-Service packages.
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White Label Sales Slick
Brandable one-sheet for introducing your clients and prospects to CaaS.
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