Catalyst ShiftAn early-adopter benefit for the ASCII community
ASCII Member Benefit · Presented as an ASCII Benefits Partner

The operating layer for MSPs.One benefit for ASCII members: see your whole book, synthesized.

Catalyst OS is the business-layer operating system for an MSP — it reads across the systems you already run, your PSA and CRM, and hands back your whole managed book, synthesized. As an ASCII Benefits Partner, we give active members a hands-on, founder-led trial you won't find on the public path. The benefit flows directly to members. ASCII stays neutral — no revenue share, no fee.

Free
30-day, read-only Client 360 trial — no card, no auto-convert
14 business days
from kickoff to your live Client 360 — on a stack we already connect, with read-only credentials in hand by that call
Founder-led
a 1:1 walkthrough of your book — the premier ASCII layer
Waived
the paid assessment is waived for members who move forward
01
Why we're here

Your stack already holds the answer. We make it talk.

Across the channel, the business side of an MSP — retention signals, renewal urgency, pipeline, QBR prep — runs on spreadsheets and willpower. Your PSA sees the tickets slipping. Your CRM sees the champion go quiet. Your pipeline sees the renewal coming. None of them know it's the same story.

Catalyst OS is the layer that reads across all of it and returns one picture per client. It runs on your existing PSA and CRM data, read-only, delivered hands-on while we build it out with a founding cohort. Forget the AI buzzwords — the pitch is the outcome: your whole book ranked by who's closest to the edge, with the reasoning behind each score.

ASCII members are well-matched to where Catalyst OS does its best work, and we'd rather prove that to a community than advertise it. This benefit puts the trial in members' hands and asks ASCII for nothing but access.

02
The benefit

One member benefit — the free Client 360 trial.

No tiers, no packages, no price list. Every ASCII member gets the same thing: a members-only, no-charge trial of Catalyst OS Client 360 — the synthesis view of your whole managed book. It runs in three moves.

01 · Synthesize

A members-only Client 360

Your whole managed book, read across the systems you already run — ranked by who's closest to the edge, with a churn-risk score, ARR at risk, renewal urgency, and the reasoning behind each.

Free · 30 days · read-only
02 · Act

A high-touch, founder-led trial

Right now, every trial is hands-on: you work directly with the founders, we walk your book with you, and your input shapes the product against the connectors we've already built. Priority support and a direct line throughout.

Founding cohort · premier ASCII layer
03 · Own

A clear path forward

Moving from trial to the full platform normally starts with a paid assessment. For ASCII members we waive it — your high-touch trial already did that work — so you step straight into deployment as we light up the platform's use cases.

Assessment waived
03
The benefit, in writing

Public trial vs. ASCII member.

The trial exists on the public path too. What ASCII members get is the exclusive layer on top — the founder's time, not a discount code.

FeaturePublic trialASCII member — exclusive
AccessOpen self-serve signupMembers-only · via ASCII Benefits Guide
Client 360 — whole book, read-onlyYesYes
Churn risk · ARR at risk · renewal urgencyYesYes
30-day trial · no card · no auto-convertYesYes
Trial engagementSelf-serveHigh-touch · hands-on with the founders
Mid-trial walkthroughStandard overviewGuided · founder-led for the founding cohort
Support during the trialEmail · best effortPriority · a direct line to the team
Assessment to move forwardPaid assessmentWaived for ASCII members
04
How it connects

Your stack, read-only.

No rip-and-replace, no agents to manage, nothing touching your endpoints. Catalyst OS reads what you already have and returns the synthesis.

Reads from
Your PSA, and your CRM where kept separately — read-only.
Connectors
Live today: ConnectWise Manage, HaloPSA, Growably, HubSpot, ConnectWise Sell. We're always adding more.
Method
Read-only API access. No write-back to your systems, and it never touches your endpoints or devices.
RMM
Not required. A read-only RMM connection is added only if a specific signal in your synthesis depends on it.
Data & security
Used solely to build your Client 360. Never shared with any other customer, never used to train models offered to others, and deleted after the trial unless you continue.

What the platform runs, once you're in.

The trial shows you the picture. The platform acts on it — the use cases light up on the roadmap as the founding cohort deploys.

M.02Churn Early Warning — your book ranked 60–90 days before a client is at risk, plus the retention play.See · trial
M.01The Operator Brief — recurring client intelligence, prepared before you sit down.Do · platform
M.03Proposal Generation — proposals out the same day, tracked sent-to-signed.Do · platform
M.04Pipeline Visibility — staged, reported weekly, forecast that calibrates.Do · platform
M.05Authority Engine — market presence on a set cadence.Do · platform
05
How we stand behind it

The commitment is in writing.

Deliverables in writing

The trial is read-only and defined: your live Client 360 within 14 business days of kickoff — on a stack we already connect, with working read-only credentials in hand by that call — a guided founder-led walkthrough at day 14, and priority support throughout. On any other stack you get a real date at kickoff, not a countdown. No card, no auto-convert.

If you move forward, we put the deliverables and the outcomes we'll measure in writing before a dollar changes hands. You get working business infrastructure — not AI agents to manage. How we build it is our problem, not yours.

"Catalyst OS is the business-layer operating system for an MSP — the layer the major MSP vendors have no incentive to build."
06
Four reasons

Why this works for ASCII members.

01

Designed for this market

Catalyst OS is built for owner-led MSPs — the profile that overlaps closely with ASCII's Spark membership. No repositioning required.

02

ASCII stays neutral

No revenue share, no membership fee, no org-level economics. The benefit — including the founder's time — flows directly to the members who adopt.

03

Zero risk to try

Free, read-only, 30 days, no card, no auto-convert. It reads your existing stack and never writes back or touches an endpoint.

04

ASCII has done this before

ASCII helped launch Datto from near-nothing into a household channel name. We're not asking for endorsement — we're asking for access, structured as a direct member benefit.

07
Next steps

How a member claims it.

01

Find the benefit

Listed in the ASCII Benefits Guide as an ASCII Benefits Partner perk. One benefit, members-only.

02

Sign & kick off

Sign the one-page trial agreement — read-only, no card — then a 30-minute kickoff to connect your stack.

03

See your book

Live Client 360 within 14 business days of kickoff — on a stack we already connect, with read-only credentials in hand by that call — and a guided founder-led walkthrough at day 14. On any other stack, a real date at kickoff.

Benefits Guide → one-page agreement → kickoff → live Client 360 in 14 business days → walkthrough