The operating layer for MSPs

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

The tickets, the renewals, the endpoints — everything worth knowing about your clients is in there, scattered. That noise behind this page? That’s your stack. Scroll — watch it resolve.

Everything worth knowing about your clients is in there, scattered. That noise behind this page? That’s your stack. Scroll — watch it resolve.

Catalyst reads all of it
as one story.

One read. One next step.

CS › SYNTHESISCONFIDENCE · 78%

Save the renewal by re-anchoring the relationship to the CFO, not the IT Director.

hartwell_industries · $148K ARR · renews in 12d
→ NEXTCall Diane before the QBR — this week.
EVERY CLIENT IN YOUR BOOK HAS ONE OF THESE — KEEP SCROLLINGEvery client has one of these — keep scrolling
CRM — HUBSPOT
cfo opened the edr brief ×2
Start where you are.

Keep your stack. Lose the blind spots.

Catalyst connects read-only to the systems you already pay for. It never writes back without you — and it never asks your team to change how they work.

ConnectWise
psa · tickets, time, contracts
read-only
HaloPSA
psa · tickets, time, contracts
read-only
NinjaOne
rmm · device telemetry, patch
read-only
HubSpot
crm · pipeline, relationships
read-only
Microsoft 365
comms · email, calendar
read-only
ConnectWise
psa · tickets, time, contracts
read-only
HaloPSA
psa · tickets, time, contracts
read-only
NinjaOne
rmm · device telemetry, patch
read-only
HubSpot
crm · pipeline, relationships
read-only
Microsoft 365
comms · email, calendar
read-only

CONNECT IN TWO WEEKS · CUSTOMER DATA NEVER TRAINS CROSS-MSP MODELS

The problem was never your data.

None of them know it’s the same story.

Your PSA sees tickets. Your CRM sees a renewal date. Your RMM sees green dashboards. Each one is right — and each one is blind to the other two.

Hartwell Industries is one client. To three systems it’s three unrelated stories: a rough month for service, a quiet account, a healthy fleet. Read together, it’s one story — a renewal walking out the door through a disengaged IT director, and a CFO already reading your security brief.

That read is the product. Not another dashboard — the sentence that tells you what to do next.

PSA — CONNECTWISE
14 tickets open · first_response 18m → 47m
reads as: a rough month
CRM — HUBSPOT
no exec touch in 60d · renewal jan 27
reads as: a quiet account
RMM — NINJAONE
patch 98.2% · every endpoint green
reads as: nothing to see
CS › SYNTHESISCONFIDENCE · 78%CONF · 78%

One client. One story: the relationship is leaving through the IT director — and it can be saved through the CFO.

You already did the hard part. You built an operation your clients trust. The answers aren’t missing — they’re scattered across the tools that run your day.

The front door is free.

Your whole book, read across everything.

Every client, scored by every view, ranked by who needs you this week. Read-only. The whole book. No card. You keep it.

ONE ROW OPENS THE WHOLE STORY
clients / hartwell-industries
H
Hartwell Industries
Industrial Manufacturing · Ohio · 240 seats
At risk
Annual value
$148K
Health score
42/100
Churn risk
87%
Renewal
12d
CATALYST · SYNTHESISCONF · 78%

Save the renewal by re-anchoring the relationship to the CFO, not the IT Director.

Why · cross-view

Diane (CFO) opened your EDR brief two days before exec-engagement decay broke threshold — she is worried about something specific.

Marcus (IT) has gone cold since the demo. The relationship is leaving through him; it can be saved through her.

QBR is in 12 days. Reframe the opener around CFO language — audit posture, board-ready — not uptime and tickets.

Suggested play
  1. 1Pre-QBR call with Diane this week. Subject: “the question I think you’re asking.”
  2. 2Lead the QBR opening with the security expansion, not Q3 ticket throughput.
  3. 3Send proposal variants the day of the QBR; warm-cc Marcus, primary to Diane.
Every view, on this clientSWIPE →
M.01Needs you
12d to QBR

Q4 deck drafted in Diane’s voice. 7 edits need your call before Friday.

M.02Critical
87% churn risk

Three signals tripped — sentiment drift, exec decay, cadence. 64-day lead.

M.03Saver play
$1.2K/mo · 42% margin

Security expansion drafted for the QBR. The CFO engaged the EDR brief on day 14.

M.04Stalled
41d cold

Backup cross-sell idle since the demo. IT Director went dark; downgraded.

M.05Engaged
+38% ICP engagement

CFO read 2 of the last 4 posts. Authority is the warm channel into this account.

See your book — free READ-ONLY · YOUR WHOLE BOOK · NO CARD
Everything talks to everything.

One core. Five ways it talks.

Client 360 is the front door. Behind it, one synthesis core feeds five working views — not five products, never an à-la-carte menu. Turn them on as the reads prove out.

M.01
The Operator Brief
The recurring client intelligence, prepared before you sit down.

Health, risk, and the three moves that matter — ready before the review. The QBR is one use of it, not the headline.

Defends the renewal
M.02
Churn Early Warning
Catch churn 60–90 days out.

Behavioral risk scoring before the cancellation is on the calendar. Intervention playbooks, weekly alerts, monthly board view.

60–90 days of lead
M.03
Proposal Generation
Margin-aware proposals, same-day.

Three scope variants the day of the discovery call, priced for the margin you actually want. Follow-up and win/loss built in.

Same-day, consistent
M.04
Pipeline Visibility
A forecast you can plan a hire on.

Weighted MRR forecast from the CRM you already run. Cold-deal alerts within 48 hours of a velocity drop.

A forecast you can defend
M.05
Authority Engine
Show up like the operator you are.

Eight posts, two articles, one newsletter a month — in your voice, built on ICP pain, published automatically.

Authority on a cadence
M.01Defends the renewal
The Operator Brief

Health, risk, and the three moves that matter — ready before the review.

M.0260–90 days of lead
Churn Early Warning

Behavioral risk scoring before the cancellation is on the calendar.

M.03Same-day, consistent
Proposal Generation

Three scope variants the day of the discovery call, priced for the margin you want.

M.04A forecast you can defend
Pipeline Visibility

Weighted MRR forecast from the CRM you already run. Cold-deal alerts within 48 hours.

M.05Authority on a cadence
Authority Engine

Eight posts, two articles, one newsletter a month — in your voice, published automatically.

ONE SYNTHESIS CORE · FIVE VIEWS · EVERY SIGNAL SHARED BETWEEN THEMONE SYNTHESIS CORE · FIVE VIEWS · EVERY SIGNAL SHARED

No pitch. Just a read.

See it free. Then build with us.

STEP 01 — SEE

Your book, read for free.

Connect read-only. Two weeks later, Client 360 has read your whole book — every client, every signal, ranked by who needs you. You keep it. No card, no pilot fee.

connect — read-only · 2 weeksscope — the whole book, not a sampledata — never trains cross-MSP models
STEP 02 — BUILD

Build with us.

If the read is right, join the founding cohort — a small group of MSPs building this with us. We’re in the room every week, and the roadmap moves because you said so.

Engagement pricing is a conversation, not a page.

Book the conversation
Who’s reading with you.

Two operators.

Catalyst Shift is founder-run. The people who read your book are the people who built the thing reading it.

KT · photo pending
Kevin Townsend
Co-founder
LD · photo pending
Lucas Dowd
Co-founder
This has happened before.

Palantir never sold data. It sold the moment an institution finally saw one picture.

That layer now exists for the MSP business. Your stack already holds the answer — see what it says about your book.