1.0 - Introduction
We know how it goes.
You’ve got the tools deployed. You know what the client should have in place. But getting everything documented properly and reflected in the platform? That’s usually where time disappears.
The Client Wizard was built to remove that friction.
It gives you a structured, step-by-step way to update your client’s information and accurately map their posture in HighGround - all from one central place.
With the Client Wizard, you can:
Refresh the asset overview
Make sure details are aligned with the client’s current setup.Confirm tools from your stack
Select the security solutions they’re actively using so their posture reflects reality - not assumptions.Update cyber resilience responses
Work through guided questions that feed directly into their resilience scoring and overall posture visibility.
Rather than navigating multiple sections to piece everything together, the Wizard walks you through the full update process in one logical flow. It’s designed to help you move quickly while still capturing the detail that matters.
All this can be found under the 'Map Posture' button on your clients dashboard under the 'Quick Action' header.
2.0 - Using the Client Wizard
The Map Posture button isn’t a one-and-done action.
Client environments change - new users onboard, tools get swapped out, policies evolve. The good news? You can return to the Client Wizard at any time to update your client’s information and ensure their posture in HighGround stays accurate and up to date.
When you reopen the Client Wizard:
All previously entered responses are saved automatically
You can clearly see what was documented last time
Updating specific answers is quick and straightforward
It doubles as a reliable reference point for reviewing the client’s current setup
This means you’re never starting from scratch. Instead, you’re building on existing information - making it easy to adjust details when something changes or simply run through a quick refresh during a review call.
Think of it as a living snapshot of your client’s security position. As their environment evolves, you can revisit the Wizard to keep everything aligned, accurate, and reflective of reality.
2.1 - Asset Overview
The first page of the Client Wizard is the Asset Overview.
This is where you define the foundation of your client’s environment. You’ll see:
All of HighGround’s default asset types
Any custom asset types your MSP has created
Whether it’s users, endpoints, servers, or something more bespoke to you, this page gives you a central place to confirm exactly what the client has in scope.
Keeping this accurate is important - not just for posture mapping, but for proposals and packaging too.
How This Impacts Proposals
The asset quantities you enter in the Client Wizard automatically carry through to the Proposal screen.
When you create a proposal or apply a package to a client, the numbers you’ve entered will pre-populate in the “Quantity of Assets” field. That means:
No re-counting devices
No jumping back and forth between screens
No manual duplication of data
It keeps everything aligned and saves you time when you’re building out pricing or packaging recommendations.
Note: If you adjust an asset quantity directly on the Proposal page, that change is one-time only. It will not update the Asset Overview in the Client Wizard or anywhere else in HighGround.
2.2 - Clients toolset
Next up in the Client Wizard is the Toolset page.
This is where you define exactly what your client is running from your stack - and just as importantly, where it’s being used.
You’ll see a full list of all the tools configured in your MSP stack within HighGround. Any tools that have already been selected for this client will appear highlighted in blue, making it immediately clear what’s currently in place (and what isn’t).
No guesswork. No second-guessing.
Adding a Tool
If your client is using a tool that hasn’t yet been assigned:
Click on the tool from the list
Select the Technology and/or Practice Type it applies to
Click “Add”
That’s it.
As soon as you add the tool, the client’s CyberScore will automatically update on the dashboard to reflect the change. No extra steps required.
Removing a Tool
If a client has:
Stopped using a tool
Migrated to something else
Or a tool was added accidentally
You can simply:
Click on the tool
Select “Remove”
The tool will be removed immediately, and their CyberScore will automatically recalculate to reflect the updated stack.
This page is essentially your live stack mapping view. As tools are deployed, removed, or replaced, you can revisit this step to keep everything accurate - ensuring your CyberScore, reporting, and recommendations always reflect what’s actually happening.
2.3 - Cyber Resilience Questions
The final component of your client’s security posture is their Cyber Resilience.
While assets and tools show what’s in place, this section focuses on how well the client is prepared to respond, recover, and operate securely over time.
Within the Client Wizard, you’ll find 13 resilience-focused questions designed to map and calculate the client’s Cyber Resilience score.
What to Expect
The questions are intentionally quick and straightforward. You’ll be asked to provide:
Yes / No responses
Relevant dates (e.g. last test, last review, renewal dates)
Tool selections where applicable
There’s no lengthy form filling - just structured prompts that capture the information needed to assess resilience accurately.
Automatic Score Updates
Just like the Tools page, any answers you select here will:
Automatically update in the client’s Cyber Resilience modal
Instantly recalculate and update their resilience score
No manual refresh. No saving and reopening. The dashboard reflects changes in real time.
This section is where posture becomes proactive.
By keeping these answers current, you’re not just documenting what the client has - you’re tracking how prepared they actually are. And as things change (tests completed, policies updated, tools introduced), you can revisit this step at any time to ensure their resilience score always reflects reality.