Skip to content

Case Studies

Real results from real MSPs. See how teams like yours use ClearStax to grow revenue, deliver compliance, and consolidate their tech stack.

MSSP compliance ftc safeguards

How LevoySec Scaled Compliance Delivery to 60+ Clients

From spreadsheets to automated assessments in 30 days — a ClearStax dogfood story

70%
reduction in assessment time
60+
clients managed from one dashboard
3x
faster remediation tracking
12hrs
saved per week on reporting

The Challenge

LevoySec was managing compliance assessments for over 40 clients using spreadsheets and manual evidence collection. Each FTC Safeguards assessment took 8-12 hours, and keeping track of remediation across clients was a full-time job. As the client base grew past 50, the team was spending more time on paperwork than on actual security work. Two assessors were handling the entire book of business, and onboarding a new client took 3-5 days of setup before any assessment work could begin.

The Solution

As ClearStax's first production tenant, LevoySec migrated all existing client data during a 30-day dogfood period. They set up automated evidence collection via the ClearStax agent, standardized their assessment workflow across FTC Safeguards, HIPAA, and NIST CSF frameworks, and used the built-in onboarding wizard to cut new client setup to under two hours. The compliance team now runs assessments from a single dashboard, with agent-verified evidence replacing manual screenshots and checkbox PDFs.

"ClearStax turned compliance from our biggest bottleneck into our fastest-growing service line. We went from dreading assessment season to actively selling it."

— Director of Compliance, LevoySec
Get Similar Results View Pricing
MSSP lead generation reach

How LevoySec Generated 200+ Qualified Leads with ClearStax Reach

Turning security scans into a pipeline machine — and closing $48K in new MRR

200+
qualified leads in 90 days
34%
scan-to-meeting conversion rate
$48K
new MRR closed from Reach leads
$0
additional marketing spend

The Challenge

LevoySec's sales pipeline depended on referrals and cold outreach. Conversion rates on cold emails were below 2%, and the team had no way to demonstrate value before the first conversation. They needed a way to attract inbound leads and qualify them before spending sales time. Marketing spend was $2,400/month across three tools (Apollo, LinkedIn Ads, and a third-party email platform) with inconsistent attribution.

The Solution

LevoySec deployed ClearStax Reach scanners on their website and co-branded landing pages. Prospects could scan their domain and instantly see their security posture — DNS, SSL, email authentication, and breach exposure. Every scan automatically created a lead in ClearStax CRM with the full report attached, a risk score, and a recommended follow-up sequence. The sales team replaced cold outreach with warm callbacks to prospects who had already seen their own vulnerabilities.

"Reach changed our entire go-to-market. Prospects come to us already understanding their risk. The first call is about solutions, not education."

— VP of Sales, LevoySec
Get Similar Results View Pricing
MSSP consolidation crm

How LevoySec Replaced 5 Tools with ClearStax

One platform for CRM, compliance, and lead generation — saving $21,600/year

5→1
tools consolidated
$1,800
saved monthly on software
15hrs
saved weekly on data entry
100%
data visibility across teams

The Challenge

LevoySec was running HubSpot for CRM ($800/mo), a custom spreadsheet system for compliance tracking, Apollo for lead generation ($200/mo), ActiveCampaign for email sequences ($300/mo), and Google Sheets for reporting. Data lived in five places, nothing was connected, and the team spent 15+ hours each week on manual data entry between systems. When a prospect became a client, it took three people to update records across all platforms.

The Solution

LevoySec consolidated everything into ClearStax during a 45-day migration. CRM pipeline management replaced HubSpot, compliance workflows replaced spreadsheets, Reach replaced Apollo for lead gen, built-in sequences replaced ActiveCampaign, and unified dashboards replaced the reporting spreadsheets. The ops team built custom views per role — sales reps see pipeline and Reach leads, assessors see compliance queues, and leadership sees revenue and compliance coverage metrics side by side.

"We eliminated five logins, three billing cycles, and countless hours of copy-pasting. Everything our team needs is in one place now."

— COO, LevoySec
Get Similar Results View Pricing

Ready to write your own success story?

Join the MSPs who are scaling compliance, generating leads, and growing revenue with ClearStax.

Book a Demo View Pricing