The best way to keep clients engaged is to bring them into the process. That’s why Lifecycle Manager’s Scorecards and Roadmaps have become important tools for MSPs worldwide.
In this update, you’ll learn:
Low ticket volume, peace of mind, and a functional IT environment aren’t fever dreams for Managed Service Providers. They can actually happen.
The truth is, accomplishing those dreams isn’t a destination you just arrive at – it’s a journey you and your clients take together. Traveling down that road together means you need next-level communication and collaboration with clients.
MSPs intuitively know what needs to be done to improve a clients’ IT environment and experience, so what’s preventing them from achieving those improvements and needs? A lack of shared accountability, no scalable and repeatable processes, and lengthy prep time for QBRs that aren’t getting anything done.
In our latest product update to Lifecycle Manager, we’ve included tools to help you be successful in working more harmoniously with your clients to achieve those shared goals.
It’s easy to overload prospects and existing clients with technical information, resulting in a lack of meaningful action to improve the client experience. Lifecycle Manager’s new Scorecards feature helps alleviate the overwhelming amount of information given to prospects and clients, so you can have deeper conversations with them about their IT environments.
Scorecards are generated automatically from data in Insights and can be customized to produce a visual assessment of a client and their technology. Each scorecard contains a sharable DMI score, focus categories, five-point visual scoring system, feedback and recommendations, and an estimated client investment cost.
Your clients can instantly see and understand the risks and improvement opportunities in their business operations. Use the built-in Share With Clients function in your next strategic meeting to show clients the high-priority risks and improvement opportunities they need to address or download a PDF version to share with them or follow up afterwards.
Got a prospect you want to close? Whip up a scorecard to show them where they’re at now to start the conversation of where you will take them.
To get you started, Scorecards is equipped with four auto-generated templates and more customizable categories.
“It’s super-easy to pump out scorecards. They’re simple, color-coded, and straight to the point. It shows what we’re talking about, where we’re at, and how much it costs.”
Aaron Waters, President, Rayne Technologies
There aren’t any shortcuts to creating a harmonious client experience. Achieving a well-functioning, modernized IT environment, requires a client to say “yes” to your initiatives. But “Yes” is just the beginning; strategic long-term planning is the key to building and maintaining the client experience. We’ve developed a new feature to roadmap your initiatives.
Roadmaps provide the ability to create, publish, and deliver IT plans directly from your own or set Initiatives in Lifecycle Manager. This feature plots your Initiatives and budget requirements onto a quarterly timeline and allows for a simple visualization of your long-term planning. It’s easy for clients to see and understand the expectations of the initiatives you put in place.
