7
Total
DeliverablesStop producing slides. Start driving decisions.
Deliverables is the modern presentation layer inside ScalePad CS. It assembles goals, roadmaps, budgets, assessments, and partner reports into one client-ready narrative built for the meeting, not the slide factory.
Acme Corp
Deliverables
6DeliverablesScheduledTemplates
Search deliverables...
Name ↕TypeStatus ↕MeetingLast update ↓Owner
Q4 2026 Business ReviewTemplatePublishedQuarterly Business Review2 hours agoCNCallie Newsome···
Cybersecurity Posture ReviewCustomPublishedCybersecurity Posture Review2 days agoTNTim Nelson···
Budget & Roadmap ReviewCustomUnpublishedBudget & Roadmap Review4 days agoCNCallie Newsome···
Business Continuity Planning BriefCustomUnpublishedBusiness Continuity Planning Session6 days agoTNTim Nelson···
Service Performance ReviewTemplatePublishedService Performance Review3 weeks agoCNCallie Newsome···
Executive Alignment SummaryCustomPublishedExecutive Alignment Review6 weeks agoTNTim Nelson···
LIVE NARRATIVE
Bring the whole story into one presentation layer.
Deliverables pulls the strategic conversation into a single, web-based presentation experience. Instead of exporting from multiple systems and stitching everything together before a QBR, your team can present goals, plans, budgets, assessments, and partner reports from one coherent narrative surface.
The QBR is the moment MSPs elevate the relationship. Deliverables is what makes that moment consistent and scalable.
Home
Good evening, Sam.
14 clients · 3 at risk · 14 meetings next 30 days · 124 open tasks
Clients ⓘ
14
Avg DMI ⓘ
522
Pipeline · by stage
$294.8K ⓘ
OpenProposedApprovedIn progressOn hold
Forecast · next 4Q
Upcoming plan value ⓘ
InitiativesContractsIT Debt
$362.1K
$490.4K
$220.8K
$223.1K
2026 Q42027 Q12027 Q22027 Q3
DMI
7 scored clients ⓘ
522Avg DMI
Poor4
Fair1
Very good1
Excellent1
Needs attention
3 Clients at risk ⓘ
Portfolio
14 clients ⓘ
| Client | Health | Segment | Pipeline | SW latest | HW EOL |
|---|---|---|---|---|---|
| AAcme Corp | 546Poor | Transform | $7.6K | 72% | 1 |
| BBrightCo | 430Poor | Modernize | $5K | 64% | 3 |
| NNorthstar Dental | 811Excellent | Modernize | $2.7K | 91% | 0 |
| SSummit Legal | 300Poor | Transform | $2.7K | 58% | 5 |
| VVector Manufacturing | 780Very good | Modernize | $12K | 87% | 1 |
One connected narrative
Assemble goals, roadmaps, budgets, and assessments into a single story clients can follow live.
Purpose-built for the room
Use a presentation layer designed for a strategic conversation, not a static slide deck that gets rebuilt every quarter.
Cleaner decision moments
Help meetings end with a clearer next move instead of another deferred discussion.
STANDARDIZED QUALITY
Reduce the assembly tax and raise the floor for every AM.
Deliverables reduces the manual prep burden that usually sits behind strategic reviews. Any team member can walk into the conversation with a polished, consistent presentation experience, which means the best AM’s process becomes the team’s process.
ScalePad partners have saved 153,000 hours automating QBR prep across the installed base.
Acme Corp
Roadmap
7InitiativesTemplates
0
Unscheduled
$29K
One-time
$220K$18K/mo
Recurring
—0 of 7 estimated
Estimated hours
—0 of 7 recorded
Actual hours
Find initiative...
7 initiatives
Q4 2026
2＋···Draft• 1
AAcme Corp
Cloud Cost Optimization
$2,500/Mo
CD34
In Progress• 1
AAcme Corp
Virtual CISO Security Leadership Engagement
$7,500/Mo
BP51
Q1 2027
2＋···Draft• 1
AAcme Corp
IT Asset Management Program
$5,000 + $900/Mo
CD34
In Progress• 1
AAcme Corp
Microsoft 365 Productivity Enablement
$3,500 + $1,200/Mo
BP41
Q2 2027
2＋···Draft• 1
AAcme Corp
Business Continuity & Disaster Recovery Program
$8,000 + $650/Mo
CD62
In Progress• 1
AAcme Corp
Compliance & Risk Readiness
$4,500/Mo
BP42
Q3 2027
1＋···Draft• 1
AAcme Corp
Workforce Technology Modernization
$12,000 + $1,100/Mo
CD51
Less manual prep
Stop exporting from the PSA, pulling screenshots from vendor portals, and rebuilding the narrative before each review.
Team-wide consistency
Standardize the quality of strategic conversations so the experience does not depend on one heroic presenter.
Faster time to room-ready
Move from prep scramble to a repeatable review motion that scales across accounts.
SHARING + TRUST
Share the right story in the right format.
Deliverables supports the way real client conversations happen. Present live in a white-labeled experience, send a protected link, or export to PDF when you need a leave-behind. The point is not just prettier output. It is giving clients a more coherent way to understand what changed, what matters, and what should happen next.
Do not undersell this as a report builder. It is a strategic presentation platform.
Acme Corp
Surveys
CSAT · Overview
Monitor service feedback, sentiment trends, and account satisfaction across all organizations.
CSAT score
86%
Last 90 days
Responses
72
Last 90 days
Negative feedback
10
Neutral + Negative
Rating distribution
Responses by rating
5
42Positive
4
20Positive
3
5Neutral
2
4Negative
1
1Negative
Score trend
CSAT by month
Satisfaction by client
Positive ratings (4–5) · Negative ratings (1–2)
| client | CSAT | Responses | Negative |
|---|---|---|---|
| EAEvergreen Architecture | 100% | 12 | 0 |
| HLHarborview Logistics | 100% | 12 | 0 |
| CVDCedar Valley Dental | 92% | 12 | 0 |
| SFSummit Financial | 83% | 12 | 0 |
| NDNorthstar Design | 75% | 12 | 2 |
| BFBrightwater Foods | 67% | 12 | 3 |
Satisfaction by member
Positive ratings (4–5) · Negative ratings (1–2)
| member | CSAT | Responses | Negative |
|---|---|---|---|
| JLJordan Lee | 89% | 18 | 1 |
| MPMorgan Price | 89% | 18 | 2 |
| ARAlex Rivera | 83% | 18 | 1 |
| STSam Taylor | 83% | 18 | 1 |
Latest responses
72 responses · August – October 2026
| Rating | Client | Respondent | Member | Ticket | Comment | Submitted |
|---|---|---|---|---|---|---|
| Cedar Valley Dental | EPEthan Park | JLJordan Lee | #18603New employee setup | Made our new starter's first day so much easier. | Oct 27 | |
| Northstar Design | NPNina Patel | JLJordan Lee | #18602Microsoft 365 sign-in | Clear communication from start to finish. | Oct 26 | |
| Brightwater Foods | ZTZoe Turner | JLJordan Lee | #18601File recovery | Helpful support. A little longer than expected, but all sorted. | Oct 25 | |
| Evergreen Architecture | TCTheo Clarke | ARAlex Rivera | #18600Security training access | Made our new starter's first day so much easier. | Oct 24 | |
| Summit Financial | ARAmelia Ross | ARAlex Rivera | #18599Laptop performance | Clear communication from start to finish. | Oct 23 | |
| Harborview Logistics | LHLeo Hayes | ARAlex Rivera | #18598Printer configuration | Resolved the issue and explained the next steps clearly. | Oct 22 | |
| Cedar Valley Dental | SRSofia Reed | MPMorgan Price | #18597Shared mailbox access | Made our new starter's first day so much easier. | Oct 21 | |
| Northstar Design | OBOwen Brooks | MPMorgan Price | #18596VPN connectivity | We lost time waiting for an update. Please keep us informed. | Oct 20 |
White-labeled presentation mode
Keep the focus on the client relationship instead of making the meeting feel like a software demo.
Flexible sharing options
Use password-protected links, presentation mode, or PDF export depending on the moment and the audience.
Partner report integration
Bring in pre-built partner reports like Cork, Huntress, and IT Glue alongside the ScalePad CS story instead of forcing a disconnected appendix.
SEE IT LIVE
Walk into QBRs with less prep and more control.
See how Deliverables helps your team present a stronger story without rebuilding the room from scratch every quarter.