Join one of two time options per session | 9:00 AM ET or 4:00 PM PT
Oct 1 | Let Copilot Do the Homework: Prep for any client meeting in minutes, not hours
See how Lifecycle Manager Copilot summarizes a client's environment, drafts roadmaps, and surfaces talking points automatically. Live examples of turning a cold account into a meeting-ready brief in a blink.
Oct 8 | The Power Of Deliverables Reporting
Build a QBR-ready custom report that tells the full 360° client story — roadmaps, budgets, assessment results, Microsoft 365 data, hardware, integration reporting data and more! All assembled in moments and built into repeatable templates that can be scheduled.
Oct 15 | Build A Reusable Project Library
You don't have 100 roadmaps, you have 20 projects. Learn how to leverage Lifecycle Manager's goal and initiative templates to strategically build your standard library and stop building your roadmap from scratch every time.
Oct 22 | Setting Up Your Integrations & Data Hygiene Best Practices
Learn why connecting your RMM and PSA data into Lifecycle Manager is so vital to creating a cleaner, more connected foundation for Customer Success. In 15 minutes, see how better data hygiene can reduce manual work, improve client visibility, and give your team more confidence in the insights they use for planning, QBRs, and strategic recommendations.
Oct 29 | Evaluating Client Health: Spot Risk Before It's A Churn Conversation
Combine shadow IT and AI visibility, insights dashboards, and quarter-over-quarter assessment comparisons to answer one question fast: which clients are at risk right now, and what's the evidence?
Nov 5 | Let AI Do The Legwork: Techniques And Real Recipes
Put live client context inside the AI tools your team already uses like Claude, ChatGPT with ScalePad MCP, and use ScalePad Headless to shape the workflows, integrations, and client experiences your business actually needs.
Nov 12 | Turn Apple Device Data Into Proactive Client Guidance
Learn how to turn Addigy-managed Apple device data into proactive lifecycle planning with Lifecycle Manager. Learn how to spot aging and higher-risk devices, build more complete refresh plans across mixed environments, and bring clearer, evidence-backed recommendations into client conversations.
Nov 19 | The Starting Loop: 3 Ways To Start Any Client In Lifecycle Manager
A simple, three-entry-point framework for using Lifecycle Manager with any client — Assessments, Goals, or Meetings — showing how starting from any one of them naturally leads into the rest of the platform. Create one memorable loop, mapped directly to the central Lifecycle Manager motions: Discover, Plan, and Engage.
Nov 26 | No session - Happy American Thanksgiving!
Dec 3 | Running The Review That Earns The Next Yes
A practical framework for structuring the client review meeting itself — a six-part agenda that turns everything you've built in Lifecycle Manager this year (assessments, goals, roadmaps, budgets, deliverables, health signals) into a conversation a client actually says yes to: what we promised, what changed, what concerns me, what's coming, what it costs, and what we decide today.
Dec 10 | Lifecycle Manager, Wrapped: Recap Of The Year's Biggest Updates And What's Ahead (Part 1 of 2)
Get caught up on everything that's updated in the new Lifecycle Manager in-platform experience since August, we have so much to share this is going to be a two-parter!
Dec 17 | Lifecycle Manager, Wrapped: Recap Of The Year's Biggest Updates And What's Ahead (Part 2)
Get caught up on everything new in the new Lifecycle Manager in-platform experience since August - we added so many new and amazing features we had to split it over 2 sessions!