QBR and vCIO Tools

A better way to deliver vCIO services

Lifecycle Insights integrates with your PSA, hardware vendors, and other MSP tools so you can build client-friendly reports in minutes, not hours.

From managing clients to conducting strategic meetings, Lifecycle Insights makes it easier to grow revenue with vCIO services.

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THE OLD WAY

You don't rule the tabs; the tabs rule you.

If your vCIO reporting process involves toggling from platform to platform, copying and pasting, multiple programs and logins, and hours spent rushing to make it in time for your next call, the tabs have won.

THE NEW WAY

One tab to rule them all

It’s time to kill the tabs. Build client-friendly vCIO reports in minutes with Lifecycle Insights, the “one and done” platform that consolidates data from your PSA, hardware vendors, and other tools to help you scale your services and deliver exceptional client care.

Report

Client-Friendly Report Generator

Gather data on assets, users, contracts, and projects to create detailed and personalized reports for clients. Click to exit PowerPoint, Word, Power BI.

Manage

Contract Management

Easily track expiry dates for critical IT-related services. Make timely recommendations for contracted services.
Integrates with your PSA so you can click that tab goodbye.

Budget

Budget Forecasting

Provide comprehensive forecasts for budgeting now and in the future to ensure clients are prepared to upgrade their IT.
So long, spreadsheets!

Meet

Meeting Planner

Set meeting cadences at the client level and get reminders for when to schedule your next check-in.

Assess

Templated Assessments

Quickly evaluate clients' IT status and identify risks to show where your MSP can add value. Goodbye, spreadsheets.

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See what our partners say

“Using Lifecycle Insights instead of a slide deck saves me 6 hours a week. This is 6 hours a week I now have back that I can dedicate to onboarding new clients.”

Kendra Schaber
Client Engagement Manager
Alt-Tech Inc.

"What would take me at minimum 3 - 5 days to create a strong QBR report per client is now done in minutes"

Patrick Sullivan
vCIO
LMT Technology Solutions

Become a trusted vCIO partner

Go from problem-fixer to goal-getter by offering strategic vCIO services to your clients. Help them plan and optimize IT spending by forecasting budgets, cost-savings, and the best investments for long-term success.

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See Client Engagement

Do more with Lifecycle Insights integrations

Connect with any of our integrations to enhance your vCIO services. Report with real-time data from RMMs, PSAs, and other popular MSP tools you use daily.

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SOC 2 Type II and ISO 27001 Compliant

Officially recognized as a SOC 2 Type II compliant and ISO 27001 certified product. ScalePad’s security-first approach isn’t just represented in the services our products provide, but demonstrated in our business and product development.

Learn more by downloading the ScalePad SOC 3 report.

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Get Started with Lifecycle Insights

All the reporting a vCIO needs and more.

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