QBR, vCIO, and Customer Success

A better way to deliver vCIO services

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

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Your clients deserve the best experience

Engage with your clients to build trust, address risks, and create technology plans to support their future business goals.

Assess

Assess and align your clients’ IT environment

Give clients customized assessments that show how your MSP can help them meet their IT goals and standards. Evaluate their IT environments and track progress over time with pre-built or custom risk assessment templates.

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Report

Evaluate the business risk

Quickly generate executive-friendly reports that help you deliver the QBR your clients deserve. Create forecast budgets that account for warranty and asset replacement policies and include the total cost of ownership.

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Remediate

Turn problems into actionable projects

Once you identify the problems affecting your clients’ environments, create projects to solve them. Track the progress of each project and communicate with your clients throughout the process.

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Verify

Demonstrate your value

Strengthen your partnership with clients by showing them the results of your improvements. When they see the value of the investments you suggest, they’ll also see the greater value of your services.

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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.

Do more with Lifecycle Insight 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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All the reporting a vCIO needs and more.

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