Lifecycle Insights has templated client assessments, planning, and total-cost-of-ownership budgeting tools that make it easy for anyone to be an excellent vCIO. Have everything you need to communicate essential information to clients so they can say “yes” to your recommendations.
Gain insight into client health outside of regular meetings. Segment clients by MRR, ticket volume, and satisfaction to identify those that need attention or at risk of churning. With a better understanding of each clients’ needs, you’ll be able to provide an even better client experience.
Balance discussing strategic items with budgeting during your QBRs with the complete QBR template. When risk assessments are linked to investments, surprise expenses are reduced and client relationships are improved.