The next generation of vCIO services is here

Lifecycle Insights offered MSPs a better way to deliver vCIO services. Now ScalePad has built these tools into our customer success powerhouse: Lifecycle Manager X.

Lifecycle Manager X gives MSPs advanced tools to scale Customer Success, bringing together client context, goals, and detailed budgets to deliver tailored IT strategies that build trust, spark smarter conversations, and drive strategic growth with every client.

Learn more about Lifecycle Manager X

Lifecycle Manager X for Customer Success

Build a complete plan for your clients’ success by collecting and analyzing the information that matters.

Assessments

Comprehensive assessments, including hardware, software, goals, and roadmaps, all in one place.

Know where each client stands, where they’re headed, and lead every conversation with confidence.

Budgets

Proactively budget for what’s next and connect every IT recommendation to real client business outcomes.

Incorporate budgets into forward-looking roadmaps that show clients where they’re going, and why.

Meetings

Connect and work collaboratively with your clients on plans that help them meet their goals.

Set up calendar-integrated meetings and use the Presentation Mode to schedule and collaborate with clients on the roadmap in real-time during your calls.

Frequently Asked Questions (FAQ)

Can I continue using Lifecycle Insights?

Yes! If you love Lifecycle Insights, keep up the Happy Lifecycling. It is fully supported for our ScalePad Partners, and there are no changes to your account.

What support options are available for Lifecycle Insights going forward?

The Lifecycle Insights Help Center and our Learning Labs sessions will still be live to support our Partner community. Lifecycle Insights support is not going away.

Is there an end-of-life date for Lifecycle Insights?

No, there is no EOL date planned. You can continue to use Lifecycle Insights as you have.

Will there still be updates?

Lifecycle Insights will be maintained to keep it secure for users who use and love it. However, new development will be focused on Lifecycle Manager.

What is the reason behind the shift to Lifecycle Manager and the Lifecycle Manager X module?

We have taken a lot of inspiration from what Lifecycle Insights has built. Some key features, like Assessments, Budgets, and Meetings, are must-haves for running effective QBRs.

Lifecycle Manager is where we have chosen to build out our vision for Customer Success for MSPs. We want to add the greatest strengths from Lifecycle Insights into the Lifecycle Manager X module. We will continue to build upon them, adding innovative new capabilities to help your MSP succeed.

Why is ScalePad no longer selling Lifecycle Insights to new customers?

One of our core values is to Find A Better Way. We believe that a better way forward for our ScalePad Partners is a Lifecycle Manager product that incorporates and builds upon the strengths of Lifecycle Insights, rather than splitting our resources and continuing development on both products.

Your MSP succeeds when your clients succeed, and we’re placing a bet that Lifecycle Manager is the best tool for customer success.

Will my current data be automatically migrated to Lifecycle Manager, or do I need to do it manually?

ScalePad is actively developing a tool to migrate assessments — items, templates, and past events — from Lifecycle Insights to Lifecycle Manager. We will absolutely let you know when this is complete.

Will ScalePad provide resources (training, documentation) to help Lifecycle Insights partners switch over to Lifecycle Manager?

Yes, and multiple tools and paths are available to partners transitioning to Lifecycle Manager.

Learning Labs
Live onboarding sessions
In-app tours of Lifecycle Manager X
Training module

Will there be any pricing changes or special offers for existing Lifecycle Insights users transitioning to Lifecycle Manager?

Yes. We are committed to helping Lifecycle Insights partners who choose to transition to our new Lifecycle Manager X module by providing them with preferred pricing and discounts to get them there. Speak with your ScalePad account manager for current details.

What is the timeline and transition plan for moving from Lifecycle Insights to Lifecycle Manager? Can I continue using Lifecycle Insights in the meantime?

Offers are available for Lifecycle Insights partners who wish to transition to our new Lifecycle Manager X module. There is no specific timeline; we will continue to support Lifecycle Insights, so you can use it for as long as you like.

How will the migration from Lifecycle Insights to Lifecycle Manager work?

There are two options to migrate to Lifecycle Manager:

Run both Lifecycle Insights and Lifecycle Manager in parallel. Replicate your existing Lifecycle Insights business review processes in Lifecycle Manager. Make the switch once you feel comfortable having your processes dialed in inside Lifecycle Manager.
Transition a single client’s QBR process to Lifecycle Manager as a test case, then move your other clients from Lifecycle Insights to Lifecycle Manager.

Lifecycle Manager is your operating system for the Customer Success Era

Go from tech expert to strategic advisor, and turn every client into a growth opportunity.

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