Know every client
See what they have, what’s at risk, and what’s really being used. Powered by: Asset visibility, risk insights, ScalePad SaaS Manager
From Lifecycle Insights to ScalePad CS
The operating system for
Customer Success is here.
Lifecycle Insights gave MSPs a better way to deliver vCIO services. Now those ideas live in ScalePad CS—one connected workspace for managing and growing every client relationship. Bring asset visibility, risk insights, roadmaps, budgets, and client planning into a single workflow, and move from reactive support to proactive, strategic client relationships.
ScalePad CS
One connected system for every client relationship
ScalePad CS brings together what clients have, how they feel, and how well they’re being served—without stitching separate tools together.
Home
Good evening, Sam.
14 clients · 3 at risk · 14 meetings next 30 days · 124 open tasks
Clients ⓘ
14
Avg DMI ⓘ
522
Pipeline · by stage
$294.8K ⓘ
OpenProposedApprovedIn progressOn hold
Forecast · next 4Q
Upcoming plan value ⓘ
InitiativesContractsIT Debt
$362.1K
$490.4K
$220.8K
$223.1K
2026 Q42027 Q12027 Q22027 Q3
DMI
7 scored clients ⓘ
522Avg DMI
Poor4
Fair1
Very good1
Excellent1
Needs attention
3 Clients at risk ⓘ
Portfolio
14 clients ⓘ
| Client | Health | Segment | Pipeline | SW latest | HW EOL |
|---|---|---|---|---|---|
| AAcme Corp | 546Poor | Transform | $7.6K | 72% | 1 |
| BBrightCo | 430Poor | Modernize | $5K | 64% | 3 |
| NNorthstar Dental | 811Excellent | Modernize | $2.7K | 91% | 0 |
| SSummit Legal | 300Poor | Transform | $2.7K | 58% | 5 |
| VVector Manufacturing | 780Very good | Modernize | $12K | 87% | 1 |
Serve every client
Deliver consistent, high-standard service on time, every time. Powered by: Playbooks, initiatives, goals and outcomes, roadmaps, budgets
Grow every client
Prove your value and lead conversations that drive expansion. Powered by: QBRs, Deliverables, ScalePad Copilot
Customer Success
Go from tech expert to strategic advisor
ScalePad CS is built around how MSPs run Customer Success—from onboarding through retention and growth. It’s faster, simpler, and more automated, with AI-powered insights that surface the right data at the right moment.
Acme Corp
Roadmap
7InitiativesTemplates
7
Total
0
Unscheduled
$29K
One-time
$220K$18K/mo
Recurring
—0 of 7 estimated
Estimated hours
—0 of 7 recorded
Actual hours
Find initiative...
7 initiatives
Q4 2026
2＋···Draft• 1
AAcme Corp
Cloud Cost Optimization
$2,500/Mo
CD34
In Progress• 1
AAcme Corp
Virtual CISO Security Leadership Engagement
$7,500/Mo
BP51
Q1 2027
2＋···Draft• 1
AAcme Corp
IT Asset Management Program
$5,000 + $900/Mo
CD34
In Progress• 1
AAcme Corp
Microsoft 365 Productivity Enablement
$3,500 + $1,200/Mo
BP41
Q2 2027
2＋···Draft• 1
AAcme Corp
Business Continuity & Disaster Recovery Program
$8,000 + $650/Mo
CD62
In Progress• 1
AAcme Corp
Compliance & Risk Readiness
$4,500/Mo
BP42
Q3 2027
1＋···Draft• 1
AAcme Corp
Workforce Technology Modernization
$12,000 + $1,100/Mo
CD51
Complete visibility into hardware, software, and AI usage
See every device, app, and AI tool across your client base, from what’s installed to what’s actually being used.
One unified view of client health and priorities
Keep needs, priorities, sentiment, and risk in one record your whole team can work from.
Built around how you work
Run tasks, meetings, assessments, Deliverables, and roadmaps in one place—without a second login.
Automated features and workflows
Schedule recurring work, assign owners by role, and let AI surface the insights that matter.
Walk into every QBR prepared
Generate client-ready reports where every recommendation ties to a goal, budget, or roadmap priority.
Grow on your terms
Add clients and products when your business is ready.
Transition options
Move at the pace that fits your MSP
Lifecycle Insights is no longer available for new sales. Existing partners can continue using the platform while they evaluate ScalePad CS. ScalePad is also developing tooling to help move assessments, items, templates, and past events into ScalePad CS.
Acme Corp
Meetings
8
Total
5
Upcoming
1
Overdue
2
Completed
Search meetings...
TitleTypeDate ↕StatusAttendees
Quarterly Business ReviewQuarterly business reviewNov 15, 2026Upcoming4···
Cybersecurity Posture ReviewTechnical reviewNov 22, 2026Upcoming3···
Budget & Roadmap ReviewBudget reviewDec 3, 2026Upcoming4···
Microsoft 365 Productivity WorkshopStrategy sessionDec 17, 2026Upcoming5···
Business Continuity Planning SessionPlanning workshopJan 7, 2027Upcoming3···
Lifecycle Planning Follow-upBusiness reviewNov 7, 2026Overdue2···
Service Performance ReviewMonthly reviewOct 25, 2026Completed4···
Executive Alignment ReviewExecutive reviewOct 1, 2026Completed5···
Keep your current workflows
Lifecycle Insights remains supported for existing partners, and no immediate account changes are required.
Run both in parallel
Explore ScalePad CS while keeping existing client workflows intact.
Start with one client
Transition a single QBR process first, refine the motion, then move the rest of your clients.
FAQ
Common questions
Can I continue using Lifecycle Insights?
Lifecycle Insights reaches the end of support. After March 31,2027, it no longer receives support or bug fixes and is no longer SOC 2 compliant. We recommend completing your move before then.What support options are available?
The Lifecycle Insights Help Center remains available, so partners can continue to find product guidance and training.Is there an end-of-life date?
After March 31,2027, it no longer receives support or bug fixes and is no longer SOC 2 compliant. We recommend completing your move before then.Why is ScalePad moving the next generation of vCIO services into ScalePad CS?
ScalePad CS is the Customer Success platform built for MSPs. It brings assessments, budgets, meetings, roadmaps, and QBRs into one connected workspace for strategic client planning—built to expand as your Customer Success practice matures.Will there be migration tooling?
Yes. ScalePad has developed tools to help migrate assessments, items, templates, and past events into ScalePad CS.
Next step
See ScalePad CS in action
See how ScalePad CS powers the Customer Success motion Lifecycle Insights helped pioneer.