We’re getting to the heart of what matters to MSPs.

From Asset Management to

Client Engagement

Welcome to the new Lifecycle Manager: the first client engagement platform for MSPs.

Why client engagement?

We believe that when everyone understands, everyone wins. With a focus on client engagement, MSPs can strengthen the stability of their business, build trust, and accelerate long-term success for themselves and the people they serve.

Client engagement can be practical, tangible, and accessible for MSPs. With Lifecycle Manager, our partners have the tools to elevate meetings and conversations with value their clients can see — through color-coded reports and visual scorecards.

With Lifecycle Manager, MSPs of all sizes can stand out from their competitors and deliver exceptionally excellent — and exceptionally human — client care.

Starting June 20th, Lifecycle Manager begins the next chapter: new features, a new interface, and a new direction in client engagement.

What's New

Interface

After June 20th, you will see a new dashboard when you log in to Lifecycle Manager. In this update, we’ve simplified the menu options for easier access to client engagement features.

We’ve also reorganized the display of the client page, prioritizing features that focus on client interactions so our Partners have at-a-glance awareness at the client level.

Along with overhauling the client page, we've redesigned the interface to prioritize client-level tasks.

Marketplace

We've also centralized ScalePad Infrastructure Protection (formerly Warranty Services) and ScalePad Workstation Assurance under a new tab called Marketplace. The streamlined convenience you know and love for delivering expert service to your clients remains the same.

Marketplace centralizes coverage procurement under one convenient tab.

Roadmaps + Initiatives

We've added Initiatives to the Roadmaps tab to simplify the workflow for managing Roadmaps according to client needs, budget considerations, and changing priorities.

We've also removed multi-quarter scheduling and added the ability to plot out projects on Roadmaps for up to five years in advance. New filter controls let Partners customize the detail level included in their Roadmap PDFs.

With Roadmaps and Initiatives in the same view, you can quickly create, share, and take action on strategic plans.

New Features

Action Items

In the client view of Lifecycle Manager, Partners can create and manage tasks using Action Items, which integrates with ConnectWise Manage to turn these action items into PSA tickets.

Delight your clients with accurate and timely task follow-up using Action Items.

Notes

Alongside Action Items, Partners can type and organize meeting notes into a date-tracked note box.

Stay organized by logging post-meeting notes in a centralized client activity dashboard.

Account Team & Key Contacts

Another addition to the client view is an area to set contact details for the corresponding client, including names, roles, and email addresses.

Here's where you can add, edit, and access key contact details on the fly.

Why now?

The demands on IT services are growing increasingly complex. The more challenging technology environments become, the harder for MSPs to maintain clear communication and connection with clients who need future-friendly services to succeed.

Having client engagement at the heart of an MSP’s operations enables expansive conversations, strategic planning, and mutual respect that keeps everyone moving forward.

Asset management, which Lifecycle Manager is known for and will continue to deliver on, is an essential chapter of the MSP adventure. But it’s not the whole story.

We’ve worked hard to bring new enhancements and features to Lifecycle Manager that give MSPs an intuitive feature set for delivering elevated client experiences. We hope you’ll agree: at the end of the day, it’s about people helping people. It’s time to put the client at the center of our work as MSPs.

Tell Us What You Think

Questions? Feedback? Tell us what you think of the new Lifecycle Manager.

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