2026 Q2 Business Review
ReadyExecutive sponsors / Jordan Lee / Jun 14
94%
ready
Aligned
Next: Send pre-read
OverviewGoalsRoadmapBudgetAssessments
DeliverablesStop producing slides. Start driving decisions.
Deliverables is the modern presentation layer inside Lifecycle Manager. It assembles goals, roadmaps, budgets, assessments, and partner reports into one client-ready narrative built for the meeting, not the slide factory.
Deliverables
EngagePrepare client-ready packages for business reviews, planning, adoption, and refresh decisions.
DeliverablesTemplates
Search deliverables...
Deliverables
Prepared packages for goal alignment and client communication
Security Roadmap Brief
DraftIT leadership / Sam Rivera / Jun 20
72%
ready
Needs review
Next: Confirm priorities
OverviewRoadmapAssessmentsBudget
Microsoft 365 Optimization
ReviewOperations team / Emily Tran / Jun 26
86%
ready
Focused
Next: Review adoption gaps
OverviewAssetsGoalsBudget
Asset Refresh Plan
QueuedFinance and IT / Priya Nair / Jul 4
58%
ready
Drafting
Next: Validate lifecycle risk
AssetsRoadmapBudgetAgreements
LIVE NARRATIVE
Bring the whole story into one presentation layer.
Deliverables pulls the strategic conversation into a single, web-based presentation experience. Instead of exporting from multiple systems and stitching everything together before a QBR, your team can present goals, plans, budgets, assessments, and partner reports from one coherent narrative surface.
The QBR is the moment MSPs elevate the relationship. Deliverables is what makes that moment consistent and scalable.
✦ScalePad AI
Acme Corp is tracking well across roadmap execution, relationship health, and renewal readiness. Open findings are concentrated in security, cloud cost, and device lifecycle planning.
Overview
OwnerTNTim NelsonAccount Team
CNCallie NewsomeLSLina Snehil
SegmentStrategicRel. Score87$Revenue Info
MRR$19,500RenewalMay 1, 2026
Key Contacts
KMKeith MorganLMLorelai Mah
Client Experience
87+8
Roadmap Value
$40,450
Findings$15.3k
Proposed$8.3k
Quotes$6.0k
Contracts$5.7k
Projects$1.6k
Roadmap Trends
24
Open Tasks
6
Meetings
47
Active Tickets
138
Assets
182
SaaS Apps
Discover
28 Findings
$15,2509 Untriaged7 New6 Need Review
Plan & Execute
15 Initiatives
$8,25018 Pending Approval29 Open4 Quotes3 Contracts
One connected narrative
Assemble goals, roadmaps, budgets, and assessments into a single story clients can follow live.
Purpose-built for the room
Use a presentation layer designed for a strategic conversation, not a static slide deck that gets rebuilt every quarter.
Cleaner decision moments
Help meetings end with a clearer next move instead of another deferred discussion.
STANDARDIZED QUALITY
Reduce the assembly tax and raise the floor for every AM.
Deliverables reduces the manual prep burden that usually sits behind strategic reviews. Any team member can walk into the conversation with a polished, consistent presentation experience, which means the best AM’s process becomes the team’s process.
ScalePad partners have saved 153,000 hours automating QBR prep across the installed base.
Roadmap
8Initiatives organized by quarter, priority, and client-ready next steps.
InitiativesTemplates
Search initiatives...
Q2 2025
Showing Q2 2025 roadmap initiatives
Backlog
$30,040 / 3 queued
Security Roadmap
12d$2,900 + $420/Mo
SRSam Rivera
HighSOC 2
Server Replacement
19d$3,500 + $600/Mo
JDJohn Devlin
MedDigital Transformation
Database Upgrade
24d$4,800 + $550/Mo
ECEmily Chen
LowModernization
Drafts
$36,400 / 3 in build
Cloud Integration
4d$4,200 + $700/Mo
ETEmily Tran
MedAI Readiness
Data Warehouse Setup
9d$5,000 + $800/Mo
RPRaj Patel
HighAI Readiness
Regional Expansion
15d$3,200 + $500/Mo
MWMia Wong
LowModernization
Client Review
$22,940 / 2 meetings
AV Upgrades
2d$1,900 + $320/Mo
JLJordan Lee
LowModernization
Endpoint Refresh
7d$6,400 + $900/Mo
PNPriya Nair
MedDigital Transformation
Less manual prep
Stop exporting from the PSA, pulling screenshots from vendor portals, and rebuilding the narrative before each review.
Team-wide consistency
Standardize the quality of strategic conversations so the experience does not depend on one heroic presenter.
Faster time to room-ready
Move from prep scramble to a repeatable review motion that scales across accounts.
SHARING + TRUST
Share the right story in the right format.
Deliverables supports the way real client conversations happen. Present live in a white-labeled experience, send a protected link, or export to PDF when you need a leave-behind. The point is not just prettier output. It is giving clients a more coherent way to understand what changed, what matters, and what should happen next.
Do not undersell this as a report builder. It is a strategic presentation platform.
Experience
EngageService feedback and sentiment trends for Acme Corp.
Search experience signals...
CSAT score
i90%
+12.5 vs last period
Responses
42
Last 180 days
Response rate
31.4%
Of surveys sent
Negative
1
Last 30 days
CSAT trend
DecJanFebMarAprMay
Recommendations
No contacts need attention right now
White-labeled presentation mode
Keep the focus on the client relationship instead of making the meeting feel like a software demo.
Flexible sharing options
Use password-protected links, presentation mode, or PDF export depending on the moment and the audience.
Partner report integration
Bring in pre-built partner reports like Cork, Huntress, and IT Glue alongside the LM story instead of forcing a disconnected appendix.
SEE IT LIVE
Walk into QBRs with less prep and more control.
See how Deliverables helps your team present a stronger story without rebuilding the room from scratch every quarter.