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Initiatives

Get more approvals with bite-sized proposals

Create, publish, and deliver data-driven proposals that are easy for clients to understand and approve. 

Proactively find solutions for clients

Reinforce your position as a strategic partner with data-driven proposals that are easy for your clients to understand, and easy for you to create. Turn Insights from your dashboard into client-ready Initiatives that include asset details, budgets, and an executive summary.

Help clients plan and budget for IT upgrades

Data from Initiatives is used to build short and long-term planning with Lifecycle Manager's Roadmaps. MSPs can work with clients to build a plan that outlines projects across categories and totals projected budget needs up to five years in advance. Easily share with clients through presentation-friendly display mode, as well as PDF downloadables.
Initiatives increase the visibility of old and outdated assets in our clients’ environments. Clients see the risk, understand that they’re a problem, and are then driven to buy into removing risk and upgrading their environment. Initiatives really simplify hardware replacement conversations in just clicks.
Darrin LebLanc
Client Engagement Manager, PEI - HQ
Initiatives are a great way to contact clients between scheduled formal meetings. It keeps an open line of communication so we can ensure we’re serving our clients needs.
Kendra Schaber
Client Services Manager, Alt-Tech Inc

Deliver an elevated client experience

Once a high-risk asset is discovered, send an Initiative to your client as a quick alert rather than waiting for quarterly meetings where it could get overlooked. Keep track of all your Initiatives within Lifecycle Manager’s dashboard and Roadmaps as you take steps to improve every client's experience of working with your MSP. 

Workflow integration

Create an Initiative proposal directly from an Insight or on your Roadmap timeline. Save clicks by doing it all through the Lifecycle Manager platform. 

Templated summaries

Simplify the proposal process with executive summary templates that provide background information you can use as-is or edit to your preferences.

Quoting and markups

We’ll help you do the math so you can get your proposals out quickly. Add one-time fees, recurring fees, or set a markup percentage on warranty purchases as part of your Initiative. 
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