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ScalePad’s Automation Solution Handbook
Discover why MSPs consider Lifecycle Manager and Backup Radar as the most valuable apps in their stack. 
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Lifecycle Manager for QBR Preparation

QBR prep in a snap

Used as QBR software, Lifecycle Manager is invaluable to time-crunched MSPs who want client-ready hardware and software reports generated in seconds.

Find solutions faster with visualized data

Lifecycle Manager helps you assess client needs and make recommendations based on visualized data from their technology environment.
  • Get instant summaries of IT risk factors for each client
  • Forecast up to 120 days ahead to plan for future technology needs
  • Share recommendations with clients in color-coded IT health scorecards
Explore Insights

Plan and prioritize recommendations on 5-year roadmaps

Struggling to get buy-in from your clients for long-term planning? Roadmaps in Lifecycle Manager help you get everyone on the same page.

  • Share visualized technology plans for up to five years in advance
  • Use color-coded cues to help clients see where the priorities are
  • Edit plans using drag-and-drop tiles to adapt quickly to client objectives
See Roadmaps

Generate client-ready reports in seconds

No more cobbling together reports your clients (probably) don’t read — with Lifecycle Manager, non-tech-friendly hardware and software reports come together in seconds.
  • Share easy-to-understand reports with non-technical audiences
  • Highlight the urgency of IT upgrades with color-coded summary graphics
  • Prioritize the client experience with high-level overviews
Explore Reports

Hours shaved off QBR prep with Lifecycle Manager

Learn how TransformITive, an MSP with over 15 years in business, reduced QBR meeting prep from hours to minutes with Lifecycle Manager.
See case study

FAQ

What is a QBR, exactly?

QBR stands for Quarterly Business Review. For MSPs, it's a consistently scheduled meeting with clients to review the business's IT health status, examine challenges and opportunities, and nurture the MSP-client relationship.  

QBRs give MSPs a regular touch point with their clients to improve trust and optimize their ability to plan strategically for their clients' needs.

Why is QBR preparation important?

For MSPs, QBR preparation is crucial for ensuring the meeting is productive, focused, and value-driven for clients.

So, what does preparation look like? In Lifecycle Manager, it's as easy as two clicks to generate a report visually indicating the urgency of replacing specific pieces of hardware. Preparation also includes having an agenda for the meeting and making space for client-focused discussion.

Preparation enables MSPs to bridge the communication gap and engage clients in conversations relevant to their business reality.

How does Lifecycle Manager simplify QBR preparation?

With your client asset data synced and centralized in Lifecycle Manager, you can automatically generate reports and scorecards to share IT health data during meetings. No more copying and pasting or cobbling together reports from disparate tools. 

Long-term roadmap planning tools let you quickly create and edit strategic projects in a presentable format for collaborative discussions. Simplifying QBR prep strengthens your ability to share your expertise as your client's strategic partner in IT.

Read more: MSPs that use Lifecycle Manager reduce their QBR prep workload from hours per week to minutes.

Can Lifecycle Manager generate reports for QBRs?
Yes! With your client's asset data automatically collected and analyzed in Lifecycle Manager, you can instantly generate visual, client-ready hardware and software reports. Learn more: QBR Collateral
How does Lifecycle Manager help with IT planning?

Lifecycle Manager centralizes your clients' IT asset data in an automated dashboard and equips you with tools to leverage that data for IT planning. Tools include:

  • Insights: Color-coded summaries of key opportunities and risks for each client's IT environment.
  • Initiatives: Bite-sized, templated technology plan proposals
  • Roadmaps: Visual interface with drag-and-drop editing for building long-term plans directly from Initiatives
  • Action Items: ConnectWise Manage-integrated in-app ticketing for post-client meeting to-dos.

Ready to cross QBR prep off your to-do list?

See how MSPs leverage Lifecycle Manager as QBR software that streamlines reporting for better client conversations.
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