Automate Impactful QBRs

Turn Every QBR Into a Strategic Moment

Stop spending hours pulling data from multiple tools. Lifecycle Manager automates the prep, providing client-ready reports, roadmaps, and assessments in minutes. Walk in with clarity and walk out with buy-in.

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What Your Clients Want

Less fluff, more value

Productive conversations with clear next steps

Clear insight into how IT aligns with business goals

Clean, complete client reports — with all the right data

Automatically pull all relevant information from various tools into one clean, comprehensive report ready to share with clients.

Live collaboration with presentation mode

Walk through plans live with clients, make real-time edits, and send insights straight to your PSA — turning decisions into actionable tickets and opportunities on the spot.

Priority-aligned roadmaps

Build strategic IT roadmaps and budgets tailored to each client’s goals, timelines, and business priorities, so every recommendation has clear context and purpose.

Before Lifecycle Manager

After Lifecycle Manager

Build presentations manually using PowerPoint

Set QBR frequency and agenda with a few clicks

Pull screenshots and reports from RMM, PSA, BrightGauge, M365, and more

Automatically generate professional, client-facing reports with real-time data

Struggle to connect the dots between progress updates and business goals

All your client information in one place

Walk in with generic slides and leave with vague outcomes

Walk in prepared and walk out with decisions, budget, and next steps

What MSPs Are Saying

“I’m saving more than 150 hours a quarter by using Lifecycle Manager to do my QBRs, and that is no joke. It’s trimmed down the time I’d have to spend on QBRs so much that it’s already paid for itself just in saved hours.”

Tommy Cox
Owner, Advent Communications

Explore Related Features

ClientIQ
Get up to speed for client meetings with client and industry-specific summaries, plus smart prompts to get the conversation going.

Roadmaps
Connect your client goals to actionable plans. Build IT roadmaps that turn identified risks into clear, strategic initiatives.

Goals
Track client-specific objectives and use assessments to measure progress toward their achievement.

Reports
Turn assessments, budgets, roadmaps, and data into compelling reports that tell a strategic story — drive client buy-in, budget approvals, and long-term trust.

Meetings
Set agenda templates, book meetings, and keep track of notes across every client account.

Make Every QBR a Strategic Win

Lead proactive, high-value conversations that align IT performance with client goals.
Walk away from every meeting with buy-in and budget.

Book a personalized demo with a product specialist to see how it works.

Book a Demo