Perform Annual Assessments

Identify client risk exposure and deficiencies

Deliver strategic, data-backed assessments — on a quarterly or annual basis — that identify risks, drive improvement, and build stronger client relationships.

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What Your Clients Want

Visibility into IT risks and gaps

A strategic plan for improvement

Measurable progress over time

Access an assessment template library

Start with ready-to-use templates tailored to common IT risk categories.

Roll out personalized client assessments

Customize assessments to match each client’s specific business needs.

Showcase progress tied to business outcomes

Track and show improvements across annual or quarterly assessments.

Before Lifecycle Manager

After Lifecycle Manager

Inconsistent or missing documentation of IT risks

Structured, repeatable assessments across clients

Manual assessments take too long and lack depth

Immediate access to proven templates or custom versions

Difficulty justifying recommendations to clients

Clear visual comparisons show progress and justify IT projects

No standardized framework across clients

Align IT initiatives with business goals and budget discussions

Limited visibility into progress or outcomes over time

Strengthens client trust through transparency and strategic insight

What MSPs Are Saying

“One of the biggest hurdles is getting clients to think about a plan or schedule. One had 18 months of plans in their mind, but not on record. Lifecycle Manager gave us the means to visualize that plan and start making it happen.”
Bryan Dux
CEO, PEI
“Lifecycle Manager validates many of my suspicions about what’s happening in my clients’ environments. We can easily identify risky servers in real-time.”
Matt Clarin
President, Hungerford Technologies
“Effective risk management means knowing what has to be done and when to start doing it. Lifecycle Manager automatically surfaces this information, so we can take client-protecting action — today.”
Sean Kline
President & CEO, Turbotek

Explore Related Features

Assessments
Identify risks and opportunities. Run structured, repeatable assessments with built-in templates, workflows, and progress tracking.

Roadmaps
Connect assessments, goals, and budgets to actionable plans. Build IT roadmaps that turn identified risks into clear, strategic initiatives.

Reports
Turn insights and advice into compelling reports that tell a strategic story. Support buy-in, budget approvals, and long-term trust.

Perform Annual Assessments for Your Clients

Deliver structured, strategic assessments that drive customer success.
Identify risk, visualize progress, and align IT initiatives with real business goals.

Book a personalized demo with a product specialist to learn more.

Get a Demo