ScalePad

Learning Series

MSP Power-Ups

Solve an MSP business challenge in 15 minutes. MSP Power-Ups is a free micro-learning series with practical Lifecycle Manager workflows to turn client insights into roadmaps, approved projects, predictable budgets, and stronger client meetings. Watch on demand and put them to work.

Lifecycle Manager

What You’ll Get

Here’s what you can expect.

Explore focused workflows for understanding clients, guiding strategic decisions, and delivering value more consistently.

  • Uncover risks and opportunities across your clients
  • Turn recommendations into plans clients can understand and approve
  • Work faster and deliver more consistent client experiences

Curriculum

Watch the path.

8 videos

Session 1

Saas Management, Uncover Waste, Shadow IT & AI Usage

In this first session of MSP Power-Ups, we show you how to use ScalePad Lifecycle Manager for SaaS Management to uncover dangerous shadow IT, govern client AI tools, and find hidden revenue in unused software licenses.

Session 2

Segment Smarter

Treating every MSP client the same? In Session 2 of ScalePad’s MSP Power-Ups, learn to segment accounts by revenue and strategic value, prioritize proactive vCIO engagement vs. reactive support, and use Lifecycle Manager to replace manual reviews with repeatable workflows that improve efficiency and retention.

Session 3

Turn Insights into Action

Turn IT risks into approved projects. In Session 3 of ScalePad’s MSP Power-Ups, learn how Lifecycle Manager surfaces hardware, software, and compliance risks, turns Insights into Initiatives in under five clicks, and builds visual IT roadmaps that replace confusing reports with clear plans to drive project revenue and client alignment.

Session 4

The 5 Ws of Customer Success: Build a Repeatable Client Workflow

Move from reactive firefighting to proactive customer success. In Session 4 of ScalePad’s MSP Power-Ups, use the 5 W’s and Lifecycle Manager to build a repeatable vCIO workflow: Identify, Plan, Execute. Turn insights into initiatives and long-term roadmaps that align client goals, speed project approvals, and drive revenue.

Session 5

Assessments that Create Projects

In this session of the MSP Workshop Series, you will learn how to run assessments and use comparison reports to show progress and gaps over time. You'll also see how to translate findings into initiatives and a compelling, revenue-generating story for both new and existing clients.

Session 6

Navigate faster and discover what's new

Take a guided tour of the brand-new ScalePad Lifecycle Manager interface. In this MSP Power-Ups session, we walk you through the updated design, streamlined navigation, and powerful new workflow features included in the Reimagined Lifecycle Manager release.

Session 7

Connect IT to Business Goals: Stop selling projects. Start solving business problems

Use ScalePad Lifecycle Manager’s Alignment and Goals features to connect IT initiatives to client business objectives. Frame recommendations around growth, risk reduction, and efficiency to shift from a reactive cost center to a trusted strategic partner—and get projects approved faster.

Session 8

Time-Saving Templates: Build it once, reuse it across every client

Stop rebuilding client roadmaps from scratch. In this MSP Power-Ups session, use Goal and Initiative Templates in ScalePad Lifecycle Manager to turn common best-practice projects into reusable templates. Deploy them to any client in seconds, save hours of prep, and deliver a consistent, scalable vCIO experience across your client base.