For MSPs, assessments are one of the fastest ways to uncover risk, identify project opportunities, prove progress over time and drive strategic client conversations.
Until now, running Assessments in Lifecycle Manager required a full LMX license for each client. As a result, many MSPs were still handling discovery work in spreadsheets or external tools during pre-sales and project scoping engagements. That meant more manual work, greater risk of human error, and missed opportunities to identify risk and recommend improvements.
With this release, that changes.
All Lifecycle Manager Pro Partners can now run Assessments across their entire client base - no additional LMX licenses required. MSPs can now deliver structured, repeatable assessments using built-in templates, workflows, and progress tracking to streamline discovery, standardize delivery, and uncover opportunities faster.
Run Assessments Across Every Client
Lifecycle Manager Pro now includes Assessments for all client accounts, giving MSPs a simpler way to standardize discovery and project scoping workflows directly inside the platform.
This gives MSPs enough flexibility to:
- Establish a baseline assessment
- Run follow-up comparisons
- Demonstrate improvement over time
- Scope new projects and services
- Support pre-sales discovery conversations
Whether you’re evaluating a prospective client or reviewing an existing environment, Assessments can now be part of every client engagement - not just fully licensed LMX accounts.
Built for Project-Based Engagements
Not every engagement needs full lifecycle management — but every assessment should be structured and repeatable.
We are giving Lifecycle Manager Pro Partners the ability to deliver assessments for project-based and advisory engagements directly inside Lifecycle Manager, including:
- Security reviews
- Compliance assessments
- Infrastructure audits
- Technology assessments
Helping MSPs streamline discovery, standardize delivery, and uncover opportunities faster.
Duplicate Existing Assessments to Save Time
Lifecycle Manager Pro now also supports assessment duplication.
Instead of recreating recurring assessments from scratch, Partners can duplicate an existing assessment and choose what information to carry over:
- Responses
- Private comments
- Public comments
This helps reduce repetitive work while creating more consistent assessment and reporting experiences across recurring client engagements.
A Major Step Forward for Lifecycle Manager Pro
For Partners familiar with Lifecycle Insights, this release brings “Assessment Only” style workflows into Lifecycle Manager — a major milestone in expanding Lifecycle Manager Pro’s assessment and advisory capabilities.
MSPs can now deliver structured discovery engagements, uncover opportunities faster, and create more consistent client experiences directly within Lifecycle Manager.
Check It Out
If you want to see these in action - reach out!
Book a Demo or Book time with your Account Manager
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Additional Notes:
Assessments - Each client account includes:
- 1 assessment template
- Up to 2 assessment runs
