Create Plans

Create technology plans up to 5 years in advance

Plot the strategic direction on visual roadmaps that help your clients see what’s next.

“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
PEI

Why it Rocks

Turn opportunities into proposals your clients understand

Bring clients into your world using visual, color-coded formats that show challenges and solutions in vivid context.

Reduce time spent on strategic planning

Deliver personalized client care with data automation that plays nice with your busy schedule.

Help your clients budget for the road ahead

No surprises here: planning up to five years in advance gives your clients complete budget visibility.

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How it Works

1

Rapidly assess client technology health

Get up to speed on where to take action. Use color-coded Scorecards to see data-driven overviews of your clients and prospects, their technology, and areas of risk and opportunity.

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2

Create bite-sized, templated proposals

Pull data to create, publish, and deliver crystal-clear proposals to your clients in seconds. Keep track of current and future work for each client, all in one place.

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3

Build plans on a timeline up to 5 years in advance

Use Roadmaps to build short and long-term plans for approved proposals. Organize quarterly schedules for clear timelines and budget projections within a flexible layout that encourages focus and flow.

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Tangible Results

“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.”

Joe Markert
TransformITive Inc.

“Initiatives are so intuitive and easy to make. The proposals carry a lot of weight with my clients. No one would be caught dead driving a car with a 12-year-old tire, so showing them the age of slow workstations really helps me drive the change I need, in clicks.”

Chris Odneal
GO Consulting

Want to see what automated strategic planning looks like?

Book a personalized demo to see how Lifecycle Manager handles the heavy lifting of transforming MSPs into proactive service providers.

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