Lifecycle Manager Getting Started - Workshop 1

Run Customer Success at Scale with LM Pro

In this session, we’ll go over:

• The shift from reactive service to proactive Customer Success

• Segmenting clients to deliver the right engagement at scale

• Hands-on walkthrough: prepping for a QBR

• Capturing accountability with Action Items & Notes

• Surfacing risks instantly with Assets & Insights

• Turning risks into clear, visual IT Roadmaps & Initiatives

• Closing the loop with Contracts, Marketplace quoting, and client-ready reporting