Hello everyone! As the Client Business Reviews are approaching for my MSP, I wanted to ask if anyone could share their experience and tips with using Lifecycle Insights in these meetings. We have only had Lifecycle Insights since the Fall of 2023 and have gone through one round of Client Business Reviews in that time. LCI is designed to be used during customer-facing meetings, and I would be grateful if any MSPs could share their tips or best practices for using LCI in this context.
A few questions I would love feedback on:
- What topics do you usually cover in Client Business Reviews?
- Which subjects do you cover in every meeting and which ones do you avoid?
- How do you incorporate LCI during the meeting?
- Do you have any best practices that you use during the meeting?
