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New in Lifecycle Manager X
PDFs in Deliverables, Assessment Imports and Initiative to Meeting Links 

 

We’re excited to share three updates that make it easier than ever to prepare, deliver, and personalize client conversations in Lifecycle Manager X. These enhancements are designed to help you showcase value, stay aligned with clients, and bring your proven processes into the platform.

 

Add Custom PDFs to Deliverables

 

Partners can now create truly comprehensive and branded deliverables that reflect all the insights and resources they want to share with clients.

With this update, you can enhance your deliverables by including custom documents and reports alongside your LMX-generated content:

  • Add branded cover pages to templates.
  • Insert executive summaries or third-party reports as pages of individual reports.
  • Apply your logo to maintain visual consistency throughout.

Many partners told us they missed this from Lifecycle Insights. We listened. This update provides you with more flexibility, enabling you to prepare for client meetings without any friction.

 

 

Import Assessment Templates

 

Partners can now quickly bring their existing assessments into LMX and start using them without rework.

  • Upload JSON templates directly into Lifecycle Manager. Review and edit them in the familiar LMX Assessment UI.
  • Convert assessments from your Excel tracker, Lifecycle Insights or other assessment tools and convert them into a Lifecycle Manager-supported format in minutes.
  • Bonus: You can even use the GPT to get started on creating new assessment templates. 

This makes it easy to migrate from another platform or standardize internal assessments within Lifecycle Manager. 

 


 

Link Initiatives Directly to Meetings

 

Your account team can now seamlessly connect initiatives to client meetings, documenting the meeting's focus. 

You can link Initiatives directly to the Meetings where you plan to review them:

  • Connect one or multiple Initiatives to a single meeting.
  • Reuse Initiatives across multiple meetings for ongoing discussions.
  • Keep meetings structured with a clear agenda tied to client outcomes.

This ensures that every client conversation is focused, transparent, and aligned with progress toward initiatives.

 

 

Available Now! These features are live today. Log in to your LMX account and try them out!

 

I was excited to see the silent launch of the Assessment import, but my first attempt to bring in an Assessment template from LCI was not a success. I exported the LCI template as a CSV file (JSON is not an option) and then ran it through the ChatGPT conversion utility, but the results were a 7 question assessment (of the 59 questions provided) and the questions didn’t originate from the source material - ChatGPT appears to summarize and generate questions of its own rather than do pure data conversion. I’ll be interested in other’s experience.

I was excited to see the silent launch of the Assessment import, but my first attempt to bring in an Assessment template from LCI was not a success. I exported the LCI template as a CSV file (JSON is not an option) and then ran it through the ChatGPT conversion utility, but the results were a 7 question assessment (of the 59 questions provided) and the questions didn’t originate from the source material - ChatGPT appears to summarize and generate questions of its own rather than do pure data conversion. I’ll be interested in other’s experience.

I also find it odd that the migration path from LCI wasn’t first mentioned. That would seem the first logical migration method to support and document.

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