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Partner Stories

Customer proof from MSPs using ScalePad to make client value easier to see, explain, and expand.

40 stories

16 stories

Customer Proof

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How Optimized IT Improves Forecasts & Budgets With a Unified Customer Success Tool
Partner storyDecember 12, 2025

How Optimized IT Improves Forecasts & Budgets With a Unified Customer Success Tool

See how OptimizedIT replaced scattered notes and disconnected tools with a single platform for account management — and scaled client engagement in the process.

Lifecycle ManagerCustomer SuccessQBRs
Brittany McDougall
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The game-changer behind ITECH’s shift to results-based growth
Partner storyJune 2, 2025

The game-changer behind ITECH’s shift to results-based growth

Developing a sales process that goes beyond the basics and incorporates data from all parts of the business can be a challenge.

Lifecycle ManagerCustomer SuccessGrowth
Brittany McDougall
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How DLC Tech Found Its Strategic Edge with ScalePad
Partner storyMay 27, 2025

How DLC Tech Found Its Strategic Edge with ScalePad

Since 2006, DLC Technologyhas grown from a healthcare-focused consultancy into a full-service managed IT provider supporting high-uptime industries like healthcare, legal, and manufacturing.

Lifecycle ManagerQuoting
Brittany McDougall
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Curatrix-and-Lifecycle-manager
Partner storyMay 26, 2025

How Curatrix Technologies evolved from a reactive MSP to A proactive MSP

Curatrix Technologies used Lifecycle Manager to take their MSP business from reacting to client problems to being proactive about preventing issues.

Lifecycle ManagerCustomer SuccessQBRs
Evan Pappas
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How Alt-Tech increased client engagement and saved 6 hours per week with revamped QBR reporting
Partner storyJanuary 6, 2025

How Alt-Tech increased client engagement and saved 6 hours per week with revamped QBR reporting

Kendra Schaber spent hours each week creating slide decks for client meetings. She knew there was a problem when she saw her clients’ eyes glaze over while she was presenting.

Lifecycle ManagerCustomer SuccessQBRs
Evan Pappas
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How Ekaru creates better QBRs and improves client relationships
Partner storyApril 15, 2024

How Ekaru creates better QBRs and improves client relationships

Ann Westerheim, PhD, Founder and President of Ekaru, founded Ekaru in 2001 to provide MSP services to small businesses in her local community in and around Boston, MA.

Lifecycle ManagerCustomer SuccessQBRs
Evan Pappas
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Communicating through visuals: How Alvarez Technology Group builds conversations with clients
Partner storyApril 10, 2024

Communicating through visuals: How Alvarez Technology Group builds conversations with clients

Luis Alvarez of Alvarez Technology Group uses the visual design of his asset reports to help his clients understand the state of their tech.

Lifecycle ManagerCustomer SuccessQBRs
Evan Pappas
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Evolving the warranty process helps SUCCESS increase revenue
Partner storyFebruary 21, 2023

Evolving the warranty process helps SUCCESS increase revenue

When faced with challenges in sourcing products or dealing with supply chain issues, MSPs feel the pressure to keep their business moving forward.

Lifecycle ManagerCustomer SuccessProfitability
Evan Pappas
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JK Technology Solutions ScalePad Warranty Lifecycle Manager Assets Revenue MSP
Partner storyJanuary 27, 2023

JK Technology Solutions evolved their revenue with warranties

Growing an MSP can be a path with many barriers to progress. Expanding to include more staff or more clients can often strain existing revenue and create the need to strain existing resources to bring in more money.

Lifecycle ManagerCustomer SuccessProfitability
Evan Pappas
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Ekaru Cyber Security MSPs
Partner storyNovember 24, 2022

Ekaru’s cybersecurity efforts boost small business security

With experience as an MSP for smaller businesses, Ekaru knows how important security is at a small scale.

Lifecycle ManagerCustomer Success
Evan Pappas
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David Mercer Consulting uses Lifecycle Manager to grow their business and relationships
Partner storyOctober 27, 2022

David Mercer Consulting uses Lifecycle Manager to grow their business and relationships

David Mercer Consulting found a way to be more efficient with a small staff and meet the needs of their local clients.

Lifecycle ManagerCustomer SuccessAutomation
Evan Pappas
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Alvarez-Lifecycle-Manager-2
Partner storySeptember 27, 2022

How Alvarez Technology Group grows and maintains revenue

Alvarez Technology Group uses Lifecycle Manager to grow their revenue and deliver better service to their clients.

Lifecycle ManagerCustomer SuccessAutomation
Evan Pappas
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