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Partner Stories

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

40 stories

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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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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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Transformitive-and-Lifecycle-Manager
Partner storySeptember 26, 2022

How TransformITive revitalized its QBRs with Lifecycle Manager

Lifecycle Manager is an important piece of the TransformITive process, helping them develop and grow their QBR meetings into strategic conversations with their clients.

Lifecycle ManagerCustomer SuccessQBRs
Evan Pappas
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