Client IQ gives you the context you need to ask better questions, guide smarter conversations, and align your services to what matters most to your clients.

Accessing Client IQ

1. Hover over Home and click Clients from the top navigation bar in Lifecycle Manager.
    
2. Select a client with Lifecycle Manager X features enabled.
   
    
3. Click Client IQ in the left navigation panel.
   

Understanding Client IQ

Client IQ is made up of three key components:

• Client and Industry summary: AI-generated overviews of the client's business and industry.
• Suggestions: A set of conversation prompts and strategic topics tailored to the client.
• Goals Panel: A quick preview of the client's goals, if any have been created.

This information helps you prepare for meetings faster, build stronger client relationships, and connect recommendations to business outcomes.

Generating Client IQ summaries and suggestions

If it's your first time visiting the Client IQ page for a particular client, you'll be prompted to enter the client's website URL.

After entering the URL, click Generate. This triggers an automated analysis of the website, which provides a Client Summary and an Industry summary, as well as a set of suggested topics and questions relevant to your client.

To change or update the client's URL after generating it, click the Edit Input button in the upper right of the page.

Client and industry summary

After submitting the website, generating the information for your client will take a few moments. At the top of the page, the Client Summary and Industry summary are populated:

• Client Summary: An overview of the client's business, service, and value proposition.
• Industry summary: A snapshot of current trends, risks, and opportunities for businesses in that industry.

Both summaries are generated automatically using content from the submitted website. No need to manually choose an industry or enter any further details.

You can manually edit the summary after it's been generated.

Suggestions

Client IQ also provides a set of AI-generated suggestions to help you guide client conversations. These are grouped into two tabs:

• Questions: Prompts designed to uncover business goals, risks, or priorities
• Topics: Broader themes to support strategic decisions

For more context on a particular suggestion, click the question mark icon

To copy a suggestion, in order to paste it into meeting notes, for example, use the copy button .

Goals panel

If goals have already been set up for the client, they will appear here. You can quickly create new goals for your client by clicking the + button, which brings you directly to the goals page.