Lifecycle Manager Pro partners can run Assessments for clients that don't have a Lifecycle Manager X (LMX) license. Limited Assessments are designed for pre-sales and project-based workflows, so you can capture a "before" snapshot, take action, and then run an "after" comparison without upgrading the client to LMX first.

What's included

• LM Pro includes full Lifecycle Manager X access for one client.
• For every other client (without an LMX license), you can use limited Assessments.
• Limited Assessments let you choose one assessment template per client.
• You can run that template up to two times per client.

How the "before" and "after" workflow works

When you open Assessments for a client without an LMX license, a banner explains that access is limited and includes an Upgrade to Lifecycle Manager X button.

1. Pick a template. Before you create an assessment, you select one template for that client. This is the template you'll use for both runs.
2. Run the "before" assessment. This is your baseline. Typically captured during pre-sales or at the start of a project.
3. Run the "after" assessment. Once your project work is complete, run the same template a second time to capture the new state.
4. Compare the two runs. Use Lifecycle Manager's existing comparison workflow to see what changed between run 1 and run 2. This is what makes the before/after pattern useful for demonstrating impact to the client.

After the second run, existing assessments stay visible, but you can't create another assessment with the limited-access template unless you upgrade the client to LMX. If you delete an assessment, it does not restore an additional run.

Learn more: Conducting assessments.

When to use this feature

The two-run limit is intentional. It's built for situations where a "before" and "after" comparison is exactly what you need:

• Pre-sales discovery. Run an assessment to identify gaps and risks, then re-run it after the client has accepted your proposed work to demonstrate progress.
• Project-based engagements. Capture the starting state, deliver the project, and use the second run to show the outcome.

For clients who need recurring assessments, ongoing tracking, or the full LMX feature set, we recommend upgrading them to Lifecycle Manager X.

Upgrading a client to Lifecycle Manager X

To go beyond the two-run limit for a client, upgrade that client to Lifecycle Manager X.

You can upgrade from the Lifecycle Manager X license management page.

After you upgrade the client:

• Assessment run limits no longer apply.
• The client gains access to the full Lifecycle Manager X feature set, including Assessments, Goals, Budgets, Meetings, Deliverables, and ClientIQ.

Learn more: Managing Lifecycle Manager X Licenses.

Frequently asked questions

Can I use a different template for the "after" run?

No. The "before" and "after" runs must use the same template. That's what makes the comparison possible. Lifecycle Manager locks in the template you select for both runs.

Does deleting an assessment restore a run?

No. Deleting an assessment doesn't increase the run limit for that client. If you've used both runs, you'll need to upgrade to LMX to run another assessment.

Can I use different templates for different clients?

Yes. The one-template limit applies per client, not across your whole account. Each client you work with under limited Assessments can use a different template.

Do I still get one full Lifecycle Manager X client on LM Pro?

Yes. LM Pro still includes full LMX access for one client. Limited Assessments apply to your other, non-LMX clients.

What happens to my existing assessments if I upgrade a client to LMX?

They remain visible and accessible. Upgrading lifts the run limits going forward, but doesn't change or remove the assessments you've already completed.