--- title: IT Client Engagement | Managed Services Platform description: Account Managers and vCIOs have more ways but fewer chances to interact with their clients than ever before. Managed Services Platform allows your team to have contextual, meaningful conversations with your C-level executive clients via IT audits, QBRs and IT strategy meetings. Every meeting will become a great client experience and help you build long-term, loyal client relationships. --- ### [LOGIN](https://tool.managedservicesplatform.com/#/login) | [HELP](https://help.managedservicesplatform.com/)**  [![UNICORNS ARE REAL](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3)** Search Site Search [![logo-hit-mspl-white-horizontal-01-1](https://www.humanizeit.biz/hs-fs/hubfs/logo-hit-mspl-white-horizontal-01-1.png?width=919&height=170&name=logo-hit-mspl-white-horizontal-01-1.png)](https://www.managedservicesplatform.com/) [![logo-hit-mspl-white-horizontal-01-1](https://www.humanizeit.biz/hs-fs/hubfs/logo-hit-mspl-white-horizontal-01-1.png?width=919&height=170&name=logo-hit-mspl-white-horizontal-01-1.png) logo-hit-mspl-white-horizontal-01-1](https://www.managedservicesplatform.com/) - [Pricing](https://www.humanizeit.biz/pricing) - [Education](https://www.humanizeit.biz/events) - Humanize IT Podcast - [Youtube](https://www.youtube.com/playlist?list=PLDUiMI4qjlJGa1zA1pwy6-avqM8D3I4OE) - [Spotify](https://open.spotify.com/show/3HRZBruDAP9oyVnloUHABO) - [Apple](https://podcasts.apple.com/us/podcast/humanize-it/id1511560088) - [2024 Weekly Schedule](https://www.humanizeit.biz/events) - On-Demand Webinars - [3 Award-Winning Technologies to Evolve your MSP](https://info.humanizeit.biz/3-award-winning-technologies-to-evolve-your-msp) - [Compliance for Engineers](https://info.humanizeit.biz/compliance-for-engineers) - [Pentesting and Profits](https://info.humanizeit.biz/pentesting-and-profits) - [Your Website is Rubbish](https://info.humanizeit.biz/webinar-your-website-is-rubbish) - [Youtube Webinar Playlist](https://youtube.com/playlist?list=PLDUiMI4qjlJFkYjXQSPwCtmAnK1hFogHR) - [Automate All Your QBRs](https://info.humanizeit.biz/automate-all-your-qbrs) - Free Tools - [Asset Recycling Program](https://www.humanizeit.biz/eol) - [IT Warranty Lookup (Beta)](https://warranty.humanizeit.biz) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Meeting Maker](https://meeting-maker.humanizeit.biz/) - [Resources](https://www.humanizeit.biz/expand-existing-clients-resources) - [Coaching](https://www.humanizeit.biz/coaching) - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources) - [Win New Clients](https://www.humanizeit.biz/win-new-clients-resources) - [Structure AM/vCIO Operation](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [HIT Knowledge Base](https://help.humanizeit.biz) - Demo Personas - [The Dispatch](https://app.managedservicesplatform.com/clients/8963/home/public/sc-e6d2ab31-6cab-47c0-a47c-a2cfeb969405) - [Streamlined QBR](https://app.managedservicesplatform.com/clients/8963/home/public/sc-f63143e0-3b3a-479e-91a4-835a18b60516) - [CISO](https://app.managedservicesplatform.com/clients/8963/home/public/sc-8365f6b2-2bf3-4ddf-a80c-1515685af50e) - [Annual Budget](https://app.managedservicesplatform.com/clients/8963/home/public/sc-b59d26eb-c3e3-43c6-94fa-3a4f4bb82432) - [About](https://www.humanizeit.biz/about) - [AI Open Letter](https://www.humanizeit.biz/ai-open-letter) - [Testimonials](https://www.humanizeit.biz/testimonials) - [Terms and Conditions](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) - [Security | SOC2](https://www.humanizeit.biz/security) [REQUEST DEMO](https://info.humanizeit.biz/humanize-it-platform-demo) ### [LOGIN](https://tool.managedservicesplatform.com/#/login) | [HELP](https://help.managedservicesplatform.com/)**  [![UNICORNS ARE REAL](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3)** Search Site # Engage With Clients Using the Best IT Software Understand your client's business and articulate your value through genuine conversations. [See Pricing](https://www.managedservicesplatform.com/pricing?hsCtaTracking=84a41940-3c0f-42c7-91ab-236e2c3013f0%7Ca6ec7e3e-b6cf-492e-8d4d-9ed8b071a22d) [Request Demo](https://meetings.hubspot.com/adam556/client-demo) ![1_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### Build a Scalable Account Management and vCIO Operation HUMANIZE IT FREE RESOURCES [Download the Free eBook](https://info.managedservicesplatform.com/build-a-scaleable-account-management-and-vcio-operation) ![1_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### Become a Trusted Advisor with Strategic Client Meetings HUMANIZE IT FREE VCIO RESOURCES [Download the Free eBook](https://info.managedservicesplatform.com/build-a-scaleable-account-management-and-vcio-operation) ![1_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### Hold a Strategic Annual Meeting Today WATCH OUR WEBINAR AND DOWNLOAD OUR FREE MEETING TOOL [Humanize IT Free Resources](https://info.managedservicesplatform.com/deliver-annual-strategy-meeting-template) ### Account Managers and vCIOs have more ways but fewer chances to interact with their clients than ever before. Humanize IT allows your team to have contextual, meaningful conversations with your C-level executive clients via IT audits, QBRs and IT strategy meetings. Every meeting will become a great client experience and help you build long-term, loyal client relationships. ![4_150](https://www.managedservicesplatform.com/hubfs/4_150.png "4_150") #### Differentiate your MSP Turn every face-to-face meeting into a great experience and become a high-value and strategic business partner that hosts conversations instead of presentations. [Learn More](https://info.managedservicesplatform.com/qbr-annual-playbook) ![5_150](https://www.managedservicesplatform.com/hubfs/5_150.png "5_150") #### Expand existing MRR Increase project and service revenues and conduct high-touch client meetings in a professional way by managing client's technical debts, establishing roadmaps and communicating your delivered value. [Learn More](https://info.managedservicesplatform.com/critical-qbr-client-role-mapping) ![6_150](https://www.managedservicesplatform.com/hubfs/6_150.png "6_150") #### Save Time Stop time-consuming report building by copy and paste and spend more quality time with clients through interactive tools. Use only one tool for any type of client interaction such as QBRs, IT audits, IT sales or IT strategy meetings. [Learn More](https://info.managedservicesplatform.com/qbr-time-calculator) ## Here’s How IT Client Engagement Software Makes Your Job Easier #### **Customize Strategic Client Reports** Unifying a quarterly business review process is pretty hard. Your audience varies client to client, your people have different processes and personalities and each client has different maturity levels and goals. By integrating your strategic components such as IT client roadmaps, needs assessments and IT service reviews you will build effective and engaging meeting reports that will matter to your clients. Features - Free & Paid Quarterly Business Review (QBR) and Strategy Meeting Templates - Free & Paid NIST Cybersecurity Templates - Free & Paid IT Infrastructure Audit Templates - Free & Paid Microsoft 365 Audit Templates - IT Report Builder ![1_mspl](https://www.managedservicesplatform.com/hubfs/1_mspl.jpg "1_mspl") ![4_mspl](https://www.managedservicesplatform.com/hubfs/4_mspl.jpg "4_mspl") ## Connect Business Problems to Technology Solutions A scripted client review will focus on specific topics, allow you to ask questions and take notes, involve your clients in the technology review processes and encourage engagement and adoption. Your clients may not understand the technology, so forcing them to make decisions on tactical elements may disengage them. How do you solve this? Show your clients overall technologies as a health business scorecard that they can be understood easily to determine your efforts. Features - Business IT Health Score  - 3rd-Party Data Visualization  - IT Service Review & Scorecard - IT Project Scope [Request Demo](https://meetings.hubspot.com/adam556/client-demo) ## Articulate Value with Client IT Roadmaps Tactical technology recommendations lead to overwhelmed, confused and disengaged clients. Client IT roadmaps help to turn your tactical recommendations into a strategic view. Help your clients forecast their technology spending over months, quarters and years. Show the phases and budgets of projects as they move from recommended to completed stages. Features - Client IT Roadmap - IT Budgeting - IT Service Selector  - Price Calculator   ![3_mspl](https://www.managedservicesplatform.com/hubfs/3_mspl.jpg "3_mspl") ![sync-opportunities-with-psa](https://www.managedservicesplatform.com/hubfs/sync-opportunities-with-psa.png "sync-opportunities-with-psa") ## Sync Opportunities with PSA We all know how much time and effort can be saved by aligning IT sales with operations and integrating opportunities with your PSA. Our flexible integration will help you to focus on your client rather than administrating. Make tickets to keep track of tasks, create opportunities from client IT roadmaps and synchronize them in all directions. Features - Two-way Project & Opportunity Integration ## Improve Your Client Meetings in Hours Short learning curve, easy setup, out-of-box templates, academy courses, live training and guided implementation for teams. [Request Demo](https://meetings.hubspot.com/adam556/client-demo) ## Demonstrate Your Progress Keep your clients in the loop on projects to promote transparency and keep everyone on the same page. Communicate next-steps and update IT project statuses and budgets on your client IT roadmaps. Features - IT Project Management - Task Management - IT Budget Management   ![demonstrate-your-progress](https://www.managedservicesplatform.com/hubfs/demonstrate-your-progress.png "demonstrate-your-progress") ![IT performance benchmark](https://www.managedservicesplatform.com/hubfs/IT-performance-benchmark-02.png "IT performance benchmark") ## Keep Client IT Strategic Plan Alive Show long-term strategic progress over time in order to reinforce the value of the work you are delivering and help your clients adopt emerging technologies to keep their performance scores from falling. IT benchmark scoring gives your clients an overview of your effectiveness, efficiency and success rate of strategic business goals. Features - IT Performance Benchmark ## The most comprehensive IT client engagement software within your budget Flat fee model with unlimited clients, user, reports and integrations with pre-built templates. [See Pricing](https://www.managedservicesplatform.com/pricing) ## Onboarding Humanize IT is easy to use. By following the above process, you and your team will be able to use our onboarding service in a breeze. Learn how to generate IT client engagement with five perfect QBRs in 30 Days. You will have some initial setup, but the implementation happens with you and your clients in four different stages. There is step-by-step course material available for you to easily follow. Features - IT Client Engagement Quickstarter Pack - NIST Cybersecurity Framework Quickstarter Pack - Humanize IT Member-Only Live Training - Standard Adoption Score   ![perfect-qbr-process-02](https://www.managedservicesplatform.com/hubfs/perfect-qbr-process-02.png "perfect-qbr-process-02") ![quarterly-business-review-template-02](https://www.managedservicesplatform.com/hubfs/quarterly-business-review-template-02.png "quarterly-business-review-template-02") ## Guided Implementation We offer a full suite of consulting, technical services and project management to help you maximize your account management and vCIO results. Add on to the IT Client Engagement Quickstarter Pack with 1-1 sessions and additional back-end template customization or migration, and our expert guide will help you with report migration, customization, branding of your report and development of additional widgets. Features - IT Client Engagement Guided Implementation ## HIT Framework Humanize IT is our ready-to-go templates that you can use today to deliver world-class QBR this afternoon. Using our four pillars — strategy, architecture, service and risk — we will equip you to land more projects and foster genuine communication with your clients.   [Learn How](https://www.managedservicesplatform.com/vcio-excellence-membership-program-sales-site) ![humanize-it-logo](https://www.managedservicesplatform.com/hubfs/humanize-it-logo.png "humanize-it-logo") ## Read the Latest blog posts from the quarterly business review (QBR) topic [Boosting IT Services with Client Portal Implementation](https://blog.humanizeit.biz/boosting-it-services-with-client-portal-implementation) ##### [Boosting IT Services with Client Portal Implementation](https://blog.humanizeit.biz/boosting-it-services-with-client-portal-implementation) 26 June, 2023 Client portal implementation is a critical process that can enhance IT insights and improve the overall client experienc... [Read this article](https://blog.humanizeit.biz/boosting-it-services-with-client-portal-implementation) [The Biggest Problem Facing MSPs Today](https://blog.humanizeit.biz/the-biggest-problem-facing-msps-today) ##### [The Biggest Problem Facing MSPs Today](https://blog.humanizeit.biz/the-biggest-problem-facing-msps-today) 23 January, 2023 We have been spending a lot of time talking to MSPs and other vendors over the last few months. Something has been buggi... [Read this article](https://blog.humanizeit.biz/the-biggest-problem-facing-msps-today) [Treat People Like People (Part 2)](https://blog.humanizeit.biz/treat-people-like-people-part-2) ##### [Treat People Like People (Part 2)](https://blog.humanizeit.biz/treat-people-like-people-part-2) 16 January, 2023 Last episode we talked about "What is wrong with the MSP industry, that we don't treat people like people" which we will... [Read this article](https://blog.humanizeit.biz/treat-people-like-people-part-2) ## Hear from MSPL Users Garry Adams #### Garry Adams Client Relationship Manager / JMark Business Solutions We had challenges in upgrading our clients to our cybersecurity offering. Humanize IT helped to develop an effective process for our Account Management team to grow our existing client base. Nick Stevens #### Nick Stevens Founding Partner / Heroic Technologies Since we use Humanize IT we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives. Wouter Mertens #### Wouter Mertens Business Manager / Expro It Humanize IT helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team. [![Humanize IT powered by msp](https://www.managedservicesplatform.com/hubfs/Humanize%20IT%20powered%20by%20msp.png)](https://www.humanizeit.biz/) [**#UNICORNSAREREAL**](https://www.managedservicesplatform.com/unicorns-are-real) **![SOC 2](https://www.managedservicesplatform.com/hubfs/SOC%202.png)**     [facebook-square](https://www.facebook.com/humanizeit) [twitter](https://twitter.com/MSPlatformIT) [linkedin-in](https://www.linkedin.com/company/humanizeit/) [youtube](https://www.youtube.com/humanizeit) © 2026 Humanize IT - [Pricing](https://www.humanizeit.biz/pricing) - [Education](https://www.humanizeit.biz/events) - Humanize IT Podcast - [Youtube](https://www.youtube.com/playlist?list=PLDUiMI4qjlJGa1zA1pwy6-avqM8D3I4OE) - [Spotify](https://open.spotify.com/show/3HRZBruDAP9oyVnloUHABO) - [Apple](https://podcasts.apple.com/us/podcast/humanize-it/id1511560088) - [2024 Weekly Schedule](https://www.humanizeit.biz/events) - On-Demand Webinars - [3 Award-Winning Technologies to Evolve your MSP](https://info.humanizeit.biz/3-award-winning-technologies-to-evolve-your-msp) - [Compliance for Engineers](https://info.humanizeit.biz/compliance-for-engineers) - [Pentesting and Profits](https://info.humanizeit.biz/pentesting-and-profits) - [Your Website is Rubbish](https://info.humanizeit.biz/webinar-your-website-is-rubbish) - [Youtube Webinar Playlist](https://youtube.com/playlist?list=PLDUiMI4qjlJFkYjXQSPwCtmAnK1hFogHR) - [Automate All Your QBRs](https://info.humanizeit.biz/automate-all-your-qbrs) - Free Tools - [Asset Recycling Program](https://www.humanizeit.biz/eol) - [IT Warranty Lookup (Beta)](https://warranty.humanizeit.biz) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Meeting Maker](https://meeting-maker.humanizeit.biz/) - [Resources](https://www.humanizeit.biz/expand-existing-clients-resources) - [Coaching](https://www.humanizeit.biz/coaching) - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources) - [Win New Clients](https://www.humanizeit.biz/win-new-clients-resources) - [Structure AM/vCIO Operation](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [HIT Knowledge Base](https://help.humanizeit.biz) - Demo Personas - [The Dispatch](https://app.managedservicesplatform.com/clients/8963/home/public/sc-e6d2ab31-6cab-47c0-a47c-a2cfeb969405) - [Streamlined QBR](https://app.managedservicesplatform.com/clients/8963/home/public/sc-f63143e0-3b3a-479e-91a4-835a18b60516) - [CISO](https://app.managedservicesplatform.com/clients/8963/home/public/sc-8365f6b2-2bf3-4ddf-a80c-1515685af50e) - [Annual Budget](https://app.managedservicesplatform.com/clients/8963/home/public/sc-b59d26eb-c3e3-43c6-94fa-3a4f4bb82432) - [About](https://www.humanizeit.biz/about) - [AI Open Letter](https://www.humanizeit.biz/ai-open-letter) - [Testimonials](https://www.humanizeit.biz/testimonials) - [Terms and Conditions](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) - [Security | SOC2](https://www.humanizeit.biz/security) ##### PRODUCT - [IT CRM](https://www.managedservicesplatform.com/it-crm) - [IT Sales](https://www.managedservicesplatform.com/it-sales) - [Pricing](https://www.managedservicesplatform.com/pricing) ##### QBR TOOLKIT - [QBR Discussion Points Checklist](https://info.humanizeit.biz/qbr-discussion-points-checklist) - [2 Questions for QBRs](https://info.humanizeit.biz/hit-2-questions-for-qbr) - [QBR: FREE Infrastructure Assessment (PDF)](https://info.humanizeit.biz.com/qbr-infrastructure-assessment) - [QBR: FREE IT Services Assessment (PDF)](https://info.humanizeit.biz/qbr-it-services-assessment) - [QBR: FREE NIST Cyber Security Overview (PDF)](https://info.humanizeit.biz/qbr-nist-cyber-security-overview) - [QBR: FREE Strategic Business Review (PDF)](https://info.humanizeit.biz/qbr-strategic-business-review) - [FREE Annual Strategic Report (PDF)](https://info.humanizeit.biz/qbr-annual-strategic-report) - [QBR Time Calculator](https://info.humanizeit.biz/qbr-time-calculator)   ##### RESOURCES - [Coaching](https://www.managedservicesplatform.com/coaching-managed-services-platform) - [Peer Groups](https://www.managedservicesplatform.com/peer-groups) - [Upcoming Events](https://www.managedservicesplatform.com/upcoming-member-events) - [QBR Toolkit](https://www.managedservicesplatform.com/qbr)   ##### Best of the Podcast - [Mastering Operational Leadership](https://youtu.be/Qq6BMZt9TLw) - [The Singularity of Hope: A New Perspective on AI](https://youtu.be/2rv-tl5pAKw) - [Mastering Operational Leadership for MSPs](https://youtu.be/UZw0NW2jYGw) - [Why Don't MSPs Market Themselves](https://youtu.be/vWgNNCZ9apQ)