QBR Toolkit

Since many of your clients’ decision makers don't actively play a role in day-to-day IT operations, they're often oblivious to the MSP's performance, hard work and value delivered. A Quarterly Business Review meeting is the single most important opportunity for MSPs to generate genuine conversation, demonstrate value, clearly discuss business priorities and expand their services.

Without creating regular business-focused touchpoints with clients, it is hard to keep them engaged and open to:

• development proposals
• technology as an investment rather than a cost
• adopting your technology stack so it is easier to deliver high-level services

The real question is not about how to solve daily client issues, but how to hold effective and relevant conversations with them. The root problem is that all of those topics must be covered with all clients regularly in a very precise and concise time frame.

If an MSP misses any of those conversations with a client, the missed QBRs will start to build up account management debt. More account management debt means less engagement, higher risk and lower profitability with a client.

Managed Services Platform's mission is to give you a comprehensive step-by-step approach and the tools to take your QBR to the next level. The more strategic approach for client engagement is solving the root problem. The MSP defines all the possible topics to cover with the various audiences of the client. The MSP sets the general priorities of introducing a process for the given communication need, and also specifies the system to be able to cover topics with clients over a yearly period in client-specific QBRs.