--- title: Email Video - Client Meetings Made Simple description: Client Meetings Made Simple --- - [Login](https://tool.managedservicesplatform.com/) - [Help](https://help.managedservicesplatform.com/) - [Status](https://managedservicesplatform.statuspage.io/) [![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png) ![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png)](https://www.humanizeit.biz) [![Request Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a) - [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) ![vcio-report](https://www.managedservicesplatform.com/hubfs/vcio-report.png) # Client Meetings Made Simple   ## Client Meeting Report Tool #### TURN EVERY FACE-TO-FACE MEETING INTO A GREAT CLIENT EXPERIENCE   | [![See Pricing](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/84a41940-3c0f-42c7-91ab-236e2c3013f0.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/84a41940-3c0f-42c7-91ab-236e2c3013f0) | [![Request Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a) | | --- | --- |   ## READ THE LATEST BLOG POSTS AROUND CLIENT ENGAGEMENT TOPICS ###### 8 min read #### [Boosting IT Services with Client Portal Implementation](https://blog.humanizeit.biz/boosting-it-services-with-client-portal-implementation) ###### Jun 26, 2023 by Adam Walter Client portal implementation is a critical process that can enhance IT insights and improve the overall client... ###### 3 min read #### [The Biggest Problem Facing MSPs Today](https://blog.humanizeit.biz/the-biggest-problem-facing-msps-today) ###### Jan 23, 2023 by Adam Walter We have been spending a lot of time talking to MSPs and other vendors over the last few months. Something has been... ###### 4 min read #### [Treat People Like People (Part 2)](https://blog.humanizeit.biz/treat-people-like-people-part-2) ###### Jan 16, 2023 by Adam Walter Last episode we talked about "What is wrong with the MSP industry, that we don't treat people like people" which we... ##### PRODUCT PRODUCT - [IT Client Engagement](https://www.humanizeit.biz/it-client-engagement) - [IT CRM](https://www.humanizeit.biz/strategic-msp) - [IT Sales](https://www.humanizeit.biz/it-sales) - [Pricing](https://www.humanizeit.biz/pricing-old-877) ##### QBR TOOLKIT QBR TOOLKIT - [QBR Discussion Points Checklist](https://info.humanizeit.biz/qbr-discussion-points-checklist) - [Executive QBR Power Questions](https://info.humanizeit.biz/executive-qbr-power-questions) - [Remote QBR Checklist](https://info.humanizeit.biz/remote-qbr-checklist) - [QBR Annual Playbook](https://info.humanizeit.biz/qbr-annual-playbook) - [QBR Time Calculator](https://info.humanizeit.biz/qbr-time-calculator) ##### RESOURCES RESOURCES - [Peer Groups](http://www.managedservicesplatform.com/peer-groups) - [Upcoming Events](https://www.humanizeit.biz/upcoming-member-events) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Win New Clients with IT Audits](https://www.humanizeit.biz/win-new-clients-resources) - [Upsell Clients with QBRs](https://www.humanizeit.biz/expand-existing-clients-resources) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [Structure vCIO Operations](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) ##### BLOG BLOG - [Quarterly Business Review - QBR](https://blog.managedservicesplatform.com/topic/qbr) - [Virtual CIO - vCIO](https://blog.managedservicesplatform.com/topic/vcio) - [IT Account Management](https://blog.managedservicesplatform.com/topic/it-account-management) - [IT Consultative Sales](https://blog.managedservicesplatform.com/topic/it-consultative-sales) - [Cyber Security](https://blog.managedservicesplatform.com/topic/cybersecurity) [![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png "HIT white powerd by msppng")](https://www.humanizeit.biz/) - [Terms](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) Copyright © 2020 Humanize IT