---
title: Expand Existing Client Resources | Managed Services Platform
description: Upsell your existing clients to grow your MPS business by connecting with clients and exceed expectations by turning them into promoters!
---

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          - [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)
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          - [Youtube Webinar Playlist](https://youtube.com/playlist?list=PLDUiMI4qjlJFkYjXQSPwCtmAnK1hFogHR)
          - [Automate All Your QBRs](https://info.humanizeit.biz/automate-all-your-qbrs)
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    - [Asset Recycling Program](https://www.humanizeit.biz/eol)
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    - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources)
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# How to Upsell Your Clients With QBRs and IT Strategy Meetings

Grow your company by utilizing a consultative sales process with needs assessments, differentiation and proper solution presentation.

[Request Demo](https://meetings.hubspot.com/adam556/client-demo)

[it-strategy-1](https://info.humanizeit.biz/deliver-engaging-remote-qbrs-and-it-strategy-meetings)

#### Deliver Engaging Remote QBRs and IT Strategy Meetings

Watch this recorded round table discussion between Rex Frank at Sea-Level Operations and Denes Purnhauser at Humanize IT to see how to protect your revenue streams and provide stability to your team by closing project opportunities with strategic Audits and QBRs delivered remotely.

[professional-remote-presence](https://info.humanizeit.biz/take-your-remote-presence-to-the-next-level)

#### Take Your Remote Presence to the Next Level

Watch this recorded webinar with our vCIO expert guide, Adam Walter at Virtual C, to learn how to differentiate your MSP business with professional remote presence.

[how-to-get-out-of-account-management-debt](https://info.humanizeit.biz/get-out-of-account-management-debt)

#### How to get out of Account Management Debt

Watch this recorded round table discussion between Rex Frank at Sea Level, Jason Gilbert at Fuze Network and Richard Anderson at Imagine IT to see how much an operation with less than ideal Account Management may cost.

[strategic-qbr-workshop-preview](https://info.humanizeit.biz/strategic-qbr-workshop)

#### Strategic QBR Workshop

Watch this recorded webinar with our vCIO expert guide, Adam Walter, to learn how your staff can engage executives with more strategic QBRs without doing it as a business owner or hiring high ticket MBAs.

[shutterstock\_1336697735](https://info.humanizeit.biz/how-to-make-your-qbrs-more-productive)

#### How to make your QBRs more productive and engaging in 2021

We explore how to prepare, deliver and follow up client meetings even more efficiently with the new software features and integrations.

[shutterstock\_1371372581](https://info.humanizeit.biz/6-best-practices-of-top-performing-vcios)

#### 6 Best Practices of Top Performing vCIOs

Watch this interview with our vCIO expert guide, Adam Walter, to learn how to be more engaged with clients by finding best practices for becoming a trusted business advisor in 6 single steps.

[shutterstock\_1293596953](https://info.humanizeit.biz/delivering-business-focused-qbrs-recorded-seminar-landing)

#### Delivering Business Focused QBRs

You would like to be a high-value business partner in your client’s eyes rather than a basic technology service provider. Your QBR process is a critical part of influencing their engagement up to a higher level. Watch this recorded webinar with our vCIO expert guide, Adam Walter, who has shared his 5 step process to make any technical QBR into a business-focused one.

[shutterstock\_1492968470](https://info.humanizeit.biz/7-strategies-to-make-it-more-engaging-to-executives-online-course)

#### 7 Strategies to make IT more engaging to executives

Watch this interview with our technical account management expert guide, Skip Ziegler, to learn how to be more engaged with clients by finding advice to develop and adopt your Technology Best Practice.

[shutterstock\_1226650183](https://info.humanizeit.biz/why-your-strategic-it-client-engagements-are-failing-recorded-seminar-landin)

#### Why your Strategic Engagements are failing

Watch this recorded webinar with our technical account management expert guide, Skip Ziegler, and learn how to increase your MSP’s revenue by demonstrating to your clients the enhancements in technologies that will improve their market advantages.

[shutterstock\_1336697735](https://info.humanizeit.biz/it-client-engagement-excellence-program-online-course)

#### Client Engagement Excellence Program

Watch this free online course with our MSP client engagement expert guide, Denes Purnhauser, who offers a comprehensive, step-by-step approach and the MSP tools you’ll need to take your client engagement activities to the next level.

[shutterstock\_604051022](https://info.humanizeit.biz/12-mistakes-causing-mediocre-client-experience-online-course)

#### 12 Mistakes Causing Mediocre Client Experience

The one single thing that can differentiate an MSP from the herd is client experience. Watch this recorded seminar with our MSP client engagement expert guide, Myles Olson, and learn about the most common mistakes (and what do do about them) MSPs make that prevent them from achieving excellent client experience.

## Client Meeting Report Tool

Turn every face-to-face meeting into a great client experience

[Request Demo](https://meetings.hubspot.com/adam556/client-demo)

[![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)

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© 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) 
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    - [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)