--- title: QBR Toolkit | Managed Services Platform description: Are your clients 100% aligned and engaged? Learn how to prevent misalignment and enhance conversation. --- ### [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 # QBR Toolkit IT client engagements made simple ![1\_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### QBR Discussion Points Checklist Are your clients 100% aligned and engaged? Learn how to prevent misalignment and enhance conversation. [Learn More](https://info.managedservicesplatform.com/qbr-discussion-points-checklist) ![2\_150](https://www.managedservicesplatform.com/hubfs/2_150.png "2_150") #### Executive QBR Power Question Are you truly engaging your client executives and owners? This ebook helps to communicate your value, differentiate your offering and generate more project and service revenues. [Learn More](https://info.managedservicesplatform.com/executive-qbr-power-questions) ![3\_150](https://www.managedservicesplatform.com/hubfs/3_150.png "3_150") #### Remote QBR Checklist Does the quality of your remote QBRs convey professionalism? Differentiate your MSP business with professional remote presence.   [Learn More](https://info.managedservicesplatform.com/remote-qbr-checklist) ![4\_150](https://www.managedservicesplatform.com/hubfs/4_150.png "4_150") #### QBR Annual Playbook Are your clients being over or under-serviced? Understand how your vCIO and Account Management team can maximize their productivity. [Learn More](https://info.managedservicesplatform.com/qbr-annual-playbook) ![5\_150](https://www.managedservicesplatform.com/hubfs/5_150.png "5_150") #### Critical QBR Client Role Mapping Does your MSP pay attention to the right client? Target clients based on their behavior and potential, and determine how to keep them engaged and improve retention. [Learn More](https://info.managedservicesplatform.com/critical-qbr-client-role-mapping) ![6\_150](https://www.managedservicesplatform.com/hubfs/6_150.png "6_150") #### QBR Time Calculator Does your MSP waste time with useless spreadsheets? Control your entire sales, vCIO and account management team’s performance and meet your various clients’ goal-setting expectations. [Learn More](https://info.managedservicesplatform.com/qbr-time-calculator) ## Learn everything you need to use Humanize IT to run world class client review meetings or QBRs [QBR Orientation Webinar](https://www.managedservicesplatform.com/upcoming-member-events) [QBR Live Training](https://www.managedservicesplatform.com/upcoming-member-events?utm_referrer=https%3A%2F%2F388605.hubspotpreview-na1.com%2F_hcms%2Fpreview%2Fcontent%2F35174375954%3F_preview%3Dtrue%26benderPackage%3DInpageEditorUI%26cacheBust%3D1633464665069%26cssPath%3Dbundles%252Fapp.css%26inpageEditorUI%3Dtrue%26localAssets%3Dfalse%26portalId%3D388605%26preview_key%3DjOzPVUGQ%26scriptPath%3Dbundles%252Fapp.js%26staticVersion%3Dstatic-1.32788%26preview_theme%3Dtrue%26env%3Dprod%26injectedScripts%3Dhubspot-dlb%252Cbundle.production.js%252Cfalse%252Cstatic-1.170%26hsSmartContentDefault%3Dtrue) ## WHAT IS A QUARTERLY BUSINESS REVIEW (QBR)? 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. ![1\_mspl](https://www.managedservicesplatform.com/hubfs/1_mspl.jpg "1_mspl") ![4\_mspl](https://www.managedservicesplatform.com/hubfs/4_mspl.jpg "4_mspl") ## WHAT IS THE CLIENT ENGAGEMENT CHALLENGE WITH QBRS? 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. ## HOW TO SIMPLIFY QBRS? Humanize IT'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. ![3\_mspl](https://www.managedservicesplatform.com/hubfs/3_mspl.jpg "3_mspl") ## 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) [![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)