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QBR Discussion Points Checklist

Are your clients 100% aligned and engaged? Learn how to prevent misalignment and enhance conversation.


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.


Remote QBR Checklist

Does the quality of your remote QBRs convey professionalism? Differentiate your MSP business with professional remote presence.



QBR Annual Playbook

Are your clients being over or under-serviced? Understand how your vCIO and Account Management team can maximize their productivity.


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.


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 everything you need to use Managed Services Platform to run world class client review meetings or QBRs


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.


Read the Latest blog posts from the quarterly business review (QBR) topic

Boosting IT Services with Client Portal Implementation
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...

The Biggest Problem Facing MSPs Today
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...

Treat People Like People (Part 2)
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...