--- title: Thank You - QBR Toolkit | Humanize IT description: Thank You for downloading our QBR Toolkit. 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If your email doesn't show up right away, check it after a couple minutes or also check your spam folder. [See Pricing](https://www.humanizeit.biz/pricing-2) [Request a Demo](https://info.humanizeit.biz/humanize-it-platform-demo) ![1_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### QBR Discussion Points Checklist Are your clients being over or under-serviced? Understand how your vCIO and Account Management team can maximize their productivity. [Learn More](https://info.humanizeit.biz/qbr-discussion-points-checklist) ![1_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### 2 Questions for QBR In order to be the most effective solution for your clients, you have to understand what is most important to them. Focus on these two questions to become a partner that can help them reach their goals. [Learn More](https://info.humanizeit.biz/hit-2-questions-for-qbr) ![1_150](https://www.managedservicesplatform.com/hubfs/1_150.png "1_150") #### Executive QBR Power Question Are your clients being over or under-serviced? Understand how your vCIO and Account Management team can maximize their productivity. [Learn More](https://info.humanizeit.biz/executive-qbr-power-questions) ![5_150](https://www.managedservicesplatform.com/hubfs/5_150.png "5_150") #### QBR: Infrastructure Assessment Before you can lead your clients, you must understand where they are on their technology journey. This assessment isn’t just about parts and licensing; it’s about learning what solutions will meet their needs. [Learn More](https://info.humanizeit.biz/qbr-infrastructure-assessment) ![3_150](https://www.managedservicesplatform.com/hubfs/3_150.png "3_150") #### QBR: IT Services Assessment Your clients want to receive value from the technology they invest in. Focus on using solutions that will help their organization and apply the technology that they already have by using this assessment. [Learn More](https://info.humanizeit.biz/qbr-it-services-assessment) ![2_150](https://www.managedservicesplatform.com/hubfs/2_150.png "2_150") #### QBR: Strategic Business Review Your clients have defined goals for their business. Once those business goals are understood, an MSP can align solutions to help the client succeed. This resource will help you develop a strategy to best help your clients. [Learn More](https://info.humanizeit.biz/qbr-strategic-business-review) ![4_150](https://www.managedservicesplatform.com/hubfs/4_150.png "4_150") #### Annual Strategic Report You can’t just say you are strategic—you have to prove it. By providing an annual report, MSPs can provide details of specific activities and set expectations to show value and collaborate efficiently. [Learn More](https://info.humanizeit.biz/qbr-annual-strategic-report) ![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.humanizeit.biz/qbr-time-calculator) ![3_150](https://www.managedservicesplatform.com/hubfs/3_150.png "3_150") #### Remote QBR Checklist 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.humanizeit.biz/remote-qbr-checklist) ![5_150](https://www.managedservicesplatform.com/hubfs/5_150.png "5_150") #### QBR: NIST Cyber Security Overview Communication is an important aspect of client relationships. This assessment allows MSPs to help their clients understand their current risk level and align with their business needs. [Learn More](https://info.humanizeit.biz/qbr-nist-cyber-security-overview) ![2_150](https://www.managedservicesplatform.com/hubfs/2_150.png "2_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.humanizeit.biz/critical-qbr-client-role-mapping) #### New to Managed Services Platform? We’ll work with you to understand your goals and create a plan of action to ensure you are up and running as well as seeing value from Managed Services Platform. [Onboarding](https://www.humanizeit.biz/qbr-toolkit-thank-you#onboarding) #### Want to get more out of Managed Services Platform? We offer a full suite of consulting, technical services and project management to help you maximize results with Managed Services Platform. [Guided Implementation](https://www.humanizeit.biz/qbr-toolkit-thank-you#guided-implementation) #### Need help beyond the tools of Managed Services Platform? Our partners offer best practices, templates, coaching and membership programs on vCIO, cyber security and sales on Managed Services Platform. [Partner Solutions](https://www.humanizeit.biz/qbr-toolkit-thank-you#partner-solutions) [![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)