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QBR Discussion Points Checklist
Are your clients being over or under-serviced? Understand how your vCIO and Account Management team can maximize their productivity.
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.
Executive QBR Power Question
Are your clients being over or under-serviced? Understand how your vCIO and Account Management team can maximize their productivity.
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.
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.
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.
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.
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.
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.
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.
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.
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