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Practical guides, opinions, and field notes for MSPs working on customer success, compliance, quoting, backup operations, and growth.

126 articles

All Backup Radar Cognition360 ControlMap Lifecycle Manager Quoter

8 posts

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Three different reporting views in Lifecycle Manager: overview, roadmaps, and budget.

October 14, 2026

QBR Reporting That Actually Lands: What MSP Metrics to Show Clients

Lifecycle ManagerQBRsCustomer Success

Image of QBR metrics in Lifecycle Manager on a purple and green gradient background

September 24, 2026

How To Tell If Your MSP QBRs Are Actually Working: 13 Signs To Watch For Before, During, And After

Lifecycle ManagerQBRsCustomer Success

Image showing a calendar and various QBR metrics, including "plan load by quarter," active goals, and project spend

September 8, 2026

How Often Should Your MSP Meet With Clients? A Practical Guide to Finding the Right QBR Cadence

Lifecycle ManagerQBRsMSP Account Management

Three headshots in orange-rimmed circles: Chris Day (ScalePad), Bryson Byrd (Huntress), Dan Candee (CORK) on a green gradient background.

How to Turn Cybersecurity Reports Into Business Conversations MSP Clients Understand

Lifecycle ManagerQBRsReporting

Lara Pitkeathly

5-Best-Practices-for-MSPs-to-plan-their-QBR-Meeting

September 26, 2022

5 best practices for MSPs to plan their QBR meeting

Lifecycle ManagerCustomer SuccessQBRs

5-ways-to-nail-the-QBR-presentation

September 26, 2022

5 ways to nail a QBR presentation

Lifecycle ManagerCustomer SuccessQBRs

The-Strategic-QBR-Process-How-to-Achieve-Shared-Accountability

September 26, 2022

The strategic QBR process: How to achieve shared accountability

Lifecycle ManagerCustomer SuccessQBRs

The-Action-Plan-for-MSP-Quarterly-Business-Reviews

September 26, 2022

The action plan for MSP quarterly business reviews (QBR)

Lifecycle ManagerCustomer SuccessQBRs

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