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MSP Minute
Posted
July 14, 2021

5 Best Practices for MSPs to Amplify Their QBR Success

Denes Purnhauser

Executing a successful QBR is the goal for all MSPs, but are common mistakes holding your MSP back from success? In this MSP Minute, Denes tackles these common mistakes and shares the five best practices your MSP should follow to achieve success in your QBRs.

Executing a successful QBR is the goal for all MSPs, but are common mistakes holding your MSP back from success? In this MSP Minute, Denes tackles these common mistakes and shares the five best practices your MSP should follow to achieve success in your QBRs.


One of the major problems many MSPs struggle with is implementing a successful planning process prior to their QBRs. From unengaged clients to spending too much time and resources planning for the meeting, these issues can be chalked up to not having a defined list of best practices to follow. Here are the five best practices your MSP should follow to successfully plan QBRs.


1. Define Your Value Proposition

Having a defined value proposition benefits both you and your clients. Start by identifying how you want your clients to thrive and how your QBRs can help them achieve your intended results.


2. Planning QBRs Based on Client Size

Plan to divide your time according to your client’s size. It’s no surprise that your larger, higher-touch clients will require more of your time and have more people attending your QBR when compared to a smaller account. By following a high-touch, medium-touch, and low-touch approach to QBRs, your MSP will deliver without sinking your resources.


3. Know Your Audience

Consider who will be attending the QBR and what they’ll want to learn from you. While your audience can be made up of staff, such as tech liaisons to executives, understanding who you’re speaking to and how your meeting is going to fulfill their needs will set you up for success.


4. Stop Over-Engineering Your QBRs

Your clients will always vary with their understanding of technology, so it’s a best practice to not over-engineer your QBRs. Start a dialog with your clients to ask for their feedback and what they would like to see in these meetings. By doing this, you’ll simplify the process of showing your clients exactly what they want to see and learn from your QBRs.


5. Create a Standard Operating Procedure

Standardize and add structure to how you prepare for QBRs by creating a document that contains a list of frame-working questions. Questions to list on your Standard Operating Procedure can include:

  • How are we going to prepare for this meeting?
  • What is the agenda for the meeting?
  • How are we going to follow up after the meeting?


By implementing these five best practices in your QBR planning process, your MSP will be well-equipped to create an effective and successful strategy.


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