Struggling to get buy-in from your clients for long-term planning? Roadmaps in Lifecycle Manager help you get everyone on the same page.
QBR stands for Quarterly Business Review. For MSPs, it's a consistently scheduled meeting with clients to review the business's IT health status, examine challenges and opportunities, and nurture the MSP-client relationship.
QBRs give MSPs a regular touch point with their clients to improve trust and optimize their ability to plan strategically for their clients' needs.
For MSPs, QBR preparation is crucial for ensuring the meeting is productive, focused, and value-driven for clients.
So, what does preparation look like? In Lifecycle Manager, it's as easy as two clicks to generate a report visually indicating the urgency of replacing specific pieces of hardware. Preparation also includes having an agenda for the meeting and making space for client-focused discussion.
Preparation enables MSPs to bridge the communication gap and engage clients in conversations relevant to their business reality.
With your client asset data synced and centralized in Lifecycle Manager, you can automatically generate reports and scorecards to share IT health data during meetings. No more copying and pasting or cobbling together reports from disparate tools.
Long-term roadmap planning tools let you quickly create and edit strategic projects in a presentable format for collaborative discussions. Simplifying QBR prep strengthens your ability to share your expertise as your client's strategic partner in IT.
Read more: MSPs that use Lifecycle Manager reduce their QBR prep workload from hours per week to minutes.
Lifecycle Manager centralizes your clients' IT asset data in an automated dashboard and equips you with tools to leverage that data for IT planning. Tools include: