Keep it short. Some clients may prefer longer meetings, but a half-hour conversation is welcomed for most.
Invite dialogue. This is not your TED Talk. Get your client’s input so you can offer more personalized recommendations and demonstrate commitment to their growth.
Skip the spreadsheets. Don’t overwhelm your clients with homework ahead of your QBR. Present your data during the meeting in visual, easy-to-understand reporting formats.
Share accountability. Leverage visual, unbiased reporting, like Lifecycle Manager’s DMI™ Score, to help clients to understand the risks and opportunities of their technology.
Flex your expertise. Now’s the time to share what’s new and exciting in your industry. Showing your knowledge builds trust and paves the way for strategic planning.
“You want to have a conversation with people, not make them read a bunch of reports. It’s not a homework assignment.”
Darrin LeBlanc
VP of Operations & Business Development
EPK Group, LLC
19+ Years MSP Experience
