All of the things you wondered about other MSPs’ QBRs — and didn’t have the crystal ball to ask — are covered in this report, including details on frequency, preparation, report types, virtual vs. in-person, duration, and strategy.
Mind-reading powers! Proficiency in pulling rabbits out of a hat! Just kidding. You will learn about the trends shaping how MSPs conduct business review meetings today and have the opportunity to compare and contrast against your own QBR process.
Lifecycle Manager is a client engagement platform that automates visual reporting for technology plans. MSPs who use Lifecycle Manager communicate more clearly, build trust, and plan strategically with their clients.
This report features direct quotes and anecdotes from some of the 1,081 MSPs we surveyed across North America.
On leveraging QBRs for strategic discussions:
“If you don’t have those strategic-focused meetings with your clients, you’re doing yourself a disfavor because now you’re just looking like a vendor that can be replaced instead of somebody who’s going to be there in a couple of years from now when they implement, say, that new building or when they add a new line of business. You know about their plans today and are helping them scale to the point where they can implement that.”
Luis Alvarez
CEO of Alvarez Technology Group
