How do I run QBRs that lead to renewals and add-on projects?
Many QBRs are ticket counts read aloud. Good ones are planning meetings about the client's business.
- Clients skip our QBRs.
- What should we report?
- How do QBRs lead to projects?
Make the QBR about the client's business: growth plans, hires, moves, risks and budget. Report briefly in plain language: service performance, security status and what you prevented. Present a 12-month technology roadmap with costs, and agree on decisions. Automate data collection from your PSA and RMM so preparing a QBR takes an hour, not a day.
Agenda
- Their business: plans, changes, concerns.
- Service summary: tickets, response, satisfaction.
- Security status: gaps and fixes.
- Roadmap: next 12 months, with budget.
- Decisions and next steps.
Automate prep
Pull ticket, patch and backup data automatically into a template. AI can draft the summary for a person to review.
How we look at it at ShoutEx
We build QBR templates, automated reports and follow-up workflows. See showing invisible value.
- Ticket counts only.
- Technical jargon.
- No roadmap.
- Prep takes a day.
- Business-first agenda.
- Plain language.
- 12-month roadmap.
- Automated prep.
What MSP owners and guidance say
Here is what MSP owners say.
Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll build templates and automated reports.
Book a call →Follow-up questions
Quarterly for every client?
Smaller clients may need twice a year.
Who should attend?
The decision maker and your account lead.
Can QBRs be remote?
Yes, though key clients value in-person.