A QBR the client can use
Prepare a business review around decisions, evidence and follow-through, with a usable agenda and action record.
Role path / Account management
Account management
Keep each client relationship tied to decisions, renewals and follow-through.
Who this is for
For the person responsible for client reviews, renewals and follow-through in an MSP, whether that is your whole role or one of several responsibilities.
Automate before you hire
Which preparation and follow-up tasks can repeat without automating the judgment in a client relationship?
Start here
- An account manager's client calendar
Keep renewals, licence checks, lifecycle dates and roadmap decisions in one owned calendar, while leaving approvals and relationship work with people.
- A QBR the client can use
Prepare a business review around decisions, evidence and follow-through, with a usable agenda and action record.
- Review client profitability without fooling yourself
Reconcile revenue, labour and assigned costs before comparing effective hourly rates and assigned gross margin.
- Client onboarding after go-live: the first 90 days
Turn post-go-live findings into owned fixes, standards exceptions and an agreed client roadmap.
Guides for this role
Guide · 7 minOwner, Account management, Service manager→
Client onboarding after go-live: the first 90 days
Turn post-go-live findings into owned fixes, standards exceptions and an agreed client roadmap.
Review client profitability without fooling yourself
Reconcile revenue, labour and assigned costs before comparing effective hourly rates and assigned gross margin.
An account manager's client calendar
Keep renewals, licence checks, lifecycle dates and roadmap decisions in one owned calendar, while leaving approvals and relationship work with people.
Pilot Microsoft 365 Copilot on a client-review preparation task
Turn a small authorized evidence pack into a checked client-review brief, with permission tests and an honest effort comparison.
Working sheets
QBR agenda and decision record
Post-go-live 30/60/90 checklist
For Service manager, Tech lead, Account management, Service desk & technicians
Client calendar and decision sheet
For Account management, Owner
Copilot preparation pilot worksheet
For Account management, Service desk & technicians, Service manager, Cybersecurity
Tools for the decision
T-01FREE
QBR Kit
Prep checklist, data pull list, agenda and meeting structure, an editable DOCX report and XLSX metrics/roadmap workbook, and a follow-up email.
ZIPDOCXXLSX
For Owner, Account management, Service manager
Contents & limits →T-02FREE
Client Profitability Review
Eight client columns for one period: assigned gross margin, effective hourly rates and scope signals. A two-client sample is also included.
ZIPXLSXPDF
For Owner, Account management, Service manager
Contents & limits →