The Action Plan for MSP Quarterly Business Reviews (QBR)

Learn more about how MSPs are planning for their quarterly business reviews. We’ll delve into why QBRs are vital to build client relationships and how MSPs are pulling off successful QBRs. At PEI, QBRs have evolved from report readings to half-hour conversations about clients’ IT infrastructure and future plans. By prioritizing problem-solving over sales, PEI has deepened client relationships and improved outcomes. Unfortunately, many MSPs still overlook the true potential of QBRs, using them as reminders for reports and quotes instead. But PEI has seen the importance of successful QBR execution and its role in scaling MSP businesses. Discover the power of strategic planning in QBRs and the value they bring to both clients and MSPs.

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