MSP Quarterly Business Review Template

What is a QBR?

Building, fostering, and growing relationships with your clients is fundamental to your business success. One of the most effective ways to do this is via clear communication and outlining the ways your services are meeting or exceeding your client’s needs. A detailed Quarterly Business Review offers solid support for continuing your relationship by demonstrating the value of your services, attention to detail, and prioritization of customer care.

What Should a QBR Look Like?

While there are many ways to create the perfect Quarterly Business Review, the best method is to be as thorough as possible. This way, you have a great reason to meet in-person with your clients... a critical element for providing transparency and building trust!

To get you started on your QBRs, we're sharing the template we used in our MSP. You'll see which metrics to pull from your BrightGauge reports as well as other critical areas to highlight in each review.

Your detailed, relationship building QBRs should cover:

• Executive Summary
• Service Ticket Review
• SLA Statistics
• Technical Review
• Endpoint Management
• Server Monitoring
• Network Security Defense
• Strategic Planning
• And More!