QBR Preparation Checklist

Quarterly Business Review is crucial for MSPs because it provides a structured way to improve their business, strengthen client relationships, and showcase the value they provide. We have compiled a few things to be considered when getting ready for your next QBR meeting with your clients. 

What does this template include?

✓ A checklist to prepare for your QBR meeting.

How to use this template?

✓ Follow instructions that apply.

✓ Use the template for QBR meetings at the start of every quarter.  

Final disclaimer

This is a template for internal use. Play with it as it suits your business. Add more steps, remove a few that you find unnecessary—your call. Convert it into a sheet or print it out and cross-check for quick reference.