# How can MSPs run a results-driven Quarterly Business Review (QBR)? > A concise QBR checklist for MSPs: metrics, agenda, SLA reviews, action plans, and meeting best practices to prove value and retain clients. Start every QBR by leading with measurable outcomes. Clients must see how your work reduced risk and supported their objectives. Keep the meeting focused on business impact, not tickets, and end with a prioritized set of action items tied to measurable KPIs. ## What should a QBR for an MSP cover? Lead with strategic outcomes and then show supporting technical evidence. Include strategic goals, performance KPIs, SLA status, and a clear action plan. Finish with a roadmap that aligns technology changes to business priorities and budget. Security posture belongs in this cover section, not buried in an appendix. A QBR is the natural place to show a client where their [email security](/learning/why-should-msps-offer-email-security-services) stands and where it improved over the quarter. Bring a current [Email Security Score](/tools/email-security-score) for each managed domain so the conversation starts from evidence the client can see rather than a claim they have to trust. ## How do I translate technical metrics into business value? Begin with the result: explain how a metric maps to risk reduction, uptime improvements, or cost savings. Use simple ratios or dollar estimates and before/after examples. Avoid jargon and show executives why those changes matter to revenue or operations. ## Which KPIs matter most in a QBR? Prioritize KPIs that prove impact: incident response time, mean time to remediation, system availability, CSAT, and license utilization. Show trends across the quarter and compare to targets. Highlight anomalies and remediation steps so the client sees continuous improvement. Where security is part of the contract, add outcome KPIs a non-technical stakeholder recognizes: DMARC enforcement coverage across their domains, the phishing-simulation click rate, and open findings from the last [risk assessment](/learning/msps-cyber-risk-assessments). If you onboarded the account this quarter, the baseline from your [new-client email security assessment](/learning/how-do-msps-run-an-email-security-assessment-for-a-new-client) is the "before" number that makes the "after" credible. ## How should I review SLAs during the QBR? Open with whether SLA goals were met and clarify exceptions. Explain root causes for missed targets and the corrective actions taken. Use this review to realign service levels if the client’s staffing or priorities have changed. ## What’s the best QBR agenda? Use a tight structure: 1) Executive summary, 2) Performance dashboard, 3) SLA review, 4) Risk and incident highlights, 5) Recommendations and roadmap, 6) Budget and next steps. Share the agenda in advance and timebox each segment to keep decisions moving. ## How do I prepare a QBR effectively? Collect and validate data, tailor slides to the audience, and draft clear recommendations. CFOs want ROI; IT leads want root-cause details. Rehearse concise talking points and anticipate pushback so you control the narrative. ## How can QBRs help with upsells and renewals? Use documented outcomes to justify renewals or expansions. Show ROI and map new services to specific risks or efficiency gains. Offer pilots or phased implementations to make the decision easier for clients. A recurring service such as [DMARC management](/learning/how-should-msps-price-dmarc-management-services) is easier to justify when the QBR already shows the deliverability and impersonation risk it removes. ## What action items should come from a QBR? Deliver specific, timebound, assigned tasks, for example: patch 120 endpoints by date X, enable MFA for remote access, or run a cloud migration assessment. Assign owners and required resources so follow-up is straightforward. Treat these items as next quarter’s KPIs. ## How often should the roadmap change? Update the roadmap every quarter based on performance, new risks, and changing business needs. QBRs are the forum to reprioritize projects and reallocate budget. The cadence keeps both teams aligned and responsive. ## How do I make QBRs engaging for non-technical stakeholders? Use a one-page executive dashboard, visuals, and plain-language summaries. Keep deep technical details optional. Show business outcomes and cost implications first, then offer a short demo or case example to make benefits tangible. ## What tools or templates improve QBR consistency? Standardized dashboards, slide templates, and checklists make QBRs repeatable. Automate data pulls from PSA/RMM to minimize manual errors. Document the template so junior staff can deliver consistent reviews. Pull the security slides from the same systems you already run: your [essential MSP toolset](/learning/which-msp-tools-are-essential-2025) for the operational KPIs, and the roadmap section from the [client budget and roadmap](/learning/how-msps-build-client-budgets-roadmaps) you maintain between reviews. ## How should I follow up after a QBR? Send a concise summary of executive highlights, action items, owners, and deadlines. Track progress in your ticket or project system and give monthly updates until items close. Use follow-ups to prepare materially for the next QBR. ## Where can I find a ready checklist for QBRs and MSP best practices? Start with a curated MSP QBR checklist that includes agenda templates, KPI tracking, SLA review steps, and action-item templates. Replace generic slides with business-focused artifacts to speed stakeholder buy-in. For the security portion of the review, reuse the same artifacts you already run for clients: the [new-client email security assessment](/learning/how-do-msps-run-an-email-security-assessment-for-a-new-client) supplies the baseline, an [Email Security Score](/tools/email-security-score) run per domain shows current posture, and your [cyber risk assessment](/learning/msps-cyber-risk-assessments) supplies the open findings. Standardizing on artifacts a client already recognizes from onboarding keeps the QBR consistent quarter to quarter. ## Common issues running MSP QBRs Most QBRs fail for the same handful of reasons. Each one has a concrete fix. ### The meeting drifts into a ticket review If the client spends the hour relitigating individual tickets, you opened with operations instead of outcomes. Lead with a one-page executive summary tied to business KPIs, and move ticket-level detail to an appendix the IT lead can request. Timebox the operational segment so it cannot expand into the whole meeting. ### The client disputes the numbers Disputes usually trace to a metric the client cannot reproduce. Show the data source and collection method on the slide itself, and prefer numbers the client can verify independently — an [Email Security Score](/tools/email-security-score) they can re-run, a DMARC enforcement percentage, a phishing-simulation click rate. If a figure is contested, propose a short joint reconciliation rather than defending the number live. ### Action items never close before the next QBR Open items that carry over quarter after quarter erode the QBR's credibility. Assign every action an owner, a due date, and a measurable definition of done, then track them in your PSA between reviews with a monthly nudge. Treat unclosed items as the first agenda entry next quarter so ownership stays visible. ### The decision-maker does not attend A QBR with only the IT contact present cannot approve budget or renewals. Confirm the economic buyer before scheduling, send the agenda in advance so they can see the value of attending, and if they still cannot join, deliver a five-minute recorded executive summary rather than letting the strategic conversation lapse for a quarter. ## Quick Takeaways - Lead with business outcomes, not technical detail. - Use consistent KPIs to make performance comparable quarter-to-quarter. - Review SLAs and adjust coverage when client priorities change. - Turn data into specific, assigned, timebound action items. - Share a one-page executive summary to engage non-technical stakeholders. ## FAQs ### How long should a QBR last? Most QBRs run 45–90 minutes depending on client size and the agenda. Start with a 20-minute executive summary, then dive into technical details with the IT team. Timebox sections to keep the meeting efficient. ### Who should attend a QBR? Keep attendees to decision-makers and key technical contacts: CFO or operations lead, IT manager, and your service delivery owner. Invite subject-matter experts only when their input is required to avoid diluting focus. ### How do I measure QBR success? Track renewals, upsell rates, client satisfaction, and progress against KPIs. Monitor whether action items close on time and whether SLA performance improves between quarters. Use these metrics to iterate the QBR format. ### Can I automate parts of the QBR? Yes. Automate dashboards and recurring reports to save time and reduce errors. Integrate your PSA/RMM to pull tickets, incidents, and asset data automatically so your team focuses on analysis and recommendations. ### What if the client disagrees with the data presented? Show the data sources and methodology, then propose a validation plan or short audit. Offer to run a joint reconciliation to resolve discrepancies. Transparency builds trust and prevents escalation. ## Related reading - [How do you sell an MSP and maximize your exit valuation?](/learning/how-do-you-sell-an-msp-and-maximize-your-exit-valuation) - [How should MSPs build an effective disaster recovery plan?](/learning/how-should-msps-build-an-effective-disaster-recovery-plan) - [How should MSPs respond to new import tariffs?](/learning/how-should-msps-respond-to-new-import-tariffs)