The BrightGauge Blog

CEO Growth & Profit: QBRs as your Scale Engine

Written by Ashley Nicely | April 3, 2023
A quarterly business review (QBR) is a recurring meeting between a company and its clients where they discuss service delivery, satisfaction, and future expectations. For MSPs, quarterly business reviews provide a opportunity to truly become their clients' strategic technology advisors. They enable MSPs to deliver the highest value by becoming an active player in the IT budget planning. When these quarterly meetings are done right, they'll also enhance your relationship with the right people within your clients' organizations, naturally improving retention. That's why top performing MSPs have mastered the art of conducting value-driven QBRs.
 
 
In last month's CEO Growth & Profit webinar, Foundational Excellence: QBRs as your Scale Engine, Peter Kujawa, VP of Service Leadership and TSP Evangelist, reviewed the components of a successful quarterly business review. Peter also reviewed how to effectively plan and pay for QBRs in a way that will simultaneously strengthen your relationships and improve profitability. By tuning in, you'll receive pointed advise on how to make a QBR productive and profitable, and how to squash any objections to conducting QBRs from your internal teams.
 
By watching this webinar recording, you'll understand:
 
  • The basics on OML trait: Quarterly Business Reviews
  • Why effective QBRs are so important
  • vCIO responsibilities and staffing levels
  • What best-in-class include in their QBRs
  • The components to a successful Quarterly Business Review

* Note: If you have access to the ConnectWise University, check out the QBR Partner Kit. (If you are not already logged into the University, you will need to click the link twice.) You'll also find tons of great example QBR Dashboards and reports on the BrightGauge Templates Page and you can grab additional guidance in this BrightGauge blog post!

 
 
We're here to help!
 
Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help.
 

If you didn't have a chance to tune in to the CEO Growth & Profit series live, the Partner Success team combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. The series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. 

 

Check out all of the webinar recordings in this series:

 

CEO Growth & Profit Topic Date/Time Expert Watch Now!
Making Service Profitability Decisions the Way the Top Performers Do  August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability
Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments
Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials
Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode
Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy
Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action
Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile
Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards
Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale
Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging

 

To watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites to learn about our other webinar series too!

 

 

As always, we love your feedback and your questions, so shoot our success team an email any time!


 
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