FOR MSP OWNERS + vCIOs · QBR SEASON
Your QBR decision brief in 60 seconds. Paste eight numbers.
Two periods of the metrics you already track become a one-page client brief: what changed, what it means, and the three decisions to ask for—each line tied to its source row. No PSA/RMM credentials. No prep deck.
No card · your own numbers · then $29 a brief or $79/month
- Input
- 8 metrics × 2 periods
- Time to brief
- About 60 seconds
- Credential access
- None
CLIENT DECISION BRIEF
Synth-Northstar-001Service health improved; review unsuccessful backup jobs and agree a target.
- 01
Review unsuccessful backup jobs and agree a target
S02 - 02
Review critical alerts before the QBR
S01 · S02 - 03
Confirm patch exceptions and set the next target
S01 · S02
OUTPUT One page. Three decisions. Findings and requests source-linked.
THE MECHANISM
Evidence survives the summary.
Dashboards show history. Generic AI writes prose. Sourcerow keeps the source line beside the decision, flags what the export cannot prove, and leaves final judgment with the MSP.
Eight aggregate metrics plus period and client alias.
No invented thresholds or missing facts.
Review, revise, then take it to the client.
TRY IT · YOUR OWN NUMBERS
Run the sample, then paste your own periods.
The sample runs in your browser. Replace it with two periods of your own redacted metrics and your first brief is free—a work email unlocks it, no card.
Ten columns, two rows, one client alias. The field guide says where each number comes from in ConnectWise, Autotask, Halo or NinjaOne. Already have a key? Restore access.
The sample never costs anything. Your first brief from your own periods is free, with no email and no card; after that it is one purchase or one plan.
The brief appears here. Three findings, three decisions, every line tied to a source row.
- Run the sample to see the shape.
- Paste two periods of your own metrics.
- Generate: the first one is free.
WHY THIS WEDGE
Keep the tools. Replace the prep loop.
| Approach | Good at | QBR gap |
|---|---|---|
| PSA/RMM dashboard | Operational visibility | Client still has to find the decision |
| General AI prompt | Fast drafting | Weak source control and repeatability |
| Sourcerow | Decision synthesis | Starts with a narrow CSV template |
AFTER THE FREE ONE
One brief, or the whole quarter.
A single brief costs $29 and stays available for 90 days. The monthly plan covers up to 10 briefs for $79: about what three singles cost, for every client on your QBR calendar. Same engine, same key; the brief you already generated is not lost. No one at Sourcerow reads your data, and nothing waits on us.
- 01
Prepare locally. Put two comparable periods into the ten-field template.
- 02
Generate instantly. Your file stays on your machine; only the ten aggregate fields are sent, and the brief appears at once.
- 03
Check the evidence. Every claim carries its source row, and unsupported ones are labelled rather than smoothed over.
- 04
You approve it. Print the client brief once your team is satisfied. The review is yours, not ours.
ONE BRIEF · NO SUBSCRIPTION
A single brief is refundable in full within 7 days while it is unused. Once the brief is generated it is delivered and no longer refundable.
STRAIGHT ANSWERS
What it does, what it does not.
Does Sourcerow need PSA or RMM credentials?
No. The workflow starts with the exact redacted template and no write access. Integrations are deliberately postponed until paid repetition proves they are necessary.
Does the demonstration upload anything?
The sample runs in your browser and sends nothing. When you generate from your own periods, only the ten aggregate fields travel to Sourcerow to produce the brief; the CSV file, ticket text and client names never leave your machine. Cookie-free, session-scoped funnel events record actions such as demo completion, never metric values.
Does the brief replace vCIO judgment?
No. It organizes evidence, makes calculations, highlights gaps, and drafts decision requests. The MSP reviews every line before client use.
What is free and what is paid?
The sample is always free. Your first brief from your own periods is free too: a work email unlocks it, no card. After that, a single brief is one purchase and the monthly plan covers up to ten briefs. Both include the printable client brief and the evidence packet.
What does the reviewer receive?
Whoever you choose inside your team receives only the generated pseudonymous evidence packet: the decision brief plus an appendix containing the exact two aggregate template rows. It excludes the CSV file, credentials, ticket text, end-user data, and client identity.
How long does it take?
Pulling eight numbers for two periods from your PSA or RMM is usually ten to twenty minutes the first time and a few minutes after. Generation is about a minute. Reviewing the brief before it goes to a client is on you, and we recommend you do it every time.
FIT CHECK · ANSWERED HERE
Is Sourcerow for your shop?
Four questions, answered on this page. No email, no name, nobody to wait for — if it does not fit, it says so.
Subscribing is self-serve from the pricing card above. This check exists so you can rule Sourcerow out without paying for the privilege.