FIELD NOTES
How MSPs run a quarterly business review that decides something.
Working notes on QBR practice: the agenda, the metrics worth defending, where the prep hours go, and the exact template Sourcerow reads. Written for owners and vCIOs who present to clients, not for search engines.
The 10-field QBR data dictionary
Every field Sourcerow accepts, what it means, and the validation it is held to.
ReferenceAn MSP QBR agenda that survives a sceptical client
You have a QBR booked and want an agenda that ends in decisions instead of a dashboard tour.
6 min readWhich MSP QBR metrics actually change a client decision
You want to know which numbers belong in a QBR and which ones only fill space.
7 min readWhere MSP QBR prep time actually goes
QBR prep is eating hours per client and you want to know which part to cut first.
5 min readAn MSP QBR template that fits on one page
You need a QBR template this week and want one a client will read instead of a 30-slide deck.
6 min readThe vCIO QBR checklist: before, during, after
You run QBRs for a book of clients and want a repeatable checklist so nothing depends on memory.
5 min readWhat a decision-ready MSP QBR report looks like
You want to see a finished QBR report before building your own, not another list of tips.
6 min readHow often should an MSP run business reviews?
You are deciding a review cadence for a book of clients and want the trade-off stated plainly.
5 min readHow to present SLA breaches in a QBR without a fight
The breach count went up and the QBR is next week.
5 min readUnused licences: the QBR line clients thank you for
You want one item in the QBR that is unambiguously in the client's favour.
4 min readPatch compliance in the QBR: the number, the drop, and the ask
Patch compliance moved this quarter and you need to present it without a lecture on Patch Tuesday.
5 min readBackup success rate in the QBR: why 98% is not a pass
Backups mostly succeed and you need the client to care about the ones that did not.
5 min readCritical alerts in the QBR: from noise count to risk decision
Your RMM fired hundreds of alerts and you need one line the client understands.
4 min readRecurring incidents: the QBR metric that sells a project
The same problem keeps coming back and you want the client to fund the fix instead of the tickets.
5 min readTicket volume in the QBR: opened, closed, and the backlog nobody mentions
Tickets went up and you need to say whether that is a problem, and whose.
4 min readTwelve questions to ask a client in the QBR
You present well but leave the room without knowing anything new about the client.
5 min readSeven QBR mistakes MSPs make, and the fix for each
Your QBRs are polite, well attended, and change nothing.
6 min readQBR vs TBR: which review the client actually needs
You have heard both terms and want to know whether you are running the wrong meeting.
4 min read
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