The CompTIA MSP Guidebook: Cultivating a Culture of Process E昀케ciency Build a Better Process: Quarterly Business Reviews Quarterly business reviews (QBR) serve as crucial checkpoints where both parties come together to evaluate the progress, performance and overall health of their partnership. These meetings provide an opportunity to assess the e昀昀ectiveness of strategies, address challenges and align objectives for future growth. 5 Reasons MSPs Should Engage in QBRs 1 Relationship Building: QBRs provide an opportunity for MSPs to strengthen their relationship with their clients. By engaging in face-to-face or virtual meetings, MSPs can foster open communication, understand the client’s goals, and align their services accordingly. Regular QBRs help build trust and rapport, allowing MSPs to become trusted advisors rather than just service providers. 2Performance Evaluation: QBRs allow MSPs to evaluate their own performance and demonstrate the value they bring to the client’s business. By reviewing the performance metrics and discussing the outcomes achieved, MSPs can showcase their expertise, highlight areas of improvement, and discuss future plans. This evaluation helps clients understand the value they receive from the MSP and justi昀椀es the investment in their services. 3Strategic Alignment: QBRs enable MSPs to align their services with the client’s business objectives. By understanding the client’s long-term goals and plans, MSPs can make strategic recommendations and propose solutions that address speci昀椀c challenges or opportunities. QBRs facilitate discussions about technology road- maps, upcoming projects, and potential enhancements, ensuring that the MSP’s services remain aligned with the client’s evolving needs. 4Proactive Issue Resolution: QBRs provide a platform for identifying and resolving any ongoing or potential issues. By discussing any challenges or concerns faced by the client, MSPs can take proactive measures to address them before they become signi昀椀cant problems. QBRs allow for open dialogue, problem-solving, and collaborative decision-making, helping both parties stay ahead of potential disruptions and ensure a smooth operation. 5Client Satisfaction and Retention: Regular QBRs demonstrate that the MSP is committed to the success of the client’s business. By actively engaging in strategic discussions and evaluating performance, MSPs show that they are invested in the client’s outcomes. This level of attentiveness enhances client satisfaction and improves the likelihood of long-term retention. QBRs also provide an opportunity for clients to voice any concerns or provide feedback, enabling MSPs to take appropriate action and enhance their services. 14