WHITE-LABEL QBR REPORTING
QBR and vCIO reporting for your clients
Quarterly business review decks and technology roadmaps, prepared under your brand from your PSA and RMM data.
STARTING PRICE
From $150 / client / quarter
Deck ready 5 days before the meeting
Ticket, asset and security insights
Roadmap and budget suggestions Book a 20-min fit call See full pricing
Ticket, asset and security insights
Roadmap and budget suggestions Book a 20-min fit call See full pricing
The problem
QBRs drive renewals and projects, but preparing them takes hours per client, so they get skipped.
The outcome
A ready-to-present QBR for every key client, every quarter, with clear recommendations you can sell.
What's included
- ✓ Ticket trends and SLA results
- ✓ Asset lifecycle and warranty status
- ✓ Security posture summary
- ✓ Recommended projects and budget for next quarter
- ✓ Deck in your template and brand
Not included
- — Presenting to your client (you present; we prepare)
- — Strategic advice outside the data provided
QBR timeline
| When | Step |
|---|---|
| 3 weeks before | Pull data from PSA, RMM and documentation |
| 2 weeks before | Draft deck and roadmap |
| 5 days before | Deck delivered for your review |
| After the meeting | Opportunities logged in your PSA |
Questions
Whose template do you use?
Yours. If you don't have one, we provide a clean white-label template.
Can this include licence and hardware recommendations?
Yes, based on the asset and licence data you share.