When it comes to earning your client's business time and time again, the key is to build a relationship based on trust and transparency. Being proactive about showing your client the value you bring to the table rather than waiting for them to ask what you've been up to is a great way to earn a credible reputation. 


Our favorite way to practice this type of transparency is by getting in the habit of sending consistent and frequent client reports. Client reports show all of the "behind-the-scenes" work managed service provider (MSP) is working on that the client may not otherwise have visibility into. They essentially show the good, the bad, and the ugly and leave nothing to interpretation. 


One of the most powerful types of reports is the Quarterly Business Review (or QBR). You may always refer to this as a Business Review, but it's an in-depth meeting with a client where you may highlight the value of your services, review and reset goals, and create a strategy for moving forward. 


This month, we're sharing a comprehensive QBR Report template that you can recreate yourself and send off to your clients at whatever cadence makes the most sense for your relationship. 


This QBR Report includes ticket statistics, asset management details, and customer satisfaction metrics. Depending on what your client cares most about seeing, you could also add in gauges from your BDR, security, finance, or other tools


Sample Quarterly Business Review Report in BrightGaugeQuarterly Business Review Report - view here


With BrightGauge, it's simple to create and send a report automatically on the date and time you choose. And by mapping your clients, you can save this report template and filter and share for specific clients when you're ready to send off (versus creating a new version of the report each time). 


This QBR Report can bring a lot of value to your clients and serve as a perfect conversation driver for talking through your business relationship. 


To recreate these dashboards for your own MSP, check out the links below:

Public view link - Quarterly Business Review Report

Buildout Key Instructions for Quarterly Business Review Report


Please feel free to reach out to with any questions you have!

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