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QBR template for MSPs: the quarterly business review clients actually read

The review your client reads in three minutes, with the one decision that costs them money if it waits at the top.

Q3 business review — Cedar Dental Group (an invented client)

Prepared Oct 3 · from the PSA and RMM exports added Oct 1

Summary

Quarter in one line: fewer tickets, SLA held, and every mailbox now has MFA. Three laptops are past the end of Windows 10 support and need replacing; that is the one decision that has a date on it.

The numbers

This quarterLast quarterChange
Tickets closed142160−11%
Inside SLA98%96%+2 pts
MFA coverage100%86%+14 pts
Devices past end of support35−2

What needs you

  1. Three laptops (reception, billing, hygienist 2) are past Windows 10 support. Replace now, or accept the risk until budget: your choice, but your insurer will ask. Quote attached.
  2. The backup restore test log was missing from this quarter's export, so the backup line is marked unverified, not passed. We will run the test and report.
  3. Four unused Microsoft 365 seats could be dropped at renewal on the 14th, saving the monthly cost of four seats.

Done without asking

  • Patched all 31 devices, two needed a second reboot window.
  • Blocked 212 phishing emails; none were opened.
  • Rotated the shared reception password after a staff change.

Next quarter

WhatWhenCost
Replace three laptopsBefore Jan 1Quote attached
Backup restore testOctoberIncluded
Drop four unused seatsAt renewal, Nov 14Saves the seat cost
Example drafted to Mycel's quality bar. The firm is fictional and every figure is invented.

Why it works

  • The one decision with a date sits first, in the client's words, not a ticket count.
  • Every number comes from an export; what is missing is marked missing, never estimated.
  • It ends on a short roadmap with what each item costs, so the review leads to an approval.

How to use the template

  1. 01Pull the exportsTickets and SLA from the PSA, patch and MFA coverage from the RMM, the last backup test log.
  2. 02Compare with last quarterTickets closed, SLA, MFA, devices past support. Explain any move over 10% in one sentence.
  3. 03Put the decision firstThe item with a date or a cost, with the options and your recommendation.
  4. 04List what you did, then the roadmapWhat was patched, blocked and fixed without asking, then next quarter with dates and costs.
Download the template (.md)

Try it on one of your own clients.

Bring last month's version. Mycel drafts this month's in your style; you approve it, they pay.

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