The MSP Owner's Handbook: QBR Edition
By Marnie Stockman, Juan Fernandez.
About the Book
A guide to quarterly business reviews for MSPs: why to hold them, what to cover, and how to run them as business conversations with a client's leadership rather than technical status reports. The authors tie each review to the client's own goals, so recommendations follow from what the client wants to achieve, and describe how well-run reviews can turn clients into a source of referrals.
It suits an MSP owner or account manager whose reviews have drifted into ticket counts and patch reports, or who has been told to run them and wants a structure to follow. At 111 pages it is a short, practical read.