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RTFM-IT-Services-LLC
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msp-qbr

Prepares and runs quarterly business reviews with client scorecards, roadmaps, and repricing conversations.

75|17|Updated Jul 18, 2026
Search Tags:#roadmap#account management#msp#qbr#repricing#quarterly business review#client scorecard
One-click install
npx skills add https://github.com/RTFM-IT-Services-LLC/msp-claude-skills --skill msp-qbr-rtfm-it-services-llc
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: msp-qbr
Source: https://github.com/RTFM-IT-Services-LLC/msp-claude-skills/tree/main/skills/msp-qbr
Command: npx skills add https://github.com/RTFM-IT-Services-LLC/msp-claude-skills --skill msp-qbr-rtfm-it-services-llc

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Running consistent, valuable client business reviews is hard for a small MSP: data lives in the PSA, recommendations lack structure, and repricing conversations get avoided. This Skill provides a complete QBR operating procedure covering preparation, the meeting agenda, the client-facing scorecard, and follow-up. ## Core Features & Use Cases - Prep Checklist: A 45-minute pre-meeting routine pulling ticket volume, backup success, patch compliance, security posture, and horizon items from your PSA and stack. - Five-Row Client Scorecard: A one-page green/yellow/red scorecard covering Backups, Security, Updates, Hardware, and Support, with a template at templates/msp-qbr-scorecard-template.docx. - Structured Agenda and Follow-Up: A six-part meeting agenda including roadmap, budget, and repricing, plus a 2-business-day follow-up email and internal PSA logging. - Use Case: A client is 90 days past go-live. Use this Skill to pull the quarter's metrics, build the scorecard, run the review meeting, present the roadmap and any rate change, and send the follow-up summary. ## Quick Start Ask Claude to prepare the QBR for a specific client using this quarter's ticket, backup, and security data.

Frequently Asked Questions about msp-qbr

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare a quarterly business review for an MSP client?▼

Pull the quarter's ticket volume by category, response performance against targets, backup success and test-restore logs, patch compliance, and security posture from your PSA. Then build a one-page scorecard rating Backups, Security, Updates, Hardware, and Support as green, yellow, or red.

What should an MSP client scorecard include?▼

A client scorecard should cover five areas: Backups, Security, Updates, Hardware, and Support, each rated green, yellow, or red with a plain-English sentence. It fits on one page and answers the owner's core question per area, such as whether data would come back after a disaster.

How often should an MSP hold business reviews with clients?▼

The shipped default is quarterly for every managed client, with the first review about 90 days after go-live. As the client count grows, the owner may flex the smallest accounts to twice a year, but quarterly remains the default until that decision is made.

When should an MSP raise prices with a client?▼

Raise prices during the QBR, where the year's value is on the table and the conversation happens face to face. Follow up with the formal price letter per the client communications skill and the notice mechanics in the legal document stack.

What happens if a client declines a security recommendation?▼

Declined security recommendations start a waiver conversation: the MSP documents that the recommendation was made and declined so both parties are protected. The waiver status is tracked through the legal skill and reviewed at the next QBR.

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