Client Meeting Report Tool

Client Meeting Report Tool



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Challenges with your client meetings


Too much time to prepare for meetings

C-Level executives are not interested

"One size fits all" tools and processes

No standard and scaleable workflow

Differentiate your MSP


You can turn every face-to-face meeting into a great experience making you a high-value business partner. Be a strategic consultant that hosts conversations instead of presentations.

Expand existing MRR


Running high-touch client meetings in a professional way. Manage the client's technical debts, establish roadmaps and communicate your delivered value. This all leads to increased project and service revenues.

Save Time 


Stop time consuming report building by copy and paste. Spend more quality time with clients by interactive tools. Use only one tool for any type of client interaction such as QBRs, Audits, Sales or Strategy meetings.

Client Meeting Report Tool

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Step 1. Teach us your role and challenges
Step 2. We show how other MSPs solved those problems
Step 3. Understand how to improve your client meetings 


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Run Better Client Review Meetings

Unifying a Quarterly Business Review process is pretty hard. The audience varies client by client, your people have different processes and personalities, and each client has different maturity and goals.

By integrating the strategic components such as client roadmaps, needs assessments, service reviews with the tactical components such as best practice compliance, ticket reviews or billing conversations, you can run effective and engaging meetings that matter to your clients,



Client Project Roadmaps

Running tactical client meetings lead to too much technical conversation missing the business context of the technology recommendations.

Client Roadmaps helps you to visualize the strategic theme around your recommendations. Drive consistent project cash flow, utilization, and a clear pipeline to communicate to clients and the team. Client Roadmaps are a summary of your client's strategic and tactical IT initiatives. Client Roadmaps give you and your clients a clear view of what should be done, what is work in progress and what is completed.



Client Meeting Report Tool

Not just for QBRs and Strategy Meetings

Manage Technology Best Practices, Technology Standards Adoption, Collect Feedback, Manage Roadmaps, Perform Service Reviews


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Connectwise and Autotask Integration

We all know how much time can be saved by setting up a proper integration with your PSA. Our flexible integration helps you to focus on your client not on administration.

  • Complete reports without leaving your PSA (Connectwise only)
  • Create Tickets to keep track of tasks as you go
  • Create Opportunities from Roadmaps and sync them both ways
  • Create PSA Projects from Roadmaps and sync them both ways
  • Sync Companies and Contacts both ways

Connectwise and Autotask Integration of Managed Services Platform



Roadmaps for a strategic perspective

Tactical technology recommendations lead to overwhelming, confusing and disengaging clients

Client roadmaps help to turn your tactical recommendations into a strategic view. Help your clients forecast their technology spending over months, quarters and years. Show phases of projects as they move from recommended through to completed stages. Track who is responsible for any given project. Communicate what's next and be able to update the roadmap as you go.

Roadmaps for a strategic perspective



Make it a Conversation, not a Presentation

The lack of focus on relevant topics leads to a need for exchanging an overwhelming amount of information. This makes the clients less engaged in a meeting.

Scripted client reviews focuses on specific topics, that allows you to ask questions, take notes and involve your clients in the technology review process helps encourage engagement and adoption. Duplicate skills with structured client review storyboards that empower your account managers and vCIO to effectively and professionally run meetings with executive stakeholders.

Make it a Conversation, not a Presentation



Designed for your Clients to Understand

Your clients do not understand technology. Forcing them to make decisions on tactical elements disengages them.

Show your clients overall technology as a health score that they can understand with clear current and future targets. Show progress over time from one review to the next to reinforce the value of the work you deliver and help your clients adopt emerging technologies to keep their scores from falling. Have as few or as many categories as you want with fully customizable and brandable templates.

Designed for your Clients to Understand


Client Meeting Report Tool

The most comprehensive tool within your budget

Flat fee model with unlimited clients, users, reports, and integrations with pre-built templates 


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Embed Live Tools

Maintaining client reports can be overwhelming, time-consuming by collecting all the information before the meeting.

You can set Brightgauge, SmileBack, Warranty Master and other reports easily once for a client then forget it forever. These items are updated real-time no more screenshots or manual data entry is needed. You can not only embed tools from your technology stack but you are able to embed Office 365 Excel (budget, forecast...) Word (quote, proposal...), Powerpoint (presentation slides...) or PDF documents (agreements, contracts...)

Embed Live Tools of Managed Services Platform



Use Scorecards to Highlight data

Executives have less time but they have to make educated decisions quickly. Without their engagement, decisions are postponed, technology debt rises and the contract goes to at risk.

Leverage the scorecard widgets to gather information from user surveys, gather information from executives and add input to the meeting with your internal scorecards. Use and design your own scorecards and show those in one overall widget or analyze them separately. This helps you to educate your executives quickly based on feedback, data and let them make decisions easily.

Use Scorecards to Highlight data



Embedded Calculators

The benefits of different technology projects or services are not always obvious and clear for executives. This can lead to wrong decisions because they do not speak the technology language.

Drive business conversations with calculators. Discuss return on investment of a project with an ROI calculator, discuss risks with a downtime calculator, discuss productivity with the Office 365 productivity calculator or design your own calculator for your use case. This helps you to turn any technology decision into a business use case. That is the language your clients are speaking fluently.

Embedded Calculators of Managed Services Platform



Show the details of the recommendations

After an engaging meeting, many times a long period of back and forth emails and follow up meetings are needed to get the stage of approval of the projects. That consumes a ton of time from you and from your clients.

If your clients would able to understand your recommendations with short, clear and concise information they would make decisions way quicker. Give them what they want with a brief description of the scope of each of your recommendations including the features, benefits, and deliverables. 80% of your projects should be coming from your project recommendation library with standard and predictable deliverables. Hundreds of available templates make it quick and easy to build an impressive plan.

IT Service Data Sheet


Client Meeting Report Tool

Improve your client meetings in hours

Short learning curve, easy setup, out-of-box templates, academy courses, live training and guided implementation for teams


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Share or Print Reports

Communicate internally and with clients among the many different types of meetings can be overwhelming and things can fall into the cracks.

The integrated PDF reporting and secure online report sharing functions help you to build a 30-page detailed report, send a meeting agenda upfront, manage a roadmap on the meeting or sending an engaging follow up after the session. Generate reports in a printable PDF format or share with clients through secure tracked links. It is up to you how you communicate with your team and clients.

Share or Print Managed Services PLatform's Reports



Embed Videos

Meeting times are tight and your required discussion points are endless from updating on your new services, talking about the new technology landscape, review services, deciding on projects and so on.

Engage clients before, during and after meeting with videos. Video is the most popular format on the web. It is very likely that your executives are more engaged with a video during their coffee breaks rather than reading a 30 page printed document. Use prebuilt videos from expert guides, use your vendor's materials or create personal follow up videos to your reports made with your smartphone. 




Service Reviews

Your services are made up of dozens of not over a hundred important line items. Review all of your services is impossible without a proper high level of vision.

The service review widget pulls your client's services from your library and gives you can ability to mark the status and offer specific notes to each service.

Run through your service reviews with your clients regularly. This quick checkup will let them understand the amount of care they receive from you and all the issues can be raised in the context of complete service delivery. It helps you to indicate different issues, make things very visual and easy to understand. 

Managed Services Platform's Service Reviews



Service Sales

This is a constant struggle to communicate the updates, changes in the service offering with existing clients and to differentiate your offering in the eyes of a prospect.

The service selector widgets in the reporting tool can help you to price them based on your service offering, compare different options (even your competition's offering) and go into the details when needed. As this is connected with the needs assessment you can generate a service offer based on their needs. 

IT Service Sales



Client Audits

You, technicians, are collecting data regarding to your clients to prepare the account managers or the owner for the client meeting. These data are not updated and cluttered in different systems.

Perform Technology Audits and measure your clients against your technology best practice or technology stack standards. Collect client information, tool screenshots or any other pieces of evidence to support your case. Use the direct ticket generation functions to create recommendation projects or remediation tickets on the fly.

Perform Technology Audit



Without a streamlined account management operation

Your QBRs remain too technical and less relevant to executives

You miss development project opportunities that increase margins

You spend too much time in tools preparing reports rather than being with clients


Become a Trusted Advisor with Strategic Client Meetings

Garry Adams at JMARK Business Solutions
We had challenges in upgrading our clients to our cybersecurity offering. Managed Services Platform helped to develop an effective process for our Account Management team to grow our existing client base.
Garry Adams
Client Relationship Manager / JMARK Business Solutions
Nick Stevens at Heroic Technologies
Since we use Managed Services Platform we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives.
Nick Stevens
Founding Partner / Heroic Technologies
Wouter Mertens at EXPRO IT
Managed Services Platform helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team.
Wouter Mertens
Business Manager / EXPRO IT


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