Orientation Meeting

Run Better Client Review Meetings - The QBR

Reduce noise & increase standards adoption with engaging client reviews



Reduce Ticket Noise

Help your clients adopt standard technology solutions and best practices. Give your service desk and your clients the calm comfort they deserve.

Streamline Operations

Empower your account management and vCIO teams with a simple, quick and elegant way to communicate with clients.

Increase Revenue & Retention

Simplify the process of adopting your technology solutions helps protect your clients and drives project and recurring revenue.

Here is the problem

Your clients don't care about overly technical reports so they avoid the meeting

There's too much information coming out of too many systems and putting it together takes too long.

A "one size fits all" QBR leads to over or underwhelmed clients and missed opportunities.

Lack of standards adoptions causes "ticket noise" that hurts both your clients and your service desk productivity.

Without a clear project roadmap, ad-hoc technology recommendations feel like a sales pitch.

Deliver quarterly business reviews that gets your clients excited about the technology that supports their businesses

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Make it a Conversation, not a Presentation

Scripted client reviews that allow 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.


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Designed for your Clients to Understand

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.

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Roadmaps turn tactical recommendations into strategic initiatives

Help your clients forecast their technology spending over months, quarters and years

Show phases of projects as they move from recommended through to completed

Track who is responsible for any given project

Project delivery times to streamline team efficiency

Communicate what's next and be able to update the roadmap as you go

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From being just another vendor to a trusted advisor using scripted storyboards to structure crucial client meetings

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Show the details of the recommendations

Clients want to be able to understand your recommendations with short, clear and concise information.  

Give them what they want with a brief description of the scope of each of your recommendations including the features, benefits and deliverables.

Hundreds of available templates make it quick and easy to build an impressive plan.

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PSA Integration

  • Complete reports without leaving your PSA
  • Create tickets to keep track of tasks as you go
  • Recommended projects can create phased project work plans 

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Keep a record of every meeting

Snapshot each meeting so you can always go back and compare the reports or review the notes

Record when the meeting happened and who attended using snapshots and client engagement scores

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Embed Applications to Consolidate Live Information

Embed 3rd party applications like Office 365, Brightgauge, Youtube, Lucidchart, Typeform and more directly into your reports to consolidate information and create an interactive live environment.


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Get Started with an Orientation Meeting

1. Schedule an Orientation Meeting

2. Tell us your story and your challenges

3. Watch how the software can help

4. Calculate the Return on Time and Investment

5. Decide on the next steps


Schedule an Orientation Meeting

Many solution providers offer to tweak your business model or improve your efficiency - but very few can offer to transform your offering. Managed Services Platform aims to guide those of us aiming for more.

Rich Anderson

CEO / Imagine IT

Managed Services Platform is pretty cool. We've tried a lot of MSP coaching, training and marketing systems. We truly feel that the Managed Services Platform is the most in-depth, comprehensive, advanced and fastest evolving

Nick Stevens

Founding Partner / Heroic Technologies

Managed Services Platform helps us to sell more SaaS but also helps us to get more revenue because we do more for the same client. The report tool forces us to get out of our comfort zone (the bits and bytes), and makes us focus on why a client needs IT.

Wouter Mertens

Business Manager / EXPRO IT