Service data
Tickets, SLAs, assets, patching, warranties, and notes reveal fragments of the story.
The vCIO’s quarterly review,
carried through decisions.
QBR Studio gives a vCIO the four artifacts a client review runs on: a verified executive summary, a graded environment, a costed technology budget, and a record of what both sides agreed to do next. Computed from the PSA you already run.
One reporting workflow replaces
- PSA exports
- spreadsheets
- slide rebuilding
- meeting notes
- PDF handoffs
- forgotten follow-ups
The missing client-review layer
A dashboard can show the data. It cannot run the conversation.
Every useful QBR needs a coherent executive story: service performance, business risk, lifecycle priorities, budget timing, recommendations, client decisions, and accountable next steps.
Executive review
Computed facts become a grounded narrative, roadmap, budget, and meeting-ready report.
Decision record
The next report remembers what was proposed, approved, declined, completed, and still open.
Data to follow-through
One review. Seven accountable stages.
No stage collapses into “done.” A computed metric, an edited recommendation, a client decision, and a completed commitment remain distinct facts.
- 01
Connect data
Read service data from your PSA, RMM, or a controlled CSV import.
- 02
Compute metrics
Calculate the service, asset, lifecycle, and budget facts behind the review.
- 03
Draft the narrative
Turn verified metrics into an executive story without inventing performance data.
- 04
Review and edit
Choose the recommendations worth discussing and approve every client-facing word.
- 05
Apply your brand
Publish the review with your logo, colors, and client relationship front and center.
- 06
Share the QBR
Send a zero-login client link or a print-ready PDF for the meeting.
- 07
Carry decisions forward
Track proposed, approved, declined, and completed commitments into the next review.
Built around the review
The meeting is the moment. The client record is the system.
QBR Studio keeps computed evidence, your executive narrative, the recommendation, and the client decision separate—but linked.
Portfolio readinessSee which reviews need attention
Prioritize missing data, unreviewed drafts, aging assets, unresolved recommendations, and overdue client commitments.
Service performanceSLA attainmentReady
Lifecycle plan7 aging devicesReview
Client commitments2 overdue actionsBlocked
Numbers computed before narrative
Ticket, SLA, asset, patch, backup, and budget facts stay traceable to their source.
A review the client can understand
Explain service value, business risk, and the decision required without exposing operational noise.
Your branded report, one link away
Publish a stable client page or PDF without another portal account standing in the way.
Next quarter starts with context
Carry every proposed, approved, declined, and completed recommendation forward.
Evaluate before you buy
See the output. Use the templates. Check the fit.
Open the live report and practical resources without a sales call. Use them with your current process even if you never buy.
01
Read the buyer's guide vCIO services
The six artifacts a vCIO practice produces, the cadence for each, and the hours they take.
Open the resource 02vCIO pricing
The four models MSPs use to price vCIO work, with the arithmetic behind each one.
Open the resource 03QBR agenda
A 60-minute running order, the slide behind each block, and what to cut when time runs short.
Open the resource 04QBR metrics
Every client-facing metric with its formula, its source field, and the trap that misleads.
Open the resource 05Hardware refresh cycle
Refresh intervals by device class and the arithmetic that builds the budget.
Open the resource 06What the tools cost
Published prices for CloudRadial, ScalePad, vCIOToolbox and BrightGauge, side by side.
Open the resource 07MSP QBR template
Download a practical quarterly business review structure for MSPs.
Open the resource 08IT budget template
Build a client-ready technology refresh plan and budget.
Open the resource 09QBR software guide
Evaluate reporting products by output, workflow, pricing, and lock-in.
Open the resource 10Software comparisons
Compare QBR, vCIO, portal, lifecycle, dashboard, and report-generation tools.
Open the resourceStart with the service data you have
No onboarding project between you and the first complete QBR.
Load sample data, connect a supported service system, or import a controlled CSV. Add more sources only when they improve the client review.
Talk to us about your reviews- 1Choose the data
Connect HaloPSA, ConnectWise, Autotask, NinjaOne, or import CSV.
- 2Review one draft
Verify metrics, edit the narrative, and select the recommendations.
- 3Publish the review
Share the branded report and carry each client decision forward.
A deliberately focused product
QBR Studio prepares the review. Your team owns the advice.
QBR Studio does
- Compute report metrics from connected service data
- Draft grounded executive narrative for human review
- Publish white-label reports and export underlying data
- Track client decisions and commitments over time
QBR Studio does not
- Invent performance numbers or unsupported conclusions
- Publish client-facing content without your review
- Replace your PSA, RMM, ticketing system, or service desk
- Charge more every time your MSP wins another client
Common questions
What MSP teams need to know
What is QBR Studio?
QBR Studio is vCIO and client-reporting software for MSPs. It gives whoever runs your quarterly business review the artifacts that meeting needs: an executive summary, a graded environment, a technology roadmap and budget, and a record of the decisions that follow. Everything is computed from your PSA, RMM, or a CSV import.
Do I need to be a full vCIO practice to use it?
No. The product produces the review whether you run a formal vCIO programme or simply owe your clients a quarterly conversation. If you are standing a practice up, the vCIO services and pricing guides set out what to deliver and how to charge for it.
How do I get started?
Get in touch. We work with each MSP directly rather than running a self-serve funnel, so tell us how your client reviews run today and we will take it from there.
Which PSA and RMM systems are supported?
QBR Studio supports HaloPSA, ConnectWise Manage, Autotask, and NinjaOne, plus CSV import for other systems. Connector availability varies by plan.
Does AI invent the executive summary?
No. Drafted narrative is constrained to computed report metrics. Your team reviews and edits every client-facing word before publishing.
Do clients need another login?
No. A published report opens from a stable branded link. Clients can read the report without creating an account or remembering a password.
Can I export the underlying data?
Yes. The tickets and assets behind a report can be exported to XLSX or CSV, and every report can be shared as a client page or print-ready PDF.
Build the complete client review
Start with the service data. Finish with a decision record.
Tell us how your client reviews run today, and what you need them to become. We reply personally.