How to Grow Clients with CloudRadial
Take a painful and messy business review process and turn it into a painless opportunity.
It’s time to talk about the cherry on top of the managed service provider (MSP) and client relationship.
We’re talking, of course, about business review meetings.
Though the core of these meetings generally revolves around the same objectives for all MSPs, their naming convention is all but standardized. You may know these as:
- Quarterly Business Reviews (QBRs)
- Technical Business Reviews (TBRs)
- Client Strategy Reviews (CSRs)
- Technical Alignment Meetings (TAMs)
- Mutual Opportunity Reviews (MORs)
…and so on. You get the idea.
For the sake of consistency (and simplicity), we’ll stick to referring to them as the ever-popular “QBR” in this guide. However, we’re not suggesting that they need to happen on a quarterly basis specifically.
The goal of this guide is to show you exactly how you can use CloudRadial as a platform to vastly improve your QBR experience by framing it around a new mindset, service productization strategy, and overall operation.
And it’s not all theory – we’ve got some practical tips for you to act on, too.
We’ll help you transform what has traditionally been a painful experience (for both the MSP and the client) into an extremely valuable meeting that you’ll look forward to seeing on your calendar.
What are you waiting for? Go ahead and dive right in.
It’s time to talk about the cherry on top of the managed service provider (MSP) and client relationship.
We’re talking, of course, about business review meetings.
Though the core of these meetings generally revolves around the same objectives for all MSPs, their naming convention is all but standardized. You may know these as:
- Quarterly Business Reviews (QBRs)
- Technical Business Reviews (TBRs)
- Client Strategy Reviews (CSRs)
- Technical Alignment Meetings (TAMs)
- Mutual Opportunity Reviews (MORs)
…and so on. You get the idea.
For the sake of consistency (and simplicity), we’ll stick to referring to them as the ever-popular “QBR” in this guide. However, we’re not suggesting that they need to happen on a quarterly basis specifically.
The goal of this guide is to show you exactly how you can use CloudRadial as a platform to vastly improve your QBR experience by framing it around a new mindset, service productization strategy, and overall operation.
And it’s not all theory – we’ve got some practical tips for you to act on, too.
We’ll help you transform what has traditionally been a painful experience (for both the MSP and the client) into an extremely valuable meeting that you’ll look forward to seeing on your calendar.
What are you waiting for? Go ahead and dive right in.

Tell them to get it – because it’s so good.
“I'm delivering the best business reviews of my life thanks to CloudRadial.”
Bo Bray
Synoptek