SHOW PROGRESS TO BOOST CLIENT RETENTION
Preparing for a QBR? Skip the ticket lists. Executives want to see results, patterns, and reassurance that risk is trending down. Here’s how to transform your PSA data into communication that appeals to an executive audience.
The scenario:
You need to present quarterly service performance to an executive audience – people who hold the purse strings when it comes to renewing your contract.
The prompt:
You are the service delivery lead at an MSP. Here’s the PSA data for a client:
[ paste PSA data ].
You’re preparing for a quarterly review with client executives. Build a QBR pack that:
Summarizes SLA attainment by client and severity over the quarter.
Shows trend lines with commentary on improvements or outliers.
Highlights root causes and corrective actions.
Includes a 3-point improvement plan with owners and deadlines.
Adds positive CSAT results or client quotes for balance.
Concludes with a 200-word executive summary for a board member audience.
Use clean visuals and outcome-focused language.