As QBRs are delivered remotely Account Managers, vCIOs and MSP owners are facing specific challenges in order to get engagements from clients and get projects approved. Without adjusting the QBR process to the new norm the reduced efficiency of QBRs can lead to all sorts of problems. Decisions on important projects are not made on time, their roadmap is not executed because of lack of communication, and the value that MSPs offer is not seen.
The 3rd tool of the QBR Toolkit is the “Remote QBR Checklist”. It’s a simple framework to make sure you can transition to remote QBRs as soon as possible in order to fill your project pipeline with high engagement from clients.
The checklist provides you four areas of best practices:
When to use the checklist?
How to use the Checklist?