QBR proposals that end in a signed plan
Your quarter in review, an IT roadmap and each recommendation priced as an option the client can choose and sign on the spot.
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In QuoteCloud a quarterly business review can be a document the client acts on: your summary of the quarter, a roadmap as a Gantt chart on the Business plan, and each recommendation as an optional monthly or once-off row. The client ticks what they want, the totals update, and they sign; you add it to the agreement by variation.
A sample quarterly business review from a fictional MSP, Quillfield IT, for Thornbury & Webb, drawn as a roadmap ring over the next four quarters: security awareness training runs all year, a conditional access project in the first quarter, server detection and response and laptop replacements as dashed options, and an agreement review near the end. Beside it, five recommendations: security awareness training ($184 a month) and the conditional access project ($3,800 once-off) are ticked; server detection and response, the Complete tier and eight replacement laptops stay options. Chosen: +$184.00 a month and $3,800.00 once-off, signed by the managing partner.
The review, page by page
Quillfield's third-quarter review for Thornbury & Webb. It reads like the deck you'd present, and it ends in something the partners can sign.
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Quillfield ITQuarterly business review QF-Q-0926 Sample · fictional business
Quarterly business review
Q3 review & next-quarter plan
Your third quarter with Quillfield: what we did, where your security stands, and four recommendations for the year ahead, priced so the partners can choose them here.
Cover
Their quarter, their name on it
One QBR template per support tier, so every client's review opens on their logo, the quarter and who prepared it.
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Quillfield ITQuarterly business review QF-Q-0926 Sample · fictional business
Your quarter, from our service desk
- 214 requests closed this quarter, from Quillfield's service desk records.
- All 51 devices patched within 14 days of each monthly release.
- Eight laptops pass the end of their warranty in March.
- Two partners still sign in without passwordless or conditional access.
Martin ThornburyCan the laptop replacements wait until after tax season?
Hannah, Quillfield ITYes: we've moved them to the second quarter on the roadmap. Nothing to approve today.
Your quarter
What you did, in your words
Requests closed, patching, warranties running out: figures your team takes from its own service desk and monitoring tools and writes in. The managing partner's question is answered in a comment beside them.
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Quillfield ITQuarterly business review QF-Q-0926 Sample · fictional business
Your IT roadmap
StageQ1Q2Q3Q4Security awareness training Quarter 1 to 4Conditional access & passwordless Quarter 1 to 1Server MDR optional Quarter 2 to 4Laptop replacements optional Quarter 2 to 2Agreement review Quarter 4Roadmap
Next year as a Gantt chart
Each recommendation is a bar across the next four quarters; the ones the client hasn't chosen yet are marked optional. A milestone shows when the agreement is reviewed.
Project statements of work -
Quillfield ITQuarterly business review QF-Q-0926 Sample · fictional business
Approve the chosen recommendations
Martin Thornbury · Managing partner, Thornbury & Webb
Signed online · 1 Oct, 4:40 pm
Certificate of authenticity and audit trail attached
Activity
- Review openedMartin Thornbury
- 2 of 5 recommendations chosen+$184.00/mo · $3,800.00 once-off
- Signed onlineVariation to QF-4108 follows
Decision
A signature, not "we'll think about it"
The partners approve the recommendations they ticked, in the meeting or afterwards, and your team sees it the moment they do.
Every recommendation priced, none of them assumed
Each recommendation is an optional row, monthly or once-off, from your price book. Nothing is in the total until the client ticks it, so the review never reads like an invoice they didn't ask for.
Tick security training and the conditional access project, as Thornbury & Webb did, and the monthly and once-off totals follow. Leave the Complete tier unticked and it stays on the table for next quarter. Try it.
- Optional rows and multiple-choice groups, with default selections you set
- Monthly and once-off recommendations kept apart, each with its own total
- Cost and margin per recommendation hidden from the client
Price tables: Essentials and up · Gantt roadmap: Business plan
Per-user & per-device MSP pricingRecommendations for the next four quarters
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Recommended Tick to add | |||
| 46 | $184 | — | |
| 1 | — | $3,800 | |
| 2 | $50 | — | |
| 46 | $1,564 | — | |
| 8 | — | $13,520 | |
- Monthly recurring
- $184/mo
- Once-off
- $3,800
- Total contract value over months
- $6,008
All prices excluding tax. Monthly items are added to your agreement by a signed variation.
Approve the chosen recommendations
Martin Thornbury · Managing partner, Thornbury & Webb
Signed online · 1 Oct, 4:40 pm
Certificate of authenticity and audit trail attached
One review cycle, from data to signature
A sample quarterly cadence for a service delivery manager. The timings are an example, and every step is your team's, not something QuoteCloud schedules.
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Phase 1, Two weeks before
Prepare
- Your team
- Ticket counts, patch status and warranty dates from your own PSA and monitoring tools.
- In QuoteCloud
- A QBR template for the client's tier: summary, roadmap and recommendation rows already in place. On Business, AI Co-Worker can help draft the summary for a person to edit or reject.
- Done when
- The service delivery manager has checked every figure.
AI Co-Worker: Business plan
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Phase 2, Review day
Meet
- Your team
- The partners, and the review open on screen.
- In QuoteCloud
- The document itself as the agenda. Questions go into comments on the part they're about.
- Done when
- Every question has an answer in the document.
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Phase 3, Same afternoon
Send
- Your team
- Any changes agreed in the room.
- In QuoteCloud
- One link to the review, and a notification when it's opened and how long it's read.
- Done when
- Both partners have it.
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Phase 4, Within the week
Sign
- Your team
- Nothing: the partners choose.
- In QuoteCloud
- Optional rows they tick, totals that follow, and a signature with a certificate and audit trail.
- Done when
- The chosen recommendations are signed.
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Phase 5, After signing
Follow through
- Your team
- The follow-up documents.
- In QuoteCloud
- A variation, a statement of work or a hardware quote for each recommendation chosen, each signed in its own right.
- Done when
- Each one is signed, and the next review is in your calendar.
QuoteCloud doesn't pull ticket, patch or device data from your PSA or RMM, and doesn't book the meeting.
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Thornbury & Webb · Q3 review
The meeting ends with a decision on record
Two of five recommendations chosen, signed by the managing partner and visible to your team straight away. The other three stay in the document for next quarter's conversation.
Activity
- Review openedMartin Thornbury
- 2 of 5 recommendations chosen+$184.00/mo · $3,800.00 once-off
- Signed onlineVariation to QF-4108 follows
What each chosen recommendation becomes
A signed review is the decision. The change itself goes out as the document that fits it, created by your team from your templates.
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Monthly service
A variation to the agreement
QF-4108-V02Monthly additions are signed as a variation to the managed services agreement, so the new monthly figure has a signature behind it.
- Security awareness training$184.00 a monthChosen in this review
- Managed detection & response, servers$50.00 a monthStill an option
- Move to the Complete tier$1,564.00 a monthStill an option
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Fixed-price project
A statement of work
QF-P-0452The project gets its own scope, milestones, Gantt plan and a payment on signing.
- Conditional access & passwordless project$3,800.00 once-offChosen in this reviewThree weeks, starting next quarter
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Devices
A licence & hardware quote
QF-L-1027Hardware goes out as its own quote from your price book, with cost and margin in your team's view, when the client is ready.
- Replace eight laptops$13,520.00 once-offMoved to a later quarterAfter tax season, as the partners asked in a comment
The order and the references are Quillfield's own process. QuoteCloud adds nothing to an agreement by itself: each follow-up is a document the client signs.
QBR and upsell questions
Can a QBR be a document the client signs?
Yes. Build the quarterly business review in QuoteCloud as a document: your summary of the quarter, a roadmap, and each recommendation as an optional row with its price. The client ticks the recommendations they want, the totals update, and they sign online. eSignatures are on every plan; price tables on Essentials and above.
Does QuoteCloud pull ticket, patch or device data into the review?
No. QuoteCloud does not connect to PSA or RMM tools to import service data. Your team takes the figures from its own service desk and monitoring tools and writes them into the review. On Business, AI Co-Worker can help draft the summary text in the editor, and a person accepts, edits or rejects it.
How do I price recommendations as options?
Add each recommendation as an optional row from your price book: a repeating monthly row for a service, a one-off row for a project or hardware. Nothing is in the total until the client ticks it. You can also group a higher tier as a choice, and keep cost and margin hidden from the client.
Can I show an IT roadmap in the QBR?
Yes. On the Business plan add a Gantt chart with each recommendation as a bar across the coming quarters, optional items marked as such, and milestones such as the next agreement review. On other plans, a table or text block can set out the same plan.
What happens after the client signs the recommendations?
Your team sends the follow-up: a signed variation to the managed services agreement for monthly additions, a statement of work for a project, or a licence and hardware quote for devices. QuoteCloud does not change an agreement or create invoices by itself.
Can QuoteCloud schedule QBR meetings or remind clients?
QuoteCloud does not book meetings. It shows your team when the review is opened and how long it is read, so you know when to follow up. Schedule the QBR in your own calendar and follow up in your own process.
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Every page of the QuoteCloud IT services microsite.
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- Break-fix to managed servicesTurn a year of call-out invoices into one proposal for a predictable monthly fee per person.
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- Approvals, discounts & margin controlBig agreements and deep discounts go In Review before they're sent; cost and margin stay with your team.
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- IT services templatesReal QuoteCloud templates for managed services, SLAs, security, network projects and break-fix work.
- QuoteCloud implementation for MSPsYour agreement template converted, price book imported, SLA wording locked, approvals, integrations and training.
- FAQAnswers to the questions MSPs and IT service companies ask most.
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