Free download — no email required
The MSP QBR template pack
A QBR has one job: turn a quarter of invisible work into decisions the client makes with you — replace that server, approve that MFA rollout, budget for the laptops going out of warranty. It is not a ticket recap. Nobody in that room is buying tickets closed.
Here's why most QBR templates die by quarter two: they have no memory. Quarter one looks great. Quarter two, nobody remembers what was promised, what was approved, or which recommendation the client declined — so the meeting resets to zero and slowly turns back into a status call. This pack is built around a commitments ledger that carries forward, quarter after quarter, including the declines.
The downloads below are direct links. No form. No email. Take them. (Most vendors gate their QBR templates behind a lead form — as of mid-2026, Zorus, SuperOps, Zomentum and NinjaOne all did. We'd rather you have the template and remember who didn't make you fill anything in.)
Download the templates
Word · .docx
MSP QBR template
The full report: executive summary, service scorecard, support activity, asset & lifecycle section, and a commitments ledger with a Proposed / Approved / Declined / Done status column.
Download .docxPowerPoint · .pptx
MSP QBR deck
Eight slides for the meeting itself — title, agenda, summary, scorecard, activity, environment, commitments, next steps. Speaker guidance on every slide; delete it before you present.
Download .pptxExcel · .xlsx
QBR scorecard workbook
Four sheets: Scorecard (metric, target, actual, RAG), Tickets (raw export columns), Assets (inventory with age and warranty), and the Commitments ledger. This is your appendix.
Download .xlsxPDF · .pdf
QBR template, print-ready
The same template as a four-page PDF for printing or marking up by hand. Some clients still want paper across the table — hand them this.
Download .pdfWord · .docx
QBR agenda template
A one-page 60-minute agenda with time boxes: wins & scorecard (10m), what changed (10m), commitments review (10m), recommendations & budget (20m), next steps (10m).
Download .docxGoogle Slides
Prefer Slides?
There's no separate Slides file — Google imports the PowerPoint deck cleanly. Upload the .pptx to Google Drive, or in Slides use File → Import slides, and it converts on the spot.
Get the .pptx to importWhat's inside
Executive summary that leads with outcomes
The template opens with what the quarter meant for the client's business — what stayed up, what got faster, what risk got retired — and previews the one decision you'll ask for, so it isn't sprung on page five.
A service scorecard with a consequence column
Metric, target, actual, RAG status — and a “what it means for you” column, because a metric without a consequence is trivia. Keep the same 5–7 metrics every quarter so trends mean something.
The commitments ledger
Recommendation, raised-on date, business impact, estimated cost, and a status column: Proposed, Approved, Declined, Done. Declined items stay on the list, in writing. This ledger is the reason QBRs exist — and the first thing generic templates leave out.
Asset & lifecycle section that earns budget
Age and warranty shown honestly, with a replacement quarter and an estimated cost attached to every red row. A risk without a price is just nagging; a risk with a price is a budget line.
An appendix, so the meeting stays short
Raw ticket lists, asset inventory, patch and backup detail live in the Excel workbook — auditable by anyone who asks, sat through by no one.
Running the meeting: the 60-minute QBR agenda
One ground rule before the time boxes: a QBR is a business meeting, not a support review. The moment a topic turns into troubleshooting, park it in a ticket and move on. And insist a decision-maker attends — a QBR without one is a status call with better slides.
| Time | Item | What good looks like |
|---|---|---|
| 0:00–0:10 | Wins & service scorecard | Outcomes first, metrics second. Never open with raw ticket counts — somewhere in that room is a CFO dividing your ticket count by what they pay you. |
| 0:10–0:20 | What changed in their environment | New people, new apps, new sites, new risks — theirs and yours. This is where you show you actually pay attention between quarters. |
| 0:20–0:30 | Commitments review | Every line from last quarter's ledger: done, in progress, or honestly stuck. This ten minutes is what separates a QBR from a status call. |
| 0:30–0:50 | Recommendations & budget | Each item gets a business impact and a price. When a client declines one, record it in writing with the date — if the risk lands later, the paper trail protects both of you. |
| 0:50–1:00 | Next steps | Read the decisions back before anyone leaves. Every action gets one owner and one date. Book the next QBR now, not “we'll find a time.” |
Send the report two or three days before the meeting, and send the decisions plus the updated commitments ledger the same day it ends — while it's still true.
The honest part
These templates work. They're what we'd use by hand. But the hand is the problem: the scorecard wants fresh numbers from your PSA every quarter, the ticket sheet wants an export, the commitments ledger wants to remember last quarter — and the night before a QBR, something always loses to something more urgent. That's why templates die by quarter two.
Or connect ConnectWise, Autotask, HaloPSA or NinjaOne — and the QBR writes itself.
Scorecard, activity, assets and the commitments ledger, filled from your PSA and carried forward every quarter. Free plan, no card.