Your Bullsh*t Quarterly Review
Why No One's Listening & How To Fix It
See why most QBRs fall flat, and how to run one your clients actually show up for.
WATCH ON DEMAND NOW 👉
Which Features Are Available Early?
Available immediately, early access customers can enjoy essential service management features such as:
Customer Management
Service Requests & Ticketing
Scheduling & Time Tracking
Workflows
Mobile Accessibility
Over the coming months you’ll also gain instant access to exciting new features as they are introduced to the platform, such as:
Product Catalogs & Asset Management
Invoice & Billing (New & Recurring)
SLAs
Integrations Library
(including Pax8 Marketplace)
What We Cover in This Video Podcast
Most MSPs know their QBRs aren't landing. Clients show up distracted, give one-word answers, and check their phones while you walk through slides they don't care about. The meeting ends, nothing changes, and three months later you do it again.
The problem isn't effort. It's that most QBRs are built around what MSPs want to say, not what clients actually need to hear.
In Episode 3, Brook Lee sits down with Luis Giraldo, Chief Evangelist at ScalePad, to break down why QBRs fail and what it actually takes to run one your clients look forward to. Luis has spent years helping MSPs sharpen how they communicate value to clients. He's seen what works, what tanks, and what most MSPs never fix.
What You'll Walk Away With
✅ Spot the disengagement triggers: Why clients check out early, and what to change before your next QBR.
✅ Reframe the conversation: How to structure the meeting around outcomes your client actually cares about, not the metrics you want to show.
✅ Rebuild the agenda: What to cut from your current format, and what to add to make it land.
✅ Drive retention and expansion: How to use QBRs to grow accounts without it feeling like a sales pitch.
✅ QBR SOP & Project Template: A done-for-you template ready to use immediately, yours when you watch.
The Speakers
