What should an MSP QBR include?

An executive summary in business language, service-desk performance with trends, hardware lifecycle status (what's expired or expiring), concrete refresh recommendations with costs, a four-quarter roadmap, and next steps with owners and dates.

How long should a QBR meeting be?

45–60 minutes. Ten focused slides beat a 40-page report — the goal is decisions, not documentation.

Is this QBR template really free?

Yes — download the PowerPoint, replace the bracketed placeholders with your client's data, add your logo, and use it with any client. No signup required.

MSP corner · Free template

The MSP QBR template that sells the refresh

By Nico De Muynck · Updated July 18, 2026

Free PowerPoint download — 10 client-ready slides

No signup. Replace the [bracketed] placeholders, add your logo, present.

Download the QBR template (.pptx)

Why most QBRs fall flat

The classic MSP QBR mistake is showing up with a 40-page auto-generated report: ticket graphs the client can't parse, patching stats they don't care about, and no decision to make at the end. A QBR that works is short, business-language, and builds to one moment — the recommendations slide, backed by evidence the client can see. That evidence is almost always hardware lifecycle: nothing makes a refresh proposal land like a red “Expired” row with the client's own core switch in it.

What's in the template

Ten slides, in the order a 45-minute meeting actually flows: title and agenda · an executive summary with four big-number callouts · service-desk performance with a native ticket chart · two hardware lifecycle slides (fleet-health status tiles plus an “expiring in 12 months” table with risk and proposed action per asset) · a recommendations slide with numbered proposals, costs and timing · a four-quarter roadmap with a budget line · next steps with owners · and a closing contact slide. Every fillable field is [bracketed], speaker notes explain what goes where, and the design is a clean navy-and-indigo that looks right with any client logo.

How to fill the lifecycle slides in two minutes

The two hardware slides map one-to-one onto an EOL Tracking client view: filter the dashboard to the client, read the Total / Expired / Warning / Good tiles straight into slide 5, and copy the expiring assets into slide 6 — or attach the per-client PDF report as an appendix. If you're still on a spreadsheet, the free inventory template gets you structured, and the import takes one CSV.

Three rules for the meeting itself

Lead with outcomes, not tooling — “zero security incidents” beats “14,000 patches applied.” Make risk concrete — tie every expiring asset to what breaks when it fails, in the client's terms (the five EOL risks are your script). End with a decision — every recommendation gets a yes, a no, or a date. If the client leaves without deciding anything, it was a status meeting, not a QBR.

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