--- title: How to build client rapport under pressure & limited time description: How we saved a client and turned them into an advocate using Managed Services Platform in minutes. Win back trust and revenue in your first QBR with us. image: https://www.managedservicesplatform.com/hubfs/Imported_Blog_Media/unprepared-it-audit-2.jpg --- ### [LOGIN](https://tool.managedservicesplatform.com/#/login) | [HELP](https://help.managedservicesplatform.com/)**  [![UNICORNS ARE REAL](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3)** Search Site Search [![logo-hit-mspl-white-horizontal-01-1](https://blog.humanizeit.biz/hs-fs/hubfs/logo-hit-mspl-white-horizontal-01-1.png?width=919&height=170&name=logo-hit-mspl-white-horizontal-01-1.png)](https://www.managedservicesplatform.com/) [![logo-hit-mspl-white-horizontal-01-1](https://blog.humanizeit.biz/hs-fs/hubfs/logo-hit-mspl-white-horizontal-01-1.png?width=919&height=170&name=logo-hit-mspl-white-horizontal-01-1.png) logo-hit-mspl-white-horizontal-01-1](https://www.managedservicesplatform.com/) - [Pricing](https://www.humanizeit.biz/pricing) - [Education](https://www.humanizeit.biz/events) - Humanize IT Podcast - [Youtube](https://www.youtube.com/playlist?list=PLDUiMI4qjlJGa1zA1pwy6-avqM8D3I4OE) - [Spotify](https://open.spotify.com/show/3HRZBruDAP9oyVnloUHABO) - [Apple](https://podcasts.apple.com/us/podcast/humanize-it/id1511560088) - [2024 Weekly Schedule](https://www.humanizeit.biz/events) - On-Demand Webinars - [3 Award-Winning Technologies to Evolve your MSP](https://info.humanizeit.biz/3-award-winning-technologies-to-evolve-your-msp) - [Compliance for Engineers](https://info.humanizeit.biz/compliance-for-engineers) - [Pentesting and Profits](https://info.humanizeit.biz/pentesting-and-profits) - [Your Website is Rubbish](https://info.humanizeit.biz/webinar-your-website-is-rubbish) - [Youtube Webinar Playlist](https://youtube.com/playlist?list=PLDUiMI4qjlJFkYjXQSPwCtmAnK1hFogHR) - [Automate All Your QBRs](https://info.humanizeit.biz/automate-all-your-qbrs) - Free Tools - [Asset Recycling Program](https://www.humanizeit.biz/eol) - [IT Warranty Lookup (Beta)](https://warranty.humanizeit.biz) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Meeting Maker](https://meeting-maker.humanizeit.biz/) - [Resources](https://www.humanizeit.biz/expand-existing-clients-resources) - [Coaching](https://www.humanizeit.biz/coaching) - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources) - [Win New Clients](https://www.humanizeit.biz/win-new-clients-resources) - [Structure AM/vCIO Operation](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [HIT Knowledge Base](https://help.humanizeit.biz) - Demo Personas - [The Dispatch](https://app.managedservicesplatform.com/clients/8963/home/public/sc-e6d2ab31-6cab-47c0-a47c-a2cfeb969405) - [Streamlined QBR](https://app.managedservicesplatform.com/clients/8963/home/public/sc-f63143e0-3b3a-479e-91a4-835a18b60516) - [CISO](https://app.managedservicesplatform.com/clients/8963/home/public/sc-8365f6b2-2bf3-4ddf-a80c-1515685af50e) - [Annual Budget](https://app.managedservicesplatform.com/clients/8963/home/public/sc-b59d26eb-c3e3-43c6-94fa-3a4f4bb82432) - [About](https://www.humanizeit.biz/about) - [AI Open Letter](https://www.humanizeit.biz/ai-open-letter) - [Testimonials](https://www.humanizeit.biz/testimonials) - [Terms and Conditions](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) - [Security | SOC2](https://www.humanizeit.biz/security) [REQUEST DEMO](https://info.humanizeit.biz/humanize-it-platform-demo) ### [LOGIN](https://tool.managedservicesplatform.com/#/login) | [HELP](https://help.managedservicesplatform.com/)**  [![UNICORNS ARE REAL](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3)** Search Site # How to build client rapport under pressure & limited time By [Denes Purnhauser](https://blog.humanizeit.biz/new-theme-test/author/denes-purnhauser) on February 19 2020 ![](https://www.managedservicesplatform.com/hubfs/Imported_Blog_Media/unprepared-it-audit-2.jpg) A new customer of Managed Services Platform called us the other day: “*Guys, I have a concerned client and risk going into a meeting completely unprepared. I want to do it professionally so they see I am fully organized on their needs, that I can get my ideas across and have an engaging meeting with them. Oh.. did I say I have only one hour?*”. We helped this client shift from being reactive, defensive and unorganized to professional, confident and prepared by assembling their personal committed overview ready for the meeting in 30 minutes using our pre-built templates and software. This is how the risk was turned into opportunity.   ### [Get long term client loyalty](https://www.managedservicesplatform.com/it-client-engagement) ### [with regular and strategic QBRs and IT strategy meetings](https://www.managedservicesplatform.com/it-client-engagement)     ### Use Case Overview After our session with the MSP, and getting a strong result quickly, we recorded a similar process internally with a mock client to be able to demonstrate the preparation process. We went through the process the same as we do with our MSP client. We should note that this is not a normal process, but an example of how our tool can be used in a fire fight to save a potential churning client.   ### Problem: - Multiple issues had to be handled - [Both MSP and their client had legitimate issues (high-stakes meeting)](https://www.managedservicesplatform.com/why-your-strategic-engagements-are-failing-recorded-seminar) - Preparation time was extremely limited - [No customizations had been made yet from our pre-built templates](https://info.managedservicesplatform.com/12-mistakes-causing-mediocre-client-experience-online-course)   ### Result: - MSP was able to control the communication rather than reacting to client complaints - MSP was able to demonstrate the value of the services and show that the client issues were minor problems easily fixable with suggested projects (free in MSPL) - MSP was able to get on the same page with a client on what to do next and to set proper expectations going forward - The MSP owner was delighted in not just saving the client, but turning them into an advocate with a proper communication process   ### Use Case Brief: - **Roles** - Account Managers / Technical Account Managers / [vCIOs](https://blog.humanizeit.biz/vcio) - **Maturity Level** - Low / Medium - **MPSL Software Subscription** - Entrepreneur Plan ($250/month) - **Solution Set Prerequisites** - IT Infrastructure Audit Solution Set - **Time**: 30-60 minutes   ### Solution: - Use an IT Infrastructure Audit to frame the problems in a business context - List all the issues onto a roadmap as custom solutions to client issues - Score all other domains to demonstrate the value of services - Use the missing score items to generate more project items - Finalize a project roadmap with all current issues and all proactive projects - Use the roadmap to move the client from reactive tactical thinking to a proactive strategic mindset   [![Sign up for the Client Engagement Excellence Manifesto PDF coming end of January](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/91c338c8-f4a5-4b5f-be05-e2a3093ff4c0.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/91c338c8-f4a5-4b5f-be05-e2a3093ff4c0)   [IT Client Engagement](https://blog.humanizeit.biz/new-theme-test/tag/it-client-engagement), [QBR](https://blog.humanizeit.biz/new-theme-test/tag/qbr), [Quarterly Business Review](https://blog.humanizeit.biz/new-theme-test/tag/quarterly-business-review) ##### Like it? 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