--- title: Build a Better MSP - Blog | IT Client Engagement description: IT Client Engagement | Build a Better MSP and Transform From an IT Service Provider to a High-Value Business Partner. Differentiate your MSP from your competition with ease, get in front of potential ideal clients and close higher-value deals. --- - [Login](https://tool.managedservicesplatform.com/) - [Help](https://help.managedservicesplatform.com/) - [Status](https://managedservicesplatform.statuspage.io/) [![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png) ![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png)](https://www.humanizeit.biz) [![Request Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a) - [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) ###### 4 min read ## [Treat People Like People (Part 2)](https://blog.humanizeit.biz/treat-people-like-people-part-2) By [Adam Walter](https://blog.humanizeit.biz/author/adam-walter) on Jan 16, 2023 [![](https://www.managedservicesplatform.com/hubfs/AdobeStock_451068449.jpeg)](https://blog.humanizeit.biz/treat-people-like-people-part-2) Last episode we talked about "What is wrong with the MSP industry, that we don't treat people like people" which we will hit hard on next week. ###### Topics: [Business Building for IT Companies](https://blog.humanizeit.biz/topic/business-building-for-it-companies) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [Client Success](https://blog.humanizeit.biz/topic/client-success) ###### 3 min read ## [Crystal Ball 2023](https://blog.humanizeit.biz/crystal-ball-2023) By [Adam Walter](https://blog.humanizeit.biz/author/adam-walter) on Jan 2, 2023 [![](https://www.managedservicesplatform.com/hubfs/HIT-blog-header-EP232.jpg)](https://blog.humanizeit.biz/crystal-ball-2023) Welcome to the first blog post of 2023! Humanize IT is taking a look into the crystal ball to see what the New Year will bring. In order to adapt to any new year, MSPs must look at the economy and the events that are coming up, and align the company accordingly. Based on this, we predict that in 2023 services are going to be the most important thing MSPs can offer. ###### Topics: [Business Building for IT Companies](https://blog.humanizeit.biz/topic/business-building-for-it-companies) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [Disruptive MSP](https://blog.humanizeit.biz/topic/disruptive-msp) [QBR](https://blog.humanizeit.biz/topic/qbr) ###### 2 min read ## [Value of Relationships](https://blog.humanizeit.biz/value-of-relationships) By [Adam Walter](https://blog.humanizeit.biz/author/adam-walter) on Apr 11, 2022 [![](https://www.managedservicesplatform.com/hubfs/Relationship%20Health.jpeg)](https://blog.humanizeit.biz/value-of-relationships) Apple Podcasts: https://apple.co/2NHRRDl Spotify: https://spoti.fi/3AyHCUd People have to realize that relationships matter no matter what industry you’re in. If you can understand that, then you’ll be much more successful. It’s the same for MSPs. Relationships are extremely important for both you and your clients. MSPs are known for going in and fixing technology while the person isn’t at their desk. But, does the MSP actually know the person or why they need their computer fixed? Do they know what they do at their business? These things are way more important than you may realize. As you go about your business, you should be deliberate about building relationships with your clients so that you can be the best asset for them and so they trust your advice. It all goes back to strategic engagement — you don’t have to be an expert in your customer’s business, they’re already the expert in that. If you’re only engaging with the end-users when they’re not around and simply fixing the technical issues they are having, then you’re missing out on the opportunity to connect with them. We need to open ourselves up a bit because, when we do that, we begin to foster the business-focused relationships as well. You may not see the value in these relationships, but trust us — there is extreme value! If you are not choosing to interact with your customers, you may be missing out on opportunities for bigger projects. The information that you learn from conversations can open up the flood gates for future projects and the trust that you have with clients who you have relationships with will help and your clients succeed. Let’s look at doctors as an example. If you have a regular doctor that you go to a couple times a year for regular checkups and other types of appointments, then you have a relationship with them. They know about your history and they understand what has worked for you in the past, which helps them know what coud work in the future. You are most likely going to feel more comfortable and trusting with this doctor rather than an urgent care doctor that you only go to when you’re not feeling well or something needs checked out. The relationship and understanding that the regular doctor has with you is valuable. This is not just just something that you have to feel obligated to do. It’s going to pay back by allowing you to accomplish more by knowing the person you’re working with or working for. Now, there are going to be people that you don’t match with culturally, and that is good to know. You can help those people out by finding an MSP that will match their style of relationship or company better. Besides the abstract value relationships bring the table, they have very concrete dollar amount attached to them as well. If your client knows you and you have a relationship with them, your suggestions for products and solutions will be more likely to be put in place. Your clients will be more likely to spend the money on something that you believe will help them because they know that you are on their side. This is valuable! Ultimately, MSPs have to decide what types of relationships you want so you and your clients can get the most value out of them. ###### Topics: [vCIO](https://blog.humanizeit.biz/topic/vcio) [IT Management](https://blog.humanizeit.biz/topic/it-management) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) ###### 5 min read ## [How to Schedule QBRs for Engagement](https://blog.humanizeit.biz/how-to-schedule-qbrs-for-client-engagemen) By [Denes Purnhauser](https://blog.humanizeit.biz/author/denes-purnhauser) on Jan 14, 2021 [![](https://www.managedservicesplatform.com/hubfs/managed-services-platform-annual-client-engagement.png)](https://blog.humanizeit.biz/how-to-schedule-qbrs-for-client-engagemen) Most MSPs have a hard time not only engaging executives in QBRs but even being able to sit down with clients, as they don’t see the value they add to their business. The goal of scheduling a QBR is more about selling them the process, benefits and the results so they see the value and look forward to these events. We are going to discover the minimum requirements of scheduling an engaging session with the right people in the client’s organization. As a result you are going to get more executive level decision makers in your meetings with higher anticipation. ###### Topics: [Managed Services Providers](https://blog.humanizeit.biz/topic/managed-services-providers) [IT Account Management](https://blog.humanizeit.biz/topic/it-account-management) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [QBR](https://blog.humanizeit.biz/topic/qbr) [Technical Account Manager](https://blog.humanizeit.biz/topic/technical-account-manager) [Managed Services Platform](https://blog.humanizeit.biz/topic/managed-services-platform) ###### 3 min read ## [Client Engagement in 2021 New Features](https://blog.humanizeit.biz/client-engagement-in-2021-new-features) By [Denes Purnhauser](https://blog.humanizeit.biz/author/denes-purnhauser) on Dec 10, 2020 [![](https://www.managedservicesplatform.com/hubfs/mspl-new-features-2021.jpg)](https://blog.humanizeit.biz/client-engagement-in-2021-new-features) At Managed Services Platform our vision has always been to turn technically heavy client meetings into engaging value added business conversations.  2020 has brought new challenges for Account Managers and vCIOs. Client meetings became remote, the duration of sessions shrank, the topics in QBRs steadily increased and clients got very apprehensive about investing in general. We would like to go through the upcoming new features to make sure you can solve those challenge. ###### Topics: [Managed Services Providers](https://blog.humanizeit.biz/topic/managed-services-providers) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [NIST Cyber Security](https://blog.humanizeit.biz/topic/nist-cyber-security) [Technical Account Manager](https://blog.humanizeit.biz/topic/technical-account-manager) [Managed Services Platform](https://blog.humanizeit.biz/topic/managed-services-platform) ###### 3 min read ## [Your web conference setup sucks (and how to fix it)](https://blog.humanizeit.biz/your-web-conference-setup-sucks-and-how-to-fix-it) By [Adam Walter](https://blog.humanizeit.biz/author/adam-walter) on May 5, 2020 [![](https://www.managedservicesplatform.com/hubfs/your-web-conference-setup-sucks.jpg)](https://blog.humanizeit.biz/your-web-conference-setup-sucks-and-how-to-fix-it) In today’s distributed workforce everyone is settling into a routine. Many, however,  haven't really put objective thought into how their presence is viewed by their clients. We are still playing by old rules: dress nice, speak clearly, have a predefined agenda. This is no longer the case, and it takes a back seat to web presence. So, for those of you who don’t want to read this whole thing, here are the 3 things you need to know. 1. Your web setup is too casual and unprofessional. 2. Your current setup will cost you customers in the long run. 3. For less than the cost of a new outfit you can distinguish yourself. ###### Topics: [vCIO](https://blog.humanizeit.biz/topic/vcio) [IT Consultative Sales](https://blog.humanizeit.biz/topic/it-consultative-sales) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [Adam Walter](https://blog.humanizeit.biz/topic/adam-walter) ###### 15 min read ## [How to craft a perfect QBR Process](https://blog.humanizeit.biz/how-to-craft-a-perfect-qbr-process) By [Denes Purnhauser](https://blog.humanizeit.biz/author/denes-purnhauser) on Apr 23, 2020 [![](https://www.managedservicesplatform.com/hubfs/3-qbr-templates-msp.jpg)](https://blog.humanizeit.biz/how-to-craft-a-perfect-qbr-process)   Quarterly Business Reviews are tricky. Some clients are not engaged with your QBRs and require a different approach, some clients don't justify the time spent on a QBR every quarter, and some clients are more mature and need different reports, even some demanding complete technology roadmaps and updates...do you need a custom QBR template for each client?! If there's no one fit-for-all QBR process or template it seems that scaling Account Management and vCIO is going to be near impossible, since every client is different. In this article we show you a method to assess the complexity of your QBR needs and the time you can afford to run those meetings. Then we introduce three different types of QBRs with all the major agenda points, and we'll show you how those QBRs look in an example. ###### Topics: [vCIO](https://blog.humanizeit.biz/topic/vcio) [Managed Services Providers](https://blog.humanizeit.biz/topic/managed-services-providers) [MSP](https://blog.humanizeit.biz/topic/msp) [IT Account Management](https://blog.humanizeit.biz/topic/it-account-management) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [QBR](https://blog.humanizeit.biz/topic/qbr) [Quarterly Business Review](https://blog.humanizeit.biz/topic/quarterly-business-review) ###### 4 min read ## [How to help executives make strategic decisions in the bathroom](https://blog.humanizeit.biz/how-to-help-executives-make-strategic-decisions-in-the-bathroom) By [Denes Purnhauser](https://blog.humanizeit.biz/author/denes-purnhauser) on Apr 15, 2020 [![](https://www.managedservicesplatform.com/hubfs/strategicdecisions-in-the-toilet.jpg)](https://blog.humanizeit.biz/how-to-help-executives-make-strategic-decisions-in-the-bathroom) The two most prevalent trends in client engagement are the increased frequency and remote delivery of meetings. We see, however, another trend that may surprise you, and its impact is as significant in your client meetings as in your sales meetings. The power of the traditional printed collaterals, pdf reports, and personal influence is fading from future decision-making processes. This trend shows that your client executives and prospects might be making strategic decisions sitting on the toilet…. I do not want to bury the lead. Our tool is used to prepare, deliver and follow up important client meetings. We measure engagement with shared reports and we’ve just found out that the majority of follow-up items from client meetings such as QBR Reports, Strategy Reports, and Sales Proposals **are opened on mobile devices. ** This shows not just a surprising shift in engagement, attention span, information processing and decision making in general, but should send a wake-up call for every client-facing employee: the way to win deals, approve projects and upgrade contracts is not just doing the same thing in zoom. Every account manager, vCIO and sales executive should rethink how their processes can help them succeed not just in the next 30-60 days but the years to come. Here are 6 quick tips to think about in this new era of decision making: ###### Topics: [vCIO](https://blog.humanizeit.biz/topic/vcio) [IT Account Management](https://blog.humanizeit.biz/topic/it-account-management) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [QBR](https://blog.humanizeit.biz/topic/qbr) [Managed Services Platform](https://blog.humanizeit.biz/topic/managed-services-platform) ###### 4 min read ## [5 Steps to Run Effective Client Meetings Remotely!](https://blog.humanizeit.biz/5-steps-to-run-effective-client-meetings-remotely) By [Myles Olson](https://blog.humanizeit.biz/author/myles-olson) on Mar 31, 2020 [![](https://www.managedservicesplatform.com/hubfs/run-qbrs-remotely.jpg)](https://blog.humanizeit.biz/5-steps-to-run-effective-client-meetings-remotely) Without the ability to meet in person and present your ideas, it may be difficult to keep your clients engaged in IT support services. Spending on IT may not be seen as essential when your clients are struggling. But when has technology ever been more relevant to the success of business and the economy? How will you communicate your value and the relevance of your services or are you prepared to risk losing MRR right now? In speaking to our members we have learned what makes a client meeting engaging while working remotely. I put together a quick guide for you outlining the most effective features they have been using in remote client meetings. ###### Topics: [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) ###### 3 min read ## [How We Predict the IT Industry Will Adapt to a New Crisis](https://blog.humanizeit.biz/change-is-in-the-air-how-we-predict-the-it-industry-will-adapt-to-a-new-crisis) By [Adam Walter](https://blog.humanizeit.biz/author/adam-walter) on Mar 25, 2020 [![](https://www.managedservicesplatform.com/hubfs/can-do-it.jpg)](https://blog.humanizeit.biz/change-is-in-the-air-how-we-predict-the-it-industry-will-adapt-to-a-new-crisis) One of the best things about IT is that we thrive on change.  Even when the world is on fire, we are at our best — we have come through for society several times over within the last 20 years alone. Our resilience and adaptability are what make our industry so valuable.   ###### Topics: [vCIO](https://blog.humanizeit.biz/topic/vcio) [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [Technical Account Manager](https://blog.humanizeit.biz/topic/technical-account-manager) [Adam Walter](https://blog.humanizeit.biz/topic/adam-walter) ###### 3 min read ## [How to transition to High-Value Business Partners during the recession](https://blog.humanizeit.biz/how-to-shift-to-a-high-value-business-partner-during-the-recession) By [Denes Purnhauser](https://blog.humanizeit.biz/author/denes-purnhauser) on Mar 25, 2020 [![](https://www.managedservicesplatform.com/hubfs/recession-into-high-value-business-partner.jpg)](https://blog.humanizeit.biz/how-to-shift-to-a-high-value-business-partner-during-the-recession) The narrative is about to change now. With the recession coming only high-value and proven partnerships are going to last. All fat is going to be on the chopping block. High-value strategic relationships with technology providers will be critical for all organizations. In this blog I teamed up with Rich Anderson to probe some thoughts on the opportunities and conduct a practical walkthrough with inspiration on how to actually do it. ###### Topics: [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [Strategic Leadership](https://blog.humanizeit.biz/topic/strategic-leadership) [Win New Clients](https://blog.humanizeit.biz/topic/win-new-clients) [Technical Account Manager](https://blog.humanizeit.biz/topic/technical-account-manager) ###### 2 min read ## [Remote Work Readiness Insights from MSPs](https://blog.humanizeit.biz/remote-work-readiness-insights-from-msps) By [Myles Olson](https://blog.humanizeit.biz/author/myles-olson) on Mar 18, 2020 [![](https://www.managedservicesplatform.com/hubfs/covid-19-remote-work.jpg)](https://blog.humanizeit.biz/remote-work-readiness-insights-from-msps) Thoughts from our Covid-19 Remote Work Readiness Webinars We're certainly living in unprecedented times right now. With many businesses looking to stay productive while sending staff home to work, there's never been a time when technology has been so crucial to the economy. **Now is the time for MSPs and IT Solutions Providers to leadership with technology solutions that will save their clients**.  ###### Topics: [IT Client Engagement](https://blog.humanizeit.biz/topic/it-client-engagement) [Win New Clients](https://blog.humanizeit.biz/topic/win-new-clients) [All posts](https://blog.humanizeit.biz/all) [Next](https://blog.humanizeit.biz/topic/it-client-engagement/page/2) [![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) ### Sign up for updates ### Featured ### Pick a topic, any topic. - [Recent Posts](https://blog.humanizeit.biz) - [QBR](https://blog.managedservicesplatform.com/topic/qbr#topic) - [vCIO](https://blog.managedservicesplatform.com/topic/vcio#topic) - [Client Success](https://blog.managedservicesplatform.com/topic/client-success#topic) - [Technical Account Manager](https://blog.managedservicesplatform.com/topic/technical-account-manager#topic) - [Humanize IT podcast](https://blog.managedservicesplatform.com/topic/humanize-podcast#topic) ##### PRODUCT PRODUCT - [IT Client Engagement](https://www.humanizeit.biz/it-client-engagement) - [IT CRM](https://www.humanizeit.biz/strategic-msp) - [IT Sales](https://www.humanizeit.biz/it-sales) - [Pricing](https://www.humanizeit.biz/pricing-old-877) ##### QBR TOOLKIT QBR TOOLKIT - [QBR Discussion Points Checklist](https://info.humanizeit.biz/qbr-discussion-points-checklist) - [Executive QBR Power Questions](https://info.humanizeit.biz/executive-qbr-power-questions) - [Remote QBR Checklist](https://info.humanizeit.biz/remote-qbr-checklist) - [QBR Annual Playbook](https://info.humanizeit.biz/qbr-annual-playbook) - [QBR Time Calculator](https://info.humanizeit.biz/qbr-time-calculator) ##### RESOURCES RESOURCES - [Peer Groups](http://www.managedservicesplatform.com/peer-groups) - [Upcoming Events](https://www.humanizeit.biz/upcoming-member-events) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Win New Clients with IT Audits](https://www.humanizeit.biz/win-new-clients-resources) - [Upsell Clients with QBRs](https://www.humanizeit.biz/expand-existing-clients-resources) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [Structure vCIO Operations](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) ##### BLOG BLOG - [Quarterly Business Review - QBR](https://blog.managedservicesplatform.com/topic/qbr) - [Virtual CIO - vCIO](https://blog.managedservicesplatform.com/topic/vcio) - [IT Account Management](https://blog.managedservicesplatform.com/topic/it-account-management) - [IT Consultative Sales](https://blog.managedservicesplatform.com/topic/it-consultative-sales) - [Cyber Security](https://blog.managedservicesplatform.com/topic/cybersecurity) [![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png "HIT white powerd by msppng")](https://blog.humanizeit.biz/) - [Terms](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) Copyright © 2020 Humanize IT