Traditional QBRs just recap past activity and don’t drive renewals or growth.

Managed Business Optimization (MBO) replaces the slide deck with a live, read-only working session using the client’s actual data. In about an hour, you show what they’re using, where they’re losing money, who owns each decision, and what to do next, and you leave with a prioritized action plan.

MBO sessions surface an average of $27,400 in savings, with 94% finding more than $20,000, and the first opportunity typically appears within 27 minutes.

On July 15th, David Bopst and Kevin Lancaster will walk through the full MBO model, why traditional QBRs fail, and how to use this approach to convert customers, win prospects, and deliver measurable value in every conversation.

What you'll learn:

• How to evolve from the traditional QBR to the MBO model
• How to use MBO as a sales tool with current customers and with prospects
• The mechanics of running a business optimization review start to finish
• How to bring AI into the MBO conversation your clients are already asking about
• How to put the new customer-facing and prospect-facing one-pagers to work right away

Who should attend?

MSP owners, finance leaders, IT managers, and anyone responsible for customer renewals or new business. You'll find this particularly valuable if you're looking to move beyond status updates and start delivering strategic, revenue-generating business reviews that clients actually want to attend.