Built for managed service providers
MSP QBR Software & Client Reporting
Show progress. Agree on what comes next.
Pipsqueak Pro combines assessment evidence, client-ready reporting, and dedicated QBR workflows so MSPs can lead recurring reviews around business priorities and measurable progress.
What is an MSP QBR?
A quarterly business review is a recurring conversation about the client’s business goals, technology progress, risks, and next investments. The useful outcome is an agreed set of priorities, owners, and next actions.
How does Pipsqueak support QBRs?
Use assessments to establish a baseline, organize findings, and document what improved. Pipsqueak’s dedicated QBR workflows support reusable review templates and priorities, while executive and technical reports explain the supporting evidence.
What belongs in a client review?
Begin with changes in the client’s business. Review progress on prior commitments, explain the most relevant findings, and choose the next priorities together. Keep technical detail available, but connect each proposed action to a business impact.
Can the same platform support sales and retention?
Pipsqueak connects external risk prospecting, deeper assessments, reporting, and QBRs. The assessment that supports the initial proposal can become a baseline for later reviews, helping the client see how priorities and conditions change.
Are QBR workflows included in the free edition?
Dedicated QBR workflows are included with Pipsqueak Pro at $250/month and during the 15-day Pro trial for new accounts. Community remains free and includes its own assessment and watermarked-report features.
How do you start a QBR workflow?
Choose a client, confirm the business priorities, collect an authorized assessment baseline, and prepare a short list of decisions. Use the review to agree on the next actions and revisit those commitments at the following meeting.
Explore the rest of the workflow
- MSP network assessments
- MSP lead magnets
- Try the live Attack Surface Scan
- Meet Steve Haviland, founder of Pipsqueak
Free Community edition. New accounts include a 15-day Pro trial. Pro is $250/month.