MSP Report Card

MSP Report Card helps MSPs standardize client communication, automate meeting preparation, and create a consistent cadence for account managers through one strategic client management platform.  

  • Overview

  • Support

MSP Report Card is the operating system MSPs use to manage and scale client relationships. It helps MSPs standardize monthly client reviews, QBRs, strategic planning, executive reporting, and ongoing accountability through one branded client portal.

Most MSPs deliver valuable work, but clients rarely see or understand that value. Traditional client meetings often become reactive, overly technical, or focused only on tickets and metrics. MSP Report Card transforms those conversations into business-focused discussions that help clients understand technology risks, strategic priorities, budgets, and long-term planning.

The platform provides a structured framework for account managers and leadership teams to run consistent monthly meetings, quarterly business reviews, annual technology reviews, strategic roadmaps, technology assessments, budgeting discussions, and client accountability programs. Instead of building reports, presentations, and meeting agendas from scratch, MSPs can leverage a repeatable system that improves communication, increases client engagement, and strengthens trust.

By turning behind-the-scenes IT work into visible, strategic value, MSP Report Card helps MSPs improve client retention, increase executive engagement, uncover growth opportunities, and position themselves as trusted business advisors rather than reactive IT vendors.

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.   

Details

Overview

MSP Report Card is the operating system MSPs use to manage and scale client relationships. It helps MSPs standardize monthly client reviews, QBRs, strategic planning, executive reporting, and ongoing accountability through one branded client portal.

Most MSPs deliver valuable work, but clients rarely see or understand that value. Traditional client meetings often become reactive, overly technical, or focused only on tickets and metrics. MSP Report Card transforms those conversations into business-focused discussions that help clients understand technology risks, strategic priorities, budgets, and long-term planning.

The platform provides a structured framework for account managers and leadership teams to run consistent monthly meetings, quarterly business reviews, annual technology reviews, strategic roadmaps, technology assessments, budgeting discussions, and client accountability programs. Instead of building reports, presentations, and meeting agendas from scratch, MSPs can leverage a repeatable system that improves communication, increases client engagement, and strengthens trust.

By turning behind-the-scenes IT work into visible, strategic value, MSP Report Card helps MSPs improve client retention, increase executive engagement, uncover growth opportunities, and position themselves as trusted business advisors rather than reactive IT vendors.

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.