The Trusted Training You Need
Get the Formula and Templates for Revenue Generating Business Reviews You and Your Clients Will Enjoy
Live Learning
For MSPs, MSSPs, CSPs, & BSPs
3-Hours
The traditional QBR, or worse the TBR, forces you into an uncomfortable conversation that your clients dread. One simple change to the script can thrill your clients while also making cross-selling, upselling and project selling painless, even enjoyable. You can master it in one afternoon; we’ll show you how and give you the templates.
Date:
October 15, 2025
Time:
1 PM EASTERN
Place:
Online
This Workshop Is for MSPs That Want Engaging, Money Making QBRs.
The problem we’ve found with QBRs is that your clients don’t like them. Getting them to meet with you is a challenge and when they do, they either aren’t interested or are too junior to make decisions.
Does this sound familiar?
Every day this continues, you’re leaving thousands in potential revenue on the table from clients who already know, like, and trust you. Even worse you are opening the door to another MSP to swoop in and take your client: at a higher price point.
Your technical expertise—the very thing you’ve invested years in perfecting— is essential to your business but has become the ceiling that limits your growth… rather than the foundation that supports it.
The good news:
There is a better way to do QBRs, it is very learnable, and in this workshop, we will teach it to you AND give you the templates to start doing them immediately.
You CAN Turn Quarterly Business Reviews into Strategic Business Reviews They Love.
Imagine the transformation awaiting your business:
From awkward tech-focused reviews to meaningful business conversations where clients lean forward with interest instead of crossing their arms defensively.
From talking exclusively to IT staff to engaging with CEOs and key decision-makers who actively seek your perspective on business strategy and competitive advantage.
From being seen as a vendor to becoming a trusted business advisor who’s welcomed as a peer in strategic planning sessions where business decisions worth millions are being made.
From struggling with sales pitches to having natural value conversations that demonstrate worth transcending traditional IT metrics.
When you break through this ceiling, a bunch of things happen:
- Price discussions shift from cost to value
- Cross-selling becomes natural rather than pushy, and
- Client retention strengthens
You’ll transition from the “necessary IT expense” into the “strategic technology partner” whose invoices are approved without question… because you’ve fundamentally changed how decision-makers perceive your contribution to their business success.
The days of defending your rates will be replaced by confidence in commanding premium prices that reflect your true strategic value.
Experience the Relief of Walking Into Client Business Reviews With Confidence and Excitement
Join the Elite Circle of MSP Leaders Who’ve Broken Through the Technical Vendor Ceiling
- Join the elite circle of MSP leaders who’ve broken through the “technical vendor ceiling” — now welcomed as peers in strategic planning sessions where business decisions worth millions are being made
- Become the trusted advisor who walks confidently into the CEO’s office with business insights that provoke meaningful discussion — rather than the technical vendor who’s only called when systems break down
Transform from the “necessary IT expense” into the “strategic technology partner” whose invoices are approved without question — because you’ve fundamentally changed how decision-makers perceive your contribution to their business success
Brought to You By Experts With Practical Knowledge
Jeff Loehr
Joe Rojas
What the Workshop Looks Like
We show you how the model works, give you examples, give you an opportunity to practice (with feedback) and answer all your questions.
This workshop unlocks tens of thousands of dollars in revenue and gives you the basis to double (or more) your price.
This is the EXACT SBR (QBR) process that
William Kohl from F1IT used to double his business, adding $20,000 MRR while reducing his client load.
Rob from Seaglass used to increase his business 152%, $60,000+ MRR.
Mike from Agiliti followed when the technician who came to the meeting realized that he was too junior and stepped out to bring in the CEO.
We can’t guarantee that you will increase revenue with this model, but we can guarantee that growing is harder without it.
Walk Away With Tools You Can Use
This isn’t a theory workshop. You’ll walk away with tools that impress clients and prospects:
MSPs use this strategy to close thousands to millions of dollars in business.
You may be able to walk or click out of the workshop, and into a client meeting to sell $10,000-$20,000 on the same day (we cannot guarantee this will happen, but it’s possible!)
But we aren’t charging
$10,000
or $5,000
or EVEN $1,000
This workshop, templates, and tools is yours for only
$497
Space is limited so that we can ensure a personalized experience
so sign up now while you can.
you don’t want to miss it.
Here’s what past participants say about our workshops
SGM Family, Wanted to follow up and reiterate and celebrate another amazing event put on by the SGM Team. We look forward to working with you in so many ways.
Start Grow Manage has helped me build a team I can rely on to help me grow the business… they’ve helped us grow and have years of expertise… without them, I can’t imagine where I’d be.
Absolutely highly recommended, people! I’m doing this course now, enjoying every moment and getting business results without even finishing it!
Like everything we do, this workshop is backed up by our Coffe Klatch guarantee.
If you don’t like it, let us know before the end of the workshop and we give you your money back. Plus, $10 to take a friend out to coffee.