M.01Founding cohort · in build

The Operator Brief.

The recurring client intelligence, prepared before you sit down.

Synthesis over CRM + PSA + RMM — health, risk, and the three moves that matter, ready before the review. The QBR is one use of it, not the headline.

●Defends the renewal

Book onboarding call→See how we work

Founding cohort · deliverables in writing

Founding cohort preview · Module 01 build

The problem

Owners we talk to describe the QBR as the moment relationships are won or lost.

Most QBRs read like reports. The customer reads them as the answer to one question: are these people thinking about my business? A recap doesn't answer that. A recommendation, grounded in the relationship, is the difference between a vendor and a partner.

What’s in the box

What this delivers.

→Auto-generated QBR opening for every scheduled review
→Service-health summary against SLA, in plain business language
→Three strategic recommendations per QBR, ranked by revenue impact
→Engagement cadence read across every customer contact
→QBR readiness score, updated weekly
→PSA write-back: QBR drafts attached to customer record
→Slack / Teams digest — week-of QBR queue
→Customer-facing PDF export, branded to your firm

Spec sheet

The honest details.

What runs, where, on what data, with what latency. No black box.

Data sources	PSA · RMM · Calendar (read-only)
Refresh cadence	Weekly score · Quarterly QBR drafts
Setup	2 weeks · concierge onboarding
Where it runs	Catalyst infra · SOC 2 Type II in progress · US-only
Customer data	Never used to train cross-MSP models
Data retention	13 months rolling · purged on offboard

Guides & playbooks

Go deeper on M.01.

Practical, no-login playbooks on the work The Operator Brief automates. Read online or download as a PDF.

How to Automate QBRs for an MSP

A practical playbook for automating quarterly business reviews across your managed clients — pull from your PSA and RMM, standardize the format, and get prep under 30 minutes per account.

Read guide →PDF ↓

How to Unify ConnectWise and NinjaOne Data

Your PSA and RMM each hold half the picture. Here's how to join ConnectWise and NinjaOne data on a shared client key so you can report on health, value, and risk per account — without exporting CSVs.

Read guide →PDF ↓

What Does MSP QBR Automation Cost?

What actually drives the cost of automating QBRs — the labor math, the managed-service structure, and why the honest answer is scoped to your book rather than printed on a rate card.

Read guide →

The five modules