M.01Early Adopter Program · in build

QBR Automation.

QBRs that protect the renewal.

Auto-generated quarterly business reviews from your PSA + RMM data, in plain business language. Health scores, talking points, forward roadmap — every account, every quarter.

●Defends renewals · $4.5K setup · $1.2K/mo

Book onboarding call→See pricing

Early Adopter Program · 12-month commit

Early adopter 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
Pricing	$4.5K setup · $1.2K / month