--- title: "QBR: IT Services Assessment | Humanize IT" description: Your clients want to receive value from the technology they invest in. Focus on using solutions that will help their organization and apply the technology that they already have by using this assessment. image: https://www.managedservicesplatform.com/hubfs/qbr/QBR-%20IT%20Services%20Assessment.jpg --- ### [LOGIN](https://tool.managedservicesplatform.com/#/login) | [HELP](https://help.managedservicesplatform.com/)**  [![UNICORNS ARE REAL](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3)** Search Site Search [![logo-hit-mspl-white-horizontal-01-1](https://info.humanizeit.biz/hs-fs/hubfs/logo-hit-mspl-white-horizontal-01-1.png?width=919&height=170&name=logo-hit-mspl-white-horizontal-01-1.png)](https://www.managedservicesplatform.com/) [![logo-hit-mspl-white-horizontal-01-1](https://info.humanizeit.biz/hs-fs/hubfs/logo-hit-mspl-white-horizontal-01-1.png?width=919&height=170&name=logo-hit-mspl-white-horizontal-01-1.png) logo-hit-mspl-white-horizontal-01-1](https://www.managedservicesplatform.com/) - [Pricing](https://www.humanizeit.biz/pricing) - [Education](https://www.humanizeit.biz/events) - Humanize IT Podcast - [Youtube](https://www.youtube.com/playlist?list=PLDUiMI4qjlJGa1zA1pwy6-avqM8D3I4OE) - [Spotify](https://open.spotify.com/show/3HRZBruDAP9oyVnloUHABO) - [Apple](https://podcasts.apple.com/us/podcast/humanize-it/id1511560088) - [2024 Weekly Schedule](https://www.humanizeit.biz/events) - On-Demand Webinars - [3 Award-Winning Technologies to Evolve your MSP](https://info.humanizeit.biz/3-award-winning-technologies-to-evolve-your-msp) - [Compliance for Engineers](https://info.humanizeit.biz/compliance-for-engineers) - [Pentesting and Profits](https://info.humanizeit.biz/pentesting-and-profits) - [Your Website is Rubbish](https://info.humanizeit.biz/webinar-your-website-is-rubbish) - [Youtube Webinar Playlist](https://youtube.com/playlist?list=PLDUiMI4qjlJFkYjXQSPwCtmAnK1hFogHR) - [Automate All Your QBRs](https://info.humanizeit.biz/automate-all-your-qbrs) - Free Tools - [Asset Recycling Program](https://www.humanizeit.biz/eol) - [IT Warranty Lookup (Beta)](https://warranty.humanizeit.biz) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Meeting Maker](https://meeting-maker.humanizeit.biz/) - [Resources](https://www.humanizeit.biz/expand-existing-clients-resources) - [Coaching](https://www.humanizeit.biz/coaching) - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources) - [Win New Clients](https://www.humanizeit.biz/win-new-clients-resources) - [Structure AM/vCIO Operation](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [HIT Knowledge Base](https://help.humanizeit.biz) - Demo Personas - [The Dispatch](https://app.managedservicesplatform.com/clients/8963/home/public/sc-e6d2ab31-6cab-47c0-a47c-a2cfeb969405) - [Streamlined QBR](https://app.managedservicesplatform.com/clients/8963/home/public/sc-f63143e0-3b3a-479e-91a4-835a18b60516) - [CISO](https://app.managedservicesplatform.com/clients/8963/home/public/sc-8365f6b2-2bf3-4ddf-a80c-1515685af50e) - [Annual Budget](https://app.managedservicesplatform.com/clients/8963/home/public/sc-b59d26eb-c3e3-43c6-94fa-3a4f4bb82432) - [About](https://www.humanizeit.biz/about) - [AI Open Letter](https://www.humanizeit.biz/ai-open-letter) - [Testimonials](https://www.humanizeit.biz/testimonials) - [Terms and Conditions](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) - [Security | SOC2](https://www.humanizeit.biz/security) [REQUEST DEMO](https://info.humanizeit.biz/humanize-it-platform-demo) ### [LOGIN](https://tool.managedservicesplatform.com/#/login) | [HELP](https://help.managedservicesplatform.com/)**  [![UNICORNS ARE REAL](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/d93d8ae5-f67c-45b4-8ba6-ae32d30f5ce3)** Search Site # QBR: IT Services Assessment #### Overview: Your clients don’t want another spreadsheet. They want to know that you are working on technology solutions that will actually help them. This assessment will help you see where your client is at on their technology journey by looking at their company’s infrastructure to find any gaps or missing steps. Your clients may not have the tools to succeed, which is where you—the MSP—can save the day. Identify how you can truly make their company better with technology and prove your value. Since you are your client’s partner, our assessment makes it easy for you to go through this step-by-step with them to ensure the best results. #### When to use this? - When looking at what technology your client currently uses - Before having your client implement new technology #### How to use this? - Use this to assess your client’s current technology use - Take the information from this assessment and help their technology use be beneficial for their business   ### Download the QBR: IT Services Assessment [![Humanize IT powered by msp](https://www.managedservicesplatform.com/hubfs/Humanize%20IT%20powered%20by%20msp.png)](https://info.humanizeit.biz/) [**#UNICORNSAREREAL**](https://www.managedservicesplatform.com/unicorns-are-real) **![SOC 2](https://www.managedservicesplatform.com/hubfs/SOC%202.png)**     [facebook-square](https://www.facebook.com/humanizeit) [twitter](https://twitter.com/MSPlatformIT) [linkedin-in](https://www.linkedin.com/company/humanizeit/) [youtube](https://www.youtube.com/humanizeit) © 2026 Humanize IT - 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[IT Warranty Lookup (Beta)](https://warranty.humanizeit.biz) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Meeting Maker](https://meeting-maker.humanizeit.biz/) - [Resources](https://www.humanizeit.biz/expand-existing-clients-resources) - [Coaching](https://www.humanizeit.biz/coaching) - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources) - [Win New Clients](https://www.humanizeit.biz/win-new-clients-resources) - [Structure AM/vCIO Operation](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [HIT Knowledge Base](https://help.humanizeit.biz) - Demo Personas - [The Dispatch](https://app.managedservicesplatform.com/clients/8963/home/public/sc-e6d2ab31-6cab-47c0-a47c-a2cfeb969405) - [Streamlined QBR](https://app.managedservicesplatform.com/clients/8963/home/public/sc-f63143e0-3b3a-479e-91a4-835a18b60516) - [CISO](https://app.managedservicesplatform.com/clients/8963/home/public/sc-8365f6b2-2bf3-4ddf-a80c-1515685af50e) - [Annual Budget](https://app.managedservicesplatform.com/clients/8963/home/public/sc-b59d26eb-c3e3-43c6-94fa-3a4f4bb82432) - [About](https://www.humanizeit.biz/about) - [AI Open Letter](https://www.humanizeit.biz/ai-open-letter) - [Testimonials](https://www.humanizeit.biz/testimonials) - [Terms and Conditions](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) - [Security | SOC2](https://www.humanizeit.biz/security) ##### PRODUCT - [IT CRM](https://www.managedservicesplatform.com/it-crm) - [IT Sales](https://www.managedservicesplatform.com/it-sales) - [Pricing](https://www.managedservicesplatform.com/pricing) ##### QBR TOOLKIT - [QBR Discussion Points Checklist](https://info.humanizeit.biz/qbr-discussion-points-checklist) - [2 Questions for QBRs](https://info.humanizeit.biz/hit-2-questions-for-qbr) - [QBR: FREE Infrastructure Assessment (PDF)](https://info.humanizeit.biz.com/qbr-infrastructure-assessment) - [QBR: FREE IT Services Assessment (PDF)](https://info.humanizeit.biz/qbr-it-services-assessment) - [QBR: FREE NIST Cyber Security Overview (PDF)](https://info.humanizeit.biz/qbr-nist-cyber-security-overview) - [QBR: FREE Strategic Business Review (PDF)](https://info.humanizeit.biz/qbr-strategic-business-review) - [FREE Annual Strategic Report (PDF)](https://info.humanizeit.biz/qbr-annual-strategic-report) - [QBR Time Calculator](https://info.humanizeit.biz/qbr-time-calculator)   ##### RESOURCES - [Coaching](https://www.managedservicesplatform.com/coaching-managed-services-platform) - [Peer Groups](https://www.managedservicesplatform.com/peer-groups) - [Upcoming Events](https://www.managedservicesplatform.com/upcoming-member-events) - [QBR Toolkit](https://www.managedservicesplatform.com/qbr)   ##### Best of the Podcast - [Mastering Operational Leadership](https://youtu.be/Qq6BMZt9TLw) - [The Singularity of Hope: A New Perspective on AI](https://youtu.be/2rv-tl5pAKw) - [Mastering Operational Leadership for MSPs](https://youtu.be/UZw0NW2jYGw) - [Why Don't MSPs Market Themselves](https://youtu.be/vWgNNCZ9apQ)