Lead a stronger QBR — with a fraction of the prep.
Corei assembles recurring issues, service trends, project outcomes, and the talking points your vCIO actually needs — grounded in the customer's own data. Walk into the meeting ready to lead the conversation, not narrate slides.
- ~6 hrs
- saved per QBR prep cycle
- 1 click
- from data to draft deck
- 100%
- of points cite the source
Cobalt's ticket volume dropped 18% QoQ to 318 tickets. SLA finished at 99.1% (up from 98.4%), and CSAT held at 4.8. The two recurring categories — printer fleet incidents and Citrix login latency — both trended down after the March runbooks shipped.
Each tab shows what Corei assembled. Click Edit to refine before the AM walks into the meeting.
Why MSPs change their QBR process
QBRs deserve more than a screenshot dump.
Before
vCIO spends a day per account stitching PSA, RMM, and finance exports into slides.
With Corei
Corei pulls the full quarter from every connected system in seconds.
Before
Recurring issues hide in ticket noise — the same printer or VPN problem returns each quarter.
With Corei
Pattern detection clusters tickets by asset, site, and root cause across the quarter.
Before
Slides recap what happened. Customers want to know what to do next.
With Corei
Every section ends with a recommended action, owner, and expected outcome.
Anatomy of a Corei QBR
Six sections, every one grounded in the customer's data.
Each block is assembled from live PSA, RMM, project, and finance data — never templated filler. Citations link every claim back to the source ticket, project, or device.
Service trends
Tickets opened/closed, SLA, CSAT, MTTR — quarter over quarter with deltas explained in plain English.
Recurring issues
Pattern clusters across assets, sites, and users so the same fire isn't fought next quarter.
Project outcomes
What shipped, what slipped, what's queued — with hours burned versus budgeted.
Security & risk
Patch compliance, MFA coverage, EOL devices, and outstanding remediation surfaced as risks to discuss.
Asset health
Devices nearing refresh, warranties expiring, capacity ceilings — turned into renewal conversations.
Recommendations
Specific upgrades, services, and process changes — each tied to evidence from the quarter.
How it comes together
From customer name to ready-to-present in four steps.
01
Pick the account and the quarter
Stonebridge MSP · Cobalt Tooling · Q2 FY26. Corei pulls the window from every connected system.
02
Corei drafts the deck
Service trends, recurring issues, project outcomes, security posture, and renewal opportunities — assembled in under 60 seconds.
03
Review and shape the narrative
Add context, suppress sensitive items, promote a recommendation to a headline. Corei re-flows around your edits.
04
Export, present, and track follow-through
Send as PDF, slides, or a customer-portal page. Recommendations become tracked actions in your PSA.
Ask Corei
"What should I bring to the Cobalt QBR?"
Skip the slide template. Ask the question the way your vCIO would, and Corei returns a prioritised list of talking points — each one cited, weighted, and ready to add to the deck.
- Cites every claim back to tickets, projects, or assets.
- Flags risks and renewal opportunities the customer hasn't seen.
- Suggests the right owner from your team for each follow-up.
Corei · QBR prep
What should I bring to the Cobalt Tooling QBR next Thursday?
Five things stand out for Cobalt Q2:1. SLA climbed to 97.4% after dispatch rework — lead with the win.2. Print fleet: 11 tickets across Riverside, North, and HQ — propose refresh (RFP draft ready).3. M365 tenant project slipped 2 weeks — explain root cause, new date Aug 14.4. 6 devices past EOL warranty — quote attached, $14,200.5. Patch compliance dipped to 91% on remote laptops — recommend Intune rollout.
Deck preview
A ready-to-present narrative, not a screenshot dump.
SLIDE 01
Quarter at a glance
Headline metrics, deltas vs last quarter, and the single most important story.
SLIDE 02
Service performance
Tickets, SLA, CSAT, MTTR with site and team breakdowns.
SLIDE 03
Recurring issues
Pattern clusters with affected users, sites, and proposed remediation.
SLIDE 04
Projects & outcomes
Shipped, in flight, at risk — with hours burned vs budget.
SLIDE 05
Security & compliance
MFA coverage, patch compliance, EOL devices, and risk register movement.
SLIDE 06
Roadmap & investment
Recommended initiatives next quarter with estimates and expected outcomes.
Recommendation engine
Every QBR ends with what to do next.
Corei turns evidence from the quarter into specific recommendations with owners and expected impact. Approved items become tracked actions inside your PSA — so next quarter's review opens with whether they happened.
Cadence on autopilot
Schedule QBRs per account at any rhythm — monthly, quarterly, or annually. Corei assembles a fresh draft on schedule.
Customer-ready language
Tone tuned for executives, not engineers. Corei rewrites jargon and keeps acronyms defined.
Track follow-through
Every recommendation becomes an action in your PSA. Last quarter's wins (and misses) lead off the next deck.
QBR Insights
Walk into the next review ready to lead the conversation.
Bring us a real customer account and a real quarter. We'll show you the draft QBR Corei would produce — recurring issues, recommendations, and all — in your demo.