Kendra Schaber spent hours each week creating slide decks for client meetings. She knew there was a problem when she saw her clients’ eyes glaze over while she was presenting. This was the catalyst for Schaber to overhaul Alt-Tech’s QBR reporting process. To streamline report preparation and increase the “wow” factor for her clients, Schaber turned to Lifecycle Insights.
The Partner: Alt-Tech Inc.
Alt-Tech Inc. is a leading IT company and trusted MSP based out of Sherwood Park, Alberta. For over 15 years, Alt-Tech has provided businesses in Edmonton with vCIO services, cybersecurity solutions, and IT management.
Schaber — the Client Services Manager at Alt-Tech — oversees client meetings and QBR reports. She provides vCIO services to clients, including advice about hardware upgrades, warranties, IT spending, and timelines. Schaber works directly with clients to evaluate risk and provide IT solutions for business problems.
The Problem: A Lack of Client Engagement in vCIO Meetings
Alt-Tech had an existing process for running QBR meetings with their clients. This included standardized reports and a templated slide deck to share critical data and action items. It was a time-consuming, manual process to create these slide decks. If Schaber had four client meetings in a week, she would spend a full day preparing decks. The process wasn’t sustainable or scalable.
Beyond the manual effort involved, Schaber could sense her presentations weren’t making an impact. Despite her technical expertise, client engagement was low — often, her advice was not prioritized or followed. Her presentations lacked the crucial “wow” factor that keeps clients engaged.
Upon returning to the office, Schaber wanted to overhaul how she ran client meetings — all to spark more engagement and generate client buy-in. She got the green light from leadership to revamp the meeting process and overhaul their approach to client engagement.
The Solution: Elevated QBR Reporting with Lifecycle Insights
Alt-Tech was already a ScalePad Partner utilizing Lifecycle Manager to manage client relationships. It was their single source of truth for all client hardware and warranty information. Schaber reviewed ScalePad’s suite of tools and identified Lifecycle Insights as the missing piece for QBR reporting.
Using Lifecycle Insights, Schaber revamped Alt-Tech’s client meetings and QBR reporting process. She leveraged the built-in vCIO tools to transition from manual to automated inputs, saving time with each report. This lets Schaber create more insightful QBRs backed by real-time data with real budgets — all in a fraction of the time.
After overhauling the QBR reporting process using Lifecycle Insights, Schaber created sleek, digestible client-facing reports. These reports include key insights, action items, budgets, and timelines.
The Results: Increased Client Buy-In While Saving 6 Hours Per Week on Prep
Immediately after presenting her new QBR reports to clients, Schaber saw increased client engagement. With Lifecycle Insights, Schaber saved six hours per week on slide decks and noticed clients were more active in calls.
Backed by real-time data in an easy-to-read format, these reports drive client buy-in. Schaber notes her clients have been much more receptive to insights and action items, especially around long-term planning and budget forecasting.