Automated MSP QBR Scheduling and Prep
Every Monday, WebRun checks ConnectWise for clients due a quarterly business review, drafts a scheduling email in Gmail, pulls ticket volume and agreement health into a QBR prep summary, and posts your account team the week's QBR pipeline in Slack.
How do I automate MSP quarterly business review scheduling and prep?
Each Monday, WebRun checks ConnectWise for clients due a quarterly business review, drafts a scheduling email in Gmail for the account manager to send, creates a tentative Google Calendar placeholder, and posts the week's QBR pipeline in Slack with a ticket-and-SLA prep summary attached to each client.
- Every client gets a QBR within 90 days without anyone tracking it manually
- Account managers arrive at each meeting with a full data briefing from ConnectWise
- QBR scheduling takes seconds instead of a half-day of email back-and-forth
Built for managed service providers · MSP account managers · IT service businesses · vCIO teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
home.connectwise.comin a real browser with your saved login - no setup, no API keys. -
1
ConnectWise - find clients due for QBR
connectwise.com
WebRun opens ConnectWise to find clients due for QBR. - Open ConnectWise Manage and review Agreements for clients whose last QBR note is older than 75 days
- Capture each client's name, account manager, contract value, ticket volume last quarter, and open issues
- Pull a brief summary of the last quarter: tickets opened, SLA performance, and any recurring issues
- Skip clients who already have a QBR booked in the next 30 days
Done when Every client due a QBR this quarter is listed with their account summary and account manager.
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2
Gmail - draft scheduling emails
gmail.com
WebRun opens Gmail to draft scheduling emails. - Draft a QBR scheduling email for each client, addressed to the primary business contact
- Include three suggested meeting windows in the body
- Leave every draft unsent in the account manager's Drafts folder for review before sending
Done when A ready-to-review QBR scheduling draft exists in Gmail for every due client.
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3
Google Calendar - check availability and create placeholders
calendar.google.com
WebRun opens Google Calendar to check availability and create placeholders. - Check the account manager's calendar for open slots in the coming three weeks
- Create a tentative placeholder event titled 'QBR: [Client]' for each open slot identified
- Mark the event as tentative so it can be confirmed once the client responds
Done when A tentative calendar placeholder exists for each upcoming QBR.
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4
Slack - post the QBR pipeline to the team
slack.com
WebRun opens Slack to post the QBR pipeline to the team. - Post this week's QBR pipeline to the account management channel
- List each client, their account manager, and whether a draft and placeholder are ready
- Flag any client who has had no QBR in more than 90 days as overdue
Done when The account team has this week's QBR pipeline with status flags in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the QBR scheduling email to clients automatically?
No. WebRun drafts every scheduling email in Gmail and leaves it in the account manager's Drafts folder. The account manager reviews and sends it, so every client communication goes out with a human sign-off.
How does it know when a client is due for a QBR?
It checks ConnectWise for clients whose last QBR activity note is older than 75 days, giving you a comfortable run-up to the 90-day target. Any client with a QBR already booked in the next 30 days is skipped.
What data goes into the prep summary?
It pulls last quarter's ticket volume, SLA performance, any recurring issues, and contract value from ConnectWise. That gives the account manager a complete briefing before the meeting without manual digging.
Related templates
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