Start from current data
Use the client baseline already inside Scopable instead of rebuilding the account story for every review.
QBRs, roadmaps, budget decisions, follow-through.
vCIO software for MSPs.
Scopable helps vCIOs and strategic operators turn current client data into QBRs, roadmaps, risk decisions, budget conversations, and quote-ready follow-up work.
Built for 10 to 60 person MSPs where the owner, vCIO, or senior account lead is tired of rebuilding the client story from tickets, admin portals, and memory.
The job
Make the client review about decisions, not deck assembly.
Pick the decision
Turn gaps, risks, renewals, and roadmap items into a short list of choices the client can approve or decline.
Carry the answer forward
Send the QBR output into follow-up work, budget planning, quote scope, or accepted-risk history.
Product workflow
A verified QBR workflow, from template to export.
These are the current QBR module stages documented in the authenticated app. No tenant data is reproduced, and no staged screenshot is standing in for proof.
Product state checked July 20, 2026
- 01
Choose the template
Start from a reusable QBR template instead of rebuilding the meeting from a blank deck.
- 02
Select the client
Tie the review to a real client record so the baseline is not floating around in a slide file.
- 03
Pull the baseline
Auto-populate sections from Scopable data, including assessments, compliance posture, opportunities, and agreements.
- 04
Tighten the decisions
Review the sections, add notes, and turn the meeting toward budget, risk, roadmap, or follow-up work.
- 05
Export the review
Generate the client-ready QBR document after the content has been reviewed and adjusted.
Inputs and outputs
The QBR is only as useful as the data behind it.
PSA context
ConnectWise Manage is active for client, contact, opportunity, agreement, and quote-adjacent context. HaloPSA is available in gradual rollout, and only one PSA can be active at a time.
Microsoft 365 posture
Tenant-level Microsoft 365 sync supports customer mapping, users, license data, MFA posture, and GRC evidence feeds.
Assessment and compliance data
Scopable QBR sections can use assessment results, compliance scores, opportunities, agreements, and roadmap context already in the account.
Meeting output
The QBR module supports reusable templates, guided creation, section review, and PDF or presentation export.
Current boundary
What the product does today and what still needs a human.
Scopable is not a client portal replacement. Portal signals can feed strategy, but the QBR still needs an owner and a decision record.
RMM device and posture depth depends on the connectors enabled for your account. Test your exact client stack during the trial.
HaloPSA rollout can vary by account, and it cannot run at the same time as ConnectWise Manage.
The page does not show a fabricated product screen. Real QBRs contain tenant and client data, so this page uses a verified workflow map instead of a staged screenshot.
Useful next reads
Build the buying path around the real constraint.
MSP QBR template
Use this when the meeting format is the problem and you need a tighter agenda.
Read the guideQBR prep system
Use this when the real bottleneck is pulling the same data from four places every quarter.
Read the guideClient roadmaps
Use this when roadmap maintenance is where good advice starts leaking out of the account plan.
Read the guidevCIO pricing
Use this when advisory work is already happening but the MSP has not priced the delivery cost.
Read the guideQuestions worth asking
vCIO software FAQ
Need connector detail? Read the HaloPSA integration page and the Microsoft 365 integration page.
Start with one real client
See whether the QBR creates action.
Bring the client whose roadmap is already scattered across notes, tickets, spreadsheets, and last quarter's promises.