TechAlign leverages AI to generate thorough Quarterly Business Review (QBR) content, streamlining client communication for Managed Service Providers. However, every client is unique. Customizing and refining these QBR drafts ensures you present insights tailored to each customer’s environment and priorities. Here’s how to efficiently edit and personalize AI-generated QBRs within TechAlign.
Accessing AI-Generated QBRs
Log in to your TechAlign account and select the relevant client workspace.
Navigate to Assessments, then click the completed assessment used for the QBR.
Choose the QBRs tab and open the AI-generated report for editing.
Editing Key QBR Sections
Refine AI-generated recommendations, project lists, and risk summaries to align with client-specific requirements. Focus on:
Adjusting technical language for executive clarity
Highlighting immediate risks and strategic opportunities
Tailoring recommendations to client industry or priorities
Using QBR Templates for Customization
TechAlign offers multiple QBR templates for different client contexts. To further customize:
Select a template matching your client’s sector or QBR objectives.
Edit AI sections, insert personalized content, and rearrange report components as needed.
Collaboration and Finalization Tips
Invite Alignment Engineers or vCIOs to review and co-edit QBRs
Track changes for transparency and approval workflow
Preview the finalized QBR before exporting or sharing with the client
Summary: Delivering Client-Centric QBRs
Editing and customizing AI-generated QBRs in TechAlign empowers MSPs to deliver reports that are not only efficient but also strategically aligned with each client’s goals. Thoughtful collaboration and targeted adjustments produce clear, actionable, and professional presentations that strengthen client confidence and support data-driven decisions.