pf-client-qbr — Client QBR Generator

Turn a 3-hour quarterly client reporting process into a 20-minute workflow, included with your subscription in licensing.

An IT MSP plugin that serves as an alternative to CloudRadial and BrightGauge — generate polished Quarterly Business Review documents with AI-written narrative commentary from your PSA/RMM CSV exports.

Installation

1. Download the pf-client-qbr.plugin file
2. Open Claude Desktop and navigate to Settings > Plugins
3. Click Install Plugin and select the downloaded .plugin file
4. The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

Why This Exists

IT Managed Service Providers spend 2-4 hours per client manually assembling QBR decks from PSA exports, spreadsheets, and notes. With 20-50 clients, that's 40-200 hours of unbillable prep work per quarter — time that directly cuts into technician capacity and vCIO revenue. Existing tools charge $3,000-7,200/year for this functionality. This plugin does it for Included with your subscription.

Quick Start

1. Install pf-client-qbr in Cowork
2. Run /qbr:qbr-setup to initialize your workspace and check dependencies
3. Export ticket data from your PSA (ConnectWise, Autotask, Halo) to inbound/tickets.csv
4. Run /qbr:qbr-run Acme Corp Q1-2026 to generate the full QBR package
5. Find your documents in outbound/

Commands

Command	Description
/qbr:qbr-setup	Initialize workspace — create folders, check dependencies, write config with ITIL v4 SLA templates
/qbr:qbr-intake	Parse PSA/RMM CSV exports into structured client profile (ConnectWise, Autotask, Halo, NinjaRMM, N-central)
/qbr:qbr-analyze	Compute metrics, trends, findings with AI-written business impact and industry benchmarks
/qbr:qbr-report	Generate full QBR DOCX report (6 sections) with vCIO advisory narrative and compliance posture
/qbr:qbr-roadmap	Generate technology roadmap with NIST CSF 2.0 mapping and CIS Controls alignment
/qbr:qbr-exec-summary	Generate 1-page executive summary with C-suite risk communication and compliance traffic-light
/qbr:qbr-benchmark	Compare client metrics against industry benchmarks (SLI, HDI, CompTIA, TSIA, Gartner)
/qbr:client-qbr-dashboard	Interactive visual dashboard — "show me" — project during QBR meetings
/qbr:qbr-run	Run the complete pipeline end-to-end with checkpoint resume
/qbr:qbr-status	Show pipeline progress and output file locations

How It Works

The pipeline has 5 stages:

CSV exports + client info
        ↓
   [qbr-intake]    → processing/qbr-client-profile.json
        ↓
  [qbr-analyze]   → processing/qbr-analysis.json
        ↓              ↓
 [qbr-report]    [qbr-roadmap]  ← run in parallel
outbound/QBR-*.docx  outbound/roadmap-*.docx + processing/qbr-roadmap.json
                          ↓
               [qbr-exec-summary]
              outbound/exec-summary-*.docx

What It's an Alternative To

SaaS Tool	Annual Cost	Key Overlap
CloudRadial	$3,000-7,200/yr	QBR automation, client reporting
BrightGauge	$3,600-7,200/yr	Metrics dashboards, QBR report builder
Lifecycle Insights	$2,400-6,000/yr	Technology roadmap, client presentations

Key Differentiators

Beyond Included with your subscription:

• Data stays local: Client metrics is processed within the Cowork environment or hit vendor servers. Full HIPAA/SOC2 alignment.
• AI-written narratives: Unlike CloudRadial and BrightGauge, this plugin writes the story around the metrics — not just tables and numbers. Each section gets AI-crafted commentary framing your MSP as a trusted advisor.
• Fully customizable templates: Modify DOCX templates in Microsoft Word to match your MSP's branding. No locked-in portal look.
• No per-seat pricing: One install covers your entire team.
• Works from any CSV export: No PSA integration lock-in. Export from ConnectWise, Autotask, Halo, NinjaRMM, N-central — any tool with CSV export support.

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AI-Powered Features

• Client Intake with PSA-Specific Field Mapping: Parses exports from ConnectWise Manage, Datto Autotask PSA, and Halo ITSM with authoritative field-level mappings; normalizes ticket classification per ITIL v4 Incident/Service Request/Problem/Change taxonomy; applies priority matrix (P1-P4) with cross-PSA normalization
• Metrics Analysis with Industry Benchmarks: Analyzes ticket volume, resolution times, SLA performance, uptime data, and cost metrics against Service Leadership Index benchmarks, HDI Support Center Benchmarks, and CompTIA Managed Services Trustmark standards; classifies uptime using Uptime Institute tier standards (Two Nines through Five Nines)
• Industry Benchmark Comparison Engine: Compares client metrics against 6 authoritative benchmark sources (SLI, HDI, CompTIA, TSIA, Gartner, Uptime Institute); generates percentile rankings and operational maturity assessment per SLI maturity model (Reactive/Developing/Proactive/Strategic)
• Executive Summary with C-Suite Risk Communication: Writes non-technical executive summary using TBM Council v4.0 business-language taxonomy; includes compliance status traffic-light reporting per HIPAA/GLBA/PCI DSS requirements; translates IT metrics to business impact using business continuity impact framework
• vCIO Advisory Narrative Commentary: Generates 6-section professional narratives following TruMethods Business Review methodology; frames MSP as strategic technology partner using Balanced Scorecard perspectives (Financial/Customer/Internal Process/Learning & Growth per Kaplan & Norton)
• Technology Roadmap with NIST CSF & CIS Controls Mapping: Maps all recommendations to NIST Cybersecurity Framework 2.0 functions (GV/ID/PR/DE/RS/RC) and CIS Controls v8 Implementation Groups (IG1/IG2/IG3); includes ROI/TCO calculations per Gartner model; classifies spending as CapEx vs OpEx per TBM Council Taxonomy v4.0; aligns with cyber insurance carrier requirements
• Compliance Posture Assessment: Evaluates client security posture against industry-specific frameworks — HIPAA Security Rule (45 CFR §164.308-316), FTC Safeguards Rule (16 CFR Part 314), PCI DSS v4.0, CMMC 2.0, FERPA; generates traffic-light compliance summary for QBR presentation
• Multi-PSA/RMM CSV Import Support: Accepts metric exports from ConnectWise Manage, Datto Autotask PSA, Halo ITSM, NinjaRMM/NinjaOne, N-able N-central, Datto RMM — with PSA-specific column mapping and auto-detection

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Feature Comparison

Feature	pf-client-qbr	CloudRadial	BrightGauge
QBR document generation	✅ Full	✅ Full	⚠️ Partial
Technology roadmap (NIST CSF mapped)	✅ Full	⚠️ Partial	❌ None
Executive summary (non-technical)	✅ Full	⚠️ Partial	❌ None
AI-written vCIO advisory narratives	✅ Full	❌ None	❌ None
Industry benchmark comparison	✅ Full (6 sources)	❌ None	⚠️ Partial
Compliance posture assessment	✅ Full (HIPAA/GLBA/PCI/CMMC)	❌ None	❌ None
ITIL v4 SLA tier management	✅ Full	⚠️ Partial	⚠️ Partial
CIS Controls v8 alignment	✅ Full	❌ None	❌ None
Real-time PSA data pull	❌ None	✅ Full	✅ Full
Client-facing portal	❌ None	✅ Full	⚠️ Partial
Zero licensing cost	✅ Full	❌ None	❌ None
Data stays local (privacy)	✅ Full	❌ None	❌ None
Customizable templates	✅ Full	⚠️ Partial	❌ None
Works with any PSA/CSV	✅ Full	⚠️ Partial (native integrations)	⚠️ Partial

Note: Real-time PSA pull and client portal are genuine gaps vs. CloudRadial — this plugin requires CSV exports and delivers files for manual distribution.

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
qbr-dashboard	~3.1K	~500	~6.6K	~8.0K	~$0.14
qbr-intake	~7.3K	~800	~11.0K	~6.0K	~$0.12
qbr-exec-summary	~5.3K	~800	~9.0K	~6.0K	~$0.12
qbr-analyze	~5.1K	~800	~8.8K	~5.1K	~$0.10
qbr-report	~5.5K	~800	~9.2K	~6.0K	~$0.12
qbr-benchmark	~5.0K	~800	~8.7K	~5.0K	~$0.10
qbr-roadmap	~5.9K	~800	~9.6K	~5.9K	~$0.12
Standalone total			~63.0K	~42.0K	~$0.82

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
qbr-dashboard	~6.6K	0	~6.6K	~8.0K	~$0.14
qbr-intake	~11.1K	~8.5K	~19.6K	~6.0K	~$0.15
qbr-exec-summary	~9.1K	~15.3K	~24.4K	~6.0K	~$0.16
qbr-analyze	~8.9K	~22.1K	~31.0K	~5.1K	~$0.17
qbr-report	~9.3K	~28.0K	~37.3K	~6.0K	~$0.20
qbr-benchmark	~8.8K	~34.8K	~43.6K	~5.0K	~$0.21
qbr-roadmap	~9.7K	~40.6K	~50.3K	~5.9K	~$0.24
Pipeline total			~212.7K	~42.0K	~$1.27

Running the full pipeline once typically costs $0.89–$1.65 in API tokens (Claude Sonnet 4.6).

Known Limitations & Workarounds

This is a Claude Cowork plugin, not a traditional SaaS application. It has architectural constraints you should know about before adopting it.

Limitation	Impact	Workaround
No live PSA/RMM integration	Must export CSVs from ConnectWise/Autotask/NinjaRMM manually	Plugin provides flexible column header mapping; most PSAs export CSV in 2-3 clicks
No persistent client database	Previous QBR data stored as local JSON files	Plugin saves client profile JSONs; organize by client in workspace folder
Session-based operation	Cannot auto-schedule quarterly QBR reminders	QBRs are planned quarterly events — session-based operation matches the workflow
No automated delivery	Cannot email QBR reports directly to clients	Plugin generates DOCX/PDF files; MSP emails or shares through email/SharePoint

Context & Performance Guide

Session Management

Claude's context window (200K tokens) is shared across the full session. The QBR pipeline uses ~62K tokens for a typical client — well within limits. For best results:

• Start a fresh session before running /qbr:qbr-run for a new client
• If you've been chatting extensively, a new session gives the pipeline more room

Data Volume Guidance

Tested with up to 500 ticket rows in a single run. For clients with >500 tickets:

• Consider filtering your CSV export to the current quarter only
• Performance degrades gracefully — the plugin warns you and continues processing

Tips for Best Results

1. Provide data as files, not chat: Place CSV files in inbound/ before running intake. File reading is more context-efficient than pasting tables into chat.
2. Keep messages concise during pipeline runs: Every message stays in the context window.
3. For highest quality output: Run /qbr:qbr-run in a fresh session with no prior conversation.
4. If output quality degrades: Start a new session and re-run from the last incomplete stage (the plugin saves checkpoints).

Degradation Signals

If responses become shorter, less detailed, or skip narrative sections — start a new session and re-run the current stage.

Requirements

• Claude Desktop or Cowork (Cowork mode required for file system access)
• Python 3.8+
• Python packages: python-docx, pandas, openpyxl (auto-installed by /qbr:qbr-setup)

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.