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You already run quarterly business reviews. This is the one that earns the meeting.
Most MSPs know the QBR: the quarterly slide deck that gets rebuilt from scratch the night before, half stat-dump and half sales pitch. Current rebuilds it as a Strategic Business Review: the same meeting your clients expect, drafted from the year that actually happened, in your voice, ready to present or hand over as a branded pack. We kept the term MSPs search for (you'll still find it under QBR) and gave the meeting a reason to exist.
Screenshots from five tools, a template from last quarter, and a pitch bolted on the end.
Current reads the year (tickets, threads, notes, CSAT, lifecycle data) and drafts the review for you.
Keep the findings that belong in the room, edit the summary like an email, and walk in ready.
Four surfaces, one reviewed source of truth.
A build wizard that reads the year, findings that carry their own evidence, a full-screen Live Mode to present, and a branded print pack to leave behind. All four are built from the same reviewed record.
Six steps from a company name to a finished review.
Pick the period and pull the meeting from your calendar, choose the room (a business owner hears plain English, an IT lead gets the specifics), and let Current read the record. It watches tickets, email threads, meeting notes, CrewHu CSAT, and ScalePad Lifecycle Manager, then proposes findings you keep or trim. Nothing ships until you approve it.
Every claim points back to a real record.
"31 resets in 90 days, up from 14" isn't a vibe. It's a ticket cluster, an email from Tom on May 14, and a Lifecycle Manager security lens, each on its own chip. If a reference can't be resolved to a real record, the finding is dropped before it reaches the page. Your clients can see exactly where every number came from, so the room trusts the review.
Present it full-screen, or hand over the pack.
One click turns the review into a dark, full-screen presentation you drive with the arrow keys. It opens on the journey you are about to walk together, then runs three acts: where they are, what they want, and the plan. The middle act belongs to them: their goals and their budget, read back from the account plan with the date each was last confirmed, answered Yes or updated on the spot. Then the road ahead, quarter by quarter, approved or deferred while everyone is looking at it. Or build the branded print pack: a portrait-letter document, cover to close, that you print or send as a PDF. Both come from the same reviewed source.
0 hours back, every week.
≈ 570 hours a year · validated in week one, before you spend a dollar more.
A review that looks like it took a week.
Cover, the year in plain terms, what you're watching, the budget and roadmap, the AI plan, and three conversations to have next, all on your brand and drafted in your voice. Their spend shows on the page: budget, roadmap, warranty pricing. Your MRR and pipeline stay in a locked internal strip that never prints and never presents.
The AI does the reading. You own the room.
The review is drafted from real records and written in your voice, but a person keeps, trims, and edits every part before it's built. Confident, evidence-backed, and never AI-sounding.
Drafted in your voice, not a machine's
The summary reads like an email you'd write: first person, plain, confident. Redraft it warmer in a click, then edit the final copy yourself. The room hears you.
Your AE approves every line
Current proposes; a person decides. Keep the findings that matter, trim the rest, and edit the exec summary before anything is built. The AI never presents unreviewed.
A talk track for the AE who isn't technical
The AI-readiness section comes with what to open with, what to say if they ask about cost or data safety, and what never to say, so any seller can carry the conversation.
Paste your own, drafted to match
Drop in an email, rough bullets, or just a topic, and Current drafts a branded block that fits the pack, citing real sources and inventing nothing.
It reads like a magazine, because it is written like one.
A stat dump with a summary stapled on the front is still a stat dump. Current writes the review the way an editor would build an issue: read everything first, decide what the quarter was about, then write each chapter for the person who has to make a decision at the end of it. A few minutes, with every chapter named as it lands.
Current reads what a person actually wrote on a ticket and what your engineer wrote back, the tasks and dates on every project, each machine's age and warranty, each backup's last result, and the opportunities you have open by name. Then it plans the issue and writes the chapters one at a time, each one knowing what the last one said.
One to three bolded facts a paragraph, and only ever a number with its unit, a decision, or a dated commitment. An owner who reads nothing but the bold still walks out of the room with the quarter.
A hundred-dot grid, two bars for before and after, a funnel with the true counts down its side. Every value has to already exist in the review's own evidence, so a diagram either tells the truth or it isn't drawn.
A chapter called Your AI footing scores the four things AI leans on, 25 points each: accounts with a second sign-in step, devices on a system their maker still supports, how people handled the last phishing test, and the Copilot seats already in use. Any of the four your feeds cannot answer reads “not read” rather than a zero, and the page says how many of them it read. It sits one page before what AI could be worth to them.
When a page says a partner sits above or below the field, it says who measured it. Industry figures come from a curated library that carries the publisher and the year beside every number, printed on the page with the figure. Peer medians come from your own book, anonymously, and only once there are enough of them to mean something. The numbers themselves are computed from the record, never written: nobody's margin, nobody's price, nothing the model made up.
The night before the QBR, with the deck already written.
The first film follows one review from a blank deck to a branded print pack: the year read from every system you connect, a finding on every line with its evidence, and a talk track for the meeting.
Prefer to read it? Full transcript, or browse the video library.
The roadmap the review reads from.
The review is an hour. The roadmap is the record in between: what they told you they want, what they said the budget is, and the work you have proposed, on a board of quarters running three years out. It lives on the company rather than inside one deck, so next quarter opens on what the last meeting decided.
Up to five goals, the budget and what it has to cover, and how often you meet. Every field carries the day it was last confirmed and by whom, and says so once that is older than your cadence, so a meeting can ask about the ones that have gone quiet.
Hardware past warranty, a service their own tickets keep asking for, backups that have not run, multi-factor short of the whole company. Each suggestion names the record it came from. Accept it onto the board, or dismiss it with a reason that sticks.
A card is stamped while everyone is looking at it, under the name of whoever decided. Approve, and an opportunity opens on your expansion pipeline carrying what the card said it would cost, ready to quote.
A budget view puts three years on one chart: contract renewals in the quarter they end, the hardware refresh, and what the initiatives cost one-time and monthly, with the figure the client gave you drawn across the year they gave it for. None of it is typed in. And a Roadmaps page lists your whole book by next review, with the plans that have gone stale and the items still waiting on an answer, so the account you have not got to is visible before the quarter ends.
See Current on a real book of business.
The demo walks through the pipeline, the dependency engine, the AI briefs, and how time flows straight into your PSA billing.
Round 1: the first 100 MSPs lock this rate for life. CRM + Projects + AI + every integration, one price. Unlimited free client portal viewers.
The questions MSPs ask first.
What happened to QBRs?+−
We rebuilt them. The quarterly business review most MSPs run is a night of copy-paste — screenshots from five tools and a pitch bolted on the end. Current replaces it with a Strategic Business Review: the same meeting, drafted from the year that actually happened and written in your voice. We kept the QBR name where you'd search for it, and gave the meeting a reason to exist. If you run QBRs today, the SBR is the drop-in upgrade.
Where does the review get its content?+−
From the record you already keep. Current reads your PSA's tickets — Autotask, ConnectWise, HaloPSA, or Syncro — Microsoft 365 email threads and meeting notes, CSAT surveys from CrewHu or your PSA's own survey feature, ScalePad Lifecycle Manager data, and view-only evidence feeds like ConnectWise RMM and Datto — assets, warranty, budget, and initiatives — then drafts findings, a roadmap, and an executive summary. Nothing is typed in the night before.
How do I know the AI isn't making things up?+−
Every claim carries evidence chips that resolve to a real record — a ticket cluster, an email, a survey, a Lifecycle Manager lens. During generation each reference is checked against the source; if it can't be resolved, the finding is dropped before it reaches the page. Your clients can see exactly where every number came from.
Can I edit what the AI writes?+−
You have to. Current proposes; a person decides. You keep the findings that belong in the room and trim the rest, edit the executive summary like an email, and approve the pack before it's built. The review never presents anything you didn't sign off on.
Will my MRR or margins show up in the client's pack?+−
No. Client-facing money is their spend only — budget, roadmap, warranty pricing, per-seat costs. Your MRR, pipeline, and contract revenue live in a locked internal strip that never prints and never appears in Live Mode. The partner-safe pack has no field that can carry your numbers.
Can I present it live, or do I hand over a document?+−
Both, from the same source. Live Mode turns the review into a dark, full-screen presentation with big numbers, tap-to-expand risks, and arrow-key navigation. The print pack is a branded, portrait-letter document you print or send as a PDF. What you present is what they take home.
My AE isn't technical — can they still sell the AI section?+−
That's what it's built for. The AI-readiness section comes with a talk track: what to open with, what to say if they ask about cost or data safety, and what never to say. Each opportunity carries a plain-English benefit, an hours-back estimate from their own volumes, and a zero-risk first step, so any seller can carry the conversation.