Clayton Mouney, founder of MSP Report Card and a PitchIT 2026 participant, joins the show to discuss a strategic client-management platform for MSP account managers, vCIOs, and CSMs. MSP Report Card helps providers create consistent client-meeting cadences, capture business goals, prepare client-facing reports, and turn conversations into roadmaps rather than purely technical QBRs. Guest: Clayton Mouney, Founder Website: https://www.mspreportcard.com LinkedIn: https://www.linkedin.com/in/claytonmouney/ === Chapters 00:26 Introducing Clayton Mouney and MSP Report Card 01:46 PitchIT 2026 Boot Camp Experience 02:56 Clayton’s MSP Background and the Account-Management Gap 04:44 Why MSPs Need Better Client Meeting Cadence 06:08 The Four Essential Client Meetings 07:51 Building Strategic Client Relationships Beyond Technical Reports 10:32 MSP Report Card vs. Traditional QBRs 13:35 Integrations, Business Context, and Platform Differentiation 17:13 The 70-Point Assessment and Turning Gaps into Roadmaps 22:41 Closing Thoughts and Where to Learn More === SPONSORS: Technology Partner, NetAlly: https://www.itbusinesspodcast.com/netally/ Technology Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready === SHOW MUSIC: Item Title: Upbeat & Fun Sports Rock Logo Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET Author Username: AlexanderRufire Item License Code: 7X9F52DNML === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

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