Handover: Smarter QBRs for MSPs (EP 1065)
Lewis Williams is the Technical Project Manager and founder behind Handover, a PitchIT 2026 company built for MSP delivery teams. Handover connects to HaloPSA and ConnectWise to turn live ticket and project data into client-ready status updates, action logs, risk registers, service reviews, and QBR packs—reducing the manual reporting workload for project and service-delivery teams.
Guest: Lewis Williams
- Website: gethandover.uk
- LinkedIn: https://www.linkedin.com/in/lewiswilliams7/
=== Chapters
- 00:36 PitchIT 2026 and MSP Innovation
- 01:31 Meet Lewis Williams and Handover
- 02:23 Automating Client Updates From PSA Data
- 05:56 ConnectWise and Halo PSA Integrations
- 09:33 AI, Human Review, and Client-Friendly Reporting
- 10:32 White-Label Reports and Client Portals
- 11:24 Delivery Health and Overdue Ticket Automation
- 13:31 Ideal MSP Fit and Use Cases
- 16:13 Roles, Workflows, and Integration Roadmap
- 17:51 Final Advice for MSPs Evaluating Handover
=== 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/itbusinesspodcast
If 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.
CEO
Lewis Williams is the founder of Handover and a technical project manager with firsthand MSP service-delivery experience. After seeing how much time project managers and service-delivery teams spend turning PSA tickets, engineer notes, and project updates into client-facing communications, Lewis built Handover to streamline that work. He is focused on helping MSPs improve client communication, spot delivery issues sooner, and give their teams more time to focus on higher-value work.
Handover is an MSP reporting and delivery automation platform that transforms PSA data and manual inputs into client-ready status updates, service reviews, QBR packs, summaries, and emails. The platform supports ConnectWise and Halo PSA integrations, internal and external communication tones, human review workflows, white-label reporting, client portals, and delivery-health tools for tracking trends and following up on overdue tickets. Handover is designed to help MSPs create clearer, more consistent client communication without the manual reporting burden.
