How MSP Report Card Helps MSPs Build Trust (EP 1055)
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
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Founder / CEO
Clayton Mouney is the founder of The Advizement, the company behind MSP Report Card™, the Account Management Operating System for MSPs™, and the School of Account Management™. He brings more than 25 years of experience in the managed services industry as an engineer, sales leader, consultant, business owner, and executive.
Clayton founded and grew his own MSP into a multimillion-dollar organization before successfully selling the company. Since then, he has worked with MSPs on sales, revenue growth, account management, client strategy, and operational improvement.
Today, through The Advizement, Clayton is focused on helping MSPs strengthen client relationships, improve retention, create greater strategic value for clients, and build more valuable businesses. MSP Report Card™ serves as the platform that helps MSPs implement that methodology through a structured system of accountability, strategic planning, business reviews, and client engagement.
