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Handover: Smarter QBRs for MSPs (EP 1065)
Description
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:
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=== 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
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