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: 

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