UK and US enterprises, including Platinum and Menzies, are now using Clientshare to digitise their Quarterly Business Reviews (QBRs)

Alice Garwood
April 14, 2023

Clientshare team at start of quarter discussing Quarterly Business Reviews (QBRs)

We have had a massive first quarter of the year and are so excited about developments in the coming few months. We are so grateful to our hardworking team and brilliant customers!

Clientshare Pulse is our workflow tool that enables B2B enterprises to deliver high quality and consistent Quarterly Business Reviews, NPS and CSAT. Digitising the QBR process gives businesses complete visibility of the health of their client relationships, and the ability to act quickly on feedback and scores to deliver increased retention, growth and efficiency. 

Following 70%+ year-on-year growth in FY22, we have delivered rapid growth in Q1 through the continued adoption of our QBR platform, Pulse. 

Some of our Q1 highlights: 

  • 30% growth in Q1 of Clientshare Pulse, the industry leading Quarterly Business Reviews tool. 
  • New enterprise contracts with industry leaders in global Logistics Expeditors, Facilities Management supplier Platinum and a global agreement with Compass Group, the world’s leading £25bn Contract Catering powerhouse. 
  • Follow on investment in FY22-23 from Blackfinch’s EIS / VCT fund. 
  • Release of new public facing API allowing clients to pull data such as their CSAT scores, NPS and other feedback straight from Clientshare into their own data warehouse. Clientshare customers will now be able to access their clients’ sentiment data alongside their usual CRM data, make informed sales decisions without having to switch between programs and save valuable account manager hours.  


James Ward, Clientshare Managing Director

 “Stopping contract churn is now at the forefront of B2B leaders' minds; losing clients in a tough economic climate can set businesses’ growth plans back by years. The leaders we work with in companies like Mitie, Atalian Servest and Impellam recognise that Quarterly Business Reviews are key to success. We’re delighted that they are using Clientshare to manage QBRs, get CSAT/NPS and client feedback and access health scorecards helping them identify opportunity and manage the risk of churn.”  

Q2 promises to be another record quarter with more enterprise businesses turning to us and existing clients expanding their rollout into new geographies. The team continues to expand and we will move into new offices in the City of London to accommodate all those brilliant new faces.

What next?

If you'd like to hear a little bit more about our fantastic business reviews workflow tool, then please take a look at our 30 second video on Pulse.

Ready to get started with Pulse? Book a demo with us today.

QBR research whitepaper Clientshare

Download our research whitepaper, 'The QBR Delusion'

We interviewed hundreds of buyers of Logistics, FM, Contract Catering, IT and BPO services from the UK and US. The research uncovers an undeniable feeling among buyers that their suppliers need to start delivering better QBRs if they want to keep their business. Learn more about how your customers think you're losing out on key opportunities with them today.