How do I reset my password?

You can change your password by going to login.myclientshare.com/password/reset. You will receive an email that redirects you to the login page and allows you to enter a new password. Instructions for password criteria can be found on the reset password page. Alternatively, you can change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab. If you use Microsoft Single Sign-On, password resets are handled automatically through Microsoft.

What is the Pulse Index?

The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance in critical business areas. The satisfaction rating consists of four pre-set measures: Service, Relationship and support, Value, and Quality. You can customize these questions based on your business needs. If unsure, contact your Customer Success Manager for guidance.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score (NPS) is calculated using your clients’ feedback. Each time your client receives a business review, they can provide real-time feedback through satisfaction measures, qualitative comments, and the NPS survey.

How do I send a Review?

Sending a review is easy with our step-by-step workflow: 1. Give your review a title, date, and introductory message or video. 2. Add all relevant content and documents. 3. Choose recipients for the review. 4. Assign review actions. You can preview the review before sending it directly to your client.

What documents can I attach to my Review?

Clientshare Pulse supports document uploads up to 40MB and accepts all standard file formats. Simply drag and drop files into the review or select them manually.

How do I invite my colleagues to join Clientshare Pulse?

Only admins can invite new users to Clientshare Pulse. Using the admin panel, enter your colleague’s email address and specify their role — Senior Manager, Account Manager, or Admin — depending on the level of access required.

How do I know if my clients have opened the review and scored me?

Whenever a client opens a review, provides scores, or leaves feedback, you’ll be notified. Clients will receive two weekly reminders if they haven’t opened the review or completed the scoring.

Can I resend my review and add new recipients?

Yes! You can resend reviews or add new recipients by going to the Review Analytics page and selecting the option to add or resend to recipients.

Do my clients have to score me each time?

This is optional. We recommend making scoring mandatory for quarterly reviews, but for weekly reviews, it’s best to keep scoring optional to avoid survey fatigue.

How does the tree planting work for reviews scored with Clientshare?

Clientshare is a proud partner of Ecologi. Each time your client scores a review, we plant a tree. Learn more about Clientshare's partnership with Ecologi and our CSR policies.

Clientshare | QBRs for Contract Catering

Amidst the remarkable growth in the Contract Catering industry, fueled by a rise in new suppliers, Pulse is dedicated to overseeing the entire process of Quarterly Business Reviews (QBRs). From delivery to measurement and strategic actions, we prioritise elevating the customer experience.

Pulse guarantees that your clients not only receive standardised world-class business reviews but that you benefit from elevated response rates and the acquisition of valuable premium client data. Our Risk Analysis Dashboards equip Contract Catering enterprises with crucial data-driven insights necessary for fostering exceptional client relationships throughout the QBR process.

"Clientshare gives us the power to have the right conversations at the right time and reduce the risk of churn."

Read customer stories

"We used to be very analogue in our client approach, nothing was centralised, and our clients didn’t understand just how much we did for them, now every account is treated in a way that CH&CO knows will be well looked after."

Read customer stories

MANAGE

Manage your entire Business Review and customer feedback process

Build a standardised, consistent and professional Quarterly Business Review experience across all your accounts
Increase visibility of scores, feedback and communications between client stakeholders and your senior leaders

MEASURE

Measure regular and consistent NPS, CSAT and customer feedback

Improve client feedback and response rates by including CSAT and NPS with your QBRs
Gain customer insights regularly and consistently

MASTER

Master retention and upselling by easily identifying risks and opportunities

Uncover accounts at risk of churn with data-driven insights and custom alerts
Identify new growth opportunities and insights to protect margins at renewals and renegotiate on value not price

“Pulse has enabled us as a senior leadership team to be able to jump on client queries at the right time. We can set up alerts and notifications to see client comments and scores when we need to. Even if we think or assume a client is happy, sometimes their scores haven´t been where we think it would be. Clientshare gives us the power to have the right conversations to reduce the risk of churn.”

Jason Bendell, Compass Group

"This platform offers us the opportunity to communicate clearly and succinctly on key activities, management information, innovation, special events and reach out to an entire community. Our clients have responded well to the introduction of Clientshare, which has been a welcome innovation."

Katy Thompson, CH&Co

"Pulse gives you the ability to get right to the centre of things with the four CSAT questions that gets sent along with every review. If you make sure that those questions reflect your core values and what you're trying to achieve, they will consistently tell you whether you're moving in the right direction, unequivocally and objectively."

Matthew Brown, CH&Co

The QBR Frustration whitepaper front cover

Download our research whitepaper, 'The QBR Frustration'

We interviewed 100 senior leaders of B2B enterprises across the Logistics, FM, Contract Catering, IT, RPO and BPO sectors from the UK and US. The research reveals the failures of today's QBRs and highlights the urgent need for better business conversations. Learn more about where you can improve your QBRs to protect your margin and grow relationships with buyers today.

Digital QBRs for
Contract Catering

Prove your value and innovation
with first class QBRs

"Clientshare gives us the power to have the right conversations at the right time and reduce the risk of churn."

"We used to be very analogue in our client approach, nothing was centralised, and our clients didn’t understand just how much we did for them, now every account is treated in a way that CH&CO knows will be well looked after."