Transcript:
Alex Ricketts: I think we were a very early adopter. We started with the Premium side of Clientshare, then moved into Pulse, and the real game-changer has definitely been the Pulse part of it.
Literally just the other day, someone gave us a score – still pretty positive, an eight and a 4.2 – and asked to be contacted by the leadership team. Immediately, I was able to go back and respond to their questions.
QBRs, as we heard today, are often the only times you meet with clients in that kind of environment, maybe just four times a year, and they’re so valuable to us. But it’s not just about going in and doing a QBR; it’s about making it really effective. It’s about ensuring that you’re recording what you’re doing in there and taking the actions. That’s the undeniable value Clientshare brings: it makes sure those are genuinely valuable meetings for us.
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