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.

QBR Hub
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Welcome to the

QBR Hub

Your home for expert content on how to build the best Quarterly Business Reviews (QBRs), sell more, boost operational control, empower staff and give customers the experience they really deserve.

Our latest research

White paper

What mistakes do suppliers make in Quarterly Business Reviews?

Quarterly Business Reviews (QBRs) are meant to strengthen supplier-customer relationships and drive growth, but our new research shows many are falling short. Poorly executed QBRs frustrate customers, leading to a lack of engagement and even churn.

Learn more

Infographic

How are current QBRs causing frustrations for buyers and suppliers?

Article

Why poor visibility into QBRs is weakening customer relationships

Article

What is a Quarterly Business Review (QBR)?

Article

Why focusing on NPS consistency leads to better results

Article

10 questions to ask in your Quarterly Business Reviews (QBRs)

Article

Why failing QBRs are driving customer churn

White paper

Top 5 frustrations buyers have about Quarterly Business Reviews

Learn more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Article

Communicate your sustainability successes in your QBRs

Article

Innovation-driven Quarterly Business Reviews (QBRs) are strategies for growth

Article

Getting relevant stakeholders into your Quarterly Business Review (QBR) meetings

Article

How poor QBRs are costing suppliers upselling opportunities

Article

Why QBRs are key to supplier-buyer relationships

Article

Is NPS or CSAT better at tracking Customer Experience?

Article

3 ways to enhance your Quarterly Business Reviews (QBRs) through storytelling

Article

How to create an engaging Quarterly Business Review (QBR)

Article

Bring your company’s values into your Quarterly Business Reviews (QBRs)

Infographic

What do buyers want to see in your Quarterly Business Reviews (QBRs)?

Article

How NPS and CSAT scores can help improve customer retention

Article

How to protect your margin with Quarterly Business Reviews (QBRs)

Article

How to deliver bad news in Quarterly Business Reviews (QBRs)

Article

How to effectively combine NPS with your Quarterly Business Reviews (QBRs)

Article

Invite the right people to your Quarterly Business Reviews (QBRs) for best impact

Infographic

What can technology do for Quarterly Business Reviews (QBRs)?

Infographic

How are your current Quarterly Business Reviews (QBRs) causing buyers frustration?

Article

5 ways Quarterly Business Reviews (QBRs) are essential to your business relationships

Article

Quarterly Business Reviews (QBRs) are essential for Facilities Management businesses

Article

The power of combining Quarterly Business Reviews (QBRs) with CSAT and NPS

Article

10 benefits RPO enterprises see with a digital QBR process

Article

The questions you need to be asking during your Quarterly Business Reviews (QBRs)

Infographic

Solving common Business Review challenges

Article

5 things that will make your Quarterly Business Reviews (QBRs) more effective

Article

Why combining NPS with Quarterly Business Reviews (QBRs) will increase response rates

Article

Combining CSAT with Quarterly Business Reviews (QBRs) improves retention rates

Article

Why combining your CSAT survey with your Quarterly Business Reviews (QBRs) will increase your response rates

Article

5 tips on how to evidence value during your Quarterly Business Reviews (QBRs)

Article

5 easy ways to optimise your Quarterly Business Review (QBR) decks

Article

5 ways Quarterly Business Reviews (QBRs) can help you grow client accounts

Article

3 things to do straight after your Quarterly Business Reviews (QBRs)

Article

How Quarterly Business Reviews (QBRs) can develop growth opportunities

Infographic

Five ways Quarterly Business Reviews impact retention and growth

Open now

Article

Why you need to run Quarterly Business Reviews (QBRs)

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises

Article

What to include in your Quarterly Business Reviews (QBRs)

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)

Infographic

What type of Account Manager are you?

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Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

Article

Why Quarterly Business Reviews (QBRs) are essential for Logistics Companies

White paper

Think your customers are happy?

Get the eBook

Infographic

Easy wins for account managers getting started on Pulse

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Article

Quarterly Business Reviews (QBRs) are vital for Contract Catering enterprises

Infographic

Nine ways to ace client reviews

Effective Quarterly Business Reviews can be the determining factor in a client’s decision whether to forge a strong, long-term relationship with your company or give you the boot. Reviews take time and effort – on both sides.

Research shows the average in-person client review costs over £2,000 per attendee. So, for all parties’ sakes, they’re worth doing right. Yet, while there’s no magic formula to winning clients’ hearts and minds, there are nine steps you can take to prepare for the best possible outcome. Let’s take a look.

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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.