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.

ROI Calculator | Clientshare

How do I use it?

The ROI calculator shows the impact of using Clientshare on NPS scores, churn and growth. Simply fill out the boxes below and press calculate to see the Return on Investment of implementing Clientshare across your business. If you do not know all the information, please use the pre-populated averages or speak to our team who can provide industry benchmarks for Net Promoter Score.

How is it calculated

Across multiple key B2B sectors in Enterprise and Mid-Market businesses, 250,000 recipients and over 100,000 reviews, Clientshare has an unrivalled understanding of what makes successful Business Reviews. We've established ROI benchmarks with industry leading companies and have proven that by fixing your Business Reviews process and CX programme you will drive improved NPS leading to better financial results.

Pulse | ROI Calculation

	Without Pulse	With Pulse
Passive
Promoters
Detractors
NPS

Passive Revenue	£	£
Promoters Revenue	£	£
Detractors Revenue	£	£

Churn Rate
	£	£	£

Growth (Existing)
	£	£	£

Impact of Existing Growth vs Churn

Net Revenue

Results

WHAT THE RESULTS SHOW

The ROI results centre around the impact on retention and growth.

	Without pulse	With pulse
% Churn
Reduction in Churn		£

% Account Growth
Increase in Growth		£

Increase in Revenue		£

Increase in Profit		£
Predicted NPS

Results

What the results show

The ROI results centre around the impact on retention and growth.

Increase in
Revenue

£ 0

Reduction in
Churn

£ 0

Increase in
Profit

£ 0

Increase in
Growth

£ 0

% Churn

Without Clientshare

With Clientshare

% Account Growth

Without Clientshare

With Clientshare

Predicted NPS

Without Pulse

With Pulse

ROI Calculator

How do I use it?

How is it calculated

Pulse | ROI Calculation

Results

WHAT THE RESULTS SHOW

The ROI results centre around the impact on retention and growth.

Results

What the results show

% Churn

% Account Growth

Predicted NPS

Solutions

Resources

Company

Industries

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