This guide outlines key best practices to help you maximise the quality, engagement, and impact of your Clientshare reviews.  

Summary for best practices:

• To get the most value from your reviews, focus on:

  • Recipients – Expand your audience to increase feedback and visibility
  • Messaging – Personalise communication to drive engagement
  • Content – Share relevant, value-led materials
  • Consistency – Maintain a regular review cadence

1. Review recipients (your client stakeholders):

The number and type of recipients you include directly impact the volume and quality of feedback you receive, as well as your visibility across the client organisation. Expanding your audience helps you gather broader insights and strengthen relationships beyond your day-to-day contacts.

Best practice

• Include stakeholders across different roles and seniority levels
• Go beyond your day-to-day contacts
• Ensure decision-makers and senior stakeholders are included

2. Messaging:

Your messaging plays a key role in whether recipients engage with your review, with personalised communication proven to increase response rates. It also reinforces that there is a real person behind the review, helping to build stronger client relationships.

This includes both:

• The email message
• The video introduction (where used)
  

Best practice - Email Message:

• Personalise where possible (e.g. company name, recent interactions)
• Clearly explain what is being shared
• Be explicit about what you are asking for (scores and feedback)
• Keep the tone warm and professional
  
  

Best practice - Video Message:

• Look directly at the camera to maintain engagement
• Keep it natural — avoid reading from a script and speak as if you are addressing your client directly
• Use brief notes if needed, but speak conversationally
• Aim for a short, focused message (30-60 seconds)
  
  

3. Review content:

The content you include in your review helps demonstrate value beyond your core service by reinforcing delivered work while adding insight and context. Well-chosen content can also support wider conversations, including cross-selling and strategic development.

Aim to keep content relevant and purposeful, combining updates with value-added insights and highlighting opportunities beyond current scope.

Best Practice - Review content

Include a mix of content types, such as:

• Business review presentations
• Reports and performance data
• Industry articles or insights
• Thought leadership content
• Case studies or examples of additional services

4. Review follow-up consistency:

A consistent review cadence encourages regular feedback and engagement, while providing structure for ongoing relationship management.

Reviews are typically sent on a quarterly basis, in line with standard business review cadence.

When no meeting takes place

If a QBR or client meeting does not happen:

• You can still send a review update via Clientshare
• Select “No meeting” when creating the review

Read more:

How to use Pulse Share-to-Many

How Pulse boosts growth

How to get the most out of Clientshare Pulse