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.

What's the best content to include?

Content allows you to showcase any piece of information that provides value to a client. You can upload up to 10 pieces of content, each with a size limit of 40mb. You may consider including metrics, case studies, or examples of delivered projects, as these show tangible evidence of the value your company provides. This reinforces the impact of your work and aligns with client expectations. Below are some of the examples of content you may consider including as part of your Pulse review:

QBR Deck: Share a PDF or interactive version of the QBR presentation for future reference.

Examples of Innovation: Sharing examples of innovation demonstrates how your company continuously seeks to add value through new ideas, technologies, or processes, reinforcing your commitment to delivering cutting-edge solutions.

Sustainability Reports: Sharing sustainability reports underscores your organization’s commitment to environmental, social, and governance (ESG) practices. This can strengthen trust and align your values with those of the client, especially if sustainability is a priority for them.

Recent Case Studies: Include relevant case studies showcasing success in similar industries or use cases to inspire confidence in your solutions.

Industry trends and insight: Offer white papers, eBooks, or articles relevant to their business or industry to position your company as a thought leader.

Client and Colleague views of your review

What to include in your QBRs

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Net Promoter Score (NPS) remains one of the most widely used customer feedback metrics in the B2B world. Many organisations send out annual surveys or ad-hoc feedback requests, but few know how to use NPS to retain clients and drive growth effectively.

In this paper, we explain what NPS measures, why it's important, and explore the ways leading suppliers are using it to improve contract retention, drive upselling opportunities and boost overall customer experience.

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Five ways Quarterly Business Reviews impact retention and growth

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