Professional services, agencies, and client programs
The best time to ask a client how it's going is right after you deliver.
Annual NPS tells you the account was unhappy — not which engagement went sideways or when. A text right after a milestone tells you while there's still time to fix it.
Why the old way falls short
Annual NPS hides the details
A once-a-year score averages away the engagement that went wrong. You know the relationship cooled, but not where or why.
Silence until the renewal call
Without a steady signal, the first sign of trouble is a hesitant renewal conversation — long after the moment you could have recovered the account.
Reviews built on memory
Partner and account reviews lean on what people recall from months of work, which favors the loudest moments over the real trend.
The loop, start to finish
- 1
Milestone delivered
- 2
Client gets a text
- 3
One minute to answer
- 4
Account lead sees it immediately
What you get out of it
Catch at-risk accounts in time
A declining score or a sharp comment surfaces while there's still runway to recover the relationship, not after churn is decided.
Feedback per engagement
See how each milestone actually landed, so account health is a trend you can watch rather than a number you guess at.
Comparable across teams
Standard questions make client health comparable across teams and engagements, so leadership sees where delivery is strong and where it's slipping.
Confidential by design
Client feedback that's confidential by design: encrypted in transit and at rest, with row-level tenant isolation so each client program's data stays its own. Contact information is never sold or shared.
Read our security overview →What this looks like in practice
Illustrative scenario
“After a project's second milestone, the client's response drops sharply and the comment mentions slow turnaround on revisions. The account lead sees it that afternoon, sets up a call the next day, and reworks the review cadence before the third milestone. The account renews at the end of the engagement, and the milestone-by-milestone trend shows exactly where the recovery started.”
Talk to us about client services
Tell us about your groups and what you want to measure — we'll reply within one business day.
See how the last session landed — before the next one.
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