Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
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Five ways Quarterly Business Reviews impact retention and growth
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What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
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Five ways Quarterly Business Reviews impact retention and growth
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What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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Article

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

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Five ways Quarterly Business Reviews impact retention and growth
Open now

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What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
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What to include in your Quarterly Business Reviews (QBRs)
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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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Five ways Quarterly Business Reviews impact retention and growth
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What to include in your Quarterly Business Reviews (QBRs)
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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

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

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Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Article

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

Article

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

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

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

Article

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

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Article

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

Article

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

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
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5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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

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Five ways Quarterly Business Reviews impact retention and growth
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What to include in your Quarterly Business Reviews (QBRs)
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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

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Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

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

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

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How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

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

Article

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

Article

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

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

White paper

Think your customers are happy?
Get the eBook

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

White paper

Think your customers are happy?
Get the eBook

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

How NPS and CSAT scores can help improve customer retention

NPS and CSAT scores form a key part of your Quarterly Business Review (QBR). Regular reviews of these metrics with customer success teams let you track trends, highlight improvements, and monitor potential risks. This helps you set a strategy for both immediate and long-term retention.

In any market, loyal customers are a critical factor for long-term success. Acquiring new customers is expensive and maintaining strong existing customer relationships will often yield higher revenue.

Questions in Quarterly Business Reviews (QBRs) about ROIs and KPIs

To track the health of your customer relationships, two commonly used metrics are Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT). Both provide valuable, actionable insights into customer sentiment and experience. 

 

Understanding NPS and CSAT


NPS is a measure of customer loyalty, gauging how likely a customer is to recommend your company or service to others, using a 0 to 10 scale.  

CSAT measures a customer’s immediate satisfaction with a particular interaction, product, or service. It typically involves a simple survey asking customers to rate their satisfaction on a scale of 1 to 5 immediately following a purchase or interaction. 
 

 

How to use NPS & CSAT to drive customer retention

 
By analysing NPS and CSAT scores, businesses can segment their customers into different categories and target specific groups for follow-up actions. For example:
 
1. Segment customers & identify pain points
  • Promoters: These loyal customers can be nurtured to become brand ambassadors. Engage them through loyalty programs, referral incentives, or exclusive offers. 
  •  Passives: Implement changes to sway the score to become more positive and keep communication flowing to ensure you know where they are less satisfied with their experience. 
  • Detractors: The most critical group to address for retention. Identifying the reasons for their dissatisfaction - whether it’s product issues, customer service challenges, or unmet expectations - may be unpleasant, but it’s also an opportunity to improve your business. 
For CSAT, low scores on specific products or interactions highlight immediate pain points, allowing you to address problems before they escalate. High CSAT scores can also indicate what’s working well and should be emphasised or replicated across other customer touchpoints. 

 
2. Close the feedback loop
Both NPS and CSAT scores offer opportunities for continuous improvement, but only if you close the feedback loop. Contacting detractors and customers with low CSAT scores allows you to understand their grievances and prove you’re serious about addressing their concerns. Personalised follow-ups can turn a negative experience into a positive one, preventing churn and boosting retention. 

In addition, engaging with promoters and customers with high CSAT scores reinforces their positive experience. Asking for reviews or testimonials, inviting them to exclusive events or giving them early access to new products can deepen their loyalty. 
 
 
Enhanced communication and business realtionships Quarterly Business Reviews (QBRs)
3. Incorporate scores into QBRs

NPS and CSAT scores can be a key part of your Quarterly Business Review. Regular reviews of these metrics with customer success teams let you track trends, highlight improvements and monitor potential risks. This helps you set a strategy for both immediate and long-term retention. 

QBRs are also an opportunity to share success stories where low NPS or CSAT scores have previously been given, and demonstrating how negative feedback has led to tangible improvements and better scores. Additionally, showcasing customers who consistently provide high scores shows how you focus on retaining loyal customers with positive relationships. 

 

4. Monitor & adapt

Continuous monitoring of NPS and CSAT scores (through the use of tools like Clientshare Pulse) helps you stay on top of customer sentiment. By capturing feedback at key moments, in real time, companies can identify trends and potential issues before they have a negative impact on customer retention. 

A sudden dip in NPS could signal a deeper issue with product quality or support. Swift intervention, like adjusting processes or addressing the problem with individual customers, can prevent widespread dissatisfaction and churn. 

Taking a client-focused approach to Quarterly Business Reviews (QBRs)

Final thoughts

NPS and CSAT scores are useful tools for securing customer retention. By identifying pain points, closing the feedback loop, integrating metrics into QBRs, and continuously monitoring customer sentiment, businesses can be proactive in improving the overall customer experience. This, in turn, increases customer loyalty, reduces churn and nourishes long-term customer relationships.

 

Loke_Wangelin_Clientshare

 

Read more:

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

How to effectively combine NPS with your QBRs - thumbnail

5 ways pulse boosts retention Thumbnails 

 

 

Related resources

Article

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

Article

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

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

"Engaged and satisfied customers buy 50% more frequently, spend 200% more each year and are five times more likely to display brand loyalty"

- Gartner, KPMG Nunwood
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