ExperienceBETA

Account intelligence your team can actually act on.

Experience gives your team a connected view of how each client actually feels, where stakeholder alignment is drifting, and which accounts need attention this week.

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Experience

Engage

Service feedback and sentiment trends for Acme Corp.

Search experience signals...

CSAT score

90%

+12.5 vs last period

Responses

Last 180 days

Response rate

31.4%

Of surveys sent

Negative

Last 30 days

CSAT trend

DecJanFebMarAprMay

Recommendations

No contacts need attention right now

CUSTOMER VOICE, CONNECTED

Bring customer voice into the same workspace as planning and strategy.

Experience turns transactional feedback, Business Alignment Pulse results, custom survey responses, recommendations, and follow-up workflows into account intelligence your team can act on. Instead of running customer feedback through a separate survey tool, your team can see service sentiment, alignment gaps, and recommended next moves inside the same account workspace. Experience campaigns can also send through your existing Microsoft 365 environment, so feedback requests come from a familiar mailbox while helping reduce the sender setup friction often required by standalone survey platforms.

Native Microsoft 365 sending keeps feedback capture closer to the MSP-client relationship without making email setup the main story.

Experience

Engage

Service feedback and sentiment trends for Acme Corp.

Search feedback...

WhenRespondentTypeScoreSentimentCategorySubjectTicket #Technician

1mo agoAvery MitchellCES6/7PositiveSupportFollow-up was clearSR-48291Nina Patel

1mo agoMorgan LeeCSAT3/5NeutralCommunicationStatus update timingINC-73419Owen Brooks

1mo agoPriya ShahNPS9/10PositiveAccountQuarterly review feedbackSR-51044Maya Chen

1mo agoElliot GrahamCES6/7PositiveSoftwareFile recovery requestINC-80616James Wilson

1mo agoTessa MorganCES6/7PositiveSoftwareApp access restoredINC-84403Sarah Park

1mo agoNoah BennettNPS7/10NeutralNetworkVPN reliability concernsINC-77108Leo Martin

1mo agoHarper EllisCES6/7PositiveHardwarePrinter not workingINC-80592Maria Santos

1mo agoJordan KimCSAT1/5NegativeSoftwareServer migration supportINC-64283David Park

1mo agoCamila TorresCSAT5/5PositiveSoftwareMailbox setup requestSR-67952Sarah Chen

1mo agoDylan FosterCSAT1/5NegativeSecuritySecurity alert investigationINC-69786Lisa Nguyen

Platform-native feedback

Capture transactional, relationship, and custom feedback in the account workspace where your team already plans the next move.

Native Microsoft 365 sending

Send Experience campaigns through your existing Microsoft 365 environment so feedback requests come from a familiar mailbox and avoid separate sender configuration.

Service + relationship read

See ticket-level service sentiment and account-level relationship health as part of the same client record.

RELATIONSHIP HEALTH, MEASURED

Turn relationship health into a score your team can track over time.

The Business Alignment Pulse gives your team a measurable, explainable read on relationship health. Instead of inferring how an account feels from anecdote, you can see where stakeholder expectations are diverging, where alignment is drifting, and which accounts are trending silent ahead of renewal.

Stop guessing how the account feels. Show the pulse. Then show how it moves.

✦ScalePad AI

Acme Corp is tracking well across roadmap execution, relationship health, and renewal readiness. Open findings are concentrated in security, cloud cost, and device lifecycle planning.

Overview

OwnerTNTim NelsonAccount Team

CNCallie NewsomeLSLina Snehil

SegmentStrategicRel. Score87

$Revenue Info

MRR$19,500RenewalMay 1, 2026

Key Contacts

KMKeith MorganLMLorelai Mah

Client Experience

87+8

Roadmap Value

$40,450

+12.5%

Findings$15.3k

Proposed$8.3k

Quotes$6.0k

Contracts$5.7k

Projects$1.6k

Roadmap Trends

Apr

May

Jun

Jul

Aug

Sep

Oct

Open Tasks

Meetings

next 30d

Active Tickets

-12%

138

Assets

182

SaaS Apps

tracked

Discover

28 Findings

$15,250

9 Untriaged7 New6 Need Review

Plan & Execute

15 Initiatives

$8,250

18 Pending Approval29 Open4 Quotes3 Contracts

Explainable scoring

Replace gut-feel relationship reviews with a deterministic, auditable pulse the team can defend.

Silent churn visibility

Catch renewal risk earlier by spotting accounts that have gone quiet, stopped responding, or started drifting.

Stakeholder alignment

See where the buyer, the day-to-day contact, and the executive sponsor are no longer aligned inside the same account.

FROM SIGNAL TO ACTION

Connect every signal to the next account move.

The real job of customer feedback is not to fill a dashboard. It is to create forward motion. Experience surfaces ranked recommendations, routes negative responses into closed-loop recovery, and gives QBRs an evidence layer so reviews become relationship conversations instead of status updates.

Experience should create action, not just awareness.

Roadmap

Initiatives organized by quarter, priority, and client-ready next steps.

InitiativesTemplates

Search initiatives...

Q2 2025

Showing Q2 2025 roadmap initiatives

Backlog

$30,040 / 3 queued

Security Roadmap

12d

$2,900 + $420/Mo

SRSam Rivera

HighSOC 2

Server Replacement

19d

$3,500 + $600/Mo

JDJohn Devlin

MedDigital Transformation

Database Upgrade

24d

$4,800 + $550/Mo

ECEmily Chen

LowModernization

Drafts

$36,400 / 3 in build

Cloud Integration

$4,200 + $700/Mo

ETEmily Tran

MedAI Readiness

Data Warehouse Setup

$5,000 + $800/Mo

RPRaj Patel

HighAI Readiness

Regional Expansion

15d

$3,200 + $500/Mo

MWMia Wong

LowModernization

Client Review

$22,940 / 2 meetings

AV Upgrades

$1,900 + $320/Mo

JLJordan Lee

LowModernization

Endpoint Refresh

$6,400 + $900/Mo

PNPriya Nair

MedDigital Transformation

Ranked attention queue

Lead with the accounts your team should work on this week, not a pile of disconnected survey responses.

Closed-loop recovery

Route negative responses into ownership and follow-up instead of letting them disappear into operational noise.

QBR-ready evidence

Walk into reviews with service sentiment, alignment gaps, and account drift already connected to the broader plan.

SEE IT LIVE

Make account health conversations feel clearer, faster, and more defensible.

See how Lifecycle Manager turns customer feedback into account intelligence your team can actually act on.

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