CSAT score
i90%
+12.5 vs last period
ExperienceBETAAccount 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.
Acme Corp
Experience
Search experience signals...
Responses
42
Last 180 days
Response rate
31.4%
Of surveys sent
Negative
1
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.
Acme Corp
Experience
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$19,500RenewalApr 30, 2027
Key Contacts
KMKeith MorganLMLorelai Mah
Client Experience
87+8
Roadmap Value
$40,450
Findings$15.3k
Proposed$8.3k
Quotes$6.0k
Contracts$5.7k
Projects$1.6k
Roadmap Trends
24
Open Tasks
6
Meetings
47
Active Tickets
138
Assets
182
SaaS Apps
Discover
28 Findings
$15,2509 Untriaged7 New6 Need Review
Plan & Execute
15 Initiatives
$8,25018 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.
Acme Corp
Roadmap
7InitiativesTemplates
7
Total
0
Unscheduled
$29K
One-time
$220K$18K/mo
Recurring
—0 of 7 estimated
Estimated hours
—0 of 7 recorded
Actual hours
Find initiative...
7 initiatives
Q3 2026
2＋···Draft• 1
AAcme Corp
Cloud Cost Optimization
$2,500/Mo
CD34
In Progress• 1
AAcme Corp
Virtual CISO Security Leadership Engagement
$7,500/Mo
BP51
Q4 2026
2＋···Draft• 1
AAcme Corp
IT Asset Management Program
$5,000 + $900/Mo
CD34
In Progress• 1
AAcme Corp
Microsoft 365 Productivity Enablement
$3,500 + $1,200/Mo
BP41
Q1 2027
2＋···Draft• 1
AAcme Corp
Business Continuity & Disaster Recovery Program
$8,000 + $650/Mo
CD62
In Progress• 1
AAcme Corp
Compliance & Risk Readiness
$4,500/Mo
BP42
Q2 2027
1＋···Draft• 1
AAcme Corp
Workforce Technology Modernization
$12,000 + $1,100/Mo
CD51
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.