Lifecycle Manager + SmileBack

This integration brings CSAT into Lifecycle Manager, allowing MSPs to turn satisfaction into something they can track, act on, and present to clients.

With SmileBack connected, you get:

• Client-level CSAT scores surfaced in your Client Analytics Dashboard
• CSAT trends over time, so you can see how satisfaction changes as you improve service delivery
• Real-time visibility that helps you spot unhappy clients earlier and prioritize the right conversations
• A client-facing SmileBack CSAT Deliverable for QBRs and business reviews

The SmileBack CSAT Deliverable transforms live SmileBack survey data into a presentation-ready customer satisfaction report you can include in your business reviews.

Available within the Deliverables system under Client Experience, the report automatically pulls the latest SmileBack data and presents it in a clear, client-friendly format.

The deliverable includes:

• CSAT response distribution and satisfaction trends
• Net Promoter Score (NPS) breakdowns
• Project survey ratings
• Weekly CSAT trend reporting
• A searchable recent-feedback table with client comments

MSPs can configure reporting periods for the last 30, 60, or 90 days, adjust feedback sorting preferences, and export the report as a branded PDF complete with a cover page and optional executive summary.

Whether viewed interactively in-browser or shared as a PDF during a QBR, the SmileBack CSAT Deliverable helps demonstrate service performance, highlight improvement areas, and support more meaningful client conversations.

1. Connect SmileBack through the Integration Center.
2. Navigate to Deliverables for your client organization.
3. Add the SmileBack CSAT component from the Client Experience section.
4. Configure your reporting period and feedback display preferences.
5. Generate interactive or PDF-ready customer satisfaction reports automatically.

Need detailed setup steps? See the help article: Integrating with SmileBack on help.lifecyclemanager.com.