Client Heartbeat B2B Case Studies & Customer Successes

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Client Heartbeat is a simple customer feedback tool for accounting firms, that surveys customers, measures satisfaction and identifies those that are 'at risk'. The tool works by sending personalized email surveys to customers (and getting industry high response rates of over 60%). Unlike generic survey tools, Client Heartbeat tracks changes in customer satisfaction in combination with industry data, to give intelligence behind the results. With inbuilt benchmarking features, Client Heartbeat compares satisfaction levels and performance against other companies of similar size and industry.

Case Studies

Showing 5 Client Heartbeat Customer Success Stories

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Dorks Delivered achieves 500% increase in survey response rates and identifies at‑risk customers worth thousands with Client Heartbeat

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Effective IT achieves 800% increase in survey response rates with Client Heartbeat

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JBS Bookkeeping Services achieves over 70% customer survey response and actionable feedback with Client Heartbeat

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R&G Technologies achieves 15% increase in customer satisfaction with Client Heartbeat

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Stea IT retains a $180,000 contract by identifying at-risk customers with Client Heartbeat

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