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Client Satisfaction Pulse

The Satisfaction Pulse is a five-button rating tool inside the client portal. One click, no form, no comment box required.

What clients see​

A horizontal row of five color-coded faces, from "very dissatisfied" (red) to "very satisfied" (green). Above it:

How are we doing on [project name]?

Clients can rate as often as you've configured — Weekly, Bi-weekly, or Monthly. Set the frequency in Settings → Client Portals → Defaults.

Where the data lands​

Every pulse submission feeds the Client Satisfaction widget on your dashboard:

  • Per-client average score with a trend arrow
  • Recent comments (when clients add an optional one)
  • Score history sparkline per client

The AI insight on the widget calls out clients whose score has dropped recently so you can intervene before satisfaction becomes attrition.

Turning it off​

Set frequency to Disabled in Settings → Client Portals to hide the pulse from every portal. You can still re-enable it later without losing historical scores.