Curious?
You are not the only one.
Check out the frequently asked questions - and the answers to them.
Is LIFT for me?
LIFT is built for MarCom agencies and professional services companies that want to take a proactive, data-driven approach to managing client relationships and strategic decision-making. It’s used by client leaders, business leaders, project leads and insight teams. If you believe in combining human connection with operational excellence, LIFT is built for you.
LIFT can be used by companies of all sizes but is best suited for mid-sized to enterprise-level agencies—especially those managing multiple client relationships and looking to drive retention, repeat business, and long-term growth. Whether you operate in one market or across many, LIFT helps you bring structure, insight, and consistency to how you manage and scale client relationships - and your business.
Homegrown surveys can offer basic insights, but they often rely on manual effort and can lack consistency, depth, and scalability. LIFT offers so much more: automated data collection, real-time analysis, predictive relationship health metrics, and access to the largest benchmark database in the MarCom industry. It’s a complete system that delivers both high-level and client-specific insights, surfaces risks early, and gives your team the clarity to act—with far less effort.
Yes. LIFT integrates seamlessly with popular CRM systems and other business tools, ensuring smooth implementation, seamless workflows and immediate impact.
How to use LIFT?
LIFT measures the strength of your client relationships—across both the client and team side. It tracks key relationship drivers using structured survey data. In addition to individual driver scores, LIFT provides overall health scores, predictive LIFT Scores, sentiment trends, response rates, and benchmark comparisons—giving you a complete, real-time view of your portfolio and every individual client relationship
Not at all. LIFT is designed to be intuitive and easy to use—no technical background required. Our onboarding process is simple, and our support team is here to guide you every step of the way. Plus, you’ll have access to a library of how-to content, so you and your team can get the most out of the platform from day one.
You’re in control. With LIFT, you can choose fixed survey intervals or use our adaptive scheduling feature, which suggests timing based on client health signals. We generally recommend surveying 2–4 times a year to be on top of your relationships
Yes, you can absolutely use LIFT to gather valuable feedback from just your clients. However, we strongly recommend capturing feedback from both clients and internal teams. Our methodology is built on the belief that every relationship has two sides—and the richest insights come from understanding both perspectives. Collecting both gives you a more complete picture of the relationship dynamics and helps uncover misalignments, risks, and opportunities you might otherwise miss.
You can also easily start with collecting client feedback and add team feedback later.
More than half of LIFT customers enjoy a client response rate above 50% and a team response rate of 70%
Yes. While LIFT comes with 11 proven relationship signals (six for clients and five for teams) backed by a decade of industry data, you can fully customize your survey. Add your own drivers and include specific questions that align with your agency’s structure, services, or client setup. Whether you stick with the tested signals or create your own, LIFT gives you the flexibility to gather the insights that matter most to your business.
LIFT analyzes your survey feedback to deliver a full set of relationship health metrics. This includes overall health scores, predictive LIFT Scores, sentiment trends, driver-level performance, and response rates—both at the portfolio level and for individual clients.
The LIFT Score is a predictive metric that gives you a forward-looking view of your client relationships. It analyzes a range of key indicators—including client and team scores, their interdependencies, response rates, non-responders, and how scores progress over time.
The result is a clear signal of how likely you are to retain a client—so you can take proactive action before small issues turn into lost revenue. It’s not just a score—it’s your early warning system.
Yes—easily. LIFT lets you track trends across client and team health, LIFT Score, and individual relationship drivers over any time period. You can also segment your data by client, industry, market or any custom tags to get a precise view of how performance is evolving.
Yes. In LIFT’s reporting tool, you can easily see score trends and and comments per driver.
You can benchmark LIFT’s proven drivers (6 client drivers and 5 team drivers) and see how your agency compares on each signal based on either market location or client industry level. If you choose to customize drivers and questions these cannot be benchmarks as they are your unique data points.
Absolutely. LIFT makes it easy to move from top-level metrics to specific surveys results and comments - this is key advantage of operating with non-anonymized feedback.
Yes. LIFT integrates seamlessly with popular CRM systems and other business tools, ensuring smooth implementation, seamless workflows and immediate impact.
LIFT gives you a comprehensive view of your client relationships across every dimension that matters— clients, teams, markets, offices, and industries. You can also create custom tags (like client type, service offering, or budget size) to segment your portfolio even further. This gives you deep, actionable insight into relationship health, emerging risks, and where your agency is performing strongest—or needs improvement.
LIFT gives you a full view of your client relationships—both across your entire portfolio and at the individual client level. You’ll see overall health metrics, predictive insights, and how each relationship is evolving over time. You can also dive into individual, non-anonymized feedback from every client participant. With flexible filters and intuitive data visualizations, you can segment insights anyway you like.
Yes. You can set alerts for key clients, score drops, or sentiment shifts—so you can act fast. You can choose to get the alerts instantly, or on a weekly basis.
Absolutely! LIFT’s reporting tool makes it easy to extract meaningful insights and track how your relationship metrics evolve over time. You can slice and filter your data by client, team, market, office, client industry or any custom tag to get the exact perspective you need. Visualizations and raw data are exportable with a click—perfect for internal or external reporting
Of course! LIFT fully supports multilingual participation. Each client or team member can select their preferred language the first time they respond to a survey, and the platform will remember their choice for all future participation. This ensures a smooth, accessible experience for every respondent, no matter where they’re based.
LIFT is designed to make your job easier—not busier. Once your survey setup is complete, your role is simple but impactful: you approve who should be surveyed (on both the client and team side), and give participants a quick heads-up on why their feedback matters.
After that, LIFT does the heavy lifting—automating feedback collection, analyzing the data, and surfacing insights in real time. Your job is to stay curious, explore the insights, and take action where it counts. And with smart alerts built in, you’ll always know when something needs your attention—before it becomes a problem
Yes. LIFT is designed to support all organisational structures and sizes, including large, multi-office organizations with role-based permissions, segmentation, and aggregated reporting.
LIFTs data base covers 148 client industries. Our industry structure is built on Linkedin’s official industry list.
Yes, LIFT Relations effectively serves both project-based and retainer-based businesses by providing insights tailored to each model. Project-based businesses benefit from identifying client satisfaction and loyalty, ensuring repeat engagements. Retainer-based businesses gain from continuous feedback loops and proactive relationship management, enhancing long-term client retention. Whether your focus is short-term projects or ongoing retainers, LIFT helps identify opportunities for client retention and growth.
How to get started?
Typical implementation takes 4-6 weeks, including setup, customization, and onboarding, ensuring minimal disruption to your operations.
Getting started with LIFT is simple and scalable—no matter your agency’s size. All we need is a list of your clients, their contact details, and access to any systems you’d like to integrate (like your CRM).
From there, our Customer Success team will help set up your first survey, train your users, and make sure everything’s running smoothly. Once you’re live, you’re good to go—but of course, we’re always here if you need us.
LIFT offers comprehensive training during onboarding to ensure your team can confidently use every part of the platform. And for ongoing learning, everyone has access to self-serve how-to resources—so they can explore and grow at their own pace.
Your dedicated Customer Success Manager will be your primary point of contact, guiding you step-by-step through the onboarding and launch.
Yes! We provide onboarding and ongoing support to help your team succeed. You also get access to LIFT’s How-to resources that will allow you to do self-paced learning 24/7.
Yes, it’s possible to have historical data - such as NPS - migrated to the LIFT platform. Contact us to talk through the details.
Yes. We provide custom onboarding plans, strategic consultation, and ongoing support for distributed teams.
Plans & Pricing
LIFT uses a seat-based pricing model starting at 10 seats. You can choose monthly or annual billing (with 25% off for annual plans). Add-ons like SSO, integrations, and white-labeling are available as needed - all tailored to your organisations needs
A seat represents an individual user account within your organization that has access to the LIFT platform. Each user requires one seat.
Yes, you can upgrade or downgrade your plan at any point. Our team will work with you to ensure your subscription matches your current requirements.
No. Initial survey setup, onboarding, and training is part of the subscription fee.
LIFT’s pricing is seat-based, meaning you pay per user who needs access to the platform. We offer a minimum package of 10 seats, ensuring that key team members—such as Business Leaders, Client Leaders, and Project Managers—can fully utilize the platform’s insights, reporting, and survey management features.
As your needs evolve, you can easily add more seats to scale adoption across your team. If you’d like a detailed quote or help determining the right setup for your organization, our team is happy to assist.
Each seat is personal and non-transferable, granting access to key platform features based on the user's role and permissions:
• Platform Access – Full access to monitor and manage client accounts, with permissions set by the Champion or Project Leader.
• Dashboards – Real-time, personalized dashboards tailored to the user’s role and access level.
• Notifications – Customizable weekly and instant alerts to keep users informed about key client updates.
• Reporting – Access to LIFT’s reporting page to filter, analyze, and generate reports based on assigned client permissions.
• Automated Survey Management (for Client Responsible users only):
◦ Notification email three weeks before the next survey send-out, with options to update participants, delay, deactivate, delete, or pause surveys.
◦ Three automated reminders before the survey is distributed.
◦ Full control over survey scheduling and accuracy.
• Access to all LIFT’s how-to resources.
Each seat is designed to give users the right level of access and insights while ensuring security and role-based permissions.
The number of seats depends on how you want to start using LIFT. Some companies roll it out across their full client portfolio from day one, while others begin with a smaller client group and scale based on adoption and success.
Typically, you’ll need seats for:
• Business Leaders who track client satisfaction trends and take action.
• Client Leaders who manage relationships and drive retention and growth.
• Project Managers/Insight teams (if relevant) who oversee data and reporting.
LIFT’s access is personal and permission-based, meaning users only see the clients and offices they have access to. You can start with a smaller number of seats and scale as needed. If you're unsure, our team can help you assess the right setup for your needs.
To get started with LIFT, a minimum of 10 seats is required. This ensures that key team members—such as Business Leaders, Client Leaders, and Project Managers—have access to insights, reporting, and survey management features.
The 10-seat minimum allows your organization to fully leverage the platform across multiple client accounts, ensuring a meaningful and actionable experience from day one. As your needs evolve, you can easily add more seats to scale adoption across your team.
If you’re unsure about the best setup for your organization, our team is happy to guide you through the process.
No—the cost is not affected by survey frequency. LIFT uses a seat-based pricing model, meaning you pay based on the number of users (seats) who need access to the platform. Whether you survey twice a year or quarterly, the price stays the same. That way, you have full flexibility to set the cadence that works best for your agency—without worrying about hidden costs.
Absolutely. You can add more seats as your agency grows or your needs evolve. Reach out to our Customer Success team to adjust at any time.
Yes! We provide onboarding and ongoing support to help your team succeed. You also get access to LIFT’s How-to resources that will allow you to do self-paced learning 24/7.
Security & Privacy
LIFT follows industry-leading security standards, using encryption, secure data transfer protocols, and regular security audits to protect your client data. You can download our Data Protection Agreement here (link to T&C page)
Yes, LIFT is fully GDPR compliant, ensuring all data handling practices meet or exceed regulatory requirements for data protection and privacy. You can download our Privacy policy here. (link to T&C page)
Your data is securely stored within the EU, using ISO-certified data centers, ensuring compliance with EU data residency and privacy laws. You can download our Data Protection Agreement here. (link to T&C page)
Yes, LIFT offers robust permission settings, allowing you to control data visibility internally and manage access based on roles and responsibilities.
