Internal Operations
ScaleLogix AI · Team Operations

Client Survey Delegation Plan.

Who sends what, in what order, with which copy. Live activation tracker with per-owner progress — built from the current client assignments.

137
Total Clients
121
In Survey
4
Team Members
ScaleLogix AI Confidential  ·  ScaleMethods Partners LLC  ·  Updated 12 June 2026
ScaleLogix AI · Internal Operations

Client Satisfaction Survey

Combined Delegation Plan
Partnership Assignments × Survey Activation Strategy · Rebuilt to current assignments · June 12, 2026
01 · Summary

Team Workload Distribution

121 clients in survey · 137 total assigned · 4 team members

Team MemberTotalIn SurveyOrangeYellowActiveDormantGreenN/A
Adam97401112
Gaby403513201645
Skye443915211835
Sandra444012421664
TOTAL1371214484511416
02 · Activation Order

Today’s Rollout Priority

  1. 1ORANGE bucket first — 44 clients, still engaged but slipping. Catch them now.
  2. 2YELLOW bucket — 8 clients, 15 min quick win.
  3. 3RED active escalations only — 4 SLA-critical. Not the 51 dormant.
  4. 4RED dormant — Re-engagement message first, survey after they respond.
  5. 5GREEN — optional — 14 clients. Celebration copy only if you want baseline data.

Survey Base URL: https://preview-client-satisfaction-survey-aaae77cc.viktor.space/survey/[slug]
Admin Dashboard: https://preview-client-satisfaction-survey-aaae77cc.viktor.space/

⚠️ HOW TO SEND SURVEY LINKS — READ THIS

Each client has a unique survey link in the Survey Link column of their row. This link is tied to that specific client so their response is automatically tracked and matched to them.

Steps:
1. Find the client in your assignment sheet below
2. Click the link in the Survey Link column — it will look like .../survey/agency-name
3. Copy that full URL from your browser
4. Paste it into the copy-paste template where it says 👉 [Paste the survey link from the Survey Link column for this client]
5. Send the message to the client in their Slack channel
6. Check the box ✓ after you send it

🚫 Do NOT use a generic link or share another client's link. Each link is unique — if the wrong link is used, the response won't match the right client and we lose the data.
03 · Live Progress
0%
Survey Activation Progress
Live tracking: 0 surveys received
0 of 121 surveys sent · check off each client as you send. Progress saves in this browser.
Survey activation complete — all 121 clients contacted. Nice work, team.

Adam’s Assignment Sheet

9 total clients · 7 in survey activation · 0 / 7 sent

SHEET COMPLETE
AT RISK / SLA BREACH — 4 clientsPRIORITY 1 — Send Today
Highest priority. Still engaged but slipping — catch them now. Send survey message today.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Andrew DzurecDONERECEIVEDStreamline Ops SolutionsEnterprise ReserveBREACH4.../survey/streamline-ops-solutionsCopyView
2Andy MitkowskiDONERECEIVEDAMICABLE AIEnterprise ReserveBREACH0.../survey/amicable-aiCopyView
3Peter SmithDONERECEIVEDGroundsWell AIElite+BREACH1.../survey/groundswellaiCopyView
4Ron ChakrabortyDONERECEIVEDAutomation Integration AIEnterprise ReserveBREACH4.../survey/automation-integration-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Quick check-in — we're doing a round of direct feedback sessions with our agency partners to make sure everything is tracking the way it should be.

Your input shapes what we prioritize next, and I want to make sure we're aligned on what matters most to you right now.

Takes about 2 minutes — and your answers go straight to leadership:

👉 [Paste the survey link from the Survey Link column for this client]

We're building this around you. Let us know where to focus.

— The ScaleLogix Team

CRITICAL / DISENGAGED — 2 clientsPRIORITY 3 — Active Escalations Only
Survey only the SLA-critical clients. Dormant clients need re-engagement first — do not survey them cold.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Martyn Buffler
⚠ 3/5, asks for better ops visibility, wants to meet CIO
DONERECEIVED		AI Business PartnersEliteNONE—.../survey/aibusinesspartnersCopyView
2Matt Tito
⚠ SLA critical, just launched but lacks clarity on packages
DONERECEIVED		SaberX AIFounder ReserveCRITICAL0.../survey/saberxaiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

I wanted to reach out personally because your experience matters to us — and we know it hasn't been where it should be.

We're making real changes based on direct feedback from agency owners like you, and I want to make sure your voice is part of that.

Would you take 2 minutes to share what's on your mind? This goes directly to our leadership team — not a generic inbox.

👉 [Paste the survey link from the Survey Link column for this client]

We're committed to making this right. Your honesty helps us do that faster.

— The ScaleLogix Team

HEALTHY — 1 clientOPTIONAL — Celebration Copy
Optional. Happy clients. Use celebration-style copy only. Do not introduce worry.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Mark PetruzielloDONERECEIVEDHalena AIElite+NONE0.../survey/halena-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Things are moving! We love seeing the traction your agency is building, and we want to keep that momentum going strong.

We're collecting quick feedback from our top-performing partners to understand what's working best — so we can double down on it.

Got 2 minutes?

👉 [Paste the survey link from the Survey Link column for this client]

Your perspective helps us raise the bar for everyone. Thanks for being a great partner!

— The ScaleLogix Team

NOT IN SURVEY — 2 clientsNO ACTION
These clients are not part of the current survey activation.
#ClientAgencyTier
1Marcelo PerezProgredi SolutionsEnterprise Reserve
2Sam Hanna—Enterprise Reserve

Gaby’s Assignment Sheet

40 total clients · 35 in survey activation · 0 / 35 sent

SHEET COMPLETE
AT RISK / SLA BREACH — 13 clientsPRIORITY 1 — Send Today
Highest priority. Still engaged but slipping — catch them now. Send survey message today.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Adrian PesnellDONERECEIVEDAxionex AIEliteBREACH1.../survey/axionexaiCopyView
2Alex FurlongDONERECEIVEDEnerFlow AIElite+BREACH0.../survey/enerflow-aiCopyView
3Anthony WilliamsDONERECEIVEDSumo IntelligenceEliteNONE15.../survey/sumo-intelligenceCopyView
4Dr. Jacob RoemenDONERECEIVEDSyncLogic AIEliteBREACH1.../survey/synclogicaiCopyView
5Imaan BelkhirDONERECEIVEDPatronum AIGrowthBREACH1.../survey/patronumaiCopyView
6John MasaschiDONERECEIVEDVeilflow AIEliteBREACH0.../survey/veilflow-aiCopyView
7Kyle O’HaraDONERECEIVEDAI Talent LaunchElite+BREACH1.../survey/hara-ai-talent-launchCopyView
8Laurie BeauvoirDONERECEIVEDTrustNova AIEliteBREACH0.../survey/trust-nova-aiCopyView
9Mack WaldmanDONERECEIVEDAI Link SolutionsEliteBREACH0.../survey/ai-link-solutionsCopyView
10Marc NaparstekDONERECEIVEDAI Biz GroupElite+BREACH0.../survey/ai-biz-groupCopyView
11Marco VotaDONERECEIVEDBuildOn AIEliteBREACH0.../survey/buildonaiconsultingCopyView
12Mario GuerraDONERECEIVEDtechcavemanElite+BREACH0.../survey/techcavemanCopyView
13Meredith WeissDONERECEIVEDAbsolute Intel AIElite+NONE12.../survey/absolute-intel-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Quick check-in — we're doing a round of direct feedback sessions with our agency partners to make sure everything is tracking the way it should be.

Your input shapes what we prioritize next, and I want to make sure we're aligned on what matters most to you right now.

Takes about 2 minutes — and your answers go straight to leadership:

👉 [Paste the survey link from the Survey Link column for this client]

We're building this around you. Let us know where to focus.

— The ScaleLogix Team

NEEDS ATTENTION — 2 clientsPRIORITY 2 — Send Today
Quick win. All actively communicating. 15 minutes max.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Amit PatelDONERECEIVEDA4AI PartnersEliteAT-RISK0.../survey/a4ai-partnersCopyView
2Chris QuirarteDONERECEIVEDLuxVanguardElite+AT-RISK0.../survey/luxvanguardCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

We're doing a quick pulse check with our agency partners to make sure we're delivering at the level you expect — and to spot any opportunities to accelerate your results.

Your agency is in an exciting phase right now, and we want to make sure our support matches your momentum.

Would you take 2 minutes to share your perspective?

👉 [Paste the survey link from the Survey Link column for this client]

Every piece of feedback gets reviewed by our team directly. We're all in on your success.

— The ScaleLogix Team

CRITICAL / DISENGAGED — 16 clientsPRIORITY 3 — Active Escalations Only
Survey only the SLA-critical clients. Dormant clients need re-engagement first — do not survey them cold.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Alex MwaleDONERECEIVEDPalemia AIEliteNONE—.../survey/palemia-aiCopyView
2Alexander HanDONERECEIVEDHatchVenturesEliteNONE—.../survey/hatch-venturesCopyView
3Apijay KumarDONERECEIVEDAumik LabsEliteNONE—.../survey/aumiklabsCopyView
4Jasmine CastroDONERECEIVEDAI Desk PilotsEliteNONE—.../survey/ai-deskpilotsCopyView
5Jerold MurrellDONERECEIVEDDeluxe AI SystemsEliteNONE—.../survey/deluxeaisystemsCopyView
6Jerry LightfootDONERECEIVEDAIDL InnovationsEliteNONE—.../survey/aidlinnovationsCopyView
7Joseph LeonettiDONERECEIVEDSophia Systems AICoreNONE—.../survey/sophiasystemsaiCopyView
8Juan PenaDONERECEIVEDSERENE SOLUTIONS AIEliteNONE—.../survey/serene-solutions-aiCopyView
9Kannappaganesh NachiappanDONERECEIVEDLogyra AIEliteNONE—.../survey/logyraaiCopyView
10Leena KorottDONERECEIVEDNorthStarInnovation AIGrowthNONE—.../survey/northstarinnovationsaiCopyView
11Leo DarakchyanDONERECEIVEDAivinaEliteNONE—.../survey/aivinaCopyView
12Loan Hy (Luwan)DONERECEIVEDZiran IntelligenceEliteNONE—.../survey/ziranintelligenceCopyView
13Malav PatelDONERECEIVEDNoveka AIGrowthNONE—.../survey/noveka-aiCopyView
14Matt CrossDONERECEIVEDCrossOver AIEliteNONE—.../survey/crossoveraiCopyView
15Michael CanalesDONERECEIVEDCanalesworksGrowthNONE—.../survey/canalesworksCopyView
16Mohammed FarukiDONERECEIVEDWazier AIGrowthNONE—.../survey/wazier-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

I wanted to reach out personally because your experience matters to us — and we know it hasn't been where it should be.

We're making real changes based on direct feedback from agency owners like you, and I want to make sure your voice is part of that.

Would you take 2 minutes to share what's on your mind? This goes directly to our leadership team — not a generic inbox.

👉 [Paste the survey link from the Survey Link column for this client]

We're committed to making this right. Your honesty helps us do that faster.

— The ScaleLogix Team

HEALTHY — 4 clientsOPTIONAL — Celebration Copy
Optional. Happy clients. Use celebration-style copy only. Do not introduce worry.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Brandon MorinDONERECEIVEDRetroFit AiElite+NONE0.../survey/retrofit-aiCopyView
2Jerry WaynickDONERECEIVEDAI Prime SystemsEliteNONE0.../survey/ai-prime-systemsCopyView
3Kamalesh JainDONERECEIVEDKriti AIElite+NONE1.../survey/kriti-aiCopyView
4Kelli WheelerDONERECEIVEDHerSystemsAIStudioGrowthNONE1.../survey/hersystemsaistudioCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Things are moving! We love seeing the traction your agency is building, and we want to keep that momentum going strong.

We're collecting quick feedback from our top-performing partners to understand what's working best — so we can double down on it.

Got 2 minutes?

👉 [Paste the survey link from the Survey Link column for this client]

Your perspective helps us raise the bar for everyone. Thanks for being a great partner!

— The ScaleLogix Team

NOT IN SURVEY — 5 clientsNO ACTION
These clients are not part of the current survey activation.
#ClientAgencyTier
1Andres Carranza—Elite+
2Joshua Nall—Elite
3Megan Loughlin—Elite
4Paul Phillips—Growth
5Rick Redaelli—Elite+

Skye’s Assignment Sheet

44 total clients · 39 in survey activation · 0 / 39 sent

SHEET COMPLETE
AT RISK / SLA BREACH — 15 clientsPRIORITY 1 — Send Today
Highest priority. Still engaged but slipping — catch them now. Send survey message today.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Andrew PhillipsDONERECEIVEDAmptechEliteBREACH1.../survey/amptechCopyView
2Arthur RamosDONERECEIVEDTalynt AIEliteBREACH1.../survey/talyntaiCopyView
3Avnish ShrivastavDONERECEIVEDSyzygyIAEliteBREACH15.../survey/syzygyiaCopyView
4Daniel Watson
⚠ ‘Main source of income’, 6 weeks no results
DONERECEIVED		AlphaOps AIElite+BREACH0.../survey/alpha-ops-aiCopyView
5David GeringDONERECEIVEDGering Business SolutionsElite+BREACH4.../survey/gering-business-solutionsCopyView
6Erin JimisonDONERECEIVEDAlignedProSystemsElite+NONE13.../survey/aligned-pro-systemsCopyView
7Michael SilosDONERECEIVEDSilo Intelligence AIEliteNONE8.../survey/silo-intelligence-aiCopyView
8Nels TateDONERECEIVEDTask Forge AIEliteBREACH1.../survey/task-forge-aiCopyView
9Samantha Lee
⚠ 1/5 twice, ScaleLogix branding errors, zero bookings
DONERECEIVED		Cornerstone AI SolutionsEliteBREACH4.../survey/cornerstoneaisolutionsCopyView
10Santoshk ReddyDONERECEIVEDLiaiezEliteBREACH0.../survey/liaiezCopyView
11Scott JensenDONERECEIVEDGrayStone AIElite+BREACH0.../survey/graystone-aiCopyView
12Shane VetranoDONERECEIVEDGraniteStateBlazeForgeEliteNONE12.../survey/granitestateblazeforgeCopyView
13Tigmanshu GoyalDONERECEIVEDTotemlyGrowthBREACH1.../survey/totemlyCopyView
14Trey EarlyDONERECEIVEDEarlyNextAIElite+BREACH1.../survey/early-next-aiCopyView
15Tyler BudgickDONERECEIVEDFortixaEliteBREACH0.../survey/fortixaCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Quick check-in — we're doing a round of direct feedback sessions with our agency partners to make sure everything is tracking the way it should be.

Your input shapes what we prioritize next, and I want to make sure we're aligned on what matters most to you right now.

Takes about 2 minutes — and your answers go straight to leadership:

👉 [Paste the survey link from the Survey Link column for this client]

We're building this around you. Let us know where to focus.

— The ScaleLogix Team

NEEDS ATTENTION — 2 clientsPRIORITY 2 — Send Today
Quick win. All actively communicating. 15 minutes max.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Vijeta BhambhaniDONERECEIVEDvibhaaiEliteAT-RISK0.../survey/vibhaaiCopyView
2Will SpitzenbergDONERECEIVEDPuleAIElite+AT-RISK0.../survey/pule-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

We're doing a quick pulse check with our agency partners to make sure we're delivering at the level you expect — and to spot any opportunities to accelerate your results.

Your agency is in an exciting phase right now, and we want to make sure our support matches your momentum.

Would you take 2 minutes to share your perspective?

👉 [Paste the survey link from the Survey Link column for this client]

Every piece of feedback gets reviewed by our team directly. We're all in on your success.

— The ScaleLogix Team

CRITICAL / DISENGAGED — 19 clientsPRIORITY 3 — Active Escalations Only
Survey only the SLA-critical clients. Dormant clients need re-engagement first — do not survey them cold.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Anna RovinskyDONERECEIVEDAnnalogixEliteNONE—.../survey/annalogixCopyView
2Ed ZuppeDONERECEIVEDWorkflowWizards AIGrowthNONE—.../survey/workflowwizardsaiCopyView
3Eric BrooksDONERECEIVEDTruman AIElite+NONE—.../survey/truman-aiCopyView
4James MoriccaDONERECEIVEDPro Perfect AIEliteNONE—.../survey/pro-perfect-aiCopyView
5Joshua Mueller (AJ)DONERECEIVEDScale North SolutionsEliteNONE—.../survey/scale-north-solutionsCopyView
6Ken CobbDONERECEIVEDBlue Digital AIEliteNONE—.../survey/blue-digital-holdings-llcCopyView
7Pooja KalitaDONERECEIVEDGrowth Script AIGrowthNONE—.../survey/growthscriptaiCopyView
8Rick VazquezDONERECEIVEDVaz Global CapitalGrowthNONE—.../survey/vaz-global-capitalCopyView
9Samina IslamDONERECEIVEDNexus Strategic AIEliteNONE—.../survey/nexus-strategic-aiCopyView
10Shakti Sharad (Sunny)DONERECEIVEDSkySails AIEliteNONE—.../survey/skysailsaiCopyView
11Sola OsudenkoDONERECEIVEDSolaInvest AIEliteNONE—.../survey/solainvestaiCopyView
12Sridhar RavillaDONERECEIVEDLigare AIEliteNONE—.../survey/ligareaiCopyView
13Steven JacksonDONERECEIVEDCruxOn AIEliteNONE—.../survey/cruxonaiCopyView
14Tim Seiter
⚠ SLA critical
DONERECEIVED		GoAIPartnerElite+CRITICAL0.../survey/goaipartnerCopyView
15Tom FoxDONERECEIVEDStreamField AIGrowthNONE—.../survey/streamfieldaiCopyView
16Tony BergDONERECEIVEDFirst Choice AIGrowthNONE—.../survey/firstchoice-aiCopyView
17Travis HeximerDONERECEIVEDHighCountry AI SolutionsElite+NONE—.../survey/highcountry-ai-solutionsCopyView
18Vladimir AdonisDONERECEIVEDCarfuagencyEliteNONE—.../survey/carfuagencyCopyView
19Yagnaram Ravichandran-CuppDONERECEIVEDAero AI SolutionsEliteNONE—.../survey/cupp-aero-ai-solutionsCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

I wanted to reach out personally because your experience matters to us — and we know it hasn't been where it should be.

We're making real changes based on direct feedback from agency owners like you, and I want to make sure your voice is part of that.

Would you take 2 minutes to share what's on your mind? This goes directly to our leadership team — not a generic inbox.

👉 [Paste the survey link from the Survey Link column for this client]

We're committed to making this right. Your honesty helps us do that faster.

— The ScaleLogix Team

HEALTHY — 3 clientsOPTIONAL — Celebration Copy
Optional. Happy clients. Use celebration-style copy only. Do not introduce worry.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Mohammad Arbaaz
⚠ Payment dispute since Apr 30, ‘final call’ ignored
DONERECEIVED		ZabraCore AIEliteNONE1.../survey/zabracoreaiCopyView
2Peter OrlandoDONERECEIVEDVelrix AIEliteNONE0.../survey/velrix-aiCopyView
3Tanner OmanDONERECEIVEDTime Freedom AIGrowthNONE0.../survey/time-freedom-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Things are moving! We love seeing the traction your agency is building, and we want to keep that momentum going strong.

We're collecting quick feedback from our top-performing partners to understand what's working best — so we can double down on it.

Got 2 minutes?

👉 [Paste the survey link from the Survey Link column for this client]

Your perspective helps us raise the bar for everyone. Thanks for being a great partner!

— The ScaleLogix Team

NOT IN SURVEY — 5 clientsNO ACTION
These clients are not part of the current survey activation.
#ClientAgencyTier
1David Yi—Elite+
2Mauricio Orlando—New
3Mercy Omot—Elite
4Tony Condi—Elite
5Tuck Lim—Elite

Sandra’s Assignment Sheet

44 total clients · 40 in survey activation · 0 / 40 sent

SHEET COMPLETE
AT RISK / SLA BREACH — 12 clientsPRIORITY 1 — Send Today
Highest priority. Still engaged but slipping — catch them now. Send survey message today.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Abdul HannanDONERECEIVEDPureHomeScaleElite+BREACH0.../survey/purehomescaleCopyView
2Brent CrawfordDONERECEIVED1BitMind AIEliteNONE17.../survey/1bitmind-aiCopyView
3Jackie HerreriasDONERECEIVEDHalo Works AIEliteBREACH1.../survey/halo-works-aiCopyView
4Jason NickersonDONERECEIVEDAtlas AIEliteBREACH7.../survey/atlasaiservicesCopyView
5Jill JordanDONERECEIVEDCoreAlignAIElite+BREACH1.../survey/corealignaiCopyView
6Joe MaulDONERECEIVEDVilaris AIGrowthBREACH0.../survey/vilaris-aiCopyView
7Matthew BarbourDONERECEIVEDLykanov AIEliteBREACH1.../survey/lykanov-aiCopyView
8Mike MantylaDONERECEIVEDSapentis AIEliteBREACH1.../survey/sapentis-aiCopyView
9Nicholas Aloisio
⚠ Formal contract dispute, 90+ days, pre-legal documentation
DONERECEIVED		NovaBoost AIGrowthBREACH1.../survey/novaboost-aiCopyView
10Remi AuditoreDONERECEIVEDAuditore AIElite+BREACH1.../survey/auditore-aiCopyView
11Roopa CarpenterDONERECEIVEDAeris InnovationGrowthBREACH0.../survey/aerisinnovationCopyView
12Sai Revanth
⚠ 1/5, APEX broken 2+ weeks, withholding fees
DONERECEIVED		Cadrix AIElite+BREACH1.../survey/cadrix-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Quick check-in — we're doing a round of direct feedback sessions with our agency partners to make sure everything is tracking the way it should be.

Your input shapes what we prioritize next, and I want to make sure we're aligned on what matters most to you right now.

Takes about 2 minutes — and your answers go straight to leadership:

👉 [Paste the survey link from the Survey Link column for this client]

We're building this around you. Let us know where to focus.

— The ScaleLogix Team

NEEDS ATTENTION — 4 clientsPRIORITY 2 — Send Today
Quick win. All actively communicating. 15 minutes max.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Chris BurleyDONERECEIVEDTerminus CreativeEliteAT-RISK0.../survey/terminus-creativeCopyView
2Danny MeehanDONERECEIVEDaiDRIVNNEliteAT-RISK0.../survey/aidrivnnCopyView
3Gurinder SinghDONERECEIVEDAltrivaAIElite+AT-RISK0.../survey/altriva-aiCopyView
4Matt ConnerDONERECEIVEDGenie AIXEliteAT-RISK0.../survey/genieaixCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

We're doing a quick pulse check with our agency partners to make sure we're delivering at the level you expect — and to spot any opportunities to accelerate your results.

Your agency is in an exciting phase right now, and we want to make sure our support matches your momentum.

Would you take 2 minutes to share your perspective?

👉 [Paste the survey link from the Survey Link column for this client]

Every piece of feedback gets reviewed by our team directly. We're all in on your success.

— The ScaleLogix Team

CRITICAL / DISENGAGED — 18 clientsPRIORITY 3 — Active Escalations Only
Survey only the SLA-critical clients. Dormant clients need re-engagement first — do not survey them cold.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Brian McGraw
⚠ 4th straight 1/5, Adam hasn’t called in 10+ days
DONERECEIVED		BryNova AIEliteNONE—.../survey/brynova-aiCopyView
2Brian ScottDONERECEIVEDAmplified AI AutomationEliteNONE—.../survey/amplifiedaiautomationCopyView
3Cameron GrahamDONERECEIVEDOmega Solutions AIGrowthNONE—.../survey/omega-solutions-aiCopyView
4Christian Stowe (Spurrier)DONERECEIVEDStow VenturesGrowthNONE—.../survey/stow-venturesCopyView
5Christopher CavallaroDONERECEIVEDAllaro AIEliteNONE—.../survey/allaroaiCopyView
6David WhyattDONERECEIVEDHenexa AIEliteNONE—.../survey/henexa-aiCopyView
7Eloho OkezeDONERECEIVEDRedRoyal LabsElite+NONE—.../survey/red-royal-labsCopyView
8Fernando CuartasDONERECEIVEDAvexis LabsElite+NONE—.../survey/avexislabsCopyView
9Jon SantosDONERECEIVEDSäntis Logix AIGrowthNONE—.../survey/santislogixCopyView
10Kenny TaiwoDONERECEIVEDWealthwise ConsultingEliteNONE—.../survey/wealthwiseconsultingCopyView
11Kevin Johnson
⚠ $32k paid, zero bookings, 3+ months, chargeback risk
DONERECEIVED		Saltix AIEliteNONE—.../survey/saltixaiCopyView
12Kevin McCoyDONERECEIVEDEastline AICoreNONE—.../survey/eastlineaiCopyView
13Michael ParrottDONERECEIVEDBreakThru AIEliteNONE—.../survey/breakthruaiCopyView
14Patrick Rondano
⚠ Buyout request, 3x 1/5 ratings, ‘scam’ language
DONERECEIVED		Modryn AIElite+CRITICAL0.../survey/modryn-aiCopyView
15Peter Tedstrom
⚠ SLA critical
DONERECEIVED		Tedstrom SystemsElite+CRITICAL0.../survey/tedstrom-systemsCopyView
16Ron QuamDONERECEIVEDRonmar AI SolutionsElite+NONE—.../survey/ronmar-ai-solutionsCopyView
17Vivek Venkatesan
⚠ 3x 3/5, communication complaints, cash flow concerns
DONERECEIVED		Viventis AIEliteNONE—.../survey/viventisCopyView
18William Scott GettyDONERECEIVEDRegenerativeLeadsEliteNONE—.../survey/regenerativeleadsCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

I wanted to reach out personally because your experience matters to us — and we know it hasn't been where it should be.

We're making real changes based on direct feedback from agency owners like you, and I want to make sure your voice is part of that.

Would you take 2 minutes to share what's on your mind? This goes directly to our leadership team — not a generic inbox.

👉 [Paste the survey link from the Survey Link column for this client]

We're committed to making this right. Your honesty helps us do that faster.

— The ScaleLogix Team

HEALTHY — 6 clientsOPTIONAL — Celebration Copy
Optional. Happy clients. Use celebration-style copy only. Do not introduce worry.
✓#ClientAgencyTierSLADays SilentSurvey LinkStatus
1Garth SchultheisDONERECEIVEDDurangoAI EnterpriseElite+NONE0.../survey/durango-ai-enterpriseCopyView
2Godfrey MoralesDONERECEIVEDThinkStratum AdvisorsEliteNONE4.../survey/thinkstratum-advisorsCopyView
3Joseph MartinkoDONERECEIVEDVentureLogixAIElite+NONE5.../survey/venturelogix-aiCopyView
4Julie GuerreroDONERECEIVEDServvoyGrowthNONE1.../survey/servvoyCopyView
5Kelvin DominicDONERECEIVEDIntelligent ConceptsElite+NONE7.../survey/intelligent-conceptsCopyView
6Matt SullivanDONERECEIVEDZentimeAIEliteNONE7.../survey/zentime-aiCopyView
COPY-PASTE TEMPLATE
Copy Template

Hey [First Name]

Things are moving! We love seeing the traction your agency is building, and we want to keep that momentum going strong.

We're collecting quick feedback from our top-performing partners to understand what's working best — so we can double down on it.

Got 2 minutes?

👉 [Paste the survey link from the Survey Link column for this client]

Your perspective helps us raise the bar for everyone. Thanks for being a great partner!

— The ScaleLogix Team

NOT IN SURVEY — 4 clientsNO ACTION
These clients are not part of the current survey activation.
#ClientAgencyTier
1Chuba Ohams—Elite
2Deepak Kharb—Elite
3Isaac Hernanez—Elite
4Jay Brokamp—Elite+
04 · Survey Results

📊 Live Survey Feedback

Auto-updates every 30 seconds from submitted surveys · 0 of 121 responses received

Support Rating

—
Average (1–10)

Communication Rating

—
Average (1–10)

Onboarding Clarity

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Average (1–10)

Expectations Match

0
Yes
0
Somewhat
0
No

Individual Responses

ClientSupportCommsOnboardingExpectationsTop FrustrationReceived
Waiting for survey responses…
Confidential · ScaleMethods Partners LLCScaleLogix AI · Survey Delegation Plan