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vCIO Operations Tool
Organize your client engagement activities to become productive and scale the operation. Available on the Delegate and Team Plan
Software Adoption Steps
- How to Plan, Deliver and Measure Client Experience
- How to Up your Client Engagement Activity (CEA™) Types
- Set up your Client Engagement Playbooks (CEP™)
- Log and track Client Experience Activities (CEA™)
- How to Apply a Client Engagement Playbook (CEP™) to a Client
- How to sync activities to your calendar
Best Practices
- Report Snapshots
- How to Manage your Clients with Filters
- How to manage Client Experience Activities (CEA™) with Filters
- How to optimize your resources to get the highest Client Engagement Score (CES™) possible?
- How to Assign an Account Manager to a Client
- How to Set up a Segment for a Client
- How to Set up the Seniority for Individual Contacts
FAQ
- What Are Client Experience Activities (CEA™)?
- vCIO Dashboard
- What are Client Experience Playbooks (CEP™)?
- What is the Client Engagement Score (CES™) Chart?
- What are Client Segments?
- What are Manual and Built-in Client Experience Activity (CEA™) Types?
- What Are Client Experience Activity (CEA™) Engagement Levels?
- What are Target Client Engagement Scores (CES™)