Some Client Experience Activities are more engaging than others. It is important to define different levels of engagement of those activities.
Calculations for Manual Client Experience Activity (CEA™) Types
For each Manual Client Experience Activity Type you can assign an Engagement Level. This describes how engaging the activity is in your experience. This will be counted as we measure your single and aggregated Client Engagement Scores (CES).
- High Engagement: 100 points
- Medium Engagement Score: 50 points
- Low Engagement Score: 25 points
Calculations for Built-In Client Experience Activity (CEA™) Types
.png)
Report:
Reports can be used for engaging prospects and clients for Structured Meetings such as Needs Assessments, Audits, Periodic Service Reviews, Project Meetings or any other types of Consulting engagements. You can log reports directly as client engagement activities.
- High Engagement: 100 points
Grader:
Graders can be used for engaging prospects and clients in advance of meetings. We automatically log completed graders as client engagement activities.
- Medium Engagement: 50 points
Email Campaign:
Email campaigns can be used for engaging prospects and clients for education, motivation or distributing important information. We automatically log completed email campaigns as client engagement activities.
- Low Engagement: 25 points