FAQ
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      2. vCIO Operations Tool
      3. FAQ

      What are Client Experience Playbooks (CEP™)?

      Client Experience Playbooks (CEP™) are sets of Client Experience Activities (CEA™) you plan to deliver to a specific client segment. Based on the planned Client Experience Activities (CEA™) you can forecast the Client Engagement Score (CES™) over time.

      You can use the playbook for the following purposes:

      • Create a plan for your Account Managers that defines what should be delivered to different clients
      • Schedule activities for the vCIOs to distribute their utilization over time
      • Create a nurturing process for the Sales Executives to keep key prospects engaged
      • Define the high touch activities of your onboarding process to make sure you enhance their experience 

      The Client Experience Playbook (CEP™)  is available for each Client Segment. You can add Manual or Built-in types into your playbook.

      You can assign a playbook to your clients then change the planned Client Experience Activities (CEA™) later.