Client Engagement Roles are responsible for interaction and involvement with your clients in various distinct business activities. A lack of clarity creates unnecessary noise within the process of client engagement.
You'll have access to four different roles segmented by nature and focus of activities. Account Managers and Technical Account Manager roles are responsible for the tactical focus and Business vCIOs and Technical vCIOs are responsible for the Strategic focus.
If you and your team know how much time you can and want to spend with your clients for general client engagement activities then you can streamline your operation with clarity and expectations, you can create boundaries and sell additional services and you can focus your AM/vCIO's time on valuable clients.
You will access a predefined set of client segments based on revenue (A,B,C and D) and based on lifecycle (Acquisition, Onboarding and Misalignment) and a process to develop your own client segmentation.
If you and your team know which client engagement activities should be done and by when for each client: you can make Account Managers accountable, you can stay on top of each account and not risk churn, you can show the plan to your clients to elevate their perceived value and you can measure client engagement and the ROI.
You'll access various client engagement playbooks and methods to develop your own playbooks for your team.
Learn the fundamentals of the platform and the solution set to turn your goals into reality. These interactive small group sessions allow you to get your questions answered, exchange ideas with others and to implement the tools and templates quickly.
