What Are Client Experience Activities (CEA™)?

Client Experience Activities are interactions you deliver to your clients and prospects to raise their engagement level over time.

Client Experience Activities can be delivered ad-hoc or as a series of events based on a Client Experience Playbook (CEP™)
Client Experience Activities can be logged to a client by an Account Manager
The engagement level is measured by the Client Experience Score (CES™)
There are Manual (delivered outside of the platform) and Built-in (delivered in the platform) CEA™ Types
Each Client Engagement Activity Type has a description and an Engagement Factor (Low, Medium or High)