What are Manual and Built-in Client Experience Activity (CEA™) Types?

What are Manual Client Experience Activity (CEA) Types?

Manual CEA Types are activities you do with your clients outside of Managed Services Platform. These activities are not Structured Meetings delivered with the report tool or graders, nor email campaigns sent from the platform. These activities can be defined to enable you to track activities with each client. You and your team decide how detailed you would like to be with these Activity Types.

We have added some examples to your account for inspiration:

  • Business Holiday Cards
  • Community Fundraiser
  • Company Anniversary Celebration
  • Executive Dinner
  • Executive Phone Calls
  • Lunch & Learn
  • Regular Webinars

What are Built-in Client Experience Activity (CEA) Types?

Built-in Client Experience Activity Types are delivered within the platform. As you perform Structured Meetings you can leverage the platform's tools to deliver those activities.

These activities are defined centrally and you cannot edit neither the description nor the engagement levels of those types.