Purpose:
Section titled “Purpose:”Standardize account management process.
Scope:
Section titled “Scope:”vITM/vCIO
Responsibility:
Section titled “Responsibility:”vCIO
Completion Criteria:
Section titled “Completion Criteria:”- Relationship management
- Expectation management
- Crisis Management
- Escalations
Records:
Section titled “Records:”- CSAT
- Client Retention
- Net promoter score survey
Steps:
Section titled “Steps:”- Enter instructions on how the task is completed – include video, screen shots, or text
- Repeat for each step (should be less than 10 steps – if more steps are required, determine is it should be a SOP)
Process References:
Section titled “Process References:”- Create a relationship back to related process. Note: Please add KB relationships to core process, process, SOPs or other WIs on the right.