Home Dashboard Events Learning Paths
Profile Settings Sign Out
course
Client Lifecycle Management
Client Lifecycle Management
Client Lifecycle Management

About the Content

This course forms the core of your advisory workflow in AppVentory. You'll learn to oversee your client portfolio from one centralized dashboard. We’ll guide you through the whole client lifecycle, from smoothly onboarding new clients and managing active engagements to properly offboarding once a project is complete.

Categories

Build Your Advisory Practice
Progress
Not started
Enroll
Outline
  1. Clients
    1. Learning Outcomes
    2. Video: Client Overview (3 mins)
    3. Tutorial: Client Management (2 mins)
    4. Video: Client Dashbaord (3 mins)
  2. Client Lifecycle Management
    1. Video: Client Lifecycle (4 mins)
  3. Summary
    1. Summary
course
Client Lifecycle Management
Client Lifecycle Management
Progress
Not started
Enroll

About the Content

This course forms the core of your advisory workflow in AppVentory. You'll learn to oversee your client portfolio from one centralized dashboard. We’ll guide you through the whole client lifecycle, from smoothly onboarding new clients and managing active engagements to properly offboarding once a project is complete.

Outline
  1. Clients
    1. Learning Outcomes
    2. Video: Client Overview (3 mins)
    3. Tutorial: Client Management (2 mins)
    4. Video: Client Dashbaord (3 mins)
  2. Client Lifecycle Management
    1. Video: Client Lifecycle (4 mins)
  3. Summary
    1. Summary

Categories

Build Your Advisory Practice