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Client Data Reporting

Client Empowerment (Through Databox)
Partner XE Guide DON'T SHARE IT YET THIS HAS TO BE FINALIZED

AI Databoard

AI Integration (Databoards)
Reporting Team Email templates

Data

Data Setup Meeting Protocols Email & Scheduling
Client and Ticket Accuracy Standards for Reporting Specialists
Procedure: Review Incentive Plan Usage
Data Setup Meeting Protocols During Call
Monitoring of number of Clicks for Report Links (Client Health Score)
Coverage and Prioritization Plan When a Reporting Specialist Is Out

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