Cilio Account Review: Refresh & Renew
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Challenge:
Your Cilio system is up and running strong, but you know there are new features that may help and likely some ways to better utilize it in 2025.
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Solution:
Schedule a one-on-one account review with a Cilio Pro!
An Account Review is a great option during your slower season to work with our team on improving your system from cleanup, workflow, automations, to solving new business problems.
What to expect?
A. 1-hour discovery consultation...
... with a Cilio expert to evaluate your current workflow, identify any major pain points, and discuss your future plans for your business and how Cilio can partner with you to enact your vision.
B. Review includes (but is not limited to):
Job Types, Labor Categories, & Statuses
Automated client communications
Office Workflow
Use of Job Q&A’s for collecting and reporting on additional data
Crew payment tracking and reporting
C. Cilio will then create an outline with proposed changes,
including recommendations for improvements and adjustments to take your business to the next level. This documentation is yours to keep!
D. After that, you will have two options to move forward.
Option 1: Review suggested changes and make your own desired adjustments using available Knowledge Base articles.
Option 2: Cilio can provide you with a labor quote to make the desired changes for you.
NEXT STEPS
Turn on 2 hours of support time in your Additional Features setting and let us know you are interested in an Account Review!
BUT WAIT THERE’S MORE!
Dedicated part-time Cilio rep:
If you are interested in having a dedicated experienced consultant for your Cilio account, we also offer a Cilio Administrative Services Program (CASP)! This is a contracted professional service we offer for a minimum of 4 hours a week for a predetermined period of time to help you with all things Cilio!
If you are interested in this option, please reach out to Support for more information.