Business Reviews

The Business Review section in LCI allows you to create meetings of any type and set scheduled re-occurring meetings for your clients.  

This article shows how to create a single meeting event as well as recurring meeting events using the Business Reviews module.




You can create a Single meeting in the Business Reviews Meetings section.  A single meeting will reflect in the scheduler as a single meeting type.  


To begin, navigate to Business Reviews from the vCIO menu.


Set the viewer to Meetings (default selection)



Select the company you wish to work with from the drop-down menu at the top of the page.

Click the Add New button to create a new meeting event.



Complete the fields in the new meeting setup window. 

Use the drop-down selectors to select the Date, Primary Contact, Account Manager, Meeting Status, and Meeting Type.


Meeting Status and Meeting Type can be custom defined in the Business Review Settings module.  

Click Here for Information on Modifying Business Review Settings



Click the Modify icon in the Meeting Attendees section to update the attendee lists for the meeting.

You can also use the default meeting attendees.  See the section below for setting Business Review defaults. 


Select attendees from the client list (left pane) and the company list (right pane) by selecting each attendee from the list or use the search bar feature to narrow your lists for easier use.  Click Save to save changes and exit the attendee window.




You can also link existing recommendations to a meeting by using the drop-down selector to link on or more recommendations to the meeting.



Linked recommendations will be displayed with assigned tags.  

Hover over the "$" icon to show the costs associated with the recommendation. 

Use the trash icon to unlink recommendations from the meeting.


To add a meeting note, click the Add New button in the meeting notes section. 

Select a note date and enter the note in the provided text box.  Use the text tools to enhance your notes.

When finished, click Save or Save and Add New.



Meeting note summaries will be listed in the Meeting Notes Section 

Use the available icons to re-order, edit. or delete your meeting notes.

Note:  The following functions of Add Meeting require that the meeting must be saved for the features to become available for the meeting event.   Use the Save button at the top-right of the meeting window to save your meeting.



You can create a PSA ticket from your meeting notes by clicking the Create Ticket icon next to the corresponding note in the notes listing.


Links to created tickets for the meeting event are shown as a blue button displaying the Ticket Number.

Use this link to view and edit the ticket.



You can also create and attach a PSA ticket to the meeting rather than a meeting note using the provided Create PSA Ticket icon at the top of the meeting event page.



Add existing LCI reports, relevant documents, or other files to your meeting event by selecting the add existing reports button, or by clicking the Upload New Report button and use the drop window to insert other files.

You can upload PDF files, MS Word (Docx) files, MS Powerpoint (.ppt) files, Email (.msg, .eml) files, MS Excel (.xls, .xlsm) files, and Image (.png) files.






You can also click anywhere inside the box to open an explorer window to select files.



Artifacts are listed once they have successfully uploaded to the meeting event.  You can delete an artifact by clicking the delete icon furnished.




Setting Business Review Defaults


From the Defaults menu, you can select default settings that can be used when adding new meetings for your client.  You can also set a default attendees list to use for any new meetings that you create.  The default settings are designed to save you time when setting up Business Review meetings for your clients. 


Select the Defaults view from the view selector located at the top-right of the Business Reviews window.


Use the drop down selectors to set a default primary contact, Account Manager, and Meeting type. 

Set the default meeting attendees by clicking the Modify button in the Company Attendees section of the page. 


The Attendees list window will show both the company contacts to the left and internal contacts in the right column.  

Select attendees from the contact menus by clicking to select each contact.  

You can also use the search bar feature to search for contacts from each column seperately.


Setting a Meeting Schedule


Setting a scheduled cadence of meetings will help save time, as well as ensure that you are meeting with your clients regularly.  You can also modify the cadence of your scheduled meetings. 


Select the Schedule Editor Icon located at the top-right of the Business Reviews window.



From here you can setup and auto-schedule meeting events for your clients, edit currently scheduled meetings.

To add auto scheduled meetings for your client, click the add new button at the top of the schedule window.   You can schedule multiple meetings each client. 


Use the drop-down selectors to set the Cadence, Start Date, Pirmary Company Contact, Account Manager, and Meeting Type.  Click the Add Meeting button when you have completed your selections. 





Select the Cadence, Start Date, Primary Contact, Account Manager, and Default Meeting Type for the meeting event from the drop-down selectors.

The schedule window will now display the auto scheduled meetings for your client.  A legend will display the status of the listed meetings on the schedule.   You must click the Save button at the bottom of the window to save all new meetings and any meeting edits. 



You can edit or delete scheduled meetings from the scheduler window by clicking the edit or delete icons corresponding to each schedule displayed in the window. 


Scheduled meetings will show in the Business Review table with the status of Auto Scheduled.  The 



If you choose to edit a scheduled meeting that shows a status of Auto-Scheduled, the system will set the meeting status to the default selection of Preparation.  An edited meeting is not recognized as an auto-scheduled meeting. If you edit the schedule from which the edited meeting was set, the edited meeting or meetings marked as completed will not be deleted with the Auto-scheduled meetings showing in the Business Review table.


Busness Review meetings and scheduled meetings also work in conjunction with the Scheduler feature in LCI

Click here to learn more about the Scheduler function in LCI



Business Review Standards Scoring - Customer Success: Momentum (NOTE - for CS Module only)


Business Review Standards Scoring is available as part of the Customer Success add-on.   

Introduced as part of the Momentum series, this feature gives you the capability to assess the success rate of your business review meetings with customized metrics.  Standards scoring will help you gain insight into the health of the business relationships you have with your customers. 


Standards scoring is comprised of a set of questions that you can develop to assess the success of the business review.  When you or your account managers complete a business review meeting the questions are answered and a success score is assigned to the business review.  These scores can then be used as a configured health metric in the Customer Success modal. 


How to configure Business Review Standards Scoring


To configure the standards scoring, you will need to develop a set of questions to pose after each meeting. These should be general yes/no response type questions.   


Navigate the Account Settings Page and select the Business Review Manager tile. 


From the Business Review Manager main window, select the Standards page from the drop-down page selector in the upper-right corner of the page.


The Standards page will list all current standard, along with their use count within the Business Reviews.

You can rearrange the standards questions using the multi-arrow icon to the left of each question. 

You can delete any unwanted questions using the trash icon to the left of each question. 

To add a new standards question, click the add new button at the top of the listing. 



A new entry line will appear on the list. Enter the new question in the Description entry line provided. 


You can also edit existing items by clicking on the description line and editing the question. 

You can also un-delete any deleted questions using the restore icon that will appear next to the deleted question.  




To save all standards question changes, you will need to click the Save Changes button at the top of the page. 


You can restore deleted questions after saving, use the restore icon at the top of the list to restore deleted questions.


Select the question to restore from the list and click the Submit button to restore. 





How to use the Business Review Standards


The configured standards will be displayed within any new Business Review meeting you create, or any meetings that you have schedule in LCI.



When you have completed your meeting, you can score the answers to your standards questions using the checkboxes provided.  Each response will carry a scoring weight.  The meeting score will display as you change the responses to the standards questions.   You can also hide the questions and score from view by clicking the Hide Standards button. 


The Business Review Standards Score will also be shown in the meeting list for your reference.