Convictional Guides
WebsiteGo to app
  • Welcome to Convictional
  • Accounts
    • Create an account
    • Your bio
    • Connect your calendar
    • Managing your Organization
    • Notifications and Subscriptions
  • Goals
    • Goals Setup
  • Decisions
    • Decisions Process
    • Recording Decisions
  • Meetings
    • Meetings Setup
    • Sharing Meetings
    • Meeting Agendas
    • Organize Meetings
    • Renaming a Meeting
    • Importing Meetings
    • Bulk Importing Meetings
    • Supported Meeting Platforms
    • Google Meet
    • Microsoft Teams
    • Zoom Meetings
  • Discussions
  • Threads
    • Types of Search
  • Tasks
  • Updates
    • Updates Setup
    • Submit your Update
    • Review Updates
  • Integrations
    • Slack
    • HubSpot
    • GitHub
    • Google Drive
      • Creating a Service Account for Google Drive
  • By Role
    • CEO
      • Chief of Staff
    • Operations
      • Head of Operations
      • Operations Manager
    • Customer Operations
      • Head of Customer Operations
      • Account Manager
    • Product
      • Head of Product
      • Product Manager
      • Designer
    • Engineering
      • CTO
      • Head of Engineering
      • Software Engineer
      • Solutions Engineer
    • Revenue
      • Chief Revenue Officer
      • VP of Sales
      • Account Executive
      • Revenue Operations Manager
    • Marketing
      • Chief Marketing Officer
      • Director of Marketing
      • Marketing Manager
  • Support
  • Policies
    • Privacy Policy
    • Terms of Service
    • Responsible Disclosure
Powered by GitBook

© 2025 Convictional. All rights reserved.

On this page
  • Goals
  • Decision Processes

Was this helpful?

Export as PDF
  1. By Role
  2. Customer Operations

Head of Customer Operations

PreviousCustomer OperationsNextAccount Manager

Last updated 2 months ago

Was this helpful?

Chief Customer Officer (CCO), VP of Customer Operations, Director of Customer Operations, Chief Revenue Officer (CRO), VP of Revenue, Director of Revenue

Goals

Goals are set as an executive team, and are fed into the rest of Convictional to create alignment throughout the team. Goals are injected into the AI tools found on decision processes to keep the team aligned towards what's most important.

Along with the rest of the executive team, you will set the goals for your organization. These are maintained through success conditions which can be tracked towards each goal. Here you can track revenue targets, retention goals, and support SLAs.

As you work through decision processes individually or as a team, you can link them to your goals. This helps keep the team aligned and focused on the most important things.

Decision Processes

Convictional has a decision process structure that helps you work through customer decisions individually, or as a team. Our decision processes allow you to think evaluate options, utilizing all of the company knowledge that exists. The decision processes also encourage you to work collaboratively and cross functionally.

Convictional will automatically reference all company goals, and nudge you as your work through decisions to stay aligned to those goals.

As an example, we used Convictional to think through our CRM software: