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Engagement settings control how often you meet with clients for formal reviews and how you track touchpoints between reviews. These settings are configured per book. To access engagement settings, go to Settings → Engagement, then select the book you want to configure.

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Client reviews

The client reviews section controls how Slant identifies and tracks formal client reviews.

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Review title keywords

Meetings with specific keywords in the title are automatically classified as client reviews. By default, the keyword “review” is included. To add a keyword, type it in the input field and click Add. To remove one, click the x on the keyword badge.
Add keywords like “strategy session” or “annual meeting” if your firm uses those terms for reviews.

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Review strategy

Choose how reviews are scheduled:
  • Rolling reviews — each client is reviewed on a recurring frequency. You set how often reviews should happen (e.g., annually or quarterly).
  • All clients in specific months — all clients are reviewed during designated months of the year.

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Rolling reviews

When you select Rolling reviews, choose a review frequency. You can set a single frequency for all clients or different frequencies per tier. Toggle Same frequency for all tiers to switch between a single frequency and per-tier frequencies. Available frequencies: Monthly, Quarterly, Trimesterly, Semi-annual, and Annual.

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Surge reviews

When you select All clients in specific months, choose which months to target. All clients are expected to have a review during those months, regardless of tier.

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Touchpoint cadence

Touchpoints are interactions with clients between formal reviews — emails, calls, meetings, and messages. The touchpoint cadence section controls which interactions count and how often you want them to happen.

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Activity types that count as touchpoints

Select which interactions count toward your touchpoint goals:
  • Meetings
  • Sent emails
  • Received emails
  • Sent SMS
  • Received SMS
  • Incoming calls
  • Outgoing calls

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Touchpoint frequency

Set how often you want to be in contact with each client between reviews. Like review frequency, you can set a single frequency for all tiers or different frequencies per tier using the Same frequency for all tiers toggle. Available frequencies: Monthly, Quarterly, Trimesterly, Semi-annual, and Annual. Click Save changes to apply your engagement settings.

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How engagement tracking works

Once configured, Slant uses these settings to track whether each client is on track for their review and touchpoint goals. You can monitor engagement status on the review manager and in the client list views.

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FAQ

Yes. Engagement settings are configured per book, so each book can have its own review strategy, frequencies, and touchpoint tracking.
Changing from rolling to surge (or vice versa) updates how Slant calculates review status going forward. Past reviews are not affected.
No. Slant automatically tracks touchpoints from your connected email, phone, and calendar integrations. Only the interaction types you select in the settings are counted.
Trimesterly means every four months — three times per year.

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Next steps

Client reviews

Monitor review status and manage the review cycle

Households overview

Learn about service tiers and household management