Casos de uso
Compartilhamento de Roteiro de consultoria para Executivo
Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Executive teams can prepare decision-makers ahead of a scheduled discussion.
Benefício para o usuário
The consultant can time follow-up using link activity and revoke access when the engagement ends. Executives can check link activity before a meeting while retaining the option to revoke a replaced document.
Fluxo de trabalho
- Preparar: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Executive teams can prepare decision-makers ahead of a scheduled discussion.
- Controlar o acesso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
- Compartilhar: Send the private link to the intended executive audience.
- Verificar sinais de entrega: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.