Casos de uso

Compartilhamento de Revisão trimestral do negócio para Consultoria

Share the review deck with stakeholders and inspect open activity before the scheduled discussion. Consultants can coordinate review with the client team.

Benefício para o usuário

The account team can confirm delivery before a scheduled discussion. Consultants can confirm a client delivery signal and close access when an engagement ends.

Fluxo de trabalho

1. Preparar: Share the review deck with stakeholders and inspect open activity before the scheduled discussion. Consultants can coordinate review with the client team.
2. Controlar o acesso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Compartilhar: Send the private link to the intended consulting audience.
4. 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.