Use cases

Case study sharing for Consulting

Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.

User benefit

The account team can follow up based on link activity without claiming what the prospect read. Consultants can confirm a client delivery signal and close access when an engagement ends.

Workflow

1. Prepare: Send the case study to a prospect and review its delivery signal before following up. Consultants can coordinate review with the client team.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended consulting audience.
4. Review delivery signals: 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.