Use cases

Consulting roadmap sharing for Product

Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Product teams can get materials in front of cross-functional partners before a decision.

User benefit

The consultant can time follow-up using link activity and revoke access when the engagement ends. Product teams can check that a requirements or review document was opened before the next decision.

Workflow

1. Prepare: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Product teams can get materials in front of cross-functional partners before a decision.
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 product 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.