Use cases

Consulting roadmap sharing for Sales

Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Sales teams can use observed opens to guide a follow-up.

User benefit

The consultant can time follow-up using link activity and revoke access when the engagement ends. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.

Workflow

1. Prepare: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Sales teams can use observed opens to guide a follow-up.
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 sales 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.