Why this matters
This is bigger than a feature tour. It’s what a modern strategy practice looks like when the drafting work is automated, the reporting is continuous, and every engagement starts with evidence instead of a blank page. From the first client conversation to ongoing execution, here’s how it all fits together — and where to go for the detail on each stage.The engagement, end to end
1
Stand up the client workspace
Create a linked client account from your partner dashboard in under a minute, ready for a
strategy import straight away.
Setting up a new client account
Manage Organizations, create, and switch between linked client workspaces.
2
Open with an evidence-based audit
The client’s dashboard leads with the Health Check — a live assessment across 14
dimensions. Before the first question, you can point to where the strategy is strong and where
it needs attention, backed by evidence from their own documents.
The two-minute strategy audit
The 4-dimension assessment and 14-dimension Health Check.
3
Turn their document into a live strategy
A client’s existing strategy document becomes structured goals, initiatives, and KPIs across
the Strategy, Roadmap, and Performance pages — in their own words.
From document to dashboard
Upload and auto-populate a complete, navigable strategy.
4
Make the strategy visible as a system
The Alignment view shows goals, KPIs, and initiatives on one screen with explicit links —
so gaps are immediately apparent, and fixable live.
Seeing the strategy clearly
Expose and fix disconnected goals in the room.
5
Fill the gaps with AI suggestions
Generate initiatives, KPIs, and actions — each with a rationale — to address the gaps the
alignment view revealed.
Your AI strategy team
Initiatives, KPIs, and actions suggested in seconds.
6
Report and research
Generate a board-ready executive report from live data, then take it further with Deep
Research — cited market intelligence anchored to the client’s strategy.
Reporting that impresses boards
Board-grade reports in under a minute.
Deep Research
Live, cited market intelligence.
7
Keep it alive between sessions
Scheduled reports, KPI trend tracking, and clear action ownership keep the strategy on track —
so you arrive at every session already briefed.
Keeping clients accountable
Accountability without the chasing.