We’ve redesigned the client onboarding flow from the ground up. The new dashboard gives you a clear, step-by-step view of where each client stands in their journey — from initial discovery through to first value delivery.
Each onboarding phase now includes automated milestone tracking, so you always know which tasks are complete and which need attention. No more checking spreadsheets or chasing updates manually.
You can now export your complete strategy playbook as a structured document — ready for board presentations, investor updates, or team alignment sessions. Every positioning decision, channel rationale, and measurement framework in one place.
The new positioning canvas makes it easy to map your differentiation against competitors. Define your ICP, articulate your value prop, and align messaging across sales and marketing — all in a single, shareable view.
We’ve overhauled the funnel analytics engine to give you clearer visibility into conversion rates at every stage. The new attribution model accounts for multi-touch journeys, so you can finally see which channels and content are actually driving pipeline.
Each channel now gets a performance score based on cost efficiency, pipeline contribution, and time-to-convert. Use this to make clear, data-backed decisions about where to double down and what to cut.