For customer success
Reviews and onboarding people finish.
Send the quarterly review before the meeting and see which stakeholders read it. Share one onboarding deck with every new user and see how far each person got. Answer questions on the page, and turn your answers into the next version.
The job
Send the review, then present it cold.
The quarterly review goes out as an attachment and gets read in the first minutes of the meeting. The onboarding guide goes to every new user, and nobody knows who finished it or where they got stuck.
Quarterly reviews
Walk in knowing who read the review.
Send the QBR a few days early. Each stakeholder's visits land on a timeline next to the meeting, with the pages they spent time on, so the meeting can start where their questions are.
- Every visit before the meeting
- Pages read and the time on each
- Readers see a short notice about what is measured
Onboarding
See how far each new user got.
Share one onboarding deck with every new user. Each reader who signs in with an email shows up with their own progress, so you see who reached the end and where the others stopped.
Questions
Answer questions where they come up.
New users ask on the page they are reading. You get an email for each new question and reply in context, and the thread keeps the page, version and language.
- Each question keeps the page it was asked on
- Private between each user and you
- Your answers can shape the next version
Next version
Make the next version easier to finish.
After you answer a question, Decktrace suggests where that answer belongs in the deck and drafts the addition. You edit it, approve it and publish it as a new version of the same link. Suggestions drawn from where readers slow down or stop are coming soon.
- Starts from your own answers
- Opens as a draft you can edit
- Nothing is published until you approve it
Through the quarter
A quarter with Harrow Retail.
Send the review early
Share the QBR a few days before the meeting, one link for every stakeholder.
Walk in prepared
See who read it and the pages they spent time on.
Onboard every new user
One deck for the first 30 days, and how far each reader got.
Improve the next version
Your answers to questions turn into the next version.
Templates
Start from decks customers finish.
Template previews for customer success are coming soon. At launch, start from the sales proposal template or bring your own deck as a PDF.
See template previews-
Quarterly reviewComing soon
QBR with Harrow Retail
Results, adoption and next quarter's plan, read before the meeting.
-
Customer onboardingComing soon
Your first 30 days with Brightlane
A step-by-step start for every new user, with progress you can follow.
-
Company profileComing soon
Atlas Freight at a glance
Who you are, in numbers, for partners and new customers.
-
TrainingComing soon
Safety training, module 3
Modules with checklists your team works through on any screen.
How it connects
The parts of Decktrace behind it.
Questions
Customer success, answered.
Yes. Each stakeholder who opens the link shows up with their visits, the time they spent on each page and the last page they reached. How a reader is labelled depends on how they got in: an open link shows an anonymous reader, an email and password shows the email they entered, and an email code shows a verified email.
Share the onboarding deck as one link. Each new user who signs in with an email shows up with their own progress: the pages they reached, where they stopped and any questions they asked.
Start each one from the same template or PDF. Every customer gets their own deck, their own link and their own readers, so one account's reading never mixes with another's.
No. After you answer a question, Decktrace suggests where the answer belongs in the deck and drafts the addition. You edit it, approve it and publish it, and nothing is sent or published until you choose.
Send a deck that reads the room.
Create your first deck, share one link and see how it is read. The Free plan needs only your email.