How-to guides
Step-by-step guides: your first strategy, CSV batches, stakeholders, Refine, ringi exports, subsidy and loan plans, and white label.
- 01 · 10 min
Create your first strategy
Walk through writing a brief and getting your first council-reviewed strategy.
- 02 · 8 min
How to build a brief with the guided steps
A concrete example-driven guide to writing briefs that produce strong strategies.
- 03 · 10 min
Three ways to create several plans at once
Create one plan per client from a spreadsheet, build variants of one brief and compare them, or collect department plans in the same format (Pro, Firm and Enterprise).
- 04 · 6 min
Set up your stakeholder panel
How to choose and configure the roles that will challenge your strategy.
- 05 · 6 min
Write expected objections
How to pre-load known concerns into your brief.
- 06 · 6 min
Revise with Refine
How to give feedback and have the chairman model rewrite parts of the strategy.
- 07 · 6 min
Export a ringi (formal written approval request), proposal, PDF or Word document
How to export the strategy in a format ready for internal approval or a proposal.
- 08 · 6 min
Add numbers and charts
How to add figures to your brief and use the chart suggestion feature.
- 09 · 10 min
Use it for a subsidy application plan
How to draft and stakeholder review a business plan for a subsidy application.
- 10 · 10 min
Use it for a bank loan plan
How to draft and stakeholder review a business plan for a bank loan review.
- 11 · 6 min
Deliver under your own brand
How to set your logo and brand color and deliver under your own name.
- 12 · 5 min
Invite your team
How to invite teammates by Google account email and set their roles.
- 13 · 5 min
Tips for writing without personal data
Tips for writing briefs that refer to roles instead of names.
- 14 · 5 min
Use the free review
How to upload an existing plan and get a free diagnostic review.
- 15 · 5 min
Using stakeholder presets
Add the stakeholders who argue in the stakeholder review in one click, from 81 role presets and 10 ready-made panels.
Start with a free review
Upload a plan or proposal and get the top 5 weaknesses, objections by stakeholder, and a 0–100 readiness score.
Try the free review