Using stakeholder presets

Add the stakeholders who argue in the stakeholder review in one click, from 81 role presets and 10 ready-made panels.

Time required: about 5 min

1. 1

   Open Organization settings

   Owners and admins open the “Stakeholder presets” gallery from Organization settings in the header.

2. 2

   Search and preview a role

   Filter by category (board, C-suite, lenders…) and pick a role to see its mandate, KPIs, frameworks, typical objections and decision power.

3. 3

   Add one role or a whole panel

   “Add” copies the role into your workspace library. Panels such as Internal approval or Bank loan add the whole set at once.

4. 4

   Customize for your company

   “Customize” makes a copy with your company's context (e.g. “we are debt-averse”). The master preset stays unchanged.

5. 5

   Use the suggested panel on a brief

   The new brief screen suggests a matching panel (subsidy → Subsidy review, loan → Bank loan) that you can add and select in one click.

Open in the app →

Related guides

• Set up your stakeholder panel
• Write expected objections
• Use it for a subsidy application plan
• FAQ · Pricing · Security