Journey for Customer Success
Onboard, train, and expand accounts without endless calls.
The Problem
You’re not losing deals because
your content is bad.
You’re losing them because your delivery makes buyers work too hard.
Right now, your sales content is buried across Notion pages, Loom links, stale decks, and scattered PDFs.
Your follow-ups feel like homework. Your buyer has to piece things together. And your champion? They're on their own.
Scattered links slow deals.
Email threads with 7+ links
Decks and trials no one opens
Momentum lost between calls
“It’s like we’re sending 10 links and hoping for the best.”
The result? Silence. Ghosted follow-ups. Deals that die quietly after a great call.
One link > scattered content.
Onboard and train without marathon Zoom calls
Turn docs, walkthroughs, and next steps into a guided Journey clients revisit anytime.
Customers hit their first “aha” faster, driving higher NPS scores.
Spot adoption blockers before they become churn risks
Page-level analytics reveal where users stall or skip steps.
Your team steps in proactively and turns potential churn into expansion.
What you can do with Journey
Pitch, follow up or onboard without rebuilding assets
Let your demo sell 24/7
GIFs, short clips, and a pricing block guide prospects on their schedule.
Align the whole buying committee
Security, finance, and end users get tailored sections in the same space.
Get to “yes” faster
Add CTAs or a calendar so buyers book the moment they’re convinced.
How it Works
Bundle onboarding assets
Gather docs, walkthrough videos, FAQs, and next steps into one Journey workspace.
Hand it off in seconds
Customers get a branded link they can revisit anytime—no hunting through email threads.
Monitor adoption
See which pages they view, where they stall, and trigger proactive outreach.
Before Journey
After Journey
❌ Customers juggle scattered docs and videos
❌ Important steps get skipped.
❌ You find out about issues only on the next call.
✅ Customers get a clear, guided experience.
✅ You track progress in real‑time.
✅ Renewals and expansions feel natural.
What CS Teams Are Saying
“We cut onboarding time by 35%—customers love having everything in one place.”
“Expansion conversations are easier because we can see exactly what features clients explore.”
Journey Features
Unlike bloated digital sales rooms or disjointed Notion pages, Journey gives founders and marketers a cleaner, trackable way to follow up, onboard, and pitch. Just drag, drop, and share
Journey is built to package and present, not just store.
Everything you need to follow up without follow-up.
Works with what you’ve got
Drag in your decks, PDFs, Looms, and demos. Journey turns your raw assets into a clean, scrollable microsite—no code, no design.
Gate it or don’t
Require emails, passcodes, or nothing at all. You’re in control of who sees what (and when).
Know what’s working
Track scrolls, clicks, and time on page. See exactly what content landed, and what got skipped.
One place for all your stuff
Reuse content across teams, deals, and customer types. Build once, send often.
Built for async selling
Buyers are busy. Journey helps you say more, without adding another meeting to the calendar.
Give your champion the right ammo
Make it easy for your internal buyer to sell the deal to their team.
Journey FAQ
Frequently Asked Questions
What is Journey, exactly?
Journey is a lightweight storytelling tool that helps B2B teams deliver follow-ups, onboarding flows, and proposals in a single, branded link.
How is this different from Notion, Loom, or Google Docs?
Those tools are great for creating content—but not for delivering it in a way that feels guided, branded, and trackable. Journey is built to package and present, not just store.
Do I need to create new content to use Journey?
No. Journey is designed to work with what you already have—PDFs, videos, decks, case studies—and make it easier to deliver them together.
Does my buyer or client need to log in to see it?
Nope. They just click the link and view. No login, no friction.
Can I see how buyers interact with my content?
Yes. Journey tracks time on page, scroll activity, clicks, and more—so you know what’s resonating and when to follow up.
Create a Journey
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