This Is What You Get
As a Client
My Value Path is your personalized portal powered by our integrated platform. See how we track your transformation journey with complete transparency.
My Value Path
Sample Client Portal
Alex Chen
VP of Revenue Operations
Contact Info
Summary
Welcome back, Alex!
Viewing your record through the Unified Customer View
Your Value Path
Stage 5 of 8Your Deliverables
4 totalHubSpot Portal Configuration
Sales Process Automation
Customer Health Scoring Model
Unified Reporting Dashboard
Recent Activity
Completed: Lesson 12: Custom Objects
2 hours ago
Deliverable updated: Sales Process Automation
Yesterday
Meeting scheduled: Weekly Check-in with Chris
2 days ago
New resource available: Integration Best Practices Guide
3 days ago
Related Records
Four Unified Views
Every piece of your engagement is organized into four perspectives, giving you complete visibility into your transformation journey.
Unified Customer View
Complete relationship visibility
Unified Revenue View
End-to-end commercial clarity
Unified Business Context
Intelligence where decisions happen
Unified Team Enablement
Capability multiplication
What Powers This
Your portal isn't just a dashboard—it's connected to a sophisticated platform that tracks every aspect of your transformation.
Contacts, Companies, Deals, Projects, Deliverables, Courses, and more—all connected
Every detail tracked: Value Path stages, engagement scores, deliverable status
Customer, Revenue, Context, Enablement—see your data from every angle
Ready to Start Your Value Path?
Join other transformation leaders who have complete visibility into their journey. Schedule a conversation to learn how we can help.
Transparency is our default