Strategies

Turn an assessment into a journey they follow

Most assessments end at a score. A strategy keeps going: the assessment, a plan built from the answers, a business case and a reason to come back, in one path your customers follow step by step.

Where do we take them after the assessment?

Customer onboardingQuarterly check-in
Two shapes: a journey or a hub

A path they follow once, or a check they come back to.

BenchlyIQOnboarding programme4 of 4 done
✓Step 1 · Assessment, 4 minReadiness checkReadiness 58 / 100Review
✓Step 2 · OutcomeYour 90-day planEveryday path, picked for youReview
✓Step 3 · ROI modelYour business caseBuilt with your numbersReview
✓Step 4 · BlueprintYour team map8 of 12 teammates inReview
All done. Nice work.What's next: book a call with your success manager.

What they have so far

  1. 1

    A readiness score

    58 out of 100, with the three answers that moved it most.

  2. 2

    A 90-day plan

    The Everyday path, with the lighter and fuller options either side.

  3. 3

    A business case

    In their own numbers, ready to share with a budget holder.

  4. 4

    A team map

    Where the team is strong and where it needs help, by department.

They get:

A guided path, one clear step at a time, with something useful at every step.

You learn:

Where each customer is on the path, and who has stalled.

Illustrative experience
How it works

Everything your customers need, in the order they need it

Templates

Start from a journey that already works

58 ready-made strategies across industries and personal checks, 22 of them hubs built for repeat visits. Copy one and make it yours, or describe your goal and let AI draft the steps.

  • Most templates come with the assessment, plan and business case already built
  • Your brand comes with the template, so nothing to set up twice
  • Translate the whole journey so every customer gets it in their language
Start from a template58 templates
AllRevenueSecurityPeopleCustomersPersonal
Revenue Readiness JourneyRevenueJourney
Cyber Resilience CheckSecurityJourney
Employee Engagement PulsePeopleHubUse this template
Customer Retention Risk AuditCustomersHub
Site Safety Culture CheckOperationsHub
Personal Financial Wellbeing CheckPersonalHub
Build

Edit the page your customers will see

No forms and no separate preview. You build on the real journey: click a step to change it, add the next one where it belongs, and publish when it reads right.

  • Assessments, outcomes, ROI models, blueprints and resources on one path
  • One clear next step at a time for the customer
  • Share it with one link, or put it on your own domain
BenchlyIQOnboarding programme · BuildPublish
WelcomeGet set up in 90 days
Readiness check
Your 90-day planOutcome
Your business case
+ Add a step
Step
Journeys

What keeps it alive between visits

Journeys are rules you author once. They watch for change and bring people back: nudge someone who stalls, reopen the assessment when a step is done, refresh the plan when a score band moves, and send results to your CRM as they come in.

  • Rules start switched off, so you can preview before anything sends
  • Emails only go to people who agreed to hear from you
  • See who is where on the path, and who has stalled
Automations3 running
Whensomeone stalls at a step for 5 daysThenSend them a nudge email
Whentheir score band dropsThenRefresh their plan
Whenthey finish the readiness checkThenSend the result to your CRM

Give your customers a path, not a score

Start from a template and have a journey live today.