journey.io/use-cases

What are you sending?

Pick what you're sending and copy its prompt into Claude. Journey sends it as one page with a link for each person, so you can see who came back.

Investors & funds

Deal rooms, memos and LP updates, with a link for every investor on your list.

All investors & funds

Investor deal room

One deal page, a named link for every investor.

Co-investment memo

One memo page for your clients, a link for each.

SPV overview

Allocation, terms and timeline, a link per LP.

Quarterly LP update

The quarter on one page, a link for each LP.

Founders

Investor updates, data rooms and board packs, with a link for every investor and director.

All founders

Investor update

Your monthly update, with a link for each investor.

Fundraising data room

Deck, model and docs, a link for each fund.

Pitch follow-up

Their questions answered, on one page.

Board meeting pack

Agenda, decisions and deck, a link per director.

Sales

Follow-ups, proposals and RFP responses, with a link for everyone on the buying committee.

All sales

Prospect follow-up

The call recap and everything they need, after every call.

Sales proposal

Goals, scope, pricing and proof, a link per stakeholder.

RFP response

The full response on one page, a link per evaluator.

Champion enablement page

Everything your champion needs to sell you internally.

Agencies & consultants

Pitches, SOWs and client reports, with a link for everyone on the client's side.

All agencies & consultants

Agency pitch

What you heard, your approach and proof, on one page.

Statement of work

Scope, timeline and fees on one page before they sign.

Monthly client report

Results, work and next month, on one page.

Year-end client review

The year in numbers and next year's plan.

Executive search

Shortlists, candidate profiles and role briefs, with a link for every committee member and candidate.

All executive search

Candidate shortlist

Every finalist on one page, a link per committee member.

Candidate profile

One finalist, their CV, intro video and references.

Role brief

Sell the role, with a link for each candidate.

Search update

Pipeline, feedback and decisions, on one page.

Sponsorship & events

Prospectuses, proposals, recaps and speaker packs, with a link for every sponsor and speaker.

All sponsorship & events

Sponsor proposal

One sponsor, one page, every asset.

Sponsorship prospectus

One prospectus, a link for every brand.

Post-event sponsor recap

What they got, with photos, video and numbers.

Speaker pack

Everything a speaker needs, a link for each.

Customer success

Onboarding, partner portals, academies and QBRs, with a link for everyone on the customer's side.

All customer success

Customer onboarding

Kickoff, setup and training, a link per person.

Partner portal

Deck, pricing and training for every partner.

Customer academy

Guides and videos in the order to watch them.

Quarterly business review

Results, adoption and the plan, before the meeting.

Music & media

EPKs, sync pitches and funding pitches that play, with a link for every booker, supervisor and funder.

All music & media

Electronic press kit

Music, video and press on one page that plays.

Sync pitch

The scene, the tracks and clearances, a link per supervisor.

Film funding pitch

Logline, reel, team and budget, a link per funder.

Talent roster pitch

The idea, the roster and rates, for each brand.

More from Journey

Sales Demo Followups

Send it. See who came back.

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