Creating and Managing Client Roadmaps

Roadmaps help you structure your clients' job search journey by creating milestones and tasks. You can build custom roadmaps for each client, import templates from your organization settings, or copy roadmaps from other clients to save time.

Understanding the Roadmap Interface

When you first access a client's Roadmap page, you'll see three options for adding milestones:

• Add Milestone - Create individual milestones manually

• Import From Organization - Use pre-built templates you've created in Settings

• Import From Client - Copy an existing roadmap from another client

Method 1: Creating Milestones Manually

This approach gives you complete control to build a custom roadmap from scratch.

Add a Milestone

1. Click + Add Milestone

2. Fill in the milestone details:

   • Title - Name your milestone (e.g., "Profile Review")

   • Description - Add context for the milestone (e.g., "Let's go over LinkedIn profile review together")

   • Due Date - Select a target date from the calendar picker

3. Click Save

Add Tasks to Your Milestone

Once you've created a milestone, expand it to add actionable tasks:

1. Click on the milestone to expand it

2. Enter task details in the text input field (e.g., "Update your LinkedIn profile before we meet in our 1:1")

3. Press Enter to add additional tasks

Adding Links to Tasks

You can hyperlink resources directly in task descriptions:

1. Highlight the text you want to link (e.g., "guidelines to LinkedIn profile ranking")

2. Click the link icon in the formatting toolbar

3. Enter the URL (e.g., your Google Drive link)

4. Press Enter to save the link

Method 2: Import From Organization Templates

Save time by creating reusable templates in your organization settings and importing them for each client.

Set Up Organization Templates

1. Go to Settings from the main navigation

2. Select the Roadmap tab

3. Click + Add Milestone to create organization-wide templates

4. Build milestones and tasks that you'll use across multiple clients (e.g., "Onboarding", "Profile Optimization", "Job Search")

Import Templates to a Client

1. Navigate to your client's Roadmap page

2. Click Import From Organization

3. All your organization templates will automatically populate the client's roadmap

4. Edit, add, or remove milestones and tasks as needed for this specific client

Method 3: Import From Another Client

If you've already built a detailed roadmap for one client, you can copy it to another client with similar needs.

1. Navigate to the new client's Roadmap page

2. Click Import From Client

3. Select the client whose roadmap you want to copy from the dropdown menu

4. Click to confirm - the entire roadmap will be imported

Editing and Managing Roadmaps

After importing or creating milestones, you have complete flexibility to customize:

• Edit milestones - Click on any milestone to update the title, description, or due date

• Add or remove tasks - Expand milestones and modify tasks as your client's needs evolve

• Update descriptions - Make milestones more specific (e.g., "Profile is everything, let's hit the nail on its head!")

• Delete milestones - Remove milestones that don't apply to a particular client

Deleting a Milestone

When you delete a milestone, you'll see a confirmation modal:

Best Practices

• Create organization templates first - Build your standard coaching process in Settings > Roadmap before onboarding clients

• Customize after importing - Templates are starting points. Adjust milestones and tasks to fit each client's unique situation

• Use descriptive titles - Make milestone names clear so clients understand the purpose at a glance

• Link external resources - Embed links to guidelines, templates, or shared documents directly in tasks

• Set realistic due dates - Give clients achievable timelines to maintain momentum and accountability

Video Walkthrough

Watch the complete walkthrough of creating and managing roadmaps: