Write private notes on a client's journey, such as questions they raised or what to follow up.

Hide a journey from your dashboard without losing any of the client's history.

Save a PDF of a client's journey, or an evidence pack, for your client file.

See exactly what a client will see before you send them a journey.

Record what happened after a client's journey, so it shows on their reports.

Send automatic email reminders about journeys clients haven't finished.

What Money Alive Office does once a client finishes every video in their journey.