Overview
This workflow reviews a client roadmap for missing structure. It highlights unscheduled initiatives, goals without supporting work, and timing gaps that should be cleaned up before strategic planning.
When to use
Use it before roadmap planning, QBR prep, or internal account review when the client plan needs stronger goal-to-initiative alignment.
How to use
- 1.Copy the prompt from the action panel.
- 2.Replace
[Client Name]and any bracketed inputs with the client or review details. - 3.Run the prompt in an assistant connected to ScalePad MCP.
- 4.Review and confirm any creates or updates before records change in Lifecycle Manager.
Expected output
- A list of roadmap gaps and stale items.
- Suggested priority and timing for unscheduled initiatives.
- A review-ready set of proposed updates.