Built flows
- OnboardingConcept 3 — GuidedExplains as it goes: what ExecHQ is, why each thing is asked, and what a plan is. Asks what decides the plan first, recommends once, then asks what makes it hers.Status: Approved
- HomepageConcept 4 — CombinedA map of three rings with the next step under it, Stay on track, today’s Briefing, and Your Signal Picture.Status: Approved
- PlanConcept 3 — Guided check-inA guided check-in, built from onboarding’s page and answer drawer: one move at a time, with where she is with it as the answer. Answering changes her plan and comes back as a short reply. Under the move is the roadmap, a stack of stage cards, which shows when she folds the drawer; adding her own items slides up as a sheet.Status: Approved
- Signal PictureConcept 2 — Momentum firstThis week leads as seven day circles, then what came of the things she did, then where she started.Status: Approved
- ProfileConcept 1 — GroupedProfile and settings on one page: labelled groups of rows, each ending in its current value. Details open in a sheet on mobile and tablet, beside the list on web.Status: Approved
- LoginConcept 1 — Open pageA quiet white page: an emailed link or a code to sign in, Google and Apple beside it, and help when the inbox is out of reach.Status: Approved
- Daily BriefingConcept 1 — Front pageToday’s three as a stack of cards: one open in full, the other two as strips that open in their place. Tapping the open card opens the article at its publisher, in a new tab. Publishers are changed on the page.Status: Draft
- Daily BriefingConcept 2 — News appA front page like a news app: the lead story with a big picture, two rows with small ones, each saying why it is here. A story opens the whole article in ExecHQ, with ExecHQ’s notes on highlighted passages all the way through, and a bar at the foot: Back, Relevant, Not for me, Save, Write a post.Status: Draft
- ToolboxConcept 2 — Starter rowThe tools as one row of four icons, then Next on your plan as one row; the library as four folders, one per tool, each opening to its list. Which tool do I need? is the advisor’s first prompt on the Toolbox. Tools open as a document workspace.Status: Draft
- Toolbox artifact flowConcept 1 — Guided stepsOne question a screen, then the draft full screen with Revise, Copy and Mark ready in a fixed bar.Status: Draft
- Toolbox artifact flowConcept 2 — Document workspaceThe draft full screen, with inputs and revisions in a sheet pulled up from a peek bar; a side panel on desktop.Status: Draft
- Toolbox artifact flowConcept 3 — InterviewOne question a screen with the draft pinned above as a card; side by side on desktop.Status: Draft
- Enterprise DashboardConcept 1 — The three questionsThe dashboard answers the sponsor's three questions in order: did they join, are they still using it, do they follow through. Each opens with a one-sentence answer, with the figures under it. The cohort's code and settings are a Cohort page of their own.Status: Draft
- Enterprise DashboardConcept 2 — The reportThe screen is the one-page report the sponsor exports: figures set in sentences, each definition in the margin beside it. Setting up the cohort writes the report's header; the code sits in a box in the margin.Status: Draft
- Enterprise DashboardConcept 3 — The weekly letter (wildcard)No dashboard: each Monday's refresh is an issue, written in the advisor's voice, and past issues stack into an archive in place of a window choice. Setting up the cohort is Issue 0.Status: Draft
Every screen: Profile
The page, top to bottomYour organization shows only for a member; the dock's homepage states change who she is. Edit your accountThe edit icon on Your account. Your publishersThe Publishers row. Briefing opens the same sheet. Leave your organizationLeave organization, for a member. Delete your accountThe Delete account row. Signed outSign out, at the foot of the page. Account deletedDelete my account, in its sheet.
Every screen: Signal Picture
The page, top to bottomMomentum, what came of it, where she started. The dock's homepage states change what she has; the first one asks where she is starting from. Edit shows only on rows she added herself, none in the sample states; its form is in the component catalogue under SignalEntrySheet. Add to your pictureAdd, on Where you started. What came of it: something she addedNothing reported yet, on a row she added. What came of it: something ExecHQ madeNothing reported yet, on a row from her work in ExecHQ: how it went, then her words.
Every screen: Plan
The move, drawer openWhat opens when no stage check-in is due. The dock's homepage states change her moves and her stage; states 2 to 5 open on the stage check-in instead. The move, drawer folded: the roadmapFolding the drawer shows her direction and the stage cards under the move. Change whenChange when, in the drawer: the times to choose from. Answered: I’ll do itExecHQ’s reply, then Next. Not for me: asking whyOne optional tap before ExecHQ offers something else. Not for me: passed onAfter the reason. What was offered in its place shows here when there is one. The last page: where the plan standsAfter the last move: what changed on her plan. Nothing to answer right nowWhen she has no live moves. Add something of your ownAdd, on the last page. See your planBeside Your roadmap: her plan, its stages and her direction. Stage check-in: what you didOpens in place of the moves when ExecHQ decides a stage is finished. Here it uses her last finished stage, or the one she is in. Stage check-in: foldedThe drawer folded to a peek. Stage check-in: what came of it?One page for each thing she has not reported yet. With none, it shows the next page. Stage check-in: did you get there?Whether she got what finishing the stage looks like. Stage check-in: how do you feel about your plan? Stage check-in: the read-backIn her words, with sample answers.
Stepping through
- Open a flow and use it as a person would: every answer moves you on.
- The step bar above the screen jumps to any step. Everything before it is filled in with sample answers, so later screens always have something real to show.
- The dock on the right switches between phone, tablet and web.
- The sample answers live in
mock/. Change them there to see a flow with different content.