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This guide walks through common workflows to help you get the most out of KAM Ascend.

Preparing for a Promotion Conversation

Goal: Build a compelling case for promotion with evidence and coaching.
1
Build your evidence base
2
  • Log achievements from the past 12-24 months
  • Include revenue impact, leadership, and strategic contributions
  • Use STAR format for each achievement
  • 3
    Track your revenue impact
    4
  • Log direct revenue, influenced revenue, and cost savings
  • Link revenue to achievements where possible
  • 5
    Get coaching
    6
  • Start an AI Coach session with the Promotion Strategy template
  • Discuss your goals, concerns, and strategy
  • Extract action items to Execute
  • 7
    Generate a business case
    8
  • Use the Business Case Builder
  • Select Promotion as the goal type
  • Choose your strongest achievements
  • Export as Formal Proposal for HR
  • 9
    Prepare for the conversation
    10
  • Export talking points from the business case
  • Review with AI Coach if needed
  • Schedule the meeting

  • Optimizing Your CV for a Job Application

    Goal: Tailor your resume for a specific job opening.
    1
    Ensure your evidence base is current
    2
  • Log recent achievements
  • Update revenue tracking
  • Link skills to achievements
  • 3
    Run the CV Optimizer
    4
  • Paste the job description
  • Upload your current CV
  • Review the Strategic Dossier
  • 5
    Review the assessment
    6
  • Check your pathway and verdict
  • Note critical issues and quick wins
  • 7
    Select achievements
    8
  • Choose 5-8 achievements relevant to the role
  • Focus on impact and relevance
  • 9
    Address the gaps
    10
  • Fix critical issues first
  • Implement quick wins
  • Add missing keywords
  • 11
    Generate optimized CV
    12
  • Use the CV Rewrite feature
  • Review and personalize the output
  • Download the optimized version

  • Preparing for a Performance Review

    Goal: Create a comprehensive performance review document.
    1
    Review your evidence base
    2
  • Check Track for overview
  • Ensure achievements are logged for the review period
  • Update revenue tracking
  • 3
    Generate the review
    4
  • Use Performance Review feature
  • Select the review period
  • Choose relevant achievements
  • Add context and goals
  • 5
    Export for different audiences
    6
  • Formal Review for HR
  • Talking Points for your manager meeting
  • Summary Email for quick updates
  • 7
    Get coaching (optional)
    8
  • Use AI Coach with Performance Review Prep template
  • Practice discussing your achievements
  • Prepare for questions about growth areas

  • Negotiating a Pay Rise

    Goal: Build a data-backed case for a salary increase.
    1
    Document your impact
    2
  • Log achievements showing value
  • Track revenue contributions
  • Note any expanded responsibilities
  • 3
    Get coaching
    4
  • Use AI Coach with Pay Rise Negotiation template
  • Discuss timing, approach, and strategy
  • Practice your pitch
  • 5
    Build your case
    6
  • Use Business Case Builder
  • Select Pay Rise as the goal type
  • Include quantified impact
  • 7
    Prepare for the conversation
    8
  • Export talking points
  • Anticipate objections
  • Know your target range

  • Building Your Evidence Base from Scratch

    Goal: Start logging achievements and building your career evidence.
    1
    Start with recent wins
    2
  • Log your last 3-6 months of achievements
  • Use STAR format
  • Link skills to each achievement
  • 3
    Track revenue impact
    4
  • Log any direct or influenced revenue
  • Include cost savings and retention value
  • Be specific with numbers
  • 5
    Set goals in Execute
    6
  • Create career goals
  • Add action items to build evidence
  • Track your streak
  • 7
    Expand backward over time
    8
  • Gradually add historical achievements
  • Focus on the most impactful first
  • Don’t try to document everything at once

  • Tracking OKRs and Proving Progress

    Goal: Set your KPIs, define key results, and build evidence throughout the quarter.
    1
    Get your company KPIs
    2
  • Ask your manager what you will be measured on
  • Note the specific numbers and timeframes
  • 3
    Set objectives in OKR Tracker
    4
  • Go to OKR Tracker
  • Add one objective per KPI
  • Set the time period (quarterly, half-yearly, or annual)
  • 5
    Define key results
    6
  • Add 3-5 measurable key results per objective
  • Set target values and current values
  • Use specific numbers, not vague outcomes
  • 8
  • After logging an achievement, link it to the relevant key result
  • Link revenue records that moved the number
  • Do this weekly, not at the end of the quarter
  • 9
    Create actions in Execute
    10
  • For key results that are behind, create action items in Execute
  • Link actions to the related goal
  • Track your progress daily
  • 11
    Review before 1:1s
    12
  • Check your OKR progress before manager conversations
  • Use the evidence list to back up your numbers
  • Flag at-risk key results early

  • Preparing for a Job Interview

    Goal: Optimise your CV and practise for a specific interview.
    1
    Make sure your evidence base is current
    2
  • Log recent achievements
  • Update revenue tracking
  • Link skills to achievements
  • 3
    Optimise your CV
    4
  • Run the CV Optimizer with the job description
  • Review the gap analysis
  • Generate the optimised CV
  • Download the updated version
  • 5
    Run the Interview Simulator
    6
  • Go to Interview Simulator
  • Paste the same job description (or pick it from your saved roles)
  • Upload the CV you will submit
  • Run the simulation — answer honestly, as you would in the real interview
  • 7
    Review the feedback
    8
  • Note the weaknesses and gaps flagged
  • Identify questions you struggled with
  • Prepare stronger answers for those areas
  • 9
    Run it again
    10
  • Run a second simulation for the same role
  • Try to improve your score
  • Focus on the areas that were weak last time
  • 11
    Get coaching (optional)
    12
  • Use AI Coach to work on specific weak areas
  • Discuss strategy for the real interview
  • Extract action items to Execute

  • Last modified on May 30, 2026