> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kamascend.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Common Workflows

> Step-by-step guides for typical KAM Ascend use cases

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.

<Steps>
  ### Build your evidence base

  * Log achievements from the past 12-24 months
  * Include revenue impact, leadership, and strategic contributions
  * Use STAR format for each achievement

  ### Track your revenue impact

  * Log direct revenue, influenced revenue, and cost savings
  * Link revenue to achievements where possible

  ### Get coaching

  * Start an AI Coach session with the **Promotion Strategy** template
  * Discuss your goals, concerns, and strategy
  * Extract action items to Execute

  ### Generate a business case

  * Use the Business Case Builder
  * Select **Promotion** as the goal type
  * Choose your strongest achievements
  * Export as Formal Proposal for HR

  ### Prepare for the conversation

  * Export talking points from the business case
  * Review with AI Coach if needed
  * Schedule the meeting
</Steps>

***

## Optimizing Your CV for a Job Application

**Goal:** Tailor your resume for a specific job opening.

<Steps>
  ### Ensure your evidence base is current

  * Log recent achievements
  * Update revenue tracking
  * Link skills to achievements

  ### Run the CV Optimizer

  * Paste the job description
  * Upload your current CV
  * Review the Strategic Dossier

  ### Review the assessment

  * Check your pathway and verdict
  * Note critical issues and quick wins

  ### Select achievements

  * Choose 5-8 achievements relevant to the role
  * Focus on impact and relevance

  ### Address the gaps

  * Fix critical issues first
  * Implement quick wins
  * Add missing keywords

  ### Generate optimized CV

  * Use the CV Rewrite feature
  * Review and personalize the output
  * Download the optimized version
</Steps>

***

## Preparing for a Performance Review

**Goal:** Create a comprehensive performance review document.

<Steps>
  ### Review your evidence base

  * Check Track for overview
  * Ensure achievements are logged for the review period
  * Update revenue tracking

  ### Generate the review

  * Use Performance Review feature
  * Select the review period
  * Choose relevant achievements
  * Add context and goals

  ### Export for different audiences

  * Formal Review for HR
  * Talking Points for your manager meeting
  * Summary Email for quick updates

  ### Get coaching (optional)

  * Use AI Coach with **Performance Review Prep** template
  * Practice discussing your achievements
  * Prepare for questions about growth areas
</Steps>

***

## Negotiating a Pay Rise

**Goal:** Build a data-backed case for a salary increase.

<Steps>
  ### Document your impact

  * Log achievements showing value
  * Track revenue contributions
  * Note any expanded responsibilities

  ### Get coaching

  * Use AI Coach with **Pay Rise Negotiation** template
  * Discuss timing, approach, and strategy
  * Practice your pitch

  ### Build your case

  * Use Business Case Builder
  * Select **Pay Rise** as the goal type
  * Include quantified impact

  ### Prepare for the conversation

  * Export talking points
  * Anticipate objections
  * Know your target range
</Steps>

***

## Building Your Evidence Base from Scratch

**Goal:** Start logging achievements and building your career evidence.

<Steps>
  ### Start with recent wins

  * Log your last 3-6 months of achievements
  * Use STAR format
  * Link skills to each achievement

  ### Track revenue impact

  * Log any direct or influenced revenue
  * Include cost savings and retention value
  * Be specific with numbers

  ### Set goals in Execute

  * Create career goals
  * Add action items to build evidence
  * Track your streak

  ### Expand backward over time

  * Gradually add historical achievements
  * Focus on the most impactful first
  * Don't try to document everything at once
</Steps>

***

## Tracking OKRs and Proving Progress

**Goal:** Set your KPIs, define key results, and build evidence throughout the quarter.

<Steps>
  ### Get your company KPIs

  * Ask your manager what you will be measured on
  * Note the specific numbers and timeframes

  ### Set objectives in OKR Tracker

  * Go to OKR Tracker
  * Add one objective per KPI
  * Set the time period (quarterly, half-yearly, or annual)

  ### Define key results

  * Add 3-5 measurable key results per objective
  * Set target values and current values
  * Use specific numbers, not vague outcomes

  ### Link evidence as you go

  * 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

  ### Create actions in Execute

  * For key results that are behind, create action items in Execute
  * Link actions to the related goal
  * Track your progress daily

  ### Review before 1:1s

  * Check your OKR progress before manager conversations
  * Use the evidence list to back up your numbers
  * Flag at-risk key results early
</Steps>

***

## Preparing for a Job Interview

**Goal:** Optimise your CV and practise for a specific interview.

<Steps>
  ### Make sure your evidence base is current

  * Log recent achievements
  * Update revenue tracking
  * Link skills to achievements

  ### Optimise your CV

  * Run the CV Optimizer with the job description
  * Review the gap analysis
  * Generate the optimised CV
  * Download the updated version

  ### Run the Interview Simulator

  * 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

  ### Review the feedback

  * Note the weaknesses and gaps flagged
  * Identify questions you struggled with
  * Prepare stronger answers for those areas

  ### Run it again

  * Run a second simulation for the same role
  * Try to improve your score
  * Focus on the areas that were weak last time

  ### Get coaching (optional)

  * Use AI Coach to work on specific weak areas
  * Discuss strategy for the real interview
  * Extract action items to Execute
</Steps>

***

## Related Guides

* [Tips & Best Practices](/guides/tips-best-practices)
* [Key Concepts](/get-started/key-concepts)