Introduction

For tech agencies, transparency isn’t just a buzzword or a marketing/sales argument—it’s a crucial aspect of client relationships. Public product roadmaps are essential for aligning team goals with client expectations and demonstrating progress. Yet, creating detailed, strategic roadmaps can be challenging. SteelSync, integrated with Linear, simplifies this process by enabling the creation and sharing of public product roadmaps for each of your customers.

1. The Importance of Public Product Roadmaps:

Public product roadmaps serve as a clear indicator of your client's project direction and progress. For instance, a web development agency might use a public product roadmap to show a major client the stages of the website redesign, expected completion dates for each phase, and key milestones like design, mockup, beta testing, and go-live dates. This transparency helps manage expectations and builds trust, which is essential for maintaining long-term client relationships.

2. Setting Up Your Roadmap with SteelSync and Linear:

Integrating SteelSync with your Linear account enables you to enhance your project management capabilities. Here’s a practical step-by-step guide:

• Integration Setup: Ensure SteelSync is integrated with Linear, which can be completed in a few clicks.

• Toggle on the Roadmap section: As your team creates a board for one of your customers, go to Settings and Privacy for this dedicated board and toggle on the Roadmap section to make it visible on the board

• Create your first milestones: Directly from your new board, add milestones, description, type, and date range to display it publicly

3. Sharing Roadmaps with External Stakeholders:

SteelSync is 100% modular, for example:

• Selective privacy Sharing: Choose if you want to make the board private with an access code or public

• Custom Branding: make the board white-labeled by integrating your customer’s branding and reinforce your professional image

4. Our two Tips for Effective Roadmap Management:

• Regular Reviews: Conduct monthly roadmap reviews with your client to discuss the progress and any adjustments needed based on evolving project requirements. Never hesitate to adjust the roadmap to be “real” and not “dreamed” 🤣

  
  

• Engage Stakeholders: Invite feedback from the client on the roadmap’s layout and content during these reviews to ensure it meets their needs and expectations.

  
  

Conclusion

Integrating SteelSync with Linear transforms how tech agencies manage and share their project collaboration with their clients. This tool ensures that all parties remain well-informed and engaged, enhancing project transparency and stakeholder engagement.

François