Your audit is approved. Here is how the onboarding flow works from payment to kickoff.
This page is for approved prospects who have already received the payment link. It explains what to do next, what to prepare, and how the AI Opportunity Audit moves into a focused review.
What to expect
For founders
Expect a commercially focused review that clarifies where AI can create leverage, what should be prioritized first, and what is not worth forcing yet.
For operations leaders
Expect a workflow-focused review that identifies friction, handoff gaps, manual load, and the highest-value places to improve process with AI support.
Short FAQ
How quickly does the process move after payment?
In most cases, confirmation and the first follow-up arrive shortly after payment is received, and the review window is then coordinated based on your team’s availability and the material you share.
What should we prepare before the review call?
Bring practical context rather than polished decks. Useful inputs include process notes, workflow screenshots, current proposals, reporting examples, recurring bottlenecks, and any questions leadership wants the audit to answer.
Who should attend the review call?
The strongest review sessions usually include the main decision-maker plus the person closest to the workflow being assessed. For many engagements that means the founder or business owner, the operations lead, or another team lead who can speak to execution realities.
Step 01
Confirm the audit
Use the payment link from your approval email to confirm the $2,500 AI Opportunity Audit. That secures the engagement and confirms the scope discussed in the review.
Step 02
Reply with key context
Share any process notes, internal documents, or priorities that would help shape the audit. This can include workflow screenshots, proposal samples, delivery handoff notes, or current operating constraints.
Step 03
Book the review window
Once payment is confirmed, you will receive a follow-up to lock in the review timing and confirm the business area or workflow being assessed first.
Audit output
What you receive after kickoff
The engagement is designed to end with written findings, priority opportunities, a practical roadmap, and a review conversation so leadership can decide the next move with more confidence.
Preparation note
The most useful onboarding material is practical, not polished. Existing documents, workflow notes, examples, and known bottlenecks are enough to begin.