connecting
Real client, real deliverable
Turn real notes into an AI Opportunity Assessment
Intake — the client's goals and success measures (optional, folded into the context below at generation)
Context — type it, paste it, or dictate it
Context can include your own notes, the intake answers above, and this client's Readiness / Implementation Scope findings. Once each report is generated, an Import Readiness Findings or Import Implementation Scope Findings button appears here — press it to pull that data in.
Mic dictates live into the box above — good for talking through notes right after a call.
Working from an existing audio recording (a saved call, not live dictation)? File upload + transcription isn't built yet, that needs a transcription service decision first. For now, dictate through it live or type up the key points.
Generated assessment — edit freely; the download uses whatever is in this box
The report opens in a new tab as the client deliverable. From there use
Print / Save as PDF for a PDF via your browser's own
print dialog, or Download HTML for a self-contained file.
Structured diagnostic, not a narrative
AI Readiness Assessment
Session notes — optional, adds specifics to the narrative
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Where should this client start
AI Implementation Scope
Score as many categories as you've discussed. Partial is fine — generate a ranked plan anytime, then keep going.
Opening — where the client sees the biggest opportunity (optional, not scored)
0 / 22 scored
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This feeds your final Assessment. Once the ranked results are generated below, go to the Assessment tab and press Import Implementation Scope Findings to pull the ranking, key findings and recommended solutions into your context — it does not import itself — then use Open Report there.