AI Readiness Findings
The readiness score, maturity stage, dimension scores and priority gaps from the completed AI Readiness Assessment.
connecting
Saved
Diagnose
AI Readiness Assessment
Understand. Prioritize. Plan with Confidence.
A structured diagnostic to assess AI readiness across six key dimensions. Use the questions to guide your conversation, then let BriefPilot analyze your transcript and suggest scores based on what the client actually said.
Diagnose
Search and AI Visibility Audit
Is this business showing up in Google and AI answers?
Scan the client's website for technical health, speed on phones, structured data and local presence, then run a simulated check of whether AI assistants mention the business. You get a scored, ranked list of fixes and a branded report.
Data Cleanup
One clean customer list, without the data ever leaving the client's computer.
- 1 Setup
- 2 Generate
- 3 Playbook
- ScoreOne number, 0 to 100, for how findable the business is
- Five checksSite health, phone speed, structured data, local presence, AI answers
- Ranked fixesEvery problem with why it matters and what to do, biggest wins first
- Branded reportReady to hand the client, with your logo
Scope
Implementation Scope
From Conversation to a Clear Plan
Go department by department with structured questions to identify operational pain, implementation readiness, dependencies, and opportunities across your client's business.
Scope
AI Opportunity Assessment
From Findings to Action
Bring your discovery work together into a structured, client-facing assessment. Combine insights from AI Readiness and Implementation Scope with your client's goals to identify opportunities and next steps.
Scope
Business Case
Put a number on every AI opportunity.
Projected savings, cost, payback, and value, ready for the owner's decision.
AI Policy Pack
Rules for using AI the business can adopt this week.
- 1 Setup
- 2 Generate
- 3 Documents
Deliver
Client Portal
Everything about the engagement on one page the owner can open any time.
The headline numbers, the reports, what changed, what is next and how to reach you, in one file you share however you already share files. Nothing is stored or hosted by AI Curator; regenerate it after each review.
Measure
Impact Tracker
From Recommendations to Measurable Results
Track implementation progress, compare before-and-after outcomes, and demonstrate the business impact of your AI recommendations.
From Opportunity to Impact
Track the recommendations from your AI Opportunity Assessment and document what has changed.
1Diagnose
AI ReadinessSEO Audit
2Scope
Implementation ScopeAI OpportunityBusiness Case
3Deliver
Data CleanupAI Policy PackClient Portal
4Measure
Impact Tracker
Used on every report for this client
Steers the narrative and tool picks in exports
Branding
Not set yet
Edit
Client Context Optional, feeds every report, not scored
Background only. Helps size tool recommendations and frame the narrative. Does not change any score.
Client Goals & Success Measures
Three guided questions to clarify what success looks like for this client.
Imported Assessment Findings
Bring your completed assessments together to build the foundation for your AI Opportunity Assessment.
Implementation Scope Findings
Ranked priorities, key findings and recommended AI solutions from the completed Implementation Scope.
SEO Audit
Scores, ranked findings and the simulated AI visibility check from the latest SEO Audit, as the Search and AI Visibility area.
Importing adds a snapshot block at the top of the Combined Assessment Context. Importing again replaces only that block: anything you edited inside it is lost (you are asked first), and everything else in the context is kept.
Review imported findings, add discovery evidence, and refine the narrative before generating the assessment.
Dictate notes
Mic dictates live into the box above, good for talking through notes right after a call.
Generate AI Opportunity Assessment
Turn client goals, discovery findings, and supporting evidence into a structured, client-facing assessment.
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.
Paste your discovery call transcript or enter your meeting notes. BriefPilot analyzes the conversation and suggests scores based on what the client actually said.
Dictate notes
Your transcript is used to generate scoring suggestions. BriefPilot never automatically applies scores.
Assessment Dimensions
Six key areas to understand AI readiness across your client's business.
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Audit Setup
Enter the client's website. The rest is optional but makes the AI visibility check sharper.
Optional: up to 5, one per line. Leave blank to have them suggested from the homepage. Write them the way a customer would, without the business name.
Scans up to 25 pages and usually takes about a minute. Nothing about this client is stored on our servers; the results are saved in this client's client file, on your device.
Paste your discovery call transcript or enter your meeting notes. BriefPilot analyzes the conversation and suggests scores based on what the client actually said.
Dictate notes
Your transcript is used to generate scoring suggestions. BriefPilot never automatically applies scores.
Implementation Categories
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
Builds the report from every category that has all five dimensions scored, in any tier. Partly scored categories are left out until you finish them.
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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.
Assumptions
Client-wide figures behind every row. The hourly cost is drafted from the industry until you confirm it.
Assumptions
Client-wide figures behind every row. The hourly cost is drafted from the industry until you confirm it.
Opportunities
One row per opportunity in the AI Opportunity Assessment. Every row is an Estimate until you edit it or click Confirm.
Totals
Report
One branded page for the owner: the summary, the table, the chart and every assumption still marked Estimate.
The interview
A short interview with the owner, all optional. Describe the data, never paste it: no customer record ever enters the suite.
Data Cleanup Playbook
Ten fixed steps, each with What to do, What to use, an AI hack where one applies, and Done when. Edit any part in place.
DataPilot
Describe the shape of the data: column names, row counts, formats and the mess in words. DataPilot writes the formulas and scripts; you run them on the client's file. It never sees a record.
Pack setup
Everything here is optional. The pack is drafted from the Readiness answers, Client Context and the tools ticked below.
Documents
Edit any section in place. Redraft one section without touching the others.
Portal setup
Tick what to include and edit the text. Everything comes from this client file; the portal is a single file you share yourself.
Impact Tracker
Track implementation, measure results, and demonstrate business impact.
Generate an AI Opportunity Assessment first.
Implementation Progress
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opportunities completed
- 0Total Opportunities
- 0In Progress
- 0Completed
- 0%Implementation Progress
Opportunities & Impact Tracking
From your AI Opportunity Assessment, in its order, with each one's status and before and after measurements.
Session Recap Summary
Internal only, for your own reference next time. Never shown to the client.
Dashboard · Client Portfolio
Your AI Consulting Portfolio
See where every client's AI journey stands, with readiness, scope, and impact at a glance.
Your Saved Client Sessions
No session files loaded yet.
The Dashboard is only as complete as what you have saved. Work a client in the other sections, then use Save Session in the header to write the client's file in your clients folder, ideally a folder with a backup like a synced cloud folder. Point the Dashboard at that folder.
Chrome and Edge can remember the folder for next time. Safari and Firefox will ask you to pick the files again each visit.
Workspace · Intelligence
AI Tool Library
Discover the right AI tools for your clients, workflows, and implementation plans.
A curated collection of vetted AI tools and platforms, organized by industry and use case. Use the filters below to find the best tools for your clients and recommendations.
- 0Vetted ToolsDistinct products in the library
- 0Tool ListingsAcross all categories
- 0Industry GroupsOrganized by industry focus
- 0CategoriesCovering key business functions
Explore Tools by Category
Browse the complete collection of vetted tools, organized by function.
A tool that fits more than one sub-category is listed under each one, with the wording written for that context.
Client Automations
Ready-made automations you hand over at delivery.
Each automation is a complete workflow with setup instructions, configuration options and downloadable files. Nothing runs inside ClientBriefAI: you configure it, download the files, and install it in the client's account.
Save time.
Deliver more value.
Proven automations for real client use cases.
Automations Library
Select an automation to view setup details.
Workspace · Relationship Management
Client Workspace
Manage client relationships, contact details, and CRM connections.
Keep your client roster organized, track relationships, and connect with HubSpot to support your consulting workflow.
HubSpot CRM Integration
Connect your HubSpot account to synchronize supported assessment information with matching client companies.
- 0Total clientsAll clients in your roster
- 0ActiveCurrently engaged
- 0Follow-up neededNeed attention
- 0ClosedCompleted engagements
Client directory
Local Client Data & Backup
Your client roster is stored locally in this browser. Export a backup before switching devices or clearing browser data.
Managing Your Clients
- Clients keeps relationship and contact details.
- Dashboard shows assessment progress from your saved session files.
- Reports organizes the client-facing reports you downloaded.
- HubSpot, when connected, receives a client's stage, score and completion when you choose Sync to HubSpot.
Admin
Account Signups
Everyone who has registered, newest first
Read-only apart from Add all to HubSpot, which only creates contacts in your own HubSpot, and visible to your account only. Passwords and API tokens are never sent to the browser. To change an account's tier or delete one, use the admin endpoints.
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Accounts
0
Email verified
0
On trial
0
Starter or Full
Reports · Report Library
Client Reports
Access and open your client reports, organized by client and report type.
Your Reports Folder
Select the folder where you keep your downloaded reports. Supported report files will appear in your library automatically.
- 0Clients
- 0Reports
- 0Report Types
- 0Latest Report
Workspace
Discovery Kits
Turn Conversations into Clarity
Walk into every client call with the right questions. Structured questions for the client calls: the first call builds toward Readiness, the second walks every Implementation Scope category, two more prepare the Data Cleanup Playbook and the AI Policy Pack, and the last two put numbers on a Business Case and run the monthly Impact Tracker check-in. Reference only, nothing here is generated and no client data is involved.
Discovery session
AI Readiness
Session objective
Backup (this device only, no server copy)
Discovery Kits live only in this browser. Export them to a file before switching devices or clearing browser data, then import that file to bring them back.