Client Onboarding

1. Admin sends the intake link
2. Client fills 29 questions
3. AESOP processes — about 2 minutes
4. Admin reviews the roadmap
5. Gate — approved? yes continues, no returns to revision
6. System emails the client
7. Admin files the PDF in Drive
8. Client takes the coaching session

1. Email the client https://aesopstudio.com/executive-intake
2. Tell them: about 20 minutes, every field optional except business name. No AI knowledge needed — the more context they give, the sharper the roadmap.
3. Set expectations: “This generates a personalized AI Adoption Roadmap we’ll review together. Your data is confidential — you own it.”
4. Smaller business? Use https://aesopstudio.com/smb-intake instead

What happens after the client clicks submit.

1. Intake processed. AESOP validates the submission — a confidence score from data completeness and coherence.
2. Deep Research pipeline (if enabled) runs five stages — Scope, Search, Fetch, Verify, Synthesize — and pulls company profile, goals, brand guidelines, org chart, governance policy, and evaluation criteria. Enterprise path only; SMB uses a lightweight profile.
3. Organization context profile compiled. WORE injection — Write Once Read Everywhere — keeps every downstream agent on the same ground truth.
4. AI Adoption Roadmap generated — maturity level, strategic themes, phased projects, what to avoid, and conditions for the next phase.
5. Admin notified by email with a direct link to the results page.

About 2–5 minutes total. The client sees a confirmation page while it runs. Status is visible in the admin dashboard at /admin/platform under Intake Submissions: processing then completed.

When the roadmap is ready.

1. Open the email notification and click View Roadmap.
2. Review it — maturity level, themes, phased projects, what to avoid. Does it read as accurate and useful?
3. Approve or reject. Approved, the client gets notified. Rejected, it returns to the revision queue with your feedback and regenerates.
4. Download the PDF to Clients / [Client Name] / AI Adoption Roadmap.pdf.
5. Prep for the session. The roadmap is a discussion starter — your coaching makes it actionable.

Human-in-the-loop at every gate. No roadmap reaches a client without a human review first.

What if the roadmap didn’t generate — check the admin dashboard, status may be failed. The client didn’t get their email — send the token URL /executive-intake/results/{token} directly. Data deletion — email privacy@waifinder.org, removed within 7 business days.

1. Email notification with a token-secured link to the results page. No login required.
2. Interactive results page — full roadmap with a downloadable PDF.
3. The roadmap is theirs — they own the data and can return via their token link anytime.

In the coaching session: walk it through as a discussion starter, not a prescription. Use the maturity level to frame “here’s where you are, here’s what’s next.” The phased projects adapt to their reality; “what to avoid” prevents the common missteps at that level.

Goal: everything the client touches is self-service. The admin review gate is the only required human step — and it’s there by design. Over time, more moves to self-service as the platform matures.