AdoptBriefAI guide

Make the rollout stick: Map, Enable, Plan, Track and Templates.

  1. Open AdoptBriefAI and find your way aroundOpen the app from the Command Center, learn the areas and the header, and save and reopen a client's session file.
  2. Map who uses which toolEnter the client, add the roles and tools, and set how often each role uses each tool.
  3. Write Quick Start guides for each roleHave AdoptPilot draft a short guide for each role and tool, then read, edit and download them.
  4. Plan the rollout and its milestonesDraft a 30/60/90 day plan, edit the milestones, name champions and mark what is done.
  5. Track check-ins and the scorecardRecord check-ins, see usage by role, and write the monthly Adoption Scorecard.
  6. Use and build templatesStart from an industry template, make your own, and use the meeting guides.