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Open the Command Center

ClientBriefAI guide

Diagnose, scope and deliver: readiness, implementation scope, the opportunity assessment and Impact Tracker.

  1. Open ClientBriefAI and find your way aroundOpen the app from the Command Center and learn what the sidebar and the header do.
  2. Set up a clientEnter the client name, industry, your logo and some background before you start scoring.
  3. Run an AI Readiness AssessmentAnswer 22 questions with your client, generate the findings report and export it.
  4. Build an Implementation ScopeScore the business areas you discussed and get a ranked list of where the client should start.
  5. Create an AI Opportunity AssessmentTurn what you know about the client into a client-ready assessment, a report and a proposal.
  6. Track results with Impact TrackerRecord what was done and what changed for each opportunity, then send the client an Impact Report.
  7. Save your work and open it againSave a client's session to a file on your own computer, open it later, and start a new client.
  8. Dashboard, Clients, Reports and TemplatesSee all your clients at a glance, keep a contact list, reopen reports and use the reference material.