Consultant Admin Hub
Internal console to manage client workspaces, audits, AI roadmaps, and active workflows. Each row is a billable client workspace. Clients never see this screen.
Portfolio overview
Client workspaces
This is where you manage the “back-end” of your AI transformation practice: workspaces, audits, roadmaps, and blueprint usage. Clients see the outcomes as deliverables and, later, via their Executive View.
| Client | Status | Last audit | Readiness | |
|---|---|---|---|---|
| BrightPath Medical | Active | Nov 2025 | 72 / 100 | |
| Nova Retail | Prospect | — | — | |
| Clarity Finance | Active | Oct 2025 | 66 / 100 |
Coming soon: client Executive View
In Version 1, each workspace will include a read-only Executive View for your client: readiness score, roadmap progress, active workflows, and impact summaries – without exposing internal notes or pipeline.
BrightPath Medical
Internal view of this client’s AI transformation journey. Clients receive the audit, roadmap, workflow rollout, and opportunity maps as deliverables and later via their Executive View.
Readiness snapshot
- Overall readiness72 / 100
- Workflows64
- Data58
- Tools70
- Team75
Current status
- RoadmapIn progress
- Workflows active4
- Last auditNov 2025
Recent activity
-
Roadmap updated — added “CS ticket routing workflow”.
-
Audit completed — readiness moved from 61 → 72.
-
Blueprint applied — “Sales lead qualification”.
AI Audit — BrightPath Medical
Standardized, scored assessment across workflows, data, tools, team, risks, and AI product opportunities. This is consultant-facing; clients see the summarized report.
Workflows
Team & tools
AI tool & product opportunities
Generated audit summary (example)
BrightPath Medical shows moderate AI readiness with strong team appetite but fragmented workflows and data. Near-term opportunities: automate lead intake, standardize CS responses, consolidate reporting, and explore a lightweight intake/triage assistant.
AI Roadmap — BrightPath Medical
From quick wins to a 12-month transformation plan. This is the view clients will see as a deliverable and later inside their Executive View.
30-day wins
Document top 5 workflows
Capture current process for lead intake, CS triage, and reporting.
WorkflowsCreate CS response templates
Standardize replies using AI-assisted drafts.
CS90-day plan
Automate lead intake & routing
Use the “Sales lead qualification” blueprint to qualify and route inbound leads.
SalesWeekly AI-generated reporting
Automate core performance reports across marketing and CS.
Ops12-month vision
Data modernization
Clean, centralize, and standardize key data sources for AI use.
DataTeam AI capability program
Rolling enablement and training tied directly to active workflows.
EnablementAI-powered intake & triage assistant
Prototype an internal assistant for routing, summarizing, and answering staff questions.
Product / OpsWorkflow blueprint library
Plug-and-play AI workflows across Sales, Marketing, CS, HR, Finance, and Ops — the delivery engine behind your AI transformation offers.
Sales lead qualification
Score, qualify, and route inbound leads using AI summaries and routing rules.
Sales
CS ticket routing
Classify and route support tickets by topic, priority, and sentiment.
Customer Success
HR onboarding assistant
Automate onboarding checklists, FAQs, and documentation handoffs for new hires.
HR
Marketing content engine
Generate and schedule a weekly content plan with AI-assisted drafts and approvals.
Marketing
Internal knowledge assistant
Centralize SOPs, policies, and FAQs into an AI-assisted knowledge base for staff.
Ops / Enablement