Consultant Admin Hub (Internal)
Internal console for consultants and agencies to manage client workspaces. Each row below represents a billable client workspace - clients never see this screen.
Client Summary
Client Workspaces
This is the consultant-facing view. Clients receive audits, roadmaps, workflow plans, and opportunity maps as deliverables - and later will have their own Executive View into this data.
| 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 client workspace will also include a read-only Executive View your client can log into: readiness score, roadmap progress, active workflows, and impact summaries - without exposing your internal notes or pipeline.
BrightPath Medical
Internal view of this client's AI transformation journey. Clients see the audit, roadmap, workflow rollout, and opportunity map as deliverables - and later via their own Executive View.
Readiness Snapshot
- Overall Readiness:72 / 100
- Workflows:64
- Data:58
- Tools:70
- Team:75
Current Status
- Roadmap:In Progress
- Workflows Active:4
- Last Audit:Nov 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 opportunities. This is consultant-facing - clients see the summarized report, not the raw inputs.
Workflows
Team & Tools
AI Product & Tool Opportunities
Generated Audit Summary (Example)
BrightPath Medical shows moderate AI readiness with strong team appetite but fragmented workflows and data. The biggest near-term opportunities are automating lead intake, standardizing CS responses, consolidating reporting across systems, and exploring lightweight AI helpers for intake and internal triage.
AI Roadmap - BrightPath Medical
From quick wins to a 12-month transformation plan. This is the plan your client 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 CS replies using AI-assisted drafts.
CS90-Day Plan
Automate lead intake and routing
Use "Sales lead qualification" blueprint to qualify and route inbound leads.
SalesBuild weekly 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.
EnablementExplore AI-powered intake and triage assistant
Prototype an internal AI assistant that helps route patients, summarize records, or answer common 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 rules.
Sales
CS Ticket Routing
Classify and route support tickets based on topic, priority, and sentiment.
Customer Success
HR Onboarding Assistant
Automate onboarding checklists, FAQs, and documentation handoffs.
HR
Marketing Content Calendar
Generate and schedule a weekly content plan with AI-assisted drafts.
Marketing
Internal Knowledge Assistant
Centralize policies, SOPs, and FAQs into an AI-assisted knowledge base for staff.
Ops / Enablement