0:00-2:00
Context
Confirm practice type, sites, AI tools, trigger, and governance owner. If the Readiness Check is complete, do not repeat every question.
Use this page during founder-led calls. The job is not to tour the whole product. The job is to show the buyer what is missing, what setup creates, and what the annual subscription keeps current.
0:00-2:00
Confirm practice type, sites, AI tools, trigger, and governance owner. If the Readiness Check is complete, do not repeat every question.
2:00-6:00
Use the score to name the top one to three missing records in plain English.
6:00-10:00
Open Dashboard, Tools, Governance Tasks, and AI Governance File. Keep the demo to the buyer outcome, not every feature.
10:00-13:00
Explain that setup creates the working governance file; the annual subscription keeps it current.
13:00-15:00
Recommend Growth, Scale, or Enterprise and ask whether to send the setup link.