AIDevPortal starter kit

Coaching & Consulting

A configurable client-intake, preparation, follow-up, and recurring-reporting starting point for professional-services teams.

Version1.0.0PublisherAIDevPortalPlanStarter or higherAudienceConsultancies and coaching teams with recurring client delivery

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Workflow scope

A visible starting process, not an invisible promise

Installation creates editable drafts. Connector authorization, mapping, test data, exception rules, and owner approval still happen before production.

1Lead qualification
2Engagement preparation
3Follow-up routing
4Weekly client report

Included drafts

Intake assistant draft
Client handoff workflow
Knowledge-topic structure
Report definition

Required before launch

Authorize selected sources
Map client fields
Approve escalation owners
Test with non-production data

Compatibility and review

Compatibility: Core platform; email, calendar, CRM, and document steps require supported access
Security review: Platform-authored; customer configuration review required before activation
Support: Product setup follows plan support; implementation and source mapping are separate

Public record

Install count: Not publicly reported
Reviews: No public reviews yet
Deprecation: No date announced; material changes appear in version history.

Version history

1.0.0 — Initial public starter-kit record and configurable asset set

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