Client Onboarding Portal
Welcome to Jackson AI Consultants
Let's get you set up for success.
We're excited to partner with you. Our onboarding process is designed to be simple, thorough, and entirely focused on your business — so every AI solution we build is customized to deliver real, measurable results.
What to expect
Business Intake
Tell us about your company, goals, and current challenges.
AI Readiness Assessment
A quick scored quiz to benchmark your current AI maturity.
Documents & Access
Share any relevant documents and system access needed to get started.
Communication Plan
Set your preferred check-in cadence and schedule your kickoff call.
Your 4-Week Roadmap
Week 1
- Business Discovery
- AI Assessment
- Workflow Mapping
Week 2
- Opportunity Report
- Automation Recs
- ROI Estimates
Week 3
- Build Phase
- Prototype AI
- Client Review
Week 4
- Deployment
- Team Training
- Documentation
What you'll receive
AI Opportunity AssessmentWorkflow DiagramsAutomation RoadmapImplementation PlanSOP DocumentationPrompt LibraryAI PoliciesTraining MaterialsROI DashboardFinal Recommendations