A structured adoption program for every client rollout, so your recommendations turn into real usage, real value, and stronger client relationships.
Quick Actions
Your Data Stays Yours
- All client data stored on your device
- No data on our servers
- Your branding on every report
- Works on its own or with ClientBriefAI
Map
Build the Adoption Map
Define who will use what, so every team knows their tools and nothing gets missed.
Enable
Quick Start guides, one for each role and tool pair
Plan
A 30/60/90 day plan that turns adoption into results.
Set milestones, name champions, and keep the rollout on track.
Track
Keep the Momentum Going
Turn usage into results. Track adoption, run check-ins, and show progress with a monthly Adoption Scorecard.
Client
The business this rollout is for. Shown on every report.
Background (optional) Anything the guides and plan should take into account.
Roles
The kinds of staff who will use the new tools. One card per role.
Tools
The software being rolled out. One card per tool.
Who uses what
How often each role is expected to use each tool. Weekly and Daily pairs are the ones that get a Quick Start guide.
Rollout at a glance
A picture of the cards above. It updates as you edit and goes into the Adoption Plan report.
AdoptPilot Map
Paste your meeting notes and get suggested roles, tools and usage. Nothing is added until you accept it.
Generate Quick Start Guides
One short guide for each role and tool, drafted by AdoptPilot from your Map. You read them, change anything, then send them.
AdoptPilot Enable
Your AI adoption assistant
- Uses your Map: roles, tasks and tools
- Writes one guide per role and tool
- Adds FAQs and what to do when it goes wrong
- You review and edit before anything is sent
Select a role
Choose a role to see and edit its guides.
Tools for this role
One guide per tool: three things to do this week, the steps, FAQs, and what to do when it goes wrong.
Guide preview
The guide as the role will read it. Edit it here.
Guides at a glance
Every role and tool guide for this client.
Download guides
Each file opens in a browser and prints to PDF. Sending it to the client is up to you.
Rollout Summary
A quick view of your adoption plan.
Starting point
Optional. Where the owner thinks the rollout is most likely to stall.
AdoptPilot Plan
Your AI adoption assistant
- Reads the Map and your starting point
- Drafts a milestone for each role and tool
- Spreads them over 30, 60 and 90 days
- You edit, move or remove any of them
Milestones by phase
What "using it" looks like for each role and tool, week by week. Edit anything; nothing reaches the client until you export the report.
Role champions
Who helps each role when it gets hard. A name typed here is set on every milestone that names the role.
Run a Check-in
What changed since the last check-in?
Adoption Scorecard
The bigger picture for the owner, month by month.
Usage by Role
Who is using the tools, and which way it is moving.
Recent Check-ins
What changed at each check-in. Open one to record or correct it.
Consultant notes
For you only. Never in any report.
Private. Never in a report and never sent to AdoptPilot.
Your saved clients, on this device
Dashboard
Every client you have saved, with where each rollout stands. Point this at the folder where you keep your session files; everything is read in your browser, nothing is sent anywhere.
No session files loaded yet.
The Dashboard is only as complete as what you have saved. Work a client in the other sections, then use Save Session in the header to write a session file, ideally somewhere with a backup like a synced cloud folder. Point the Dashboard at the folder that holds those files.
Chrome and Edge can remember the folder for next time. Safari and Firefox will ask you to pick the files again each visit.
Admin
Account Signups
Everyone who has registered, newest first
Read-only apart from Add all to HubSpot, which only creates contacts in your own HubSpot, and visible to your account only. Passwords and API tokens are never sent to the browser. To change an account's tier or delete one, use the admin endpoints.
Templates
Starter Templates
Build once. Reuse for every rollout.
Start with an industry template, customize the roles and tools, then reuse it with future clients. Kept on this device only; no client data lives here.