Scope
One chosen workflow
The receipt should name the single repeated handoff that will be mapped, plus the business context and current tools involved.
Scope confirmation receipt
What you should receive after scope is confirmed, before payment or hour 0.
A Payback Map audit should not begin from a vague intake result. After one workflow is scoped, the buyer should have a short receipt that names what will be reviewed, what evidence is safe to use, what is excluded, and exactly what still has to happen before payment and the 72-hour delivery clock start.
This resource is a buyer checklist, not a checkout page, calendar, upload portal, customer record, or payment receipt. Use redacted workflow notes only.
Evidence
Safe materials only
It should list the redacted examples that are useful and remind the buyer what not to send.
Clock trigger
Hour 0 is separate
The 72-hour audit window starts only after scope, safe evidence, payment or approval, and delivery details are all confirmed.
Receipt contents
The confirmation should make the start boundary visible.
Use this checklist to understand what a reviewer should confirm after intake and before asking you to pay or treating the audit as active.
| Receipt field | Buyer-safe wording | Why it matters |
|---|---|---|
| Chosen workflow | One repeated service-business workflow, such as missed-call recovery, estimate follow-up, booking, intake routing, reporting, support triage, or invoicing. | Keeps the $299 audit focused on a decision-ready workflow instead of a broad AI wishlist. |
| Safe evidence list | Rough volume, tool names, owner roles, handoff steps, two to five redacted examples, templates, screenshots, call notes, tickets, or status lists. | Shows what the audit may use without requiring private records or system access. |
| Exclusions | No passwords, API keys, billing details, private customer lists, regulated records, live production access, broad drive links, or unredacted customer details. | Protects the buyer and keeps the intro audit from becoming an unsafe data collection step. |
| Human-review boundary | Who approves customer-visible messages, price changes, refunds, scheduling promises, complaints, opt-outs, exceptions, and sensitive decisions. | Clarifies what must stay human-reviewed even if the report recommends AI assistance. |
| What is included | The report boundary: workflow inventory, ranked payback map, assumptions, oversight rules, prompt/SOP starter notes, first pilot ticket, and 30-day plan. | Confirms the buyer is paying for a decision package, not hidden implementation work. |
| What is not included | Implementation, managed automation, software setup, customer sends, account access, CRM changes, paid media, DNS, public checkout setup, or guaranteed ROI. | Prevents surprise and keeps follow-on work separately scoped. |
| Payment-after-scope note | Payment or approval to proceed is handled only after the workflow, scope boundary, safe evidence, delivery location, and support/privacy owner are clear. | Confirms the public site is not asking the buyer to pay before the audit shape is known. |
| 72-hour clock trigger | Hour 0 begins only after scope confirmation, safe evidence receipt, payment or approval to proceed, confirmed delivery location, and exception owner are complete. | Makes the delivery promise measurable and avoids treating intake generation as audit kickoff. |
What this does not activate
The receipt is a scope boundary, not an automatic transaction.
Receiving or reviewing this checklist does not mean Payback Map has collected payment, booked a call, accepted sensitive data, started work, or promised a specific financial outcome.
No automatic checkout
The public page does not collect card details or open a public payment link. Payment is handled only after scope is clear through a separately approved path.
No automatic booking
A support note, intake result, or receipt review does not book a calendar slot. Any timing conversation stays manual until confirmed.
No upload portal
This page explains safe evidence but does not store files or ask for production access. Keep examples redacted wherever they are shared.
No implementation approval
The intro audit can recommend a first pilot, but implementation, managed automation, and customer-visible actions need separate review and scope.
Support and privacy
Use the trust pages before sharing anything sensitive.
If a scope question, deletion request, sensitive-data concern, or payment-timing question comes up, ask before sending more workflow context. Do not repeat private details in a support or privacy request.
Questions before proceeding
- Ask whether your workflow is narrow enough.
- Ask what evidence should be redacted.
- Ask when payment or approval would be requested.
- Ask how the 72-hour clock will be confirmed.
Useful links
Next step
Use the receipt to confirm readiness, then keep payment and delivery gated until hour 0 is clear.
If the receipt is incomplete
Gather missing safe examples, clarify the workflow boundary, or ask a support question before paying for a 72-hour audit.
If the receipt is clear
Confirm payment or approval to proceed through the separate approved path, then use the delivery timeline to understand the 72-hour work.
If sensitive data appears
Stop, redact it, and use support or privacy requests with safe locating context only. Do not paste the sensitive details again.