Do share
Workflow type, rough volume, tools involved, owner time, delays, rework, and what a person must approve.
V1 start path · AI workflow intake agent
Start a V1 Payback Map with guided workflow intake before booking a call or paying.
Answer a few practical questions about one repeated service-business workflow. If the guided AI assessment is available, the fields you provide are used to prepare a readiness result; otherwise the page uses a browser-local rubric. Either way, generating a result is not a purchase, call booking, audit kickoff, or automatic human submission.
The intake does not collect payment, show public checkout, book calls, create a customer record, or ask for secrets. Use redacted notes only. Human review is optional and should be used only when the page confirms delivery is available or when Payback Map has shared the intake path with you directly.
What you get in minutes
- Best workflow to map first
- Readiness signal and missing information
- Data-safety reminder before sharing examples
- Recommended next step: gather notes, ask questions, or request the audit
No passwords. No private customer lists.Use redacted examples only.
Before you answer
Use safe, redacted workflow notes only.
When the guided AI assessment is available, only the fields on this page are used to prepare the readiness result; if not, the same fields are scored locally in your browser. Keep examples redacted, do not paste production secrets or private customer details, and do not treat the readiness result as a submitted customer record.
Do not share
Passwords, API keys, billing data, private customer lists, regulated details, addresses, phone numbers, or sensitive notes.
What happens next
The result tells you whether to gather more examples, ask for a scoping conversation, or prepare for a paid Payback Map audit.
First-buyer evidence checklist
Prepare this buyer-safe packet before the 72-hour audit clock starts.
A first Payback Map audit works best when one workflow has enough real-world evidence to inspect. Keep everything redacted: this page is not an upload portal, does not store these materials, and does not start paid work by itself.
One workflow to inspect
Name the repeated handoff to map first: missed-call recovery, estimate follow-up, scheduling, intake routing, reporting, support, invoicing, or another weekly bottleneck.
Rough volume and stakes
Bring weekly or monthly counts, time spent, delay, rework, missed follow-up, owner interruptions, or lost-opportunity signals. Ranges are fine.
Current tools and owners
List the inboxes, phones, forms, CRM, calendar, spreadsheet, scheduler, invoice tool, project system, and people involved today.
Redacted examples
Prepare two to five screenshots, emails, call notes, templates, tickets, or status lists with names, contact details, addresses, payment data, and sensitive facts removed.
Human approval boundaries
Name who must review customer-visible messages, price changes, refunds, complaints, schedule promises, opt-outs, exceptions, or anything risky.
Useful handoff target
Decide whether the report should help an owner, operations lead, VA, consultant, or builder choose a first pilot after the audit.
Before you request review
Follow the buyer evidence trail first.
The intake is meant to scope one workflow, not pressure you into a call. Use these public pages to confirm what the $299 audit includes, how the sample report is structured, and what materials make the 72-hour work useful.
Inspect the sample
The fictional sample shows the expected level of detail: ranked opportunities, payback assumptions, human-review rules, first pilot ticket, and not-to-automate boundaries.
Check the delivery timeline
The 72-hour clock starts only after scope is confirmed, safe evidence has been received, and payment or approval to proceed is complete. Review what happens at each stage before requesting paid work.
Check the anatomy
The report guide explains why each section exists and which buyer decision it should support before any implementation or automation spend.
Prepare safe materials
The checklist lists useful rough notes: workflow volume, current tools, redacted examples, delays, rework, and human approval points.
Start the intake
Tell the intake agent about one workflow.
Keep it rough. The goal is to decide whether there is enough signal for a useful Payback Map, not to produce a perfect process document.
After the intake
Use the result as a decision ladder, not an instant purchase path.
The readiness result should make it clear which step you are on. No step below books a call, opens checkout, starts paid work, stores private customer data, or sends customer messages from this page.
1. Curious
Run the intake with rough, redacted notes to see whether one workflow is worth inspecting. If the result is weak, keep reading the sample and checklist before sharing more.
2. Fit check
Look for a repeated workflow, visible delay or rework, enough volume, current tools, and a clear rule for what a person must approve before customers see anything.
3. Scope and materials
If the workflow looks promising, gather safe starting materials: redacted examples, rough counts, owners, tools, pain points, and the approval boundary. Ask for a scoping review only when delivery is confirmed.
4. Approved invoice or payment
The $299 audit is paid only after the workflow, scope, and safe materials are clear. This public intake page does not expose a live checkout or create an automatic purchase.
5. 72-hour audit start
The audit clock starts only after scope confirmation, safe evidence receipt, and payment or approval to proceed are complete—not when you generate the intake result, save a summary, or request optional review.