Sophia · consulting · walkthrough

A consulting engagement, every screen

Click any screen on the map to open it, or press Play and walk an engagement the way Meridian Field Services — DEMO (fictional) does: the intake, the proposal, the portal. Every one of the 3 screens is the real product on a fictional client.

Meridian Field Services — DEMO (fictional) Sophia The engagement Document intake The proposal The engagement portal

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The engagement · the start

Document intake

The client's side of getting the engagement started, with their own SLA: the documents AI Readiness Assessment needs, each received or outstanding, a progress ring, the intake deadline.

anyone with the link1 of 3

The engagement · the yes

The proposal

The proposal as Meridian Field Services — DEMO (fictional) reads it — scope, the figure, and the acceptance on the page: the typed name is the signature, the record is the evidence.

anyone with the link2 of 3

The engagement · the work

The engagement portal

What Meridian Field Services — DEMO (fictional) sees of AI Readiness Assessment as it runs: the phases and their progress, the deliverables released, the value metrics, and the trail of who did what and which gates passed — never the practice's internal economics.

anyone with the link3 of 3

The frame scrolls — the whole screen is in it, top to bottom. “Whole page in the frame” shows all of it at once. The numbers on the screen are its features: tap one and its entry opens below — what it does and how to use it. A number that leads to another screen takes you there.

On this screen · 7Full size ↗

1Send a documentWHICH DOCUMENT IS THIS? Choose one… FILE Send document PDF, images, spreadsheets, exports — up to 15 MB each. Your files are private to your JOOLT team.
2Choose one…
3Send document
4joolt.io ↗on every screen
5Meridian Field Services — DEMO (fictional)To get your engagement moving, we need a few documents. Send whatever you have below — you can come back and add more any time. Everything stays private to your JOOLT team.on every screen
6admin@thejooltgroup.comon every screen
7Ask Sophia about JOOLTon every screen

On this screen · 7Full size ↗

1Send a documentWHICH DOCUMENT IS THIS? Choose one… FILE Send document PDF, images, spreadsheets, exports — up to 15 MB each. Your files are private to your JOOLT team.
2Choose one…
3Send document
4joolt.io ↗on every screen
5Meridian Field Services — DEMO (fictional)To get your engagement moving, we need a few documents. Send whatever you have below — you can come back and add more any time. Everything stays private to your JOOLT team.on every screen
6admin@thejooltgroup.comon every screen
7Ask Sophia about JOOLTon every screen

On this screen · 4Full size ↗

1AI Readiness Assessment — proposalPrepared for Meridian Field Services — DEMO (fictional) · sent September 25, 2026. Review the scope and fees below, then authorize when you’re ready.
2AI Readiness AssessmentClient: Meridian Field Services — DEMO (fictional) Terms: three weeks · $18,000 fixed · 50% to schedule, 50% at readout
3SCOPEThree weeks that create the register the organization doesn't have: every AI use, owned and risk-tiered, with findings, control scores, a 90-day roadmap and a 90-minute readout.
4Accept & sign

On this screen · 4Full size ↗

1AI Readiness Assessment — proposalPrepared for Meridian Field Services — DEMO (fictional) · sent September 25, 2026. Review the scope and fees below, then authorize when you’re ready.
2AI Readiness AssessmentClient: Meridian Field Services — DEMO (fictional) Terms: three weeks · $18,000 fixed · 50% to schedule, 50% at readout
3SCOPEThree weeks that create the register the organization doesn't have: every AI use, owned and risk-tiered, with findings, control scores, a 90-day roadmap and a 90-minute readout.
4Accept & sign

On this screen · 12Full size ↗

1Where the engagement stands9 OF 16 STEPS COMPLETE · 1 DELIVERABLE RELEASED
2The value, in numbersProof of what this engagement is producing — computed from the work itself, never estimated.
3The AI-use registerDelivered · Aug 21, 2026
4AI-use register — Meridian Field Services (SAMPLE)> SAMPLE DELIVERABLE — fictional client, fictional data. This document
5Open as slide deck ↗
6Download .md
7Download workbook .csv
8Findings reportIn preparation
990-day roadmapIn preparation
10Executive readout deckIn preparation
11Audit trailEVERY RECORDED STEP, GATE, AND RELEASE ON THIS ENGAGEMENT, WITH WHO AND WHEN. PRINT THIS PAGE FOR YOUR OWN RECORDS.
12How did we do?If the work landed, a few words from you would mean a lot — and help other teams decide. Entirely optional, and nothing is ever published without your say-so.

On this screen · 14Full size ↗

1Where the engagement stands9 OF 16 STEPS COMPLETE · 1 DELIVERABLE RELEASED
2The value, in numbersProof of what this engagement is producing — computed from the work itself, never estimated.
3The AI-use registerDelivered · Aug 21, 2026
4AI-use register — Meridian Field Services (SAMPLE)> SAMPLE DELIVERABLE — fictional client, fictional data. This document
5Open as slide deck ↗
6Download .md
7Download workbook .csv
8Findings reportIn preparation
990-day roadmapIn preparation
10Executive readout deckIn preparation
11Audit trailEVERY RECORDED STEP, GATE, AND RELEASE ON THIS ENGAGEMENT, WITH WHO AND WHEN. PRINT THIS PAGE FOR YOUR OWN RECORDS.
12How did we do?If the work landed, a few words from you would mean a lot — and help other teams decide. Entirely optional, and nothing is ever published without your say-so.
131 star
142 stars

Every screen, and where it lives

Every screen of the doors' own words, and where it lives. Click a name to open it.

Screen	Moment	Part	Who sees it	Phone	Desktop
Document intake	the start	The engagement	anyone with the link	✓	✓
The proposal	the yes	The engagement	anyone with the link	✓	✓
The engagement portal	the work	The engagement	anyone with the link	✓	✓