Capture operating priorities, integration needs, and readiness signals so PAT can connect firm alignment to vendor and product decisions.
Complete the firm alignment assessment first. PAT keeps insight claims pending until the firm has submitted enough module evidence.
Use the public onboarding path and first assessment route without claiming a paid conversion.
Best for validating fit, completing baseline evidence, and seeing what PAT needs before insights are unlocked.
Connect assessment evidence to the role workspace and paid checkout path when billing is configured.
Best for teams that want repeatable assessment, scoring, and first insight review.
Keep advanced services visible without pretending every premium workflow is fully live.
Best for high-touch review, deeper operator support, and future premium PAT workflows.
PAT will not overstate generated insight before firm modules are complete enough to support a scored, reviewable alignment baseline.