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Vendor first-value onboarding

Vendor onboarding

Map your product evidence, complete the product assessment, then use PAT to understand where the product fits the accounting-firm market.

First PAT value

First PAT value: product-market fit evidence

Start with one product assessment so vendor claims, firm needs, and product signals can reconcile before any generated product insight is treated as ready.

  • Create or select a product profile.
  • Complete the vendor product assessment.
  • Review product signals before using insight output.
Free
Available path

Start with assessment 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.

No payment required
The free onboarding path starts with assessment evidence and does not create a checkout session.
Pro
Selected path

Operationalize the first-value path

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.

Scaffold only
No live charge will be created. Billing is staged until Stripe keys and a plan price are configured.
Elite
Available path

Stage premium expansion deliberately

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.

Scaffold only
No live charge will be created. Billing is staged until Stripe keys and a plan price are configured.
Conversion-safe empty state

Vendor insights stay pending until product evidence exists.

PAT will not claim product insights are ready until a product profile and completed vendor product assessment give the model something concrete to evaluate.