Four documents, one clean review sequence.
Audit preserves what shipped. Remediation records what changed. Final audit judges the corrected build. The snapshot guide explains the finished product without audit language.
Open the level of detail you need.
Original audit report
Source v1 inventory, workflow reconstruction and eight confirmed findings.
Open audit →02Remediation report
Exact defect-to-fix record and before/after proof.
View changes →03Final audit & launch readiness
Corrected inventory, safeguards and acceptance decision.
Open final audit →04Snapshot overview & setup guide
Buyer-facing capabilities, fields, setup and test plan.
Open guide →05Owner setup center
Step-by-step setup and acceptance tests for a new owner.
Start setup →Fixed, improved and ready for owner configuration.
Seven guided questions save six contact fields plus a complete activity record.
Hard-coded Sara, Skillful Advisor and unavailable global variables are removed.
Success confirms scheduling; fallback confirms saved details without promising an unconfigured email.
Inactive agent, zero live channels and no live customer data.