PC COMPASS PROCESS

This is a high-level overview of what happens once you're back from your profile — for the full pre/onsite/post-profile workflow, see Tab 1, Section 2.

• Complete the Post-Profile Evaluation. The AI-automated tool reviews your profile documentation and flags any remaining information gaps to address before the PC Compass can be built.
• Close any flagged gaps — follow up with the client or your notes as needed so the profile record is complete.
• Once the profile is complete, Marketing builds the PC Compass and Sales Sheet from your documentation. A complete, gap-free profile means far less back-and-forth than the current process.