Pro Onboarding

Welcome to Your Compliance Journey

Your Pro compliance program begins with a brief introduction call. This ensures you get the most out of the assessment and your SOPs are perfectly calibrated for your organization.

Your Pro Compliance Roadmap

01

Introduction Zoom Call

Required

A 30-minute onboarding call with our IAPP-certified team. We will explain the assessment process, answer your questions, and configure your compliance workspace.

30 minutes
02

AI Inventory Setup

Required

Document every AI tool your organization uses. This inventory drives your regulatory exposure calculation and ensures no compliance gaps are missed.

15–30 minutes
03

Comprehensive Assessment

Required

Complete the 67-question Pro Assessment across all 12 compliance domains. Your answers generate a legally defensible risk profile.

45–60 minutes
04

SOP Generation & Review

Our AI engine generates custom, audit-ready Standard Operating Procedures for every identified gap. You review, approve, and distribute to your team.

Ongoing

Step 1: Schedule Your Onboarding Call

30-minute introduction call — required before assessment access

What to expect: Our IAPP-certified consultant will walk you through the assessment structure, explain how regulatory exposure is calculated, and ensure your compliance workspace is configured for your specific industry and state requirements.

Why the Onboarding Call Is Required

Ensures your assessment is calibrated for your specific industry, state, and regulatory exposure — not a generic template
Our team verifies your AI inventory is complete before assessment — missing tools mean missing compliance gaps
Identifies which employees need to be included in the SOP sign-off and attestation process
Establishes the legal defensibility baseline — the call itself is documented as part of your compliance record