Compliance Consulting (SOC2/ISO/HIPAA ops positioning) package
Compliance Consulting (SOC2/ISO/HIPAA ops positioning): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Compliance Consulting
Compliance notes
- Habaj is not a medical, legal, or financial advice product. Position it as intake, scheduling, and operations.
- Avoid collecting or sharing sensitive personal data over email/SMS; route sensitive items through your secure process.
- Ops Copilot defaults are conservative in this package (higher confidence thresholds and approval requirements).
Website + App BuilderUnified InboxCRMSchedulingCheckoutReputationCopilot
What you get
Habaj packages the same core modules into workflows that match how this industry actually operates. You start from templates and presets, then customize.
- Template variety pack: 1 launch-ready website templates
- Template sections: Compliance Consulting (SOC2/ISO/HIPAA ops positioning) services and outcomes pages · Discovery booking page · Case studies and proof section
- Default pipeline: 9 stages from lead to renewal
- Scheduling preset: 3 services with durations and capacity defaults
- Checkout preset: deposits, memberships, and bundles (where applicable)
- Reputation preset: review request + rescue templates
- Copilot/inbox loops: 10 core automation playbooks
Target industries
Compliance Consulting
In-product setup
Apply this package from your workspace: /apps/<appId>/packages.
Default Pipeline
- 1. New Lead
- 2. Discovery Scheduled
- 3. Needs Assessed
- 4. Proposal Sent
- 5. Negotiation
- 6. Signed
- 7. Onboarding
- 8. Active Delivery
- 9. Renewal/Expansion
Core Automations
- Lead response and discovery scheduling
- Proposal follow-up cadence
- Onboarding checklist enforcement
- Milestone update cadence
- Deliverable reminder loop
- Invoice/payment reminders
- QBR scheduling reminders
- Renewal and expansion prompts
- At-risk account rescue
- Referral/testimonial ask
Included templates
- vpack-compliance-consulting-soc2-iso-hipaa-ops-positioning-hifi
Included services
- Compliance Consulting Intake30 minutes · Collect details, qualify, and confirm the right workflow.
- Compliance Consulting Core Service60 minutes · Primary service appointment with scoped deliverables.
- Compliance Consulting Follow-up30 minutes · Post-service follow-up and retention touchpoint.
Pricing
Monetization model: one-time Vertical Pack setup + monthly Pro Automation Bundle. Typical pricing for this pack: $2499 setup + $299/mo. See pricing for plan limits.