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Aegis AeroAssure®

Onboarding

After you sign and pay the invoice.

Once the founder has confirmed fit, you receive the Audit Defense Pack Services Agreement, the Excel templates and an invoice by email. This is what happens from there. Your pack is ready within five business days of the day your data is complete and accepted.

  1. Sign the agreement and pay the invoice

    Both are in the founder's email, with the template pack (ZIP) and its guide. There is no online payment; pay the invoice as it describes.

    Download the template pack

    Book the optional 15-minute intake call

    Cannot find the email? Check spam, then email us.

  2. Fill in the templates · about 2–4 hours

    Start with the minimum set: CAPA (02), Suppliers (04), Training Matrix (07), Calibration (08), Documents (12), Audit Findings (13) and Nonconformances (17). Add any other templates you have records for.

    In each file, open the Data sheet and paste your records from row 5 down using Home > Paste > Values. Fix anything coloured until the Row check column reads OK on every row. Leave a value blank if you do not have it; never estimate.

  3. Return them as the email explains

    Keep the file names, save as .xlsx and return them through the private upload link in the founder's email. Please do not send files as email attachments.

  4. We check your data

    A person checks every file. You get an email the day your data is accepted, with the date your pack is due, or a list of exactly what is missing. The five-business-day clock starts when your data is complete.

  5. We build the pack and review every page

    The platform scores readiness, traces findings and ranks actions, and a person reviews every page before it is released. If we miss the five business days for reasons within our control, you get a full refund.

  6. Review call · 60 minutes

    When the pack is ready you get a link to book the 60-minute review. We send the files at the start of the call and go through them together, section by section.

Do not change the formatting

  • Do not rename, move, add or delete columns.
  • Do not change formats or unprotect the sheets.
  • Keep the file names.
  • Paste values only, never formatting.

The sheets are protected so every file reads the same way. That is what makes five business days possible.

Do not include restricted data

No ITAR, EAR, CUI or other export-controlled technical data, and no personal data beyond names, employee IDs and roles. If you are unsure about a record, ask before uploading.

What the colours mean

  • Red: a required value is missing.
  • Strong red: text where a date or number is needed.
  • Amber: check this value: not on the list, out of range, or a duplicate ID.
  • Green Row check: the row is complete and correctly formatted.
  • Grey EXAMPLE rows: format examples, ignored on import.

Dates as YYYY-MM-DD. Numbers without units or symbols: 86.2, not 86.2%.

Questions?

Reply to the founder's email, or email us. We answer within one business day.