How we work with you
Every automation project follows the same proven process. Five phases from understanding your operations to measuring results. No guesswork.
No "let's see what happens."
Most automation providers start with tools: "Here's what this platform can do, let's apply it to your business."
We start with your operations: "Here's where things break down, here's what's worth automating, here's exactly what we'll build."
This approach ensures we're solving real problems, not implementing technology for technology's sake.
The result: automation that creates measurable capacity, not shiny objects that sit unused.
PHASE 1: AUDIT
Timeline: Days 1-3 (Accelerator) | Week 1 (Revenue Engine) | Weeks 1-2 (Custom Intelligence)
What We Do: Map your current workflows from trigger to completion. Interview your team about what takes time, what's frustrating, what's blocking capacity. Document your existing tool stack and how data flows between systems.
What You Get: Complete operational workflow map showing every step, handoff, and decision point. Identified bottlenecks ranked by time consumption and business impact. Current state documentation that becomes the baseline for measuring improvement.
Why It Matters: You can't automate effectively without understanding the full context. We've seen businesses waste money automating the wrong things because they skipped proper discovery. The audit ensures we focus on high-leverage opportunities, not obvious-but-low-impact tasks.
Example Output: Visual workflow map showing your proposal process: inquiry received → research client → draft sections → internal review → revisions → formatting → send to client. Time per step documented. Bottlenecks highlighted. Tools used at each stage noted.
PHASE 2: GAUGE
Timeline: Days 4-5 (Accelerator) | Week 2 (Revenue Engine) | Week 3 (Custom Intelligence)
What We Do: Score every potential automation opportunity against four criteria: Impact (how much capacity does this create?), Feasibility (can we build this with your current tools?), Speed (how quickly can we implement?), and Strategic Fit (does this support your business goals?).
Calculate ROI for top opportunities. Recommend which workflows to automate based on data, not hunches.
What You Get: Prioritization matrix showing every opportunity scored and ranked. Clear recommendation: "Here's what we should build first and why." ROI projection showing expected time savings, capacity gained, and payback timeline.
For multi-workflow projects: integration architecture showing how systems connect and compound value.
Why It Matters: Not all automation opportunities are equal. A process that takes 30 minutes twice a week isn't worth the same investment as one that takes 3 hours daily. The scoring methodology ensures we focus on highest-ROI work first.
Example Output: Spreadsheet or matrix showing: Proposal generation (Impact: 9/10, Feasibility: 8/10, Speed: 8/10, Fit: 10/10, Total Score: 35). Client onboarding (Impact: 7/10, Feasibility: 9/10, Speed: 6/10, Fit: 9/10, Total Score: 31). Clear recommendation: "Automate proposal generation first, onboarding second, other processes in later phases."
PHASE 3: ENGINEER
Timeline: Days 6-12 (Accelerator) | Weeks 3-5 (Revenue Engine) | Weeks 4-9 (Custom Intelligence)
What We Do: Design the automation architecture. Build the workflows in your actual systems. Integrate with your existing tools - no ripping out what already works. Test extensively before your team touches it. Iterate based on edge cases and real data.
What You Get: Working automation running in your business. Integration with your CRM, project management, communication tools, and databases. Error handling for when things don't go perfectly. Documentation of how it works and where to intervene if needed.
Why It Matters: This is implementation, not theoretical design. We're building in your actual Slack workspace, your actual CRM, your actual email system. When we hand it off, it's not "here's what we recommend you build" - it's "here's the working system, press this button to run it."
Technical Details: We use tools like n8n for workflow orchestration, Claude API for AI decision-making, your existing platforms for data storage. Everything integrates via APIs - no fragile screen-scraping or manual exports.
Custom Intelligence projects may include vector databases for knowledge retrieval, fine-tuned prompts for your industry, and predictive models trained on your historical data.
Example Output: Proposal generation workflow: Form submission triggers automation → Scrapes client website → Analyzes industry and needs → Generates customized proposal sections → Applies your brand template → Creates draft in Google Docs → Notifies team for review. All running automatically when intake form is completed.
PHASE 4: NAVIGATE
Timeline: Days 13-15 (Accelerator) | Week 6 (Revenue Engine) | Weeks 10-11 (Custom Intelligence)
What We Do: Train your team on how to use the automation, when to intervene, and how to monitor performance. Do live run-throughs with real scenarios. Answer questions and adjust based on feedback. Hand off complete documentation.
Staged rollout for complex systems: start with one team member, then expand. Monitor closely during first uses.
What You Get: Team trained and confident using the system. Documentation in plain language: how it works, what to do when X happens, how to troubleshoot common issues. Escalation path if something breaks.
Why It Matters: The best automation is useless if your team doesn't trust it or know how to use it. We've seen businesses abandon perfectly good systems because training was skipped. The navigation phase ensures adoption, not abandonment.
Training Approach: Not 50-slide presentations. Hands-on walkthroughs with your actual data. We run scenarios: "Client submitted this form - watch what happens." Then your team runs scenarios while we observe and guide.
Example Output: 30-minute training session covering: How to initiate the workflow, what happens at each stage, where to review AI-generated content before sending, how to handle edge cases (client in industry we haven't seen before), who to contact if system fails.
Documentation includes: Process flowchart, step-by-step user guide, troubleshooting FAQ, contact for support.
PHASE 5: TRACK
Timeline: Days 16-21 then ongoing (Accelerator: 30 days) | (Revenue Engine: 90 days) | (Custom Intelligence: 6 months)
What We Do: Monitor system performance against baseline. Measure time saved, throughput increased, errors reduced. Collect team feedback on what's working and what's frustrating. Optimize based on real usage patterns.
Regular check-ins during tracking period. For complex systems: bi-weekly optimization sessions.
What You Get: Performance dashboard showing measurable outcomes. Before/after comparison: proposal generation used to take 3 hours, now takes 15 minutes. You're processing 4x more proposals with same team.
Optimization recommendations based on data: "The AI is struggling with healthcare clients, let's refine the prompt." Or: "You're not using the client onboarding automation for enterprise deals, let's adjust the workflow."
Why It Matters: Automation without measurement is faith-based. We track specific metrics so you know exactly what capacity you've gained and can justify the investment. The tracking phase also surfaces opportunities for improvement that weren't obvious during design.
Metrics We Track:
Time savings per workflow execution
Throughput (how many X can you process now vs. before)
Error rates and quality maintenance
Team adoption rate (are people actually using it?)
ROI timeline (when did you break even?)
Example Output: Dashboard showing: Proposal workflow executed 47 times this month. Average time per proposal: 18 minutes (down from 3 hours). Total time saved: 131 hours. Team feedback score: 8.7/10. ROI achieved in 67 days (target was 90).
When the engagement ends.
After the tracking period, the automation is yours. It runs in your systems, you own the workflows, your team knows how to use it.
For single workflow projects (Operations Accelerator), you have a working system and the knowledge to maintain it. Many clients come back for additional workflows once they see results.
For integrated systems (Revenue Engine), you have multiple workflows running together. Some clients move to our Automation Partnership retainer for ongoing optimization as their business evolves.
For custom intelligence (Custom Intelligence), you have proprietary systems creating competitive advantage. Most clients continue with monthly strategy sessions to expand capabilities.
You're never locked in. The automation keeps working whether you work with us or not.
Common questions about our process.
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No. BAMPT builds automation around your existing tools - CRM, project management, email, databases. We integrate via APIs, not replace what's already working.
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During the tracking period (30 days to 6 months depending on tier), we monitor and fix issues. After handoff, you have documentation and can contact us for support. Most issues are simple: an API changed, a form field was renamed - we troubleshoot and resolve within hours.
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Yes. During the tracking period, optimization and refinement is included. After the engagement ends, changes are billed as additional scope or handled through the Automation Partnership retainer.
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Audit phase: 2-3 hours for interviews and workflow walkthroughs.
Gauge phase: 1 hour to review recommendations.
Engineer phase: minimal involvement, we build in background.
Navigate phase: 30-90 minutes for training.
Total: 4-6 hours of your team's time spread over weeks. -
We measure against baseline during tracking phase. If automation isn't delivering projected results, we troubleshoot: Is adoption the issue? Is the workflow correct? Do prompts need refinement? We don't leave until it's working as intended.
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Yes. Case studies on our Work page show specific workflows with before/after metrics. During discovery calls, we can show relevant examples for your industry.
See if automation makes sense for your business.
30-minute discovery call. We'll do a mini-audit of your operations and tell you honestly whether automation creates enough value to justify investment.