Promontory
Let's Talk
ProcessHow an engagement runs

Five phases. Nothing goes live until you say so.

We do not show up on Monday and automate your business by Friday. We read it, map it, build one workflow, ship it carefully, then keep it healthy. Every phase has a stop point. You can leave at any of them with everything we have made for you.

The schematic

Five phases, in order. Each one ends in something written down.

FIG. 02 · Engagement flow · Standard
01 · INGESTWEEK 102 · MAPWEEK 203 · BUILDWEEKS 3–604 · DEPLOYWEEKS 6–805 · OPTIMIZEMONTHLY, OPTIONALWHAT HAPPENSread the businessWE DOinterviews + readingWE PRODUCEoperational pictureWHAT HAPPENSrank the workWE DOmath + rankingWE PRODUCEautomation mapWHAT HAPPENSengineer systemWE DOprompts + toolsWE PRODUCEworking systemWHAT HAPPENSship under reviewWE DOramp to liveWE PRODUCErunbook + liveWHAT HAPPENStune monthlyWE DOreview + extendWE PRODUCEmonthly reportSTOP POINTSEither side can stop at any boundary. You keep everything produced up to that point.PROMONTORY · ENGAGEMENT FLOW · STANDARD · DRAWN BY HAND
Phase by phase

What each phase looks like, in plain English.

PHASE 01 · WEEK 1

Ingest

WHAT HAPPENS

We sit inside the business for a week. Inbox, SOPs, CRM, the spreadsheet on Janet's desktop, the calls you recorded last quarter. We are reading, not advising.

WHAT WE DO

Shadow the operators doing the work. Read five years of context. Ask the questions an outside engineer would ask on day one.

WHAT WE PRODUCE

A clean picture of how work actually moves through your business, not how the org chart says it does.

PHASE 02 · WEEK 2

Map

WHAT HAPPENS

We turn what we read into a written automation map. Ranked. With math.

WHAT WE DO

Score every workflow on volume, repetition, error cost, and how well current models can handle it. Show our work.

WHAT WE PRODUCE

A ranked list of workflows to automate, a ranked list to leave alone, ROI per workflow, and a recommended build order. You can stop here if you want.

PHASE 03 · WEEKS 3–6

Build

WHAT HAPPENS

We build the agent workflow. Prompts, tools, retrieval, approval logic, routing, the connectors into your stack.

WHAT WE DO

Engineer the system end to end. Run it against historical cases from your business until it behaves the way your best operator behaves.

WHAT WE PRODUCE

A working system. Tested against your real data, not a demo dataset. Documented so an engineer at your company can read it.

PHASE 04 · WEEKS 6–8

Deploy

WHAT HAPPENS

The system goes live. Under your accounts, on your stack, with a human review checkpoint at every step that could embarrass you.

WHAT WE DO

Ramp the system from shadow mode to assisted mode to live, with the team watching. Train the people who will use it day to day.

WHAT WE PRODUCE

A system running in production, a team that knows how to operate it, and a written runbook for the day we are not on the call.

PHASE 05 · MONTHLY, OPTIONAL

Optimize

WHAT HAPPENS

Once a month we sit with the system. Accuracy goes up. Cost goes down. New automations adjacent to it get easy.

WHAT WE DO

Review failure cases, tune prompts and routing, watch the cost curve, surface the next workflow worth building.

WHAT WE PRODUCE

A monthly one-page report. A system that is cheaper and more accurate than the month before. A short list of what to build next.

Staged. Controlled.

Nothing goes live in one shot. The system earns trust one workflow at a time.

ONE WORKFLOW FIRST
We pick the smallest workflow worth automating. It proves the system before anything bigger gets touched.
SHADOW → ASSIST → LIVE
Every workflow runs in shadow mode first, then assisted by a human, then live. You decide when each switch flips.
HUMAN REVIEW BUILT IN
Every step that could embarrass you has a checkpoint. The defaults are conservative. You can tighten them at any time.
STOP ANYWHERE
Every phase ends in a deliverable. If you stop, you keep what we built. No retainers, no clawbacks, no platform lock-in.
Where to go next

Two honest doors.

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