Fixed-Scope Engagement

Automation Blueprint

Turn an automation idea into an implementation-ready plan. Northbridge documents the workflow, requirements, integrations, risks, exception paths, testing approach, and recommended rollout so the project can move forward with a clearly defined direction.

Engagement details

$995One-time · USD

Delivery: Typically 5–7 business days after kickoff and receipt of complete information

Request an Automation Blueprint Request a Custom Proposal

Online purchasing will be enabled during the commerce phase. Until then, request the Automation Blueprint through the existing proposal process.

Before purchasing, customers will be shown the applicable service scope, delivery terms, cancellation and refund policy, and Terms of Service. See Terms of Service, Refunds & Cancellations, and Service Delivery.

Why work with Northbridge?

Clearly defined scope, published in advance so there are no surprises at invoicing.
Predictable pricing in United States dollars, with no hidden expansion fees.
Direct communication with the engineer doing the work — no account layer in between.
A practical business-and-technical perspective focused on what will actually operate in production.
A structured delivery process, and the option to continue through a custom engagement when broader work is warranted.

Who it is for

Businesses that know which workflow they want to improve but need a structured technical plan before implementation.

Common use cases

A defined automation across CRM, spreadsheets, or email
A cross-system data sync between existing SaaS tools
A document generation or approval workflow
An internal notification or routing process

Typical scope examples

Planning CRM-to-accounting data flow
Planning lead routing and follow-up
Planning an approval workflow
Planning reporting automation
Planning client onboarding
Planning document generation and storage

Examples illustrate the type of engagement this product may support. Final fit depends on the systems, requirements, access, data volume, and technical constraints involved.

At-a-glance deliverables

Process maps

Functional requirements

Integration and data-flow plan

Testing and rollout approach

What is included

One primary workflow
Up to five connected systems
Kickoff call up to 60 minutes
Analysis of supplied documentation
Current-state and proposed-state process mapping
Functional requirements
Integration inventory
Data-flow overview
Exception and failure-path planning
Risks, assumptions, and dependencies
Testing and rollout approach
Review call up to 30 minutes
One consolidated revision round
Final written PDF

What is not included

Software development
System configuration
Production deployment
Custom UI
License purchases
Third-party subscription costs
Data cleanup or migration
Compliance certification
Multiple independent workflows

Delivery process

Kickoff call (up to 60 minutes)
Documentation and system analysis
Draft blueprint prepared
Review call (up to 30 minutes)
Consolidated revision round
Final PDF delivered

Typical next steps

Implement the Blueprint internally with your team.
Proceed to a Focused Automation Implementation.
Proceed to an Internal Operations Starter System.
Request a broader custom proposal.

Continuing to the next step is not automatic — each engagement begins with its own scope confirmation.

Client requirements

One primary workflow scoped for planning
Access to relevant existing documentation and screenshots
A subject-matter contact available for the kickoff and review call
Names and roles for the systems involved (up to five)

Revision policy

Includes one consolidated revision round after the review call. Additional revision cycles are scoped separately.

Support period

Written follow-up questions on the delivered blueprint are answered for 14 calendar days after delivery.

Upgrade credit

If a qualifying implementation for the same project begins within 30 days, up to the amount paid for the Blueprint may be credited toward the implementation, subject to written scope approval.

Questions about Automation Blueprint

No. It produces the plan required to implement the automation. Implementation is scoped separately, either through the Focused Automation Implementation product or a custom proposal.

Yes, when a qualifying implementation for the same project begins within 30 days and scope is confirmed in writing.

Northbridge will explain why the requirement does not qualify and recommend an appropriate next step. Depending on the project, that may be a Blueprint, a consultation, a custom proposal, or a revised implementation scope. You are not required to purchase a larger engagement.

Before you purchase

Customers will be shown the applicable service scope, delivery terms, cancellation and refund policy, and Terms of Service before purchasing. Card entry, when online payment is enabled, will occur through an authorized hosted payment provider. Please do not submit complete payment-card numbers, security codes, banking credentials, or passwords through Northbridge inquiry or support forms.