Fixed-Scope Engagement
Workflow Review
A practical first step before committing to an automation project. Northbridge reviews one existing workflow, identifies the main friction points, and provides a concise written recommendation covering possible automation opportunities, risks, and next steps.
Engagement details
Delivery: Within 3 business days after complete intake
Choose a Workflow Review when you need a more detailed assessment of one process, its friction points, and its most useful improvement opportunities. The written report helps prioritize what to investigate or plan next; it does not include implementation.
Review your order and accept the terms before payment. Secure online payment in USD.
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 with a manual, repetitive, delayed, or fragmented workflow that want an informed outside review before investing in implementation.
Common use cases
- Lead intake
- Client onboarding
- Approval processes
- Report preparation
- Document creation
- Follow-up notifications
- Data transfer between common business tools
- Spreadsheet-dependent processes
Typical scope examples
- Reviewing a manual lead-intake process
- Reviewing a client-onboarding workflow
- Reviewing an approval or handoff process
- Reviewing spreadsheet-dependent reporting
- Reviewing repeated document preparation
- Reviewing follow-up and notification steps
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
What is included
- Review of one workflow
- Up to three systems involved in that workflow
- Structured intake questionnaire
- One clarification round
- Written assessment
- Up to three prioritized automation opportunities
- Recommended next step
What is not included
- Coding
- System configuration
- Production access
- Complete technical architecture
- Multiple unrelated workflows
- Organization-wide audit
- Compliance, legal, or accounting advice
- Guaranteed savings calculation
- Implementation
Deliverables
- A concise written report (generally 3–5 pages) covering the current workflow, primary friction points, possible automation opportunities, dependencies and risks, and a recommended next action.
Delivery process
- Intake questionnaire
- Clarification round
- Written assessment prepared
- Report delivered with recommended next step
Typical next steps
- Conclude that no implementation is currently justified.
- Continue to an Automation Blueprint for the reviewed workflow.
- Request a qualifying Focused Automation Implementation.
- Request a custom proposal for broader work.
Continuing to the next step is not automatic — each engagement begins with its own scope confirmation.
Client requirements
- A single workflow selected for review
- Names of the systems involved (up to three)
- A brief description of current steps, owners, and known pain points
- A responsive point of contact for the clarification round
Revision policy
Includes one clarification round. Additional analysis beyond the reviewed workflow is scoped separately.
Support period
Written follow-up questions on the delivered report are answered for 7 calendar days after delivery.
Upgrade credit
If an Automation Blueprint for the same workflow is purchased within 30 calendar days after final Workflow Review delivery, Northbridge may approve a credit up to the amount paid for the Workflow Review. Eligibility, the amount, and application to the Blueprint payment must be confirmed in writing before that payment. No credit applies automatically.
Questions about Workflow Review
Purchase and fulfillment
Available for secure online checkout
- Price and payment structure
$149 USD, paid in full as a single one-time payment. This is a professional-service engagement, not a subscription, and no automatic renewal is created.
- What must happen before work begins
Work begins after payment is confirmed and the complete workflow questionnaire and required information are received.
- Delivery timeframe
Within 3 business days after complete intake
- Cancellation and refunds
You may cancel for a full refund before substantive review of your completed intake or submitted materials begins. After substantive work begins, Northbridge may retain only the reasonable value of work actually performed and any non-cancellable costs expressly authorized by you; the unearned balance will be refunded. Delivery of the completed assessment generally earns the fee, subject to unresolved material failure to provide the agreed scope, duplicate or erroneous charges, applicable correction rights, and rights that cannot lawfully be excluded.
- Approved refunds are initiated within 5 business days after written approval.
- The customer's bank or payment provider may require additional time to post the credit.
- Review, acceptance, revisions, and support
The written assessment is delivered electronically. One clarification round is included, and written follow-up questions are answered for 7 calendar days after delivery.
- Customer responsibilities
- The single workflow selected for review
- The systems involved (up to three)
- Current steps, owners, and known pain points
- A responsive point of contact for the clarification round
Review your order and accept the terms before payment. Secure online payment in USD.
This engagement can be purchased through secure online checkout. Secure online card payments are processed through our NMI payment gateway; complete card numbers and security codes are entered in the gateway's secure fields and are not stored on Northbridge application servers. Northbridge may retain billing and transaction metadata, including payment status, card brand, and last four digits, as described in the Privacy Policy. This is a one-time purchase with no subscription or automatic renewal, and Northbridge confirms payment before work begins.
Customers are shown the applicable service scope, delivery terms, cancellation and refund policy, and Terms of Service before purchasing. Secure online card payments are processed through our NMI payment gateway. Complete card numbers and security codes are entered only in the gateway’s secure fields and are not stored on Northbridge application servers. Northbridge may retain billing and transaction metadata, including payment status, card brand, and last four digits, as described in the Privacy Policy. Where bank account (ACH) payment is offered, bank details are entered through the secure NMI payment flow and are not retained in Northbridge application systems; ACH payments are currently undergoing controlled payment testing and remain Processing until trusted settlement confirmation. Please do not submit complete payment-card numbers, security codes, banking credentials, or passwords through Northbridge inquiry or support forms.
Doesn't quite match your situation?
If your requirement is broader, more specialized, or spans multiple systems, Northbridge will evaluate it as a custom engagement instead.
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Ready to talk about your project?
Start with a paid consultation, or request a written proposal for a larger engagement.