Baseline
Agree one workflow, eligible cohort, current conversion benchmark, staff owner, decision horizon and measurement source.
Output: Baseline and measurement brief.
CONTROLLED DELIVERY / PILOT
A deployment plan with
clear go / no-go gates.
Each stage produces an artifact, identifies its decision owner and records whether the next stage is authorized. No implementation is treated as complete just because an automation runs.
SIX-GATE DELIVERY MODEL
From agreed scope
to managed operation.
Access and data
Approve least-privilege access, appropriate records, contact permissions, calendar/telephony integration and data handling.
Output: Signed access and data checklist.
Configuration
Set fields, actions, owner routing, exceptions, approved knowledge, stop conditions and costs.
Output: Versioned configuration record.
Acceptance
Test happy paths, opt-outs, ambiguous input, calendar conflict, transfer failure and safety-related escalation.
Output: Accepted QA record and rollback plan.
Controlled pilot
Launch only approved scope, monitor exceptions and costs, and document changes against a known baseline.
Output: Operating and incident logs.
Continue or stop
Review qualified contacts, actual bookings, completed/collected sales where available, incremental gross profit and support burden.
Output: Expand, revise, maintain or retire decision.