Client Intake & Requirements Gathering

Home Base by Automate KC is designed to be simple for partners to deploy. There’s no coding, no custom development, and no workflow rebuilding. Partners provide the operational context, and Home Base handles the logic, validation, and system updates behind the scenes.

Below is the exact setup flow and what you, as the partner, are responsible for.

1. Client Intake & Requirements Gathering (Partner Responsibility)

Partners collect the operational details needed to configure Home Base for a client. This includes:

• Business structure

• Record types and required fields

• Workflow rules and allowed transitions

• Terminology and naming conventions

• Employee list and phone number mapping

• Any routing or approval logic the client uses

2. Configuration & Logic Setup (Handled by Automate KC)

Once the partner provides the intake details, Home Base configures:

• tenant routing

• employee matching

• validation rules

• required field checks

• record lookups

• workflow logic

• update types

• error handling

• confirmation prompts

Partners do not need to write code, build flows, or modify the client’s CRM structure.

3. Partner Review & Test Calls (Shared Responsibility)

Partners run a few test sessions to confirm:

• extraction accuracy

• validation behavior

• correct routing

• correct record updates

• correct confirmations

Partners validate operational fit. Home Base validates technical behavior.

4. Client Go‑Live (Partner Responsibility)

Partners deliver a simple call‑in guide that includes:

• the number to call

• what updates employees can make

• what to expect during validation

• any client‑specific terminology

Rollout typically involves notifying managers and confirming employees know the call‑in number. No app installs, no onboarding sessions, no workflow changes.

5. Ongoing Use & Support (Minimal Partner Responsibility)

Home Base handles validation, routing, error correction, confirmations, and system updates. Partners typically only handle:

• adding new employees

• adjusting required fields

• updating workflow rules if the client changes their process

This is light, predictable, and easy to bill as recurring support.

6. Partner Revenue Model

Most partners package Home Base as:

• part of their monthly support plan

• a per‑user or per‑location add‑on

• a recurring revenue line tied to CRM maintenance

Home Base is intentionally built to be a low‑effort, high‑margin addition to your service stack.

Summary for Partners

Home Base is simple to deploy, easy to maintain, and designed to fit into your existing implementation workflow. You gather the operational requirements, we configure the logic, and your client gets clean, validated updates from a simple phone call.