Your work begins before the technology does.
Before You Book: What to Expect
Instructional By Design™
How Bump Bench engagements are structured, what’s included, and what’s not.
This experience is designed to be fast, focused, and non-disruptive.
The FAQs below explain what’s reviewed, how decisions are supported, and what remains in your control. Each step is delivered as a separate engagement, with its own scope and fee. You choose whether to continue, pause, or repeat the process for another department.
Step 1: Pattern & Prep™ Audit
A structured review of leadership input alongside public-facing signals to identify alignment gaps, decision risks, and future pressure points before hiring, training, or technology choices are made.
Step 2: The Concierge Instruction Set™
At the Table, the findings from Step 1 are translated into:
Clear instructional structure
Role clarity
Decision boundaries
What should remain human judgment
What could be supported by training or technology later
A paper map is provided..
Step 3: The Technology Addendum
Only after the map exists do you show:
How existing tools could be used more safely
Where technology would amplify clarity instead of confusion
Where technology should not be introduced at all
This step is optional because the core value is instructional clarity, not AI adoption.
The Experience
Will this process feel disruptive?
No. The review focuses only on operational patterns. Most leaders experience clarity and relief.
Why in person for the Table?
In-person sessions create focus, reduce complexity, and support confident decision-making.
What preparation is required?
Completion of an Intake Survey. The process is intentionally low-lift so you can begin with ease.
What is this type of work?
What types of work can be reviewed?
This review applies to repeated work where timing, consistency, or decision flow matters.
Examples include proposals, onboarding, client communication, finance operations, and internal delivery.
The focus is on how work progresses across roles, where decisions pause, and where clarity breaks down.
Do you review proposal content, contracts, or internal documents?
No. Content is not edited or evaluated.The review looks at how decisions are made, where expectations differ, and where additional clarification is required.
Is this a process audit or a systems audit?
No. This is a structural review of how work currently operates.
No tools, systems, or workflows are changed.
Who is this for?
Is this only for small businesses or certain industries?
No. This work is designed for established organizations with defined roles and repeated work.
Common industries include:
Finance and accounting leadership
Legal and regulatory services
Professional services
Healthcare operations (non-clinical)
Financial services
Do you need to know our industry deeply for this to be useful?
No. You remain the expert in your field.This work clarifies how your expertise is applied consistently across the organization.
How does technology fit?
Do you access our systems or internal data?
No. We do not access internal systems, tools, or private data.
How does the work happen?
Step 1: Your team completes an intake. Public-facing information is reviewed.
Step 2: Findings and a printed Concierge Instruction Set are reviewed in person.
Step 3: If desired, that instruction set is translated for use inside your existing tools.
Is technology required?
No. Technology is optional. The work stands on its own.Who owns decisions and execution?
Your team. Always.
Scheduling & Cancellations
Step 1 — Pattern & Prep™ Audit
This step is prepared in advance and reserved for one leader.
-
More than 48 hours’ notice
Your Audit may be moved to the next available opening. -
Within 48 hours, including no-shows
The Audit is considered completed. -
To continue later
A new Pattern & Prep™ is required.
Step 2 The Table
(Consultants Table™ · Operational Strategy · Training)
Tables require advance preparation and reserved time.
-
Each Table is held for one leader and invited guests (up to four).
-
Materials and structure are prepared specifically for your session.
Scheduling
-
More than 120 hours’ notice
Your Table may be moved to a future date. -
Within 120 to 48 hours, including no-shows
The Table is considered completed. -
To reserve another date
A new Table must be booked.
Step 3 — Technology Addendum
The Technology Addendum follows the Table and does not require live scheduling.
-
Timing is coordinated after the Table, if applicable.
-
No system access, data access, or implementation is included.
-
This step does not affect scheduling terms for Steps 1 or 2.
Why this structure exists
Each step is intentionally protected so preparation, focus, and quality remain intact.
This allows the work to stay precise, and non-disruptive.
This service does not access your internal systems, financial data, or confidential operational records. All recommendations are based solely on publicly available information and the context you choose to provide. Guidance focuses on structure, clarity, and decision-readiness, not technical system assessments or performance audits. Your internal teams remain the authoritative source for financial, operational, and compliance accuracy.
Your Next Step is Straightforward.
For leaders who want calm, structured insight and clear next steps, without a long engagement.
Begin with a Pattern & Prep™ Audit: a focused, evidence-led review that identifies what’s ready, what needs attention, and what will move your work forward.
Each review is completed personally, with care and precision. Your invitation is matched to the Table that best fits your work.
When the Audit is complete, your reviewed intake and next-step recommendation are ready.