OTP / Build the Foundation
You are here · L1–L3 → L4–L6 · Deploy → L7–L8 · Teams

Build the foundation your first agent will land on.

Most companies bring agents into a broken org chart and wonder why nothing sticks. You're going to do it differently.

Four steps. Each one is valuable on its own — even if you never deploy an agent. By the time you're ready for one, the chart, the operating system, the KPIs, and the SOPs are already in place. The agent slots in. The chart doesn't break.

1

Build your org chart

~ 15 min

Start with the humans you have today. Every seat, every accountability. This becomes the chart that agents will eventually sit on alongside your team.

Open the chart builder
2

Define your operating system

~ 30 min

Publish your OOS file — how your org actually runs. Meetings, decision rights, escalation paths, what gets measured. This is the operating manual the next layer (agents) will inherit.

Publish your OOS
3

Set your KPI scorecard

~ 20 min

One KPI per seat. If a seat doesn't have a number, the work isn't measurable — and an agent that fills that seat later won't be either. Get this right now and the agent layer becomes accountable from day one.

Open the scorecard
4

Document your SOPs

Ongoing

Standard operating procedures, one per repeatable task. Start with the three things your team does most often. These are the prompts and playbooks your future agents will run from. SOPs first, agents second.

Add an SOP
When this track is no longer your reality

Track 2 · Bring your agents in

The day you deploy your first agent is the day Track 1 stops being your track and Track 2 starts. The foundation you built here doesn't go away — the chart receives the agent without breaking, the KPI is already defined, the SOP is already written. You don't restart. You shift tracks.

See Track 2