How we work together
Start with the right scope. Build only what is justified.
Begin with a no-cost fit call. Use a paid audit for uncertain or cross-system problems, or move directly to a fixed proposal when the work is already clear.
A paid diagnostic and prioritized automation roadmap for lead handling, follow-up and related workflow gaps.
- Current workflow review
- Potential revenue-leak point analysis
- Prioritized automation opportunities
- Recommended workflow and tool approach
- Human-review and risk boundaries
- Phased implementation roadmap
- One findings review discussion
One contained workflow implemented after a fit call or audit confirms a clear, worthwhile scope.
- One scoped approved workflow
- Testing and validation
- Documentation and handoff
- Follow-on recommendation summary
Monitoring and practical upkeep for a workflow that has already been implemented and accepted.
- Workflow health monitoring
- Failure review and recovery support
- Monthly health and activity report
- Minor configuration updates
- One small monthly optimization
Recurring strategic guidance after an audit or completed pilot, when ongoing advisory is justified.
- Monthly strategy and review session
- Review of one scoped workflow or system
- Prioritized written recommendations
- Limited async advisory support
- Implementation quoted separately
Every engagement begins with a brief no-cost fit call. No paid work starts until scope and pricing are agreed in writing.
Common questions
Pricing FAQ
What's included in the AI Revenue Leak Audit & Automation Roadmap?
This paid engagement reviews lead handling, follow-up, booking handoffs or related operational workflows to identify potential revenue-leak points and practical automation opportunities. You receive prioritized recommendations, implementation options and a phased roadmap. New engagements begin with a short no-cost fit conversation before any paid audit starts.
How is the Automation Pilot Implementation scoped and priced?
After the fit call or audit, I send a clear proposal for one targeted workflow build. Pilots start at $1,000 depending on the complexity and tools involved. You know exactly what is included before any work begins. What we quote is what you pay.
Does every project require a paid audit?
No. A clearly defined repair or contained implementation can move from the no-cost fit call to a fixed-scope proposal. A paid audit is recommended when the workflow is unclear, crosses several systems, or needs deeper process and risk analysis before a build can be responsibly priced.
What happens after the pilot?
At the end of the pilot you receive a documented handoff and a follow-on recommendation summary. A Workflow Care Plan is available when the system needs monitoring, minor updates, and monthly reporting. Strategic advisory remains a separate option. There is no automatic continuation.
Do you work with existing tools and workflows?
Yes. I design workflows around your existing tools and APIs. McCarthy AI Automations currently demonstrates Zapier-connected lead intake and booking-tracking workflows, along with AI classification, database-backed records, email automation and dashboard review. For any additional integration, I will confirm feasibility and scope before work begins.
Ready to identify the workflow gaps worth addressing first?
Request a No-Cost Fit Call