How we work together
Audit first. Build when ready.
Start with a paid workflow audit. Add implementation only when the roadmap confirms it makes sense. Advisory guidance is available after an initial engagement.
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 approved workflow implemented after the roadmap identifies a worthwhile first build.
- One scoped approved workflow
- Testing and validation
- Documentation and handoff
- Follow-on recommendation summary
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
New engagements begin with a brief no-cost fit conversation before any paid audit starts.
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 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.
What happens after the pilot?
At the end of the pilot you receive a documented handoff and a follow-on recommendation summary. If ongoing advisory or further optimization is justified, that is available as a separately scoped engagement. 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 an AI Revenue Leak Audit