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Data partnerships

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A rope bridge over a misty forest canopy, one person crossingInsightsMany AI seats go quiet after the first few weeks
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AI consulting and training

Own Your Intelligence

Find, build, and continuously improve your own AI workflows on the tools, data, and accounts you already pay for.

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Trusted by businesses like yours

Where most teams are

Buying AI Seats Was the Easy Part.

Many companies with 10 to 500 staff now pay for ChatGPT or Copilot seats. A few people use them well. Nobody can say what the company gets back for the money.

Sample monthly bill

AI seats
40 × $30
Monthly cost
$1,200
Hours saved
Not tracked
Owner
Unassigned
  1. 01

    Nobody owns the list

    Each department tries something different. No one decides what to fix first, so nothing gets measured.

  2. 02

    Training skipped the real work

    Staff watched a demo once. Nobody tried it on their own reports, quotes and emails, so they went back to the old way.

  3. 03

    The data rules are missing

    Nobody has said what can go into which tool. Leaders worry about client files, so use stays quiet and unofficial.

The cost of waiting

Every Week You Wait, a Faster Competitor Wins the Deal.

Your best people lose hours every week to retyping and chasing. Teams that set up AI last year spend those hours getting back to leads first.

What waiting costs you

$13,800

a month in paid hours on work AI could do

40
2

That's $165,600 a year, or the work of about 2 full-time people. Based on $45 an hour and 46 working weeks.

Four problems you already know about

Your team has probably tried ChatGPT on one or two. Without someone who has built the workflow before, the fix stalls.

Each one has a workflow that fixes it. We build it inside the tools you already pay for, and the first one runs within weeks.

See the workflows we build

Build. Workflows that bring in revenue or save time

Win-back engineExample scenarioRuns every morning
An example win-back scenario. Your CRM, news about each company, call recordings, and email and chat threads feed the agent, which finds the past clients and lost deals that are ready to buy. Past clients get a personal note that a rep approves in Slack and sends from Gmail. Lost deals with a new reason to talk get a fresh angle, rep approval, and a booked call. Everyone else is checked again in 30 days.

Win Back Past Clients

Your CRM already holds people who bought once or almost did. A weekly workflow finds the ones worth another conversation and drafts a personal message for each. Your team approves and sends.

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  • Proposals drafted from your best past work

    Drop in an RFP. The agent pulls out the requirements, finds your closest past proposals and pricing, and writes a first draft in your format.

  • The Monday report, ready before the meeting

    Numbers from your CRM, accounting and job sheets land in one report, with a short summary, before the week starts.

  • Follow-ups that go out on time

    Every open quote gets a follow-up plan, drafted by the agent and approved by your rep, so fewer of them go cold.

A white farmhouse with lit windows at the end of a gravel lane through summer fields at dusk
Win-back listSample
  • N

    Northline Supply

    $18,400

    ● Ready to contact

    Last order 14 months ago · 3 past projects

  • H

    Harbour & Pine Legal

    $9,750

    ● Ready to contact

    Quote went cold in March · 2 calls

  • C

    Cedarview Clinics

    $6,200

    ● Draft waiting

    Asked for pricing twice · 1 visit

Company brain
DrivesEmailCRMProposalsChatSheetsAnswersDraftsBriefs
Sample

You ask: What payment terms did we agree with Northline?

Net 45, signed in March. Source: Northline supply agreement, page 4.

Knowledge assistant

Saves time

A Company Brain Your Team Can Ask

We connect an AI agent to the places your knowledge already lives: shared drives, email, your CRM and past proposals. Your team asks a question in plain language and gets an answer that points to its source.

  • Only shows what each person is allowed to see
  • Works with SharePoint, Google Drive, HubSpot and Slack

More workflows we build

Follow-ups that go out on time

Brings in revenue

Every open quote gets a follow-up plan, so fewer of them go cold.

  1. GoHighLevelA new quote in your CRM
  2. AI agentThe agent drafts the follow-ups
  3. Your rep approves
  4. Sent on schedule

Prospect research and first emails

Brings in revenue

Your target list comes back researched, with a first email for each company.

  1. HubSpotYour target list
  2. AI agentThe agent researches each company
  3. A first email drafted
  4. GmailYour rep sends it

Meeting notes and actions

Saves time

Notes and next steps land where your team already works.

  1. A recorded call
  2. AI agentThe agent writes the notes and actions
  3. SlackPosted to the team

Invoice reminders

Saves money

Overdue invoices get a polite reminder before they age.

  1. QuickBooksOverdue invoices
  2. AI agentThe agent drafts the reminders
  3. You approve
  4. Paid sooner

[ Precision-built for operators. ]

Fully AutomatedFollow-Ups

Every open quote gets a follow-up plan, andevery past client worth a call gets a personalnote. The agent drafts them from your CRM eachweek, and your rep reads, approves and sendseach one. Replies and booked calls are loggedback in your CRM.

Book your free call
Sample draft
1// Drafted from your CRM, waiting for review2to: past client, last order 14 months ago3why now: quote stalled after a price change45Hi Sam, it's been a while since your6last project with us. We've added7same-week installs since then, and8I thought of your second location.910Worth a 15-minute call next week?1112owner: your sales rep13status: needs approval
Ready for review

Drafted by the Agent,Approved by Your Rep

Each week the workflow reads your CRM, ranks past clients and closed leads, and drafts a personal note for each. Nothing is sent until your rep approves it.

  • Ranked by last purchase
  • Approved before it's sent

How it works

Four Steps, From Audit to a Team That Runs It

Building is about a third of the work. The rest is finding the right problem first and getting people to use what we build, so every client gets the same four steps.

Week
12345678
  1. 01Audit, 2 weeks
  2. 02Build, 3 to 4 weeks
  3. 03Train, 1 week
  4. 04Support, Ongoing

Audit to trained team in 6 to 8 weeks

Before step 1: a free 30-minute call

You run one of our prompts in your own AI tool and see what it finds in your business. No financials or client names needed.

Schedule a callOr take the 3-minute readiness check

  1. 01 · Audit

    Find what's worth fixing

    A short questionnaire for leadership, then 30 to 45 minute one-on-ones with leaders and the people doing the work. We review your tools, data and AI spend.

    You get

    Ranked opportunities with the hours and dollars each one saves, a data and settings check, and a 90-day plan. We walk leadership through it in a one-hour call.

    Time: 2 weeks

  2. A man working on a laptop at a wooden desk in warm light

    02 · Build

    Build it into the tools you have

    We connect your existing tools to an AI agent and build skills, scheduled reports and agents that draft work for a person to approve. The smallest high-value item ships first.

    You get

    Working workflows in your own accounts, with written docs.

    Time: 3 to 4 weeks

  3. A person in a black suit and glossy black mask presents at a wall screen while colleagues watch from around a table

    03 · Train

    Train each person on what we built

    AI 101 for the whole team, then role sessions on the workflows we built, in the tools each person uses every day. Each workflow gets a named owner.

    You get

    Every person set up and able to run their workflows.

    Time: 1 week

  4. A person in a black suit and glossy black mask points at results on a laptop while a colleague takes notes

    04 · Support

    Check the results, then keep it working

    A 30-day adoption check-in, where we compare hours saved with the baseline from the audit. A monthly retainer covers fixes, updates as tools change and light new work.

    You get

    A usage review, fixes and your next priorities.

    Time: Ongoing

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Audit, build and train

From $7,500

USD

6 to 8 weeksOne team
Audit
2 weeks
Build
3 to 4 weeks
Train
1 week
Adoption check
30 days after launch

Value a year, sample audit

$25,920

Packages

Every package follows the same steps. Most teams pick the middle one: the audit, the builds and the training, with a check-in 30 days after launch.

Schedule a call

  • Audit and strategy, $1,500

    Two weeks of interviews and a tool review, ending in ranked opportunities and a 90-day plan. Credited toward your build.

  • Audit, build and train, from $7,500

    Workflow builds for one team, training for each person and an adoption check-in at 30 days.

  • Fractional AI lead, $50,000

    Six months across the whole business: a dedicated McCarthy's lead, new builds, staff mentoring and monthly reporting.

Compare all three packages

[ Who it's for ]

Sized for Teamsof 10 to 500 People

From owner-led firms to department headswith one workflow that eats their week,McCarthy's helps teams of 10 to 500 getmore done with the people they have.

McCarthy's mascot in a black suit and glossy black helmet, arms crossed

Owners and CEOs

Good first step: the audit

You want more output from the team you have before you hire again. We start with an audit of where the hours go, build the first workflow inside the tools you already pay for, then train each person to run it. One person can do the work of two, so the next hire can wait.

001 / 004
A rocket climbing over the sea at dusk, its trail curving across the skyData partnerships

[ Data partnerships ]

Get Paid for HowYour Business Works

Our data partners pay businesses for ade-identified record of how their work getsdone. Frontier labs train AI agents on theprocesses, and client details come out first.

See the data partnership

$100K to $5MOur partners call this rangeindicative. It isn't an offer.

3 monthsOur partners' estimate fromfirst call to payment.

How it works

You keep theoriginals

Our data partners workfrom a de-identified copy.Your original recordsstay with you.

You approvethe scope

You choose the systemsand date ranges beforeanything is exported.

No passwordsshared

Our data partners sayyou never share passwordsfor your systems.

Client detailscome out

Labs want to see howwork gets done. Clientnames and contact detailsare taken out of the copy.

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McCarthy's AI

Arrived, and Ready to Work for You

AI already shapes how your competitors quote, report and follow up. We set it up inside the tools your team knows, train each person to use it, and stay on to keep it working.

Schedule A CallAI Readiness Check

Latest Research

Research · 6 min read

Many AI seats go quiet after the first few weeks

Use of paid AI seats peaks soon after launch, then settles lower. In a large Copilot trial, a worker's employer predicted their use better than their own work habits did.

Research · 6 min read

Your CRM already holds revenue worth winning back

Lost customers can be won back at a profit when the offer fits why they left, and a new lead's odds of a real conversation drop sharply after the first hour. The most quoted retention statistics are hard to trace to a method.

Training · 6 min read

Training beats tools for AI adoption

In a Danish study of about 25,000 workers, more people used AI chatbots where employers trained them than where employers only supplied a tool. Encouragement went further than either, and all three together went furthest.

Free 30-minute call

Start With a Free Call

You run one of our prompts in your own AI tool and see what it finds in your business. No financials or client names needed.

Schedule A CallAI Readiness Check