Workflow Profit Assessment
Find one revenue workflow worth fixing—before buying automation.
Catalyst maps one delayed or dropped revenue workflow, measures the baseline, identifies control and data risks, and recommends a bounded next step. This is an assessment offer—not a production operator, autonomous employee, or revenue guarantee.
Assessment output
Current-state workflow and accountable owner
Leakage baseline and measurable disposition
Risk, data, integration, and support constraints
Go, redesign, or stop recommendation with acceptance gates
01 · Observe
Map the real queue
Identify what enters, who owns it, where it stalls, and how the business records the outcome.
02 · Measure
Establish the baseline
Use approved, non-sensitive records to quantify volume, delay, rework, unresolved items, and operator time.
03 · Decide
Earn the build
Recommend a bounded design partner pilot only when the economics, authority, data, and safety gates support it.
Current boundary
Assessment first. No production promise.
Catalyst has built a synthetic, review-only control fixture to explore architecture and failure modes. Independent review found that it does not yet prove production ingress, tenant isolation, reviewer authentication, queue durability, recovery, or safe language coverage. Those are explicit blockers—not footnotes.
- ✓No customer inbox or production credential is connected during assessment.
- ✓No automated customer send, CRM write, pricing, payment, or contract authority.
- ✓No customer result, revenue lift, or production-readiness claim.
- ✓Any later pilot requires a separate written scope and frozen acceptance gates.
Not accepted for v1
- ×Healthcare, legal, financial, insurance, HR, security-incident, privacy-rights, or other regulated/sensitive workflows.
- ×Emergency dispatch, safety advice, diagnosis, negotiation, or financing decisions.
- ×Unrestricted credentials, autonomous messaging, or unsupervised consequential action.
- ×Buyers seeking a commodity receptionist, generic CRM reminder, or guaranteed revenue.
Commercial path
One paid assessment. Everything after it must clear a new gate.
Workflow Profit Assessment
$2,000 fixed
One high-level, non-regulated workflow; up to three stakeholder interviews; current-state map; approved baseline analysis; risk and feasibility review; and a written go, redesign, or stop recommendation. Purchase occurs only under a written assessment agreement after fit review.
No self-serve checkout. No implementation or managed-service commitment is created by this page or its form.
Best fit
Established, non-regulated service firms with measurable coordination loss.
- ✓A revenue object already exists in an authoritative system.
- ✓The workflow has a named owner and a measurable final disposition.
- ✓Historical, non-sensitive metadata can establish a baseline.
- ✓The buyer accepts a paid assessment before integration or implementation.
Assessment fit review
Describe the workflow at a high level.
Friday Mercer reviews each submission. Do not include customer data or sensitive operational details.