CARMEN
01 / DIAGNOSIS

Carmen Diagnosis

USD 500 · 2 weeks

The entry point to Carmen. I go into your company, analyze it in depth, and in two weeks I deliver a report with the numbers you should be tracking and the processes that can be automated.

WHAT'S INCLUDED
  • 1-hour kickoff meeting to understand your business
  • Review of your spreadsheets, systems and current processes
  • 30-minute mid-point meeting to clarify questions
  • Carmen Report: 10-15 pages with full diagnosis
  • List of KPIs proposed for your specific business
  • Automation opportunities with estimated time savings
  • 1-hour final meeting to present the report
  • NDA signed at kickoff

The implementation. Three levels.

Once the Diagnosis identified the opportunities, Setup is where I build the automations, dashboards and reports. The level is defined by the complexity of your company.

BASIC SETUP

For SMBs just getting organized

USD 5K–30K monthly revenue. Simple operation, small team, mostly manual processes.

  • Up to 3 simple automations
  • 1 dashboard with up to 8 KPIs
  • Up to 3 users with access
  • 1 hour of training
  • Timeline: 2–3 weeks
USD 800 – 1,200
INTERMEDIATE SETUP

For SMBs with siloed systems

USD 30K–150K monthly revenue. You have systems but they work in isolation, without integration.

  • Up to 6 automations (simple and intermediate)
  • 1 complete dashboard with up to 15 KPIs
  • Separate views: financial, operational, commercial
  • Integration with up to 2 external systems
  • 2 recurring automated reports
  • 2 hours of training + user manual
  • Timeline: 4–6 weeks
USD 1,500 – 2,500
ADVANCED SETUP

For companies with complex operations

USD 150K+ monthly revenue. Multiple areas, multiple systems, teams with different roles.

  • Up to 10 automations (including complex ones)
  • Multiple role-based dashboards (up to 40 KPIs)
  • Integration with up to 4 systems via API
  • Up to 5 automated reports
  • Initial strategic analysis delivered at completion
  • 4 hours of training + manual + video tutorial
  • Timeline: 6–10 weeks
USD 3,000 – 5,000
COMMON TERMS

50% payment at signing, 50% upon final delivery. Written documentation of each automation. 30-day functionality guarantee from delivery.

The ongoing service. Keeping it running.

After Setup, Carmen Monthly keeps the system alive, generates reports, reviews the numbers with you, and supports you month to month. Three plans based on your operation's size.

LITE PLAN

For simple operations

  • 1 monthly report with up to 5 KPIs
  • 1 monthly 45-minute meeting
  • Maintenance of up to 2 simple automations
  • Up to 4 requests per month
  • Response within 48 business hours
USD 400 / month
PRO PLAN

For more depth

  • 1 extended monthly report with up to 10 KPIs
  • Basic financial analysis
  • 2 monthly 1-hour meetings
  • Maintenance of up to 5 automations
  • Dashboard with permanent access
  • Up to 8 requests per month
  • Response within 24 business hours
USD 700 / month
TOTAL PLAN

Full delegation

  • 1 weekly report with up to 15 KPIs
  • Complete financial analysis
  • Biweekly meetings
  • Maintenance of up to 10 automations
  • 1 monthly ad-hoc analysis (up to 8 hrs)
  • Up to 15 requests per month
  • Same-day response on business days
USD 1,200 / month
TERMS

Minimum contract: 3 months. After that, it renews month to month. Cancellation with 30 days notice. Anything not included in the plan is quoted separately as a Project or offered as a plan upgrade.

When you need something specific.

Scoped work with fixed timeline. Custom-quoted because every company is different and the price should reflect the real complexity of the request.

EXAMPLE 01

Invoicing automation

Integration between your billing system and control spreadsheet. Issued and received invoices load automatically and you can see collection status in real time.

EXAMPLE 02

Executive dashboard in Power BI

A visual dashboard with the key KPIs of your business, connected to real data sources. So your leadership team decides with information, not intuition.

EXAMPLE 03

Automated bank reconciliation

Bank statements integrate with internal entries and differences are flagged. Monthly manual workload disappears.

EXAMPLE 04

Profitability analysis

Targeted study that identifies which products, services or clients are truly profitable. Ends with concrete action recommendations.

EXAMPLE 05

Automated email reports

Monthly reports arrive by email to partners or managers without human intervention. Configured once, they run forever.

EXAMPLE 06

Technical audit

Review of existing automations: how they're built, whether they have errors, what to keep and what to rebuild. Ideal if you inherited a system from someone else.

HOW THEY'RE QUOTED

Each project is custom-quoted after a scoping meeting. The price reflects real complexity, systems involved and development time. Once agreed, it's locked and signed: no surprises mid-way.

FIRST STEP

Not sure which
service is yours?

Let's talk for 20 minutes and I'll tell you which one fits. No commitment.

Book a call