Robert McCarthy, Citrus Heights, CA. 15+ years translating what business owners need into requirements engineers can build, then owning the result through launch and support. CRM, workflow automation, websites, and now AI voice agents.
years in web & business tech
small businesses served
sites launched in one year
hosting 30+ sites
SaaS products designed & overseen
Claude, MCP, Voice AI in production
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2016–now
Accurate Digital Solutions · Green Bay, WI → Citrus Heights, CA
Unblocking engineers and stress-testing builds
PROBLEM
Senior engineers stalled when a client's business model or method wasn't clear, and new workflows shipped with edge cases nobody had walked.
WHAT I DID
Translated goals into explicit requirements and logic; walked every workflow and build looking for gaps before release.
OUTCOME
Fewer rework cycles; engineers could stay heads-down while I owned the 'what' and 'why'.
Growing one account from $60 to $2,800 per month
PROBLEM
A small client with one cheap service and a dozen manual processes.
WHAT I DID
Mapped their operations, found the next process worth automating, delivered it, measured, repeated.
OUTCOME
47× account value, built on ROI the client could see each quarter.
SharpSpring → HighLevel migration (2022)
PROBLEM
Client CRMs and automations living on a platform we were leaving.
WHAT I DID
Mapped fields and workflows, cleaned records before the move, rebuilt automations, trained client teams.
OUTCOME
Clients moved with no lost pipeline; HighLevel became the base for EnGaged.
Hosting 30+ sites for ten years
PROBLEM
Clients needed uptime, SSL, DNS, migrations and recovery without an IT department.
WHAT I DID
Ran Linux VPS and managed WooCommerce hosting; handled migrations, recovery and support tickets.
OUTCOME
A decade of uptime for 30+ sites and a 'broken website support' service line.
Enterprise discovery (2019–2020)
PROBLEM
Fortune 500 buyers met at NGLCC matchmaker events with real but undefined problems.
WHAT I DID
Ran concurrent discovery with Harley-Davidson (single BI dashboard across units), T-Mobile (SEO after the Sprint merger) and an appliance maker (ML/AI, under NDA).
OUTCOME
Three concurrent enterprise scopes; the pandemic froze buying, and I pivoted to small-business delivery. Deloitte invited a demo in 2025.
2017–2018
Wisconsin LGBT Chamber of Commerce
Client → advocate → paid ambassador
PROBLEM
A chamber client needed regional presence and membership growth.
WHAT I DID
Hosted Chamber on Tap and Coffee Connection events, represented the chamber across the region for over a year.
OUTCOME
Membership growth; ADS named LGBT Business of the Year (2017).
2014–2016
Infinity Technology · Green Bay, WI
Reshaping the role in the interview
PROBLEM
They posted a designer/developer job; what they needed was someone between clients and a Microsoft-stack team.
WHAT I DID
Pitched and took a software analyst + account manager role; inherited a book of business with aged leads.
OUTCOME
Became the liaison who scoped and quoted custom applications for foundries, manufacturers, tribal and government clients.
Legacy systems ↔ Engage CMS integrations
PROBLEM
Clients' legacy data had to feed a customized Umbraco platform.
WHAT I DID
Scoped integrations, coordinated the ASP.NET team, contributed code, tracked everything in ConnectWise.
OUTCOME
Fast, responsive sites tied to the systems clients already ran.
2013–2014
Good Bit Digital · Green Bay, WI
WordPress beyond the template layer
PROBLEM
Startup clients needed content models WordPress didn't have out of the box.
WHAT I DID
Wrote custom post types and worked in a PHP MVC framework alongside WordPress.
OUTCOME
Highly customized sites that editors could still run themselves.
2012–2013
DealerFire · Appleton, WI
68 launches in twelve months
PROBLEM
Dealer sites had to be polished and launched on hard deadlines, six at a time.
WHAT I DID
Managed each from signed invoice to launch; built front- and back-end features in PHP/MySQL/jQuery; worked design decisions directly with designer and client.
OUTCOME
~68 sites live in a year with a repeatable, documented process.
2009–2013
Webknuckle.Net · while in college
End-to-end delivery while studying
PROBLEM
Local designers needed a development partner; small businesses needed everything.
WHAT I DID
Design concepts, development, deployment and hosting; Flash contract work for Infinity Technology.
OUTCOME
The contract relationship became the full-time Infinity role in 2014.
Robert set requirements and priorities and directed the build; engineers (and AI coding tools) wrote the code.
Product owner
White-label AI voice-agent SaaS for HVAC, plumbing, electrical, roofing, pest control and landscaping. Lead intake, follow-up, appointment booking.
HighLevel Voice AI
SaaS Mode
Product owner
Campground & RV park booking platform: EnGaged plus a custom point-of-sale module built by an engineer with OpenAI Codex from my requirements.
EnGaged
POS
AI-assisted build
Product owner
Membership, directory and marketing platform for chambers, designed and delivered with AI-assisted engineering.
WordPress
Membership
Product owner
Student instrument rental program on WooCommerce and EnGaged, with a live prospect demo.
WooCommerce
EnGaged
Product owner
Team project-management app integrated with HighLevel, being prepared for the HighLevel Marketplace.
HighLevel Marketplace
Builder
Voice AI agent that follows up on inbound Wix leads; Pabbly Connect bridges Wix Marketplace leads into HighLevel workflows.
Voice AI
Pabbly
Product owner
ADS's white-label HighLevel CRM, and the Smart Start packages (site + full CRM integration + support) deployable for any business.
HighLevel
White-label
Builder
MCP connections from Claude to HighLevel, WordPress, Hostinger and time tracking; four WordPress sites run through MCP, including a site-wide redesign from one prompt.
MCP
Claude Code
Every skill links to where it was used.
Requirements gathering & scoping
Infinity Technology (quoted custom apps for a Microsoft-stack team); ADS (translating business models into engineer-ready logic)
Stakeholder liaison
Liaison between clients and engineers at Infinity; 100+ ADS client relationships; NGLCC enterprise discovery
Process documentation & UAT
Standardized ADS operations: documented core processes, defined the client lifecycle, stress-tested builds for edge cases
CRM administration & migration
SharpSpring Silver Partner; migrated clients to HighLevel (2022); EnGaged white-label platform
Workflow automation & integrations
HighLevel workflows, Pabbly Connect, REST APIs, MCP servers connecting Claude to business systems
AI voice agents & LLM tooling
Bookline, Ava (HighLevel Voice AI, ElevenLabs); Claude & Claude Code daily; OpenAI Codex-assisted builds
Product ownership
Camp Manager, Chamber Platform, Music-Store SaaS, Task Master, Bookline: requirements, priorities, iteration
Project & service management tools
ConnectWise (PSA/ticketing at Infinity); Asana, ClickUp, Trello, Basecamp, Hubstaff, Desklog at ADS
Hosting & infrastructure
10 years running Linux VPS and managed WooCommerce hosting for 30+ sites; DNS, SSL, migration and recovery
Web development
PHP/MySQL MVC (DealerFire), custom WordPress (Good Bit Digital), ASP.NET contributions (Infinity), Wix Studio/Velo partner agency
Account growth & client success
Grew accounts from $60/mo to $2,800/mo; 100+ small-business clients; chamber ambassador role
Vendor & platform evaluation
Prototyped and killed a Wix-native commerce build after finding component defects; chose HighLevel over SharpSpring
Public-sector & enterprise exposure
Government, tribal and manufacturing clients at Infinity; Harley-Davidson, T-Mobile, Deloitte discovery
Requirements traceability, applied to a résumé. Nothing leaves your browser.
Why leave your own company?
Sales and ownership were never the part I was best at. Requirements, systems, and making things work for the people using them were. I want to do that inside a team, with a mandate bigger than one shop can give me.
Have you worked inside a large organization?
Alongside it, constantly: enterprise discovery with Harley-Davidson, T-Mobile and a major appliance manufacturer (under NDA), a Deloitte demo for its internal government team, and government, tribal and manufacturing clients at Infinity Technology. I know how procurement, stakeholders and change control behave.
Did you build the SaaS products yourself?
I designed them and ran the builds: requirements, priorities, hands-on testing and feedback. Engineers wrote the code, some of it with AI coding tools I directed. Earlier in my career I was the developer (PHP/MySQL, custom WordPress, ASP.NET contributions).
Certifications?
No personal technology certifications. My team earned Velo certification and the agency is Wix Studio certified under my direction. I am choosing an AI credential now and will list it once it is formally in progress.
Remote, hybrid, on-site?
Based in Citrus Heights, Sacramento area. Open to any of the three.
Email robert@accuratedigitalsolutions.com or connect on LinkedIn, and we'll find a time.
Robert McCarthy · Citrus Heights, CA
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