Welcome to MeridianCrest Co. — Growth Automation · $599/month. This page explains what to prepare after your purchase and how we begin your project. Save your Shopify order number for support.
Step 1: Prepare your intake details
- Business name and technical decision maker
- Up to three inquiry sources
- Calendar or booking tool
- CRM pipeline and lead stages
- Approved acknowledgment and follow-up wording
- Contact permission and opt-out handling
- Reporting metrics and owner
Step 2: Request onboarding and scheduling
Open our secure-aware contact form and provide your order number, product name, business email, preferred contact method, and a brief summary of your workflow or appointment preferences. Do not include passwords, full card numbers, or private customer lists in the form; approved account access is arranged separately.
Step 3: Confirm scope and readiness
MeridianCrest reviews the requested work, available time slots, technical compatibility and any required approvals. If third-party software, expanded implementation or access permissions are needed, these are discussed before the relevant work begins.
Step 4: Receive and review the actual service
A configured approved multi-source intake and follow-up workflow with booking handoff, pipeline setup and weekly activity summaries following test acceptance.
Important: This onboarding guide and any welcome file do not themselves fulfill the underlying consulting or automation service. The service is fulfilled only after the agreed work or consultation has actually been delivered. Results are not guaranteed.