Welcome to MeridianCrest Co. — Operations Pro · $999/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 project leader
- Up to five requested intake sources
- Lead assignment and routing rules
- CRM, calendar and reporting tools
- Approved communication templates and contact permissions
- Escalation owner for failed workflows
- Reporting recipients and project priority list
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
Technical review, scoped configuration and testing of agreed workflow, handoff and reporting system, followed by plan-level oversight.
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.