Business Automation Audit — One-Time Assessment

A focused review of your current lead handling and business workflows. Identify missed inquiries, repeat manual tasks, and practical automation opportunities before committing to a monthly service.

What's included

• One intake questionnaire covering your existing workflow and tools
• One remote discovery and review session of up to 45 minutes
• A written action summary identifying up to five priority improvements
• A recommended next-step automation roadmap tailored to your stated needs

How it works

After purchase, MeridianCrest Co. contacts you by email to arrange the intake and session. This is a one-time advisory service, not a recurring subscription.

Not included: software installation, account licenses, ongoing management, or guaranteed business results. Recommendations depend on the information and access you provide. Scheduling and scope are confirmed before work begins.

Immediately after checkout: onboarding and fulfillment

Keep your Shopify order number and review our Business Automation Audit intake and scheduling instructions. Complete the intake details and contact us through the linked form to begin scheduling and confirm required approvals. The actual service is completed when the consultation/review and written summary with priorities have been delivered, not when an intake packet is sent. A starter packet or automated email is not a substitute for the actual professional work.