Capture Essentials — Managed Automation Membership

Capture inquiries. Respond consistently. Stay organized. Capture Essentials is MeridianCrest Co.'s entry-level managed automation membership for small service businesses that want a more dependable lead-response process.

Membership price: $299 per month. Subscription payments repeat every month until canceled under the membership terms. This plan is for one business and does not include physical goods.

Included in your membership

• Connection of up to one eligible inquiry source, such as a supported contact form or dedicated email inbox
• Automated inquiry acknowledgment plus up to two permission-based email follow-ups
• Organized lead log with basic status tracking
• Weekly activity summary
• Processing for up to 250 new inquiries per month
• Standard onboarding and up to one approved workflow adjustment per month

Getting started

After purchase, we request an onboarding questionnaire, confirm your existing tools and approved workflow, and arrange any required account access. Our target is to activate an agreed, technically compatible workflow within 5–10 business days after complete onboarding; timing can vary with third-party access and approval.

Important details

Compatible third-party services and any associated subscription, email, or messaging fees are separate. SMS, outbound telemarketing, advertising spend, custom development, emergency live support, and guaranteed leads, appointments, or revenue are not included. Messaging requires appropriate permission and compliance with applicable rules.

Recurring billing: You authorize the displayed monthly charge when you subscribe. Membership continues with monthly renewals until canceled under the published subscription terms. Contact MeridianCrest through our website for help with onboarding or your membership.

Immediately after checkout: onboarding and fulfillment

Keep your Shopify order number and review our Capture Essentials onboarding and project handoff instructions. Complete the intake details and contact us through the linked form to begin scheduling and confirm required approvals. The agreed working inquiry automation, lead tracking, activity summaries, and scope-specific support begin after confirmed technical implementation and testing. A starter packet or automated email is not a substitute for the actual professional work.