Operations Pro — Managed Automation Membership

Bring multiple moving parts into one clearer operating rhythm. Operations Pro is MeridianCrest Co.'s advanced managed automation membership for established service businesses coordinating leads, appointments, internal workflow steps, and reporting.

Membership price: $999 per month. Recurring monthly subscription; no physical shipping.

Included in your membership

• Up to five eligible intake sources
• Automated acknowledgment and up to eight permission-based email follow-up steps
• Supported lead routing, booking handoffs, and email appointment reminders
• Lead pipeline status organization and task-support workflows
• Activity reporting up to three times weekly
• Processing for up to 2,500 new inquiries per month
• Standard onboarding and up to four approved workflow adjustments per month

Onboarding and activation

After purchase, MeridianCrest reviews your selected workflows, verifies supported services and needed permissions, and agrees on the implementation sequence. The target is 7–15 business days following complete onboarding, subject to technical feasibility and client approvals.

What's outside the plan

Third-party licenses, additional usage charges, SMS and telemarketing, AI voice agents, ad spending, custom software development, emergency round-the-clock support, and promised financial results are not included. Project scope may need a separate quote for unusual integrations.

Recurring billing: Subscription charges repeat monthly until canceled under the membership terms. Reach us through our website for help with onboarding, billing, or service scope.

Immediately after checkout: onboarding and fulfillment

Keep your Shopify order number and review our Operations Pro 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 multi-workflow configuration, reporting schedule, and approved handoff are delivered after compatible-system access, configuration and testing. A starter packet or automated email is not a substitute for the actual professional work.