01ENTRY
New leadCapture and assign.
Clear next action
SALES PROCESS IMPROVEMENT
Every inquiry, with an owner and a next step.
We organize inquiries from WhatsApp, social media, and your website so your team knows who responds and what comes next. We work with the tools you already use.
30 minutes · No charge
For service businesses with 3–25 people in sales or customer service and recurring inquiries. Start with one workflow and one team.
SALES FLOW
FROM ENTRY TO SALEHow an opportunity moves
Opportunities arrive through
- Website
- Referrals
02CONTACT
First responseUnderstand the need.
Clear next action03DECISION
Clear offerFollow up with purpose.
Clear next action04CLOSE
SaleConfirm and measure.
Clear next actionEvery opportunity advances with a next action.
Process first. Technology second.WHY MERLUCA
Your business. Your accounts. Your data.
We work with what you already have and build only what is missing.
Before payment, your proposal identifies the accounts, data, and deliverables you will control, recurring costs, and any transfer or licensing limits. Handoff includes verified access and a documented continuity path.
See why Merluca is differentFEWER LEAKS · MORE CLARITY · BETTER CONVERSATIONS · FEWER LEAKS · MORE CLARITY · BETTER CONVERSATIONS ·
HOW WE HELP
Improve what already works. Build only what is missing.
Diagnose
Understand the current flow and the real blockers.
Design
Clarify stages, responsibilities, rules, and next actions.
Implement
Configure existing tools and connect or build only what is required.
Improve
Measure adoption, find new leaks, and prioritize the next change.
US + CROSS-BORDER
Built for US businesses, with a bilingual operating advantage.
We work remotely with US small businesses and bring particular strength to bilingual teams, Hispanic-market customer journeys, and Mexico–US operations. That perspective is an advantage, not a requirement.
One Merluca standard. Market-specific scope and pricing.
FIRST STEP
Find where follow-up gets stuck.
The free 30-minute call helps us understand your process and confirm fit. If we can help, you receive a proposal with scope, deliverables, timing, and price before deciding. The call does not include a full audit.
Book directly