Diagnostic
We understand the current journey, the intended outcome, and the tools already creating value.
MERLUCA SERVICE
Digital Sales Foundation
A connected foundation for capturing, responding to, and seeing the opportunities entering through your digital channels.
BEST FOR
A focused fit—not a generic package.
- Businesses with regular demand from web, WhatsApp, social, or referrals
- Owners who need visibility without an oversized platform
- Teams ready to adopt a basic process and maintain useful data
THE OPERATING PROBLEM
Channels create interest, but information stays fragmented and leadership cannot clearly see what arrived, who owns it, or what happens next.
WHAT’S INCLUDED
A working change your team can carry forward.
- 01
Lead, order, or appointment capture and routing
- 02
Improvements to forms, messages, booking, or confirmations
- 03
A practical tracker or CRM structure
- 04
A basic owner dashboard
- 05
Testing, documentation, and training
HOW WE WORK
Scope
We define deliverables, owners, access, exclusions, and acceptance criteria before building.
Implementation
We configure, connect, and test the system using realistic business scenarios.
Launch
We train the team, deliver documentation, and clarify what happens next.
ILLUSTRATIVE SCENARIOS
Examples of where this service can help.
These are examples, not claims about past clients or guaranteed results.
Real estate team with ad and referral leads
Bring inquiries into one visible assignment and follow-up path.
School receiving web and WhatsApp inquiries
Confirm interest and organize enrollment follow-up.
Brand using Shopify with manual service
Keep the store and better connect pre-purchase questions to the sales process.
WHAT’S NOT INCLUDED
Clear boundaries protect the result.
- Ad campaign management or media spend
- A multi-team operating transformation
- Complex custom application development
- Software licenses and third-party fees
YOUR BUSINESS STAYS YOURS
Your tools should serve the business—not trap it.
If you already use Shopify, HubSpot, WhatsApp, or another platform, we keep what works and replace it only for a documented operational, financial, security, or integration reason. Essential accounts and data remain under client control; Merluca works through authorized access and a documented handoff.
Read the Merluca Ownership StandardFROM INTEREST TO KICKOFF
Talk first. Confirm the fit. Then commit.
- 01Free diagnostic
- 02Recommendation and scope
- 03Proposal and agreement
- 04Payment and kickoff
We do not ask you to buy a complex service before understanding the operation. Simple, clearly scoped work may move quickly after the diagnostic; custom work may require paid discovery.
FREQUENTLY ASKED QUESTIONS
Before you decide.
Does Merluca sell a CRM?
No. We design and implement the process, then use the tracker or CRM that fits.
Can we keep Shopify and HubSpot?
Yes. When they work, we improve their configuration and the connection between steps.
Is software included?
No. Licenses and usage remain separate and under the client’s account when applicable.
How do we begin?
With a free diagnostic, followed by a recommendation, proposal, agreement, payment, and kickoff.
Who controls access and accounts?
The client retains control of essential accounts and business data. Merluca receives authorized, role-appropriate access and documents the handoff or continuity path.
Does the price include software and third-party services?
No, unless the proposal explicitly says so. Software, messaging, payment processing, and other services are shown separately so recurring costs remain visible.
How many revision rounds are included?
The proposal defines revision rounds and acceptance criteria before payment. Changes outside scope are quoted as an adjustment or another phase—not introduced as surprise charges.
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