Diagnostic
We understand the current journey, the intended outcome, and the tools already creating value.
MERLUCA SERVICE
Integrated Sales Operations
A phased transformation for operations with multiple channels, teams, payments, or integrations that need to work as one system.
BEST FOR
A focused fit—not a generic package.
- Businesses with several teams responsible for the customer journey
- Operations connecting sales, payment, delivery, and service
- Projects that require discovery before responsible pricing
THE OPERATING PROBLEM
Individual parts may work, but the complete experience breaks across channels, systems, teams, and ownership handoffs.
WHAT’S INCLUDED
A working change your team can carry forward.
- 01
Discovery and an operating-system map
- 02
A first phase with defined deliverables and acceptance criteria
- 03
Integration, permission, and data-source design
- 04
Controlled implementation and phased rollout
- 05
Documentation, training, and a continuity path
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.
Hospitality with booking, payment, and operations
Connect the necessary information without forcing an indiscriminate replacement.
E-commerce with service and fulfillment
Align the store, messaging, payments, and operating statuses.
Company with multiple sales teams
Define a measurable first phase before expanding the transformation.
WHAT’S NOT INCLUDED
Clear boundaries protect the result.
- Unlimited scope or every department transformed in one phase
- Software, processors, messaging, or external specialist costs
- Changes outside the approved proposal
- Outcome guarantees without client adoption and operation
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.
Why is there no public price?
Team count, systems, data, and integrations materially change the work. We define a concrete phase first, then present the investment.
Does every phase take 8–12 weeks?
That is a typical reference, not a universal promise. Your proposal confirms the schedule.
Will you replace all our tools?
No. We preserve what works and document the case for any replacement.
How do we engage?
Diagnostic, discovery when needed, recommendation, phased 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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