Diagnostic
We understand the current journey, the intended outcome, and the tools already creating value.
MERLUCA SERVICE
Quick Sales Setup
A focused working system for capturing opportunities and following up without relying on team memory. Launch pricing is available for the first three paid U.S. clients.
BEST FOR
A focused fit—not a generic package.
- Businesses with one priority lead, order, or appointment flow
- Small teams working across messages and spreadsheets
- A focused first implementation before a larger investment
THE OPERATING PROBLEM
Opportunities arrive, but they are not consistently captured, assigned, or moved forward with a clear next action.
WHAT’S INCLUDED
A working change your team can carry forward.
- 01
One priority sales, order, or appointment flow
- 02
One primary tracker or lightweight CRM
- 03
Core customer and follow-up messages
- 04
One simple automation when useful
- 05
Configuration, testing, and documentation, plus one training session
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.
Clinic booking through WhatsApp
Organize requests, confirm appointments, and see what is still pending.
Service business quoting from Instagram
Capture each opportunity and trigger a follow-up reminder.
Store handling orders manually
Make each order status visible without replacing the entire operation.
WHAT’S NOT INCLUDED
Clear boundaries protect the result.
- A complete website or storefront redesign
- Large migrations or extensive data cleanup
- Custom apps, multiple integrations, or multi-team work
- Software, messaging usage, 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.
How should I interpret the delivery window?
The typical one-to-two-week window includes discovery, configuration, testing, adjustments, training, and handoff. It describes a complete delivery process, not a rushed setup session.
Do I need to leave Shopify or HubSpot?
No. We first assess whether your current tools do their jobs and improve them when that is the right choice.
Can I pay before we talk?
We recommend a free diagnostic first. You then receive scope, agreement, and payment instructions before kickoff.
What if I need more than one flow?
We will recommend an expanded scope or a Digital Sales Foundation when it is a better fit.
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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