Diagnostic
We understand the current journey, the intended outcome, and the tools already creating value.
MERLUCA SERVICE
Sales Process Implementation
A working sales process with stages, owners, follow-up, tools, and visibility your team can actually use.
BEST FOR
A focused fit—not a generic package.
- Businesses with a sales or customer-service team
- Existing processes with delays, leakage, or unclear ownership
- Companies with enough volume to measure adoption and outcomes
THE OPERATING PROBLEM
The business has people and tools, but opportunities stall because stages, ownership, and follow-up are not consistently defined.
WHAT’S INCLUDED
A working change your team can carry forward.
- 01
Process diagnosis and redesign
- 02
Stages, owners, and response standards
- 03
CRM or tracking configuration
- 04
Key tasks, reminders, and messages
- 05
Dashboard, training, and launch support
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 with several advisors
Assign inquiries, standardize follow-up, and see pending appointments.
Professional firm sending proposals
Track each proposal and its next conversation.
Sales team underusing HubSpot
Keep HubSpot while aligning stages, properties, and team habits.
WHAT’S NOT INCLUDED
Clear boundaries protect the result.
- Running the team’s daily operation
- Multiple departments or complex integrations without another phase
- Advertising, ongoing content, or software
- Guaranteed sales results
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 this replace our team?
No. It gives the team a usable system; business decisions and customer conversations remain theirs.
Do we need a new CRM?
Not unless there is a documented reason and the benefit justifies the change.
Why does it take several weeks?
The process is designed, configured, tested with the team, and adjusted before launch.
What happens after launch?
Your team can operate from the documentation or continue with Ongoing Optimization.
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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