90-Day Engagement Summary

Here's what 90 days looks like.

Meridian Industrial Group · Engaged April 2026
$0M
Pipeline recovered from dormant CRM contacts
0 hrs/wk
Reporting time eliminated across the team
0%
Reduction in cost-per-lead after site rebuild
$0K
Tax positions identified in Q2 audit
What We Did

Embedded from week one.

Week 1–2

CRM Audit

Identified 847 dormant contacts with >$50K deal potential. Segmented by vertical, tenure, and last touch.

Week 2–3

Site Architecture

Rebuilt contact routing. Vertical-specific landing pages. Page load from 4.2s → 1.8s.

Week 3–4

Tax Review

Q2 books flagged $180K in recoverable positions across 3 entities. Engaged CPA for filing amendment.

Week 4–6

Reporting Automation

14 hrs/week of manual Excel work replaced with live dashboards. CFO gets Monday morning brief automatically.

Week 6–10

AI Readiness

Assessed 4 departments. Deployed first AI workflow (contract review) in week 9. ROI positive in week 10.

Week 10–12

Pipeline Activation

Re-engaged 312 dormant contacts. 43 responded. 11 meetings booked. $2.3M in pipeline created.

AI Readiness
0/100
34 → 71
From baseline to operational in 90 days.
Data Infrastructure 41% → 78%
Process Automation 28% → 65%
Team Adoption 33% → 70%
What's Next

Active engagements.

Q3 2026

HubSpot Full Migration

In progress

Moving off spreadsheets entirely. Custom pipeline stages, automated follow-up sequences, deal scoring.

Q3 2026

Paid Search Launch

Scheduled

First paid campaigns targeting 3 high-intent verticals. Budget: $8K/mo. Projected CPL: $145.

Q4 2026

Annual Tax Strategy

Scheduled

Full-year planning session + entity structure review. Target: >$200K in optimized positions.

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