Find the problems worth solving first
Our proprietary Operations Audit is a two-week, deep dive that tells you exactly where your operations are breaking down and what to do about it.
What’s included
Process mapping
We document your existing workflows from end to end, identifying where handoffs break down and where work is getting stuck.
Team interviews
We speak directly with the people doing the work. Frontline insights surface problems that never make it into leadership meetings.
Systems review
We assess the systems your team relies on, identifying gaps, redundancies and where technology is creating friction rather than reducing it.
Priority report
Every audit closes with a prioritized list of recommendations – ranked by impact and effort so you know exactly where to focus first.
From start to finish in two weeks
Kickoff and scoping
1 day
We begin with a one-day session with your leadership team to align on priorities, confirm access to key data and establish the scope – ensuring we focus on the areas that matter most.
On-site immersion
4 days
Over the first week we embed with your team, observing day-to-day operations, mapping existing workflows and conducting structured interviews with department leads and frontline staff.
Analysis and synthesis
3 days
In week two we step back and analyze everything we've gathered. We identify patterns, root causes and the highest-leverage opportunities for improvement across your operations.
Findings presentation
2 days
We close the engagement with a structured presentation of our findings to your leadership team – walking through every recommendation and a suggested sequence for implementation.
Clarity you can act on immediately
A complete map of your current operational workflows
A prioritized list of opportunities ranked by impact and effort
Root cause analysis for your top 3-5 bottlenecks
Recommended implementation sequence
60-minute debrief session with the Meridian team
We work with a small number of clients
Fast-growing companies
You've grown quickly and your operations haven't kept pace. The cracks are showing and you need to know where to focus before things get worse.
Post-acquisition teams
You've recently acquired a business or merged teams and need an honest picture of what you're working with before you start making changes.
Established operators
Your business is running but not efficiently. You know there's room to improve – you just need someone to tell you where the highest-leverage opportunities actually are.
Everything you need to know before starting
How does the 90-day engagement actually work?
We start with a two-week audit to understand your business, identify the highest-leverage problems and align on priorities. From there we move into design and implementation, working alongside your team to build the systems and processes your business needs. The engagement closes with delivery of The Growth Playbook, a complete operational blueprint your team can run independently.
Do we need to prepare anything before the engagement starts?
No extensive preparation is required. We'll ask for access to key team members, existing process documentation and relevant operational data before we begin. The audit phase is specifically designed to help us understand your business from the ground up.
How embedded is the Meridian team during an engagement?
We treat every engagement as if we're part of your team. That means regular on-site presence, direct access to your leadership team and close collaboration with the people responsible for day-to-day operations. The level of on-site time is agreed upon at the start of each engagement.
What happens after the 90 days are up?
Every engagement ends with delivery of The Growth Playbook, which gives your team everything they need to operate independently. Clients who want ongoing support can transition to one of our retainer packages. Many do, but it's never a requirement.
What size of company is Meridian best suited for?
We work best with mid-market companies between $10M and $200M in revenue with 50 to 500 employees. These are businesses that have proven their model and are ready to scale, but whose operations haven't kept pace with their growth.
“We'd been struggling with the same operational bottlenecks for years before Meridian. They helped us identify key problems in our operations. By the end of the 90 days, we had a playbook our entire leadership team could work from. It's the clearest our business has ever felt.”
CEO, Hartwell Distribution
“The Growth Playbook isn't something that sits in a drawer. We reference it in every quarterly planning session and it's reshaped how we think about hiring, process and accountability in our organization. Meridian didn't just consult, they transformed how our company operates.”
COO, Vantage Group
“I was skeptical that 90 days was enough time to make a real difference. I was wrong. Meridian came in, understood our business faster than I expected and delivered recommendations we could actually implement. Twelve months later, we're still running on what they built.”
Founder, Crestline services
