Build operations that hold up at scale
A hands-on engagement that designs and implements the operational systems your business needs to scale to new heights without breaking down.
What’s included
Process design
We design clear, documented processes for your core operational functions, eliminating the workarounds that create inconsistency in your business.
Build workflows
We work alongside your team to implement new workflows, ensuring adoption and ironing out friction before we hand anything over.
Systems integration
We assess how your existing tools and platforms connect, ensuring your tech stack supports rather than complicates your operations.
Documentation
Every process we design is fully documented in a format your team can reference forever without losing institutional knowledge.
Systems design from start to finish
Discovery and scoping
3-5 days
We begin by understanding your current operational landscape – what's working, what isn't and where the most critical systems gaps exist. This shapes the scope and sequence of everything that follows.
Process design
2-3 weeks
Working closely with your team, we design new processes for your highest-priority operational functions. Every process is mapped, tested and refined before implementation begins.
Implementation
4-5 weeks
We embed with your team during rollout, helping people understand the new processes, identifying resistance early and making adjustments based on what we learn in practice.
Documentation
1 week
Every system and process we've designed is compiled into a documentation library your team can own and maintain. We close with a structured handover session to address any questions.
Systems your team can run without us
Fully documented processes for your core operational functions
Implemented workflows with confirmed team adoption
Systems integration map identifying how everything connects
Documentation structured for easy onboarding and handoff
30-day check-in 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
