
2026
Merritt Motor Co: CRM & Sales Funnel Buildout
Built a full CRM and sales funnel from scratch, with automation handling follow-up so a solo operator didn't have to. Giving time back to do the work.

Jared Friends
Owner / Operator
Starting from zero
Merritt had no CRM and no defined sales process, every lead and deal lived in memory or scattered notes. I onboarded a full CRM and built a complete sales funnel to manage leads and deals from first contact through close.


Automating the follow-through
I built automations for drip campaigns, auto-touches, and confirmations tied directly to each deal's stage. So leads got timely, consistent follow-up without anyone having to manually track and remember every next step.

Time back to a solo operator
The real result wasn't just a CRM, it was time. As a solo operator, every manual follow-up was time not spent running the business. Automating that layer gave that time back, without leads falling through the cracks.







