2026
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.
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.
