Stop Guessing. Start Scoring.
Every recommendation runs through the Meridian Method — a five-stage process that turns automation from a hunch into a prioritized, dollar-ranked roadmap.
Why I Built This
I spent over a decade in life insurance distribution — an industry where almost everything runs on manual process until someone forces it not to. Illustration requests, agent onboarding, follow-up after follow-up: work that ran on spreadsheets and phone calls because that's just how it had always been done.
At some point I got tired of watching good people burn hours on work a system should be handling. So I started building the systems myself — and the Meridian Method is what came out of it: a way to find exactly where a business is losing time, put a real number on what fixing it is worth, and build the thing instead of just pitching it.
That's Meridian. Not another AI buzzword deck — a framework built by someone who's actually sat in the seat watching the bottleneck happen in real time.
— Blake Berry, Founder
Free · 30 Seconds
Answer five questions. Get a readiness score and a first look at where your automation opportunities are.
Our Methodology
Every audit, every recommendation, every dollar figure runs through the same five stages. That's what makes it a system instead of a guess.
Find where time and money are leaking, and score your readiness.
Score every automation opportunity for impact vs. difficulty — not guesswork.
Translate scores into real dollar ROI and payback period.
Build, deploy, and train your team on the highest-ROI opportunities first.
Monthly review to expand scope and compound the time savings.
What We Build
Three systems we've built repeatedly, across different industries — not a capability list, a pattern we already know how to fix.
Lead Capture & Follow-Up
Missed calls, slow response, and CRM chaos — turned into one system that captures, scores, and routes every lead automatically.
Proof: Wealth Compass CRM — and the quiz running on this page.
Quoting, Billing & Collections
Manual pricing, scattered rate data, and invoices that need someone to chase them — turned into automated, connected systems.
Proof: a multi-carrier quoting engine, and subscription billing at Guitars Garden.
Notifications & Client Communication
Alerts and updates that need to land reliably — SMS and email at scale, without a person sending each one by hand.
Proof: 10,000+ collectors served at Guitars Garden.
Need The Website Too?
Requesting a new site is its own quick intake — tell us what you have, need, and want.
Start Your Website RequestWhy Meridian Is Different
Most AI audits hand you a number and ask you to trust it. Ours shows the formula, so you can check it yourself — or take it to a partner who will.
Every opportunity gets scored on three things — how much time and money it actually saves you, how hard it is to build, and what that means for ROI. You see the score behind every recommendation. No black box, no "trust us."
Results
Three different industries. The same pattern every time — manual, scattered work turned into one system.
Wealth Compass CRM
A custom-built CRM for annuity and life insurance distribution — client records, deal tracking, and reporting in one system.
Multi-Carrier Quoting Engine
Pulls live rates from multiple carrier APIs (IUL, FIA) into a single quoting interface for agents and IMOs.
Guitars Garden Stock Alerts
A subscription alert system tracking limited-drop inventory for 10,000+ collectors — SMS/email delivery, Stripe and PayPal billing, all automated.
Engagement Options
Locate → Value
$1,500
The full scored Meridian Audit — every opportunity ranked by ROI, with a 90-day roadmap. Goes well beyond the free quiz score. Credited toward Build if you move forward within 90 days.
Most Chosen
Locate → Execute
Priced from your Audit
Everything in Audit, plus we build, deploy, and train your team on the highest-ROI opportunities — most builds go live in 2–4 weeks. Scoped from what your Audit actually finds, not a guess — you'll have a firm number before anything starts.
Locate → Refine
Priced from your Audit
Everything in Build, plus monthly reviews that keep expanding scope and compounding the savings.
Questions
Yes — that's the point. You don't need to understand the systems, just the outcome you want. We handle the build, the integration, and training your team on the parts they'll actually touch.
We only connect to what a given automation needs, nothing more, and access can be revoked at any time. If your industry has specific compliance requirements, that gets built into the architecture from day one — not bolted on after.
Support is included through the Build tier's launch window. If you want ongoing optimization and monthly reviews beyond that, that's exactly what the Partner tier is for.
Usually, yes. Part of the audit is figuring out what's worth connecting versus replacing — we're not going to tell you to rip out a system that's working fine.
Audit is a paid, scored roadmap — $1,500, credited toward Build if you move forward within 90 days. Build adds the actual implementation, priced from what your Audit finds. Partner adds monthly reviews on top of Build, so scope keeps expanding as the savings compound. Full breakdown is in the Engagement Options above.
