ATLAS · MERIDIAN’S RESEARCH ANALYST
Atlas
What’s the status of the Pemberton renewal?
Pending signature since Tuesday. Last touch was Marcus on May 7. Calendly shows no follow-up booked.
Ask Atlas anything about the firm.
The systems your business
already runs on, working as one.
We don’t sell software. We solve the gap between your tools.
Shopify
HubSpot
Twilio
Coquí
QuickBooks
ShipBob
Slack
Shopify
HubSpot
Twilio
Coquí
QuickBooks
ShipBob
Slack
Paid two-hour session · roadmap scoped to your stack
What we build
Custom portals, AI assistants, and role-based views.
Custom portals
Hand-coded around how each business actually runs — branding, layout, and AI assistant configured at kickoff.
MERIDIANPARTNERS · BOSTON
MW
SYNCED✓ Shopify✓ HubSpot✓ Twilio✓ QuickBooks✓ Asana✓ Slack
SATURDAY, MAY 9 · 2026
Good morning, Marcus.
Two retainers came in overnight. Pemberton renewal needs your eye. Atlantic renewed through 2026. Eight deliverables due this week.
ACTIVE ENGAGEMENTS
22
▲ +3 QoQ
↳ from HubSpot
RETAINER MRR
$487k
▲ +0.6% MoM
↳ from QuickBooks
PROJECT REVENUE · MTD
$1.20M
▲ +12% MoM
↳ from QuickBooks
UTILIZATION
78%
▲ Target 75%
↳ from Asana
THIS WEEK’S DELIVERABLES
8 DELIVERABLES
WEEK OF MAY 11
Atlantic Industries
Portfolio Operating Review — Q2
Tue, May 12
ON TRACK
Riverstone Health Group
Operating Model Redesign
Wed, May 13
AT RISK
Pemberton Foods
Margin Recovery Sprint
Fri, May 15
DELAYED
AI assistants, trained on your business
A Claude assistant configured for your protocols, services, and team — answers grounded in your operations, not the internet.
CORAL · SUN COAST’S OPS ASSISTANT
Coral
How many open tickets does Sarah have?
Seven. Three are tagged urgent. Two haven’t been touched in 48 hours.
Ask Coral about bookings, tickets, or staff
QUILL · VERITY’S OPS ASSISTANT
quill.
QUILL FLAGGED THIS · 2M AGO
Mara Okonkwo has gone quiet — warmth dropped 94→61over 5 days. Re-engage before she’s cold?
ask quill —
Role-based views, configured at kickoff
One portal, many roles — each person sees what they need, nothing more.
Operations Console
Viewing as:Staff view
Today's orders
47
31 fulfilled · 16 in progress
Open tickets
12
3 tagged urgent
Tasks due today
8
2 overdue
Messages
21
6 unread since 4pm
Toggle a role to preview · configured at kickoff
What we offer
Every engagement includes these foundational pieces.
Six things ship in every build. No surprises, no upsell — it’s the floor, not the menu.
Discovery & Stack Audit
First step in every engagement
Custom Operations Portal
Hand-coded · responsive
API Integrations
Modular · isolated
AI Assistant Configuration
Powered by Claude
Automations
Triggered · documented
Deployment & Handoff
You own everything
Platform compatibility
The systems we connect.
Each platform is declared at kickoff. New platforms added post-launch are scoped separately.
Sales & Commerce
- Boulevard
- Vagaro
CRM & Marketing
BAA- Salesforce
BAA
- Mailchimp
Communications
BAA
BAA
BAA- Slack
- Zendesk
and more — your exact stack is mapped at kickoff; new platforms are scoped as you grow.
Compliance · BAA, DPA, and SOC 2 frameworks supported. Compliance is scoped per engagement.
Engagement tiers
Two paths, scaled to where your business actually is.
Growing business · fixed scope, no surprises
Foundation
Operations Setup
$3,000setup
+ $400/mo
- One core automation
- Two-platform integration
- Operations dashboard
- Full code ownership
Operations Suite
$5,000setup
+ $600/mo
- Two to three automations
- Up to three platforms
- Role-based dashboard + AI assistant
- Full code ownership + handoff docs
Every engagement begins with a paid two-hour audit — fully credited toward setup if you proceed. Timeline is scoped after your audit; small builds can move quickly.
Compliance
Built for compliance, not a checkbox.
- Regulated data stays in your systems — the portal reads and displays it, never stores it independently.
- API credentials and secrets live server-side, never exposed in the browser.
- BAA, DPA, and SOC 2 frameworks supported; specifics scoped per engagement.
Infrastructure
Your portal lives on your server.
Deployed to your own Cloudflare account — you own the repository, deployment, and DNS from day one. The retainer covers ongoing care, not hostage hosting.
“We used to run the business out of spreadsheets and memory. Now it's one screen that just works.”
Common questions
FAQ
The questions clients ask before they start.
Q · 01
What if the portal goes down?
The portal is a window into your systems, not the systems themselves — your tools keep running independently. You lose the unified view for a moment, never the underlying data.
Q · 02
Who owns the portal once it's built?
You own everything — the code, the server, the domain, the full deployment. The monthly retainer is optional; hand the portal to any developer and it keeps working.
Q · 03
We already use these systems — why do we need this?
Running five or more platforms means losing customers in the handoff gaps. The portal doesn't replace your tools; it makes them work as one, from a single screen.
Q · 04
What industries do you work with?
Any operations-heavy business running five or more platforms — commerce, hospitality, recruiting, professional services, data, and more. The architecture is the same; the configuration is yours.
Begin with an audit
Ready to see your stack working as one?
Every engagement starts with a paid two-hour audit, fully credited toward your build.
Book your audit →calendly.com/coquico