For Professional Services Firms
Sales coaching for teams that sell expertise, not products.
Your reps sell consulting, advisory, and managed services. Meridian gives them a structured coaching system that builds consultative selling skills without replacing your CRM.
The Problem
Sound familiar?
Discovery is shallow.
Reps rush past discovery to get to the pitch. They miss the business context that makes proposals compelling and pricing defensible.
Coaching is ad hoc.
Managers coach when they can, but there is no data, no system, and no way to track improvement across the team.
Proposals miss the mark.
Without deep discovery, proposals are generic. Win rates suffer because the prospect does not feel understood.
Onboarding takes too long.
New consultants need to learn the service portfolio, the sales motion, and the compliance landscape. There is no structured path.
How Meridian Helps
Built for the way your team sells.
Custom Call Guide
Your consultative sales methodology: stakeholder mapping, needs assessment, scope definition, and proposal framing.
AI Practice Sessions
Reps rehearse against AI personas — C-suite executives, procurement leads, and technical evaluators — with real-world objections.
AI Call Scoring
Upload a transcript. AI scores discovery depth, stakeholder engagement, value articulation, and next-step quality.
Meeting Prep Briefs
AI-generated pre-call intelligence: company context, likely priorities, key stakeholders, and tailored discovery questions.
Manager Dashboard
See every consultant's scores, practice activity, and development areas. Assign practice. Track progress systematically.
CRM Sync
Salesforce and HubSpot integration. Pipeline and deal stages stay current without double entry.
Pricing
Simple per-seat pricing.
Starter
$49
/seat/month
3-seat minimum
Pro
$99
/seat/month
Enterprise
$199
/seat/month
Frequently Asked Questions
Is Meridian built for professional services?
Yes. Meridian serves professional services firms that run consultative, relationship-driven sales processes — from initial discovery through proposal and close.
Can we customize the scoring to our methodology?
Yes. Scoring criteria, the call guide, practice personas, and the knowledge base are all fully customizable by your admin team.
Does it integrate with our CRM?
Meridian is designed to sync with Salesforce and HubSpot. Opportunities and deal stages flow in and out with no double entry.
How does it help with relationship-driven sales?
Meeting prep briefs surface prospect context before every call. Call scoring evaluates discovery depth and rapport building, not just closing technique.
What does it cost?
Starter $49/seat/month (3-seat minimum), Pro $99/seat/month, Enterprise $199/seat/month. Annual billing: pay 10 months, get 12. 14-day free trial, no credit card required.