Work · Tech
Meridian
The everything-dashboard for a dealmaker.
6 → 1
tools replaced by one screen
40+/wk
alerts routed to the right place
0
missed anniversaries since launch
The problem
Our client's principal lived across six disconnected tools — commission statements in one portal, people in another, a calendar that couldn't be trusted, and email as the fallback for everything.
He is deliberately not a technology person. The bar wasn't 'powerful' — it was 'look at one place and everything just works.'
What we built
- A single dashboard that imports and reconciles commission data, tracks the team's downlines and milestones, and turns anniversaries and birthdays into automatic outreach moments.
- Alerts engineered to actually land — schedule notifications routed to wherever he is, not to a tab he closed yesterday.
- Direct messaging with an embedded AI assistant, so questions get answered in the flow of work instead of in another app.
- Everything tested on a real human's real life for a week before it ever reached him.
Node.jsServer-rendered UIBackground jobsEmail + calendar integrationsAI assistant
In the product
Meridian
OverviewPeopleScheduleMessages$52,840Booked · this month
347Active policies
97.8%Renewal rate
TodayAnniversary — M. Alvarez, 3 yearscard queued
ImportAugust statement reconciled142 rows · clean
AlertRenewal window opens — Riverside group14 days
Cream ground, white cards, the navy-and-gold register — big serif numerals over quiet uppercase labels.
Meridian
MessagesAssistantWhat did the Hartley group book last quarter?
Hartley booked $18,420 across Q2 — up 12% on Q1. Their renewal lands Oct 14; want me to draft the outreach?
Yes — and put a reminder the week before.
Questions answered inside the workspace — no second app, no portal safari.