From first call to
cash collected
Five automated steps replace weeks of manual work. Here's exactly how the system moves a lead from first contact to signed contract and payment.
The Call Comes In
Your Vapi voice agent answers instantly — no hold time, no voicemail. It qualifies the lead with smart questions, captures intent and contact info, and logs everything in real-time. Every call is handled the same way, every time.
VapiSmart Routing
An n8n workflow fires the moment the call ends. Lead data is enriched, scored, and routed based on your rules — geography, deal size, urgency, availability. The right person or the right next step is triggered automatically.
n8nContract Generated
PandaDoc creates a custom contract from your templates — populated with the lead's name, deal terms, and pricing. It's sent for e-signature automatically. The prospect signs from their phone or desktop in seconds.
PandaDocPayment Collected
The moment the contract is signed, Stripe charges the card on file or initiates a subscription. One-time payments, recurring billing, deposits — all handled without a single manual invoice or follow-up.
StripeDashboard Updated
Every data point flows to your dashboard in real-time — calls handled, leads qualified, contracts signed, revenue collected. No data entry. No waiting for weekly reports. Complete operational visibility, always current.
Real-timeWhat's automation worth to you?
Plug in your numbers. See what full-pipeline automation could add to your bottom line.
ROI Calculator
See what automation could add to your monthly revenue.
With Meridian Automation, you could capture an additional
$0/month
Based on a 35% improvement in close rate from full-pipeline automation.
Ready to see it in action?
We'll walk you through the pipeline with your real numbers and your real tools.
Book a Call