Put information to work across your systems
Connect the customer details your teams use, so information can follow the order, project or service through the business. Your people can review and use it at each step.
For ambitious leaders
We put AI to work alongside your people to win better customers, improve pricing and grow existing accounts. We connect information and support clear handoffs so your people can deliver on that growth.
Give your people more capacity to pursue the business’s ambitions.
The story
There are customers you could win, relationships you could grow and pricing you could strengthen. We help your people identify the opportunities with the strongest business case and build the capacity to act on them.
For product, project and service businesses, the aim is the same: profitable growth and a team equipped to deliver it.
Our perspective
North Meridian was founded by Jay Johnson, who spent 14 years as Founder and CEO of an import and distribution company and two decades running and building businesses.
That experience shapes how we work: strengthening pricing, winning more profitable new customers, and equipping your people to deliver on the promise.
We connect business decisions to the work and systems behind them. We build around a clear goal, work alongside your people, and help them run what we put in place.
The questions we start with
The team we build
An AI role does useful work when it has what a new hire needs: a clear job, a person to report to, the right information and colleagues. We build a small working team around one growth opportunity, alongside the people who already know that part of your business.
One person can cover several of these responsibilities, whatever their job title.
Pick a situation, click a role to see its job, walk through one decision, then change the setting at the bottom and watch the result change.
The business question
Where could we grow our existing customer relationships, and what would make the next conversation useful?
Sets the goal
Makes the call
Do the work together
Showing how this team works.
What the AI found and recommends
“Cedar buys the core product line and has asked about broader delivery coverage. Ask what coverage it needs, then record an expansion opportunity if Cedar confirms the need.”
Sales lead · Human decision
Assign the chosen conversations and write down what each customer actually says.
Leadership sets the goal. Select a role to see its responsibilities and what it contributes.
A narrower list focuses on accounts with clearer signs of a need. Use it to choose which conversations to start.
4 of 12 accounts match this setting. Review their requests to choose the next conversations.
The next move
Assign the chosen conversations and write down what each customer actually says.
In Practice
See how the team weighs a pricing change. Adjust the assumptions and watch what happens to revenue, what’s left after direct costs, and the next step we’d recommend.
1 · What we noticed
List price is $100. Customers pay $92.
On 10,000 units a year that cost $60 each to supply, those eight dollars add up to $80,000 of revenue and a quarter of the contribution (what's left after direct costs). Leadership asks whether reducing discounts would improve contribution.
2 · What the numbers show
See how revenue and contribution each respond.
The AI Pricing Analyst does the arithmetic. The AI Customer Signal Analyst reads what customers are saying about price and checks it against what they did the last time the price moved. Set your assumptions:
Starts with the previous price change. Adjust it to test a different sales response.
What the records say
Last time the price moved $2 (from $90 to $92), the 5 accounts that had pushed back on price ordered 8.2% less; the other 7 ordered 1.9% less. With objections rare, the second group is the guide: at $94 that points to about 1.9% fewer units.
3 · The call
Try the new price with a small group of customers.
Contribution rises $13,540 at 1.9% fewer units. Sales could fall another 4.0 percentage points before contribution drops below today's level.
Why the call changed
Change the price, the drop in units you expect, or what customers are saying, and the reasoning updates here.
Who decides: the pricing lead, with both analysts' work in front of them.
Customer Experience
Support profitable growth with connected information, clear decisions and well-prepared handoffs. We work alongside your people to find where AI can prepare the details and help them carry the work forward.
Connect the customer details your teams use, so information can follow the order, project or service through the business. Your people can review and use it at each step.
Make the decision, the person responsible and the next step clear. Give your team a shared record they can act on and update as the work moves forward.
Bring the agreed work, customer context and delivery requirements together, so the next person has what they need to deliver.
From sale to delivery
AI handoff check
The delivery window is not confirmed.
Next step · Human decision
Sales operations confirms the date, then the warehouse coordinator owns the handoff.
Awaiting confirmation before handoff.
Your Team
Your team learns on its own work: customer conversations, proposals, pricing, onboarding and delivery. They help shape the AI’s work, check its accuracy and add their knowledge. The aim is a team with the skills and confidence to own and improve it.
Try it as part of the account team
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Add a note to Cedar Wholesale’s brief.
Monday's brief · 1 rule applied · 4 accounts
Buys core line only, keeps asking about delivery coverage.
Ask: "What delivery coverage will you need for the Q4 launch?"
Buys core + seasonal, keeps asking about bulk packaging.
Ask: "What packaging sizes and order quantities would suit your team?"
Buys core line only, keeps asking about a second warehouse.
Ask: "How could we help you serve the second warehouse?"
Buys core line only, keeps asking about faster replenishment.
Ask: "How often would you need replenishment deliveries?"
How your team takes ownership.
Practice together
The sales lead and the people who manage customer relationships run the Monday brief on their own accounts with us, checking accuracy, adding context and showing what a useful brief needs to include.
Improve the rules
The team writes its first rules in plain language. The analyst applies them the next morning.
Take ownership
Someone on your team can run the analyst, change its rules, pause it and find last week's work themselves. We check by having them demonstrate each part.
How We Work
We choose a starting point together, agree who needs to be involved and what you’ll receive, then review what comes next.
We look at the opportunity, problem or decision with you, including work already in use. Together we clarify what matters and what needs checking.
We agree the scope, responsibilities, deliverables and review point. Your team helps shape the work, with practice and checks built in.
We review the results together and agree the next priority.
Each format offers a possible starting point. Choose one to fit your situation, then let what you learn shape the next move.
Explore the work
Start with one workflow in sales, marketing or operations. We help your team define the job, connect the information and test whether AI makes the work more useful.
Turn a specific business opportunity into a process your people can use and improve.
Explore this workConnect information and handoffs around one job, with access and review owned by people.
Explore this workPrepare marketing, sales, and account-team decisions from the signals they already have.
Explore this workPreparing a first project? Read the AI implementation roadmap and use the AI workflow worksheet to define the task with your team.
A useful first step
Bring an opportunity, a problem, a decision, or something already working that needs attention. In a 15-minute conversation, we’ll discuss the business value and choose a useful place to begin.