Quick Answer:
The MerchandisePROS process has 5 steps: (1) free 60-second AI audit, (2) findings review with you in a 30-min call, (3) phased custom plan with per-project quote, (4) surgical execution of phase 1 with baseline metrics + report, (5) post-engagement support with periodic check-ins. No monthly retainer — each phase is quoted separately.
Key Takeaways:
- Step 1 — Free AI audit (60 sec): 18+ agents in parallel, 8 dimensions, instant PDF plan.
- Step 2 — Review with you (30 min): we review findings + priorities. No sales pressure.
- Step 3 — Custom plan: per-project quote in phases, phase 1 the most critical.
- Step 4 — Surgical execution: baseline + weekly deliverables + monthly report.
- Step 5 — Post-engagement support: periodic check-ins + email access for questions.
Why 5 Steps (Not 3, Not 7)
The 5-step process is the result of 15+ years iterating on how to deliver real value to small and medium businesses. 3-step processes skip diagnosis and go straight to sale — result: lots of motion, little impact. 7+ step processes hide complexity and retainers. Our 5 steps guarantee diagnosis before prescription, pricing transparency, and sustained support.
Step 1 — Free AI Audit (60 seconds)
Request the audit at /en/free-audit.html. In 60 seconds, 18+ AI agents evaluate 8 dimensions of your business in parallel and deliver a PDF with: 0-100 score, severity-ranked findings, 30/60/90-day action plan. No credit card, no forced sales call, no trial. It is fully automated — you receive the PDF via email.
Step 2 — Review With You (30 min)
You book a 30-minute call at /calendly.com/merchandisepros/step1 (free, not mandatory). We review: the most critical findings, your business context the audit could not capture (goals, constraints, internal resources), and real priorities. No sales pressure — we leave with clarity on what matters first.
Step 3 — Custom Plan + Phased Quote
After the review, we deliver a phased plan. Phase 1: the most critical (usually GBP + schema + urgent capture). Follow-up phases: incremental improvements. Each phase is quoted separately based on severity and scope of findings. No monthly retainer. No 12-month contract. You pay per project, you decide when to scale.
Step 4 — Surgical Phase Execution
If you approve phase 1, we start. Baseline metrics documented. Weekly progress-report deliverables. Review meeting at the end of each phase with numbers (traffic, leads, map pack position, etc.) vs baseline. No surprises, no hidden charges. If there is no measurable traction, we adjust before moving to the next phase.
Step 5 — Post-Engagement Support
After the phase, you do not disappear. Periodic check-ins (15 min every 30-60 days) to review metrics. Email access for quick questions. When you are ready for phase 2 (more services, more SEO, more content), we resume without re-onboarding. The relationship is continuous even if pricing is per project.
"Diagnosis before prescription. Phased execution. Sustained support. Three principles. Five steps."
— Diego Medina F, Founder of MerchandisePROS
Frequently Asked Questions
Is step 1 really free?
Yes. No card, no trial, no forced sales call. The AI auditor is automated — you receive the PDF via email in 60 seconds.
Do I have to do step 2 (review) if I just want the audit?
No. The audit is free and complete by itself. The review is optional — some clients execute internally with the plan we deliver. Others use step 2 to validate priorities.
How is each phase quoted?
By hours estimated to resolve the specific findings in your audit. Each phase has clear scope + deliverables + timeline. If scope grows, we notify you before — no billing surprises.
When does the phase end and the next begin?
Each phase has a clear endpoint defined in the plan. After the review meeting with numbers vs baseline, you decide whether to: (a) move to phase 2, (b) pause to execute internally, (c) close the engagement. No pressure.
What if I do not see measurable traction in phase 1?
In the review meeting we examine what did not work: cause, solution, and proposal. If the failure is on our side (incomplete or incorrect execution), we adjust at no cost. If the failure is external (algorithm change, market shift, etc.), we discuss options honestly.
Do you work with clients of any size?
Yes, from local businesses with 1 location to 7-figure e-commerce brands. Three audit forms: local business, e-commerce, social media. The process is the same; the scope adjusts.
Native bilingual EN/ES?
Yes. Diego is native bilingual. All audits, plans, meetings, and reports are delivered in the client's language. Decisive in the Houston metro where 40% of the market prefers Spanish.
How do I start?
Request your free audit here. 60 seconds. No commitment.