MEKTRA / CONSULTING
Get to the root of what's slowing you down.
From missed follow-ups and inefficient sales processes to disconnected systems and manual reporting, Mektra helps businesses identify operational bottlenecks, design practical improvements, and put those changes to work.
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Sales & Revenue Consulting
Build a sales operation that performs. Assess sales process, go-to-market strategy, team structure, CRM architecture, pipeline conversion, sales coaching, revenue operations, and management dashboards.
Business Systems & Automation
Review workflows, CRM configuration, data integrations, reporting, lead routing, and AI-assisted processes. Improve the process first, then automate what makes sense. Deliverables can include a systems assessment, prioritized roadmap, configured integrations, and documentation.
Custom Software Development
Develop custom web applications, SaaS MVPs, internal software, client portals, API integrations, and reporting tools. Agree on requirements and the first release before building, testing, and deploying.
Strategy and execution under one roof
Mektra connects business experience, systems thinking, and hands-on implementation. Dan Munson, Founder & Full-Stack Architect, brings experience in sales leadership, mortgage brokerage, product development, and workflow automation. About Mektra.
How engagements work
- Discover the business, objectives, and systems.
- Diagnose constraints and prioritize the work.
- Design and build the agreed solution.
- Measure results and improve the implementation.
Ways to work with Mektra
Strategy sessions, paid business systems diagnostics, implementation projects, and ongoing advisory. Scope, fees, and terms are confirmed before work begins.
Questions about consulting
What kinds of businesses does Mektra work with?
We work with owners, founders, and sales leaders at small and midsize businesses, startups developing an MVP, and established companies modernizing operations. Our experience includes mortgage, financial services, B2B sales, and technology, but engagements are not limited to those industries.
Can you improve our existing CRM rather than replace it?
Yes. We first review your CRM, adoption, data quality, and workflows. Configuration, integrations, or a clearer sales process may be enough. We recommend a replacement only when the existing platform cannot meet the agreed requirements.
Do you provide consulting without development?
Yes. Strategy sessions, sales assessments, and business systems diagnostics can stand alone. Implementation is a separate decision, not a condition of receiving advice.
Can Mektra build a software MVP from an idea?
Yes. We define the audience, requirements, and core workflow, then agree on a focused MVP scope. Prototyping and validation can help decide what belongs in the first release before development begins.
Do you offer ongoing consulting?
Ongoing advisory and optimization can cover sales operations, automation, integrations, and application improvement. Priorities, responsibilities, and the working cadence are agreed before the engagement starts.
How are projects scoped and priced?
We start with an inquiry and qualification discussion. A business systems diagnostic is a paid, defined engagement. Project scope, fees, milestones, and any ongoing support are confirmed before work begins. Strategy-session terms are also confirmed in advance.
What are you trying to solve?
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