Merrill & Associates

Two systems.
One firm.

We build operational systems that fix the things founder-CEOs can't stop tripping over — pipeline that stalls and managers who improvise. Both problems have the same root cause: nothing is running the work.

Don Merrill — Merrill & Associates
Don Merrill
Founder, Merrill & Associates  ·  20 years executive management  ·  San Antonio, TX
Our Products

Pick the problem you need to solve first.

Both products work independently. Many clients eventually use both.

Sales Operations
Pipeline Integrity Agent

An AI agent that watches your pipeline 24/7, detects stalled deals and standards violations, takes action autonomously — and only stops to ask when you've defined a decision as yours to make. Built for B2B sales teams with 5–50 reps.

→ Eliminates manual pipeline review
→ Recovers stalled deals automatically
→ Forecast you can actually trust
People Operations
Management OS

A structured system that routes frontline managers to the right conversation framework for any situation — and generates a ready-to-use guide built from the actual facts they entered. Built for founder-CEOs with 50–200 employees.

→ Stops management from being improvised
→ Consistent manager behavior across the team
→ Active day one — no training cycle
Get Started

Not sure where to start?

A 30-minute conversation is enough to identify which problem is costing you more right now.

Management Operating System — MOS V2

Management stops being
improvised.

A structured system that routes managers to the right response and generates a conversation guide built from the actual facts of the situation. Active on day one.

The Problem It Solves
67%
of managers were promoted from individual contributor roles with no structured management training.
$0
spent on a management system in most SMBs. Every manager runs a system they invented themselves.
Day 1
MOS is active from the moment it's installed. No training cycle. No ramp time. Managers use it on their first situation.
Scroll down to see how it works →
The System in Action

From situation to conversation guide in under 10 minutes.

The manager describes the specific situation. MOS routes automatically to the correct module and generates a structured conversation guide — built from the actual facts entered, not a generic template.

MOS V2 — New Situation intake form and generated Conversation Guide
MOS V2 — New Situation intake (left)  ·  Generated SBI Conversation Guide + Practice Role Play (right)
How It Works

Three steps. Ten minutes. Ready to lead.

A manager opens MOS, describes the specific situation, and the system routes automatically to the correct module — then generates a ready-to-use conversation guide.

1. Describe the Situation

Manager enters the employee name, situation type, frequency, severity, and a specific description of what happened.

2. MOS Routes Automatically

The system selects the correct module — SBI, SBI-R, DC, or TA — based on the inputs. No manager judgment required.

3. Conversation Guide Generated

A structured guide is produced from the specific facts entered. Not a template — a guide built from this situation, for this employee, today.

Four Modules

One system. Active on day one.

MOS covers the four management situations that occur daily in every company with a frontline management layer.

SBI — Behavioral Feedback

First-time behavior correction

Corrects a specific behavior without damaging the relationship. Situation. Behavior. Impact. Clear expectation. Next step. Every time.

SBI-R — Behavior Reset

Repeated behavior after prior feedback

Escalates the conversation formally after prior feedback was ignored. Establishes documented accountability with a noticeably firmer tone.

DC — Development Coaching

Capability and growth conversations

Develops employee thinking without creating dependency. Manager asks structured questions. Employee arrives at their own solution.

TA — Team Alignment

Ownership and coordination breakdown

Fixes execution gaps caused by unclear ownership or failed handoffs. Operational and neutral — assigns single ownership and a clear workflow.

Pricing

Start with a pilot. Prove the results.

Every metric defined before day one. Every outcome documented at day 60.

60-Day Pilot
$5,000
Flat fee — complete system — no feature restrictions

Full system access for your entire management team. Direct access to the developer throughout the pilot. Day 60 scorecard review — every metric defined before you spend a dollar.

Annual License
$15,000
Per year — full management team — one flat fee

Continued full system access. No per-manager fees, no feature tiers, no overages. One prevented bad hire covers the pilot twice over. One high performer retained covers everything.

Calculate your management inconsistency cost first.

Five inputs. Three minutes. Your actual number before you evaluate the investment.

Open the Cost Calculator →
Try It Yourself

Request demo access.

Don will send you login credentials within 24 hours. Run a real situation from your business through the full MOS workflow — live.

Already have login credentials?

Launch MOS V2 →
Don Merrill — Merrill & Associates

Don Merrill

Founder — Merrill & Associates

After 20 years of executive management experience inside SMBs and growth-stage companies, the same pattern appeared in nearly every one. A technician becomes a supervisor. A top salesperson becomes a sales manager. Nobody trains them to lead. So they improvise — and the organization absorbs the cost.

The cost shows up in turnover that nobody can fully explain. In escalations that land on the CEO's desk every week. In execution gaps that slow growth and frustrate leadership teams who designed better strategies than their managers can deliver.

MOS is the system those managers never received. Not training that reverts under pressure. A structured operating system that lives inside the actual work — and produces consistent, documentable, defensible management behavior from the day it's installed.

  • 20+ years of executive management experience in SMBs and growth-stage companies
  • Founder of Merrill & Associates — San Antonio, Texas
  • Builder of MOS V2 — Management Operating System for frontline manager consistency
  • Focused exclusively on companies with 50–200 employees and a frontline management layer

Ready to fix the management layer?

Book a 30-minute conversation. No pressure — just a direct look at your situation.

Tools & Assessments

Start with the data.

Every tool here gives you a specific, honest answer about your management situation — before you make any decisions.

Free Calculator

Management Inconsistency Cost Calculator

Enter five numbers about your company. Get back the annual cost of inconsistent management — calculated from your own inputs, not industry averages. Takes three minutes.

Open Calculator →
Free Assessment

Ready to Scale Check

Five questions that assess whether your management infrastructure can support your next stage of growth. Honest tiered results with specific next steps.

Take the Assessment →
Live Demo

MOS V2 — Try It Live

Experience the Management Operating System firsthand. Request your free demo login and run a real scenario from your own business — see a conversation guide generated in under 10 minutes.

Already have credentials? Launch MOS V2 →

Get in touch directly.

Location
San Antonio, Texas

Book a 30-Minute Call

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Open Scheduling Calendar →

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