Efrain Meraz

Internal tools and workflow automation for owner-led firms | Perspicality · GTM Engineer @ ChaChing

Location n/auniverse-v1 · gtme
ChaChingex-Thryive.io

About

I build the internal tools that small firms end up running on.Trackers, dashboards, intake and follow-up, automation wired into the software a team already pays for. Not a product you have to adopt. The thing that sits between the tools you already have and makes them behave like one system. Perspicality is me and Isai Meraz.Recent work:• The outbound and the tracker for a commercial insurance brokerage in South Florida. Email, SMS, and a dashboard the owner opens instead of asking someone to pull numbers. Insurance advertising is regulated here, so every figure in the copy gets checked against what the client has actually approved.• GTM engineering at ChaChing, a billing-migration company, where I own the systems that source and reach customers• Lead engines built on public records: permits, licences, state registriesMost of what I build starts the same way. Somebody describes a Monday morning that involves a spreadsheet, three tabs, and one person who knows how it all fits together.Twenty minutes: we map how your business actually runs and I tell you what I'd build. Hire us or don't.efrain@perspicality.comperspicality.com

Company history

  1. Thryive.ioCo-Founder2025-08 – 2026-01 · 5 mo
  2. ChaChingGTM Engineer2026-02 – present · 6 mo

Skills

automationOutbound SalesOutbound MarketingAdvertisingWeb DesignEarly Stage VenturesSales ManagementUser Interface DesignSoftware DevelopmentSearch Engine Optimization (SEO)Data AnalysisArtificial Intelligence (AI)Project ManagementMarketing

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