Two-week iterations, not 12-month commits
Engagements are scoped in two-week sprints with clear deliverables. You can pause or pivot without breaking a contract.
If you've already tried CRM with another Saint Paul-area shop and it didn't move the number, we'd like to see the data. Most often the strategy was sound but the measurement was broken — and that's the first thing we fix.
Most Saint Paul-area businesses we meet bought a CRM, configured 60% of it, and now use it as a glorified contact list. We come in as the technical owner: pipelines, properties, automations, dashboards, integrations, data hygiene. The goal is a system your sales and marketing teams actually want to log into because it makes their job easier.
Engagements are scoped in two-week sprints with clear deliverables. You can pause or pivot without breaking a contract.
The strategist on your kickoff call is the strategist who runs your account. We don't do bait-and-switch staffing.
Based in the Elkhart, Indiana area and active across the Midwest and Great Lakes — same time zone as your team, on-site visits when the project warrants it.
Code, creative, accounts, and strategy documents all live in your systems. No proprietary lock-in, no hostage data.
Saint Paul is Minnesota's state capital and the smaller half of the Twin Cities — a more government-and-institution-anchored economy (state offices, Macalester, the University of St. Thomas, Hamline) plus 3M's global headquarters in nearby Maplewood. A different market texture than Minneapolis, with strong neighborhood retail districts.
Where our Saint Paul client base is concentrated:
Our CRM clients aren't just inside Saint Paul city limits — we work across Ramsey County and the broader Minnesota market.
Nearby CRM clients we serve:
Yes. Role-based training (admin, sales rep, marketing) plus written SOPs in a Notion or Confluence space your team owns.
We treat them as one system. Lead lifecycle stages flow from marketing automation into the CRM, sales activity flows back. The handoff is where most Saint Paul programs break — that's where we focus.
Yes — including data export, custom-field mapping, integration rebuilds, and side-by-side validation before cutover. Most migrations take 4-8 weeks depending on complexity.
HubSpot is our default for B2B services and SaaS — the free tier scales reasonably. For ecommerce, the native Shopify CRM plus Klaviyo often beats a standalone CRM. For complex sales orgs, Salesforce. We don't sell licenses, so the recommendation is unbiased.
Most of our Saint Paul-area clients are between $1M and $50M in annual revenue. Below that the math on a real agency engagement rarely works — we're happy to point you toward better options at smaller scales. Above $50M we've worked with multi-location and publicly traded brands too.