The conversations we have every week.
If any of these match what you are working on, we are the right call. We do not chase fit — if the question is outside our wheelhouse, we will tell you and point you somewhere better.
"Our Salesforce instance is a mess."
Data hygiene, custom object sprawl, broken integrations, abandoned automations. The common pattern: it grew faster than the governance. We diagnose what is salvageable, what needs to be re-architected, and produce a written plan.
"We need to deploy AI and don't know where to start."
Agentforce, Claude, custom RAG systems — strategic guidance from certified architects plus production deployments. Most teams need someone to tell them honestly which use cases will work and which will burn money.
"Our forecast is wrong every quarter."
Pipeline stages that do not match how deals move, Gong without real adoption, manager calibration that is gut-feel rolled up the chain. We fix the data model, the stage definitions, and the operating rituals at the same time.
"Marketing and sales blame each other."
Lead routing that nobody trusts, attribution that nobody agrees on, SLAs that nobody enforces. We map the actual routing rules, codify the SLAs in Chili Piper or HubSpot, and instrument the metrics both sides will accept.
"We just acquired a company and need to integrate."
CRM consolidation, deduplication, marketing automation reconciliation, sales process unification. We have done this across PE roll-ups and strategic acquisitions — usually 6-12 weeks for the heavy lifting, longer for the cultural work.
"We need to be ready for an exit."
For PE-backed companies preparing for a sale: data infrastructure, KPI standardization, historical pipeline reconstruction, and a buyer-ready data room. Typically 8-16 weeks; we work to the diligence timeline.
One business day. A real person.
Every form submission gets a written response within one business day from a consultant who can actually help — not a templated reply, not a routing email, not an SDR cadence. If your situation is urgent, call us at (314) 916-4095 and you will reach someone live during business hours.
Common questions before reaching out.
What does a first conversation cost?
Nothing. The initial 30-minute conversation is free and exploratory — we listen to your situation, ask questions, and give you a practitioner-level read on what we think the right approach is. You leave with usable advice whether or not you engage us. If the topic warrants a deeper diagnostic, we will quote that separately.
Are you Salesforce-only, or do you work with HubSpot and other platforms?
Both, and others. We are a Salesforce Crest Tier Partner with deep practice in Sales, Service, Marketing, Financial Services, Experience, Revenue Cloud, and Agentforce. We also have meaningful HubSpot expertise and ongoing work with MuleSoft, Snowflake, Tableau, Gong, Chili Piper, and the broader revenue technology stack. We are platform-neutral on initial conversations — we recommend based on what fits, not what we sell.
Do you work with companies outside Missouri?
Yes. We are headquartered in St. Louis and serve clients in all 50 states. Most engagements involve a mix of in-person discovery sessions and ongoing collaboration with on-site presence when the work calls for it. We travel to our clients.
What is the smallest engagement you take on?
Diagnostic and strategy engagements typically start at 2-4 weeks. Fixed-scope implementations vary by platform and complexity. We also do retainer-based fractional admin work for clients who need ongoing support rather than a one-time project. We will tell you honestly if your situation is smaller than we typically serve.
How do you price engagements?
Most engagements are fixed-scope with milestone-based pricing. We quote after a discovery phase that gives us enough information to scope the work accurately — we do not give ballpark numbers from a 30-minute conversation. Retainer engagements are priced by monthly hours. Pricing transparency: we will tell you what software licenses cost, what our consulting fees cost, and what your total first-year budget will look like before you commit.
Can you support our existing Salesforce / HubSpot / Gong instance, or do you only do new builds?
Both. Roughly half our work is rolling out new platforms or new modules; the other half is rescuing, optimizing, or migrating existing instances that are not getting the value they should. Our optimization engagements typically start with an audit and produce a written recovery plan before we touch anything.