Quick answers about CRM, lifecycle marketing, CX, analytics, pricing, and how engagements work.

Based in Milwaukee, WI and serving clients nationwide.

Frequently Asked Questions

Getting Started

  • We implement and/or refine CRM, design lifecycle journeys that improve retention, clean up analytics, and remove CX friction so your teams can grow with clear direction.

  • SMB to mid-market teams that want measurable outcomes: working CRM, higher LTV/retention, clearer reporting, and repeatable processes.

  • Book a free 30-minute call at /book. We confirm goals, review data/tools, and propose a right-sized plan.

Services & Scope

  • Yes. We handle evaluation, setup, migration, automations, dashboards, and team training.

  • Yes. We build onboarding, engagement, cross-sell, and win-back journeys, then test and optimize monthly.

  • Yes. NPS and surveys, journey audits, VOC dashboards, and playbooks for faster responses.

  • Yes. GA4/Looker Studio/DataBox dashboards, A/B testing, cohort/attribution analysis, and exec summaries.

  • Yes. We create role-based SOPs, run training, and set up a simple performance cadence.

Tools & Data

  • HubSpot, Salesforce Essentials, Mailchimp/Klaviyo, GA4, Looker Studio, DataBox, and common form, ad, and meeting tools.

  • Yes. We use least-access principles, NDAs when requested, and standard platform permissions. You retain ownership of all accounts.

  • Yes. We map fields, clean lists, and migrate data with a rollback plan.

Pricing & Billing

  • Refer to our pricing & packages for cost.

  • Yes—Growth and Scale tiers for ongoing work. Month-to-month after the initial term.

  • Projects: 50% to start, 50% on delivery. Retainers: billed monthly.

Process & Timelines

  • Most small-to-mid setups take 2–4 weeks, depending on data complexity and integrations.

  • Quick wins often ship in the first 30 days (e.g., a working dashboard or a core automation). Compounding gains build monthly.

  • We agree on KPIs up front—retention, activation, response rate, pipeline velocity, CAC/LTV, and CX metrics like NPS.

Location & Support

  • Milwaukee, Wisconsin and serving clients across the U.S.

  • Remote by default; on-site workshops available on request.

  • You get SOPs, training recordings, and a 30-day support window. Ongoing help is available via a lightweight retainer.