Deliver a
Customer Experience
that Fuels
Revenue Growth

Information-Driven CX that Transforms the Way B2B Teams Generate Revenue

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We help B2B companies deliver exceptional revenue growth by uniting their marketing, sales, and service teams around a strategic, information-driven customer experience built on the HubSpot platform.

We believe a customer experience built on strategy, deep customer understanding, consistent information, and the best technology will be the strategic piece that differentiates leading B2B companies from the rest in the 2020s business environment.

Our Journey Together


Link to Business Strategy

Link to


Customer Insights

Deepen understanding


SP Blue - Digital-Design_240px

Map out
best solution


SP Blue - Gear-4_240px

Set up the technology


Install CX Software

Organize &
migrate data


Martech Stack Launch

Train users, go live,
& support

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Predictable Revenue

The Quest for Predictable Revenue

You have ambitious revenue targets to meet. Are you certain that those targets will be met? Can you reliably forecast and track the leads and deals that will contribute to them? Are your marketing, sales, and customer support staff working in unison to deliver them?

Aligning your team around an information-driven customer experience will make them more productive, their efforts predictable, and the results visible. You will be able to confidently forecast revenue growth and see those targets delivered.

Confusion to Clarity


Most of us have had patchy experiences with CRM systems that promised much but delivered little. They made life harder not easier. User uptake was slow; data was unreliable; reports were still made manually.

There’s a better way. It starts with building a solution that aligns with your corporate strategy and grounded in a solid understanding of your target customer. Then, build it using the latest technology so that your marketing, sales, and support staff can work together with a common set of information, delivered by an easy-to-use platform that helps them be more successful.

Strategy First

Start with Strategy

Your business is built to deliver a vision. To realize that vision, you’ve set corporate objectives and goals. Delivering your revenue and profitability goals is a challenge, especially if you don’t have a strategy. So, start there.

Based on our experience building and running businesses, we believe implementing a CX system (way more than just a CRM system - but more on that later) without a strategy is a fool’s errand. Before we build anything, we dig in on the strategy side to make sure your CX solution has solid foundations.


Understand Your Customer

To supercharge sales, you need to attract an audience, engage them, and delight them with your solutions. To do that effectively, you need to understand who they are, what they need and want, and how they make their buying decisions.

A consistent, seamless customer experience can only be built by those who understand what they are building and why. So why do so many companies install software and expect it to just “work” right out of the box? Beat’s us.

We help you develop a deeper understanding of your target customer, their buying journey, and your role in helping them evaluate and select your solutions. Then, we use that learning to drive what sort of CX to configure and how.


ENABLE Your Customer Experience WITH TECHNOLOGY

Whether you are scaling-up your customer-facing processes for the first time or retrofitting improvements to an established business, your success will depend on choosing the right technology and implementing it appropriately. Information-driven customer experiences (IDCX) are based on all of your customer-facing team members working with a common set of data and a shared understanding of your customers. The underlying technology must be fit for purpose, easy to use, and play nicely with your other corporate systems.

We help you define what your IDCX should do and what technology components you will need to make that happen. Then, we help you configure the system, centralize and structure your data, set up workflows to make the team’s lives easier, and train and support them until they’re comfortable and loving their new tools.

Are we Right for Each Other?

Not everyone is meant to work together. In fact, only a small fraction of the companies we meet end up becoming our clients. Here are some tell-tale signs that we might be a match (it’s OK, we’re not expecting you to be perfect):

  • You’re ambitious about growing (or re-growing) your revenue and feel sure there’s a smarter way of doing so
  • You believe in the power of information and that using the right technology is no longer an option, it’s table stakes
  • You’ve passed proof of concept, generated some initial sales, and raised working capital to support gaining market traction
  • You’ve started investing in marketing, have at least one person on your team who’s responsible for it, and understand they need tools to get the job done
  • You have budget for an implementation project, software license fees, and ongoing marketing spend

Why Choose Strategic Piece?


For starters, we’re businesspeople who have rolled up our sleeves, run teams and a P&L, and know that strategy eats culture for breakfast (h/t Peter Drucker). We also believe it’s time B2B companies realized that information-driven, customer-centric strategies are essential and not just for the B2C crowd. That’s why our CX projects start from a place of strategy and customer understanding, rather than a sales, CRM, or marketing idea that grew arms and legs.


We specialize in leveraging the HubSpot platform to drive top and bottom-line growth at B2B companies, with a focus on the energy and industrial sectors. We used to be tech agnostic but then we realized there’s only one game in town that’s worth playing. As a HubSpot Partner, we plug directly into the heart of their development and support teams to ensure you get full value from their latest features and applications.

We operate a lean business that takes advantage of today’s remote worker economy. We bring in specialist resources whenever they are needed, eliminating the overhead that comes with the traditional “full service” tag. You care about costs and you should only pay for what you need, while still benefiting from expertise in every trade.

Why HubSpot?
HubSpot Partner

Aligning your marketing, sales, and service teams used to mean cobbling together a series of tools and databases. Sometimes they got along, but all too often they didn’t.

Nowadays, there are a couple of platforms that bring all three domains under one roof.

For large corporations with money burning a hole in their pocket (and a team of in-house developers to customize stuff), there’s Salesforce. Built as a CRM first with other pieces added later, it’s an expensive and complex beast that can be trained to do wonders but frequently leaves teams dissatisfied and adoption rates low.

For everyone else, there’s HubSpot, with a scalable, constantly expanding suite of marketing, sales, and support modules built on a truly competitive CRM system. It’s easy to use and works out of the box, with reports and dashboards that take only a modest amount of effort to customize.

Most importantly, from our point of view - the people who use HubSpot love HubSpot. We’d love to help you join them.


Investors, Shareholders,
& Company Owners

Are you looking for ways to reliably boost revenue growth at your business or portfolio company? Do you have visibility into where that future revenue will come from? Are you confident the marketing, sales, and support teams are working together effectively? If not, how big might that revenue opportunity be?

Let us conduct a focused assessment and provide recommendations for improving the revenue architecture of your business.

Whether it’s a venture in search of growth, an established company that’s struggling, an acquisition you’re hoping to turn around, or an investment opportunity you’re evaluating, we’ll help you identify and quantify areas for improvement.

If you decide it’s sufficiently enticing, we’ll design and deliver a project that equips the business with the CX technology and processes it needs to be more successful.

“Strategic Piece has provided Molecule with a whole set of capabilities we wouldn’t otherwise have and has integrated so well with our team and our brand that the content looks and sounds like Molecule. The (frequent) praise we get for our collateral is due in no small part to their work.”
Sameer Soleja - Square

Sameer Soleja
Founder & CEO, Molecule

“Melanie and Matt brought many years of high-level experience to the table and took us on a very structured journey to figuring out what Accu-Scribe would soon become. I can’t count the a-ha moments we had over the next several weeks. This high-powered offense will yield massive multiples on ROI. If you are looking for some fractional guidance to get the ball rolling better and faster, get ahold of these guys.  Rating - 10 out of 10 .”
Accuscribe - Brian Gollehon

Brian Gollehon
Founder, AccuScribe

Strategic Piece's work on our digital marketing has made a significant difference to our business. Matt and Melanie have enabled me, coached me, and given me the confidence to share S3 Green Solutions’ vision and mission with our potential customers. It’s engaging our customers and industry commentators alike, and really bringing our new green, sustainable business to the next level.

HaiJing Headshot

Hai Jing Ye
CEO, S3 Green Solutions

"As a first time founder and CEO of Dynamo Micropower, I was struggling to articulate how my team should develop and engage with our customers. I brought my challenge to Matt and Melanie who sat down with my team and strategically evaluated our customer journey and how to focus our marketing activities. Engaging with Matt and Melanie drove our customer understanding to a level beyond what you find in the business model canvas. Although I am now in a different role, these tools and skills continue to serve me as I bring what I learned into my current organization."
Jason Photo from DMP

Jason Ethier
Former Founder, CEO, & President, Dynamo Micropower