Roadmap Agency Inc.

careful listening + clear communication + responsive action = Roadmap

Working with Roadmap has been a remarkable experience. Their careful listening, clear communication, and responsive action made a significant impact on our project. Their solidarity with forcibly displaced people seeking refugee protection is evident in their approach, and their expertise brought much-needed solutions to the urgent needs or refugee claimants. We are grateful for their clear steps and willingness to problem solve at every turn, and we couldn't imagine going back to the days before Roadmap implemented HubSpot.

Great Team of Professionals

We recently completed a HubSpot project with Roadmap, where we set up a series of Dashboards to support our sales team. Our project was completed within the original timeframe and Shannon provided prompt and clear communication throughout. We’ve used Roadmap to help us with Customer Journey Mapping, our HubSpot implementation and various other projects throughout the past few years. The team has been great to work with, so we’ll always come back to for all future HubSpot related projects.

Amazing experience!

"Working with Roadmap on our Digital Adoption Plan transformed the way we looked at our business and future possibilities. The planning was organized, the project was on time, and we gained tremendous insights into our business as a team. HubSpot was the obvious choice for us after all the research. We are now able to take the business to the next level. HubSpot is easy to navigate and takes all the guess work out of managing customers. I strongly recommend Roadmap to other leaders for the creation of your Digital Adoption Plan. It has been both eye-opening and rewarding to go on this journey for our business." -Brett Schmidt, CEO Corr Grain

A Transformative and High-impact Partnership

Steve and his team at Roadmap are outstanding, dedicated, kind professionals who know how to move the needle forward to gain a competitive edge for your organization. Digital Media Academy selected Roadmap Agency to guide us through a transition from a Frankenstein tech stack to HubSpot CRM with the goal of unifying processes in Sales, Marketing, and Customer Success teams. Roadmap took a considered, systematic approach to understand our requirements and customer journeys in order to implement a simple, yet tailored, solution to meet our specific needs. Roadmap developed the complete infrastructure to support our end-to-end customer experience and delivered a simple, scalable, unified source of truth. Roadmap's partnership enabled us to move from surviving to thriving, working to upskill our team along the way to enable a data-driven approach to decision-making, growth, and impact. Beyond the premium service they provide, I am proud to now consider the team at Roadmap friends and colleagues. Their mission to 'do business differently' shines through in all communications and interactions. They give time to building meaningful relationships, sharing funny stories along the way, and digging deep to go beyond the service they are providing. Here is a specific example of how much they care: To celebrate the new arrival of a baby girl to my family, Roadmap sent my wife and me a stunning, customized sleeper for our daughter with a personalized note of congratulations! They genuinely care, quickly becoming inspiring advisors and mentors for me personally and the team as a whole. A special thanks to Steve, Sharlene, Nick, Julie, Kim, and the whole team at Roadmap for your friendship and partnership. Your dedication, warmhearted spirit, and approach to your work have enabled us to move beyond what we dreamed possible. I recommend Roadmap Agency to any organization or company committed to systematic process alignment, technology simplification, and data-driven strategy and growth. You will not find a better partner to join you in your journey.

Transformed Our Business!

Roadmap has transformed our business. through automating our business processes and allowing us to manage our growth. The HubSpot solution provided allows us to scale at ease. The Roadmap team mapped and simplified our processes. They provided sales and operation solutions integrating our sales and onboarding processes. We left Pipedrive and haven't looked back!