Paper Tube Co — Salesforce CRM Integration

Overview

Paper Tube Co is a premium product company engaged on a 6-month agreement starting January 2026. The engagement includes a Salesforce CRM component alongside Shopify development and broader marketing services. Carly is the primary CRM resource, selected specifically because she brings existing Salesforce expertise to the project.

Engagement Context

Field	Detail
Client	Paper Tube Co
Engagement Length	6 months
Retainer	$4,000/mo + 4% of attributed revenue
Project Lead	Melissa Cusumano
CRM Platform	Salesforce
Website Platform	Shopify
Urgency	Lower than Aviary AI; not time-critical at launch

The performance-based revenue component (4% of attributed revenue) creates an incentive to ensure CRM attribution tracking is set up correctly from the start. Accurate Salesforce-to-revenue attribution will directly affect agency compensation.

Team Assignments

Role	Person	Notes
Project Lead / Strategy	Melissa	Primary client contact
Salesforce / CRM	Carly	Leverages existing Salesforce expertise
Shopify Development	Jeff	Learning Shopify platform on this engagement
Design	Evokey	Visual and creative assets
Strategy Support	Mark	Drifts in and out as needed

Carly was chosen over other team members specifically because of her Salesforce background. This avoids the ramp-up cost that would be required if a less experienced team member were assigned. Confirm Carly's January availability before finalizing the assignment — her return from reduced hours was pending daycare schedule confirmation as of the staffing meeting.

"PaperTube has Salesforce and Carly's up to speed on Salesforce, so Carly might be a better PaperTube." — Mark Hope

CRM Integration Considerations

Salesforce Setup

Carly leads all Salesforce configuration and automation work
Scope details were not fully enumerated in the staffing meeting; full deliverable list should be confirmed at kickoff
Attribution tracking must be established early given the 4% revenue performance clause

Shopify Integration

Jeff is the Shopify developer; this is a platform he will be learning on the engagement
Shopify and Webflow were noted as comparable in complexity — both use HTML and drag-and-drop editors
CRM-to-Shopify data flow (orders, customer records, revenue attribution) should be scoped at kickoff to ensure Salesforce captures attributed revenue accurately

Revenue Attribution

The 4% performance fee depends on reliable attribution between marketing activity and revenue
Salesforce should be configured to track lead source through to closed revenue
Coordinate with Melissa on how attribution will be defined and reported to the client

Key Decisions

Carly assigned as Salesforce lead — her existing expertise was the deciding factor; no ramp-up required on the CRM side
Jeff assigned to Shopify — will learn the platform on this engagement; Shopify was deemed approachable given his existing web development skills
Melissa is primary client contact and project lead — Mark will provide strategic support but Paper Tube is Melissa's primary account
Paper Tube is lower urgency than Aviary AI — the team has more runway to ramp up compared to the Aviary "Blitz" structure

Open Items

[ ] Confirm Carly's January availability and hours before finalizing assignment (@Melissa Cusumano)
[ ] Scope Salesforce deliverables at kickoff call
[ ] Define revenue attribution methodology with client — critical for 4% performance fee calculation
[ ] Establish Shopify ↔ Salesforce data integration requirements
[ ] Create shared drive for Paper Tube project (@Melissa Cusumano)

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