The operations partner that finds the right fit for your team.
Wholeshift helps small businesses and mission-led nonprofits modernize how they work. We assess what you actually need, choose the right tools for your situation, and ship a working system your team can own.
42 active opportunities · Q3 weighted forecast $284,400
| Account | Stage | Owner | Value | Close |
|---|---|---|---|---|
| LBLake Bluff Builders | PROPOSAL | Jesse | $42,000 | Jul 14 |
| GLGreat Lakes Foundation | QUALIFIED | Jesse | $28,000 | Aug 02 |
| CCCream City Health Co-op | NEW | Jesse | $18,000 | Aug 18 |
| RBRiverbend Mortgage | WON | Jesse | $36,000 | Jun 28 |
| NSNorth Shore Tech | PROPOSAL | Jesse | $54,000 | Jul 22 |
| BVBay View Legal Group | QUALIFIED | Jesse | $22,000 | Aug 09 |
What we do.
Six places we typically help. Most engagements blend two or three.
CRM design & implementation
Pipelines and contact models built around how you actually sell — not how a SaaS thinks you should.
Explore →Marketing strategy & ops
Positioning, funnels, lifecycle, and the analytics scaffolding that turns marketing into a system.
Explore →Systems & automation
Workflows that quietly replace the spreadsheet, the email chain, and the 3pm scramble.
Explore →Bespoke nonprofit solutions
Donor, grant, and program systems built around your mission. Not someone else's roadmap.
Explore →Small business modernization
A single source of truth to replace the paper, the PDFs, and the one-off tools.
Explore →Web design & development
Fast, accessible marketing sites your team can actually maintain.
Explore →Operators building for operators.
Wholeshift is run by an operator with a decade-plus of administering customer and donor databases, running multichannel marketing programs, and managing the campaign operations that turn data into revenue. First in political fundraising. Then as a Vice President of Development at two nonprofits. The same operating-layer problems hit small businesses every week — data drift, tool sprawl, the team that can't pull a simple list. We've been on the inside fixing them. That's why our audit asks different questions.
Ask what the tool will feel like in year three — not what the price is in month one.
Earned after a career of CMS platforms, donor databases, and "this'll grow with us" promises that didn't.
We pick the right tools for the work — and you own everything we build.
Every engagement starts with what your team actually needs. We choose the right tools for your situation, build the system around your workflow, and hand off code, credentials, and documentation so you're never locked in. The system is yours; we just made it work.
Right-tool, not house-tool
The best solution for your team isn't the one we know best — it's the one that fits how you work.
You own everything
What we ship is yours from launch — code, data, credentials, documentation. We build assets you keep building on, not subscriptions you keep paying.
AI when it earns its keep
When AI fits the work, we build it in. When it doesn't, we leave it out. Not every problem is an AI problem.
Working systems weekly
You see real working pieces every week — not a deck at the end of six months.
Handoff is the deliverable
SOPs, recorded walkthroughs, and optional ongoing support. The system survives the engagement.
Built for organizations ready to move.
Small & growing businesses
You've outgrown spreadsheets and DIY tools. You need an operating layer that scales with the team — without a six-figure platform rollout.
For small business →Mission-driven nonprofits
Donor, grant, and program data in one place. Tools that respect your staff's time. Bespoke systems built around your mission.
For nonprofits →Small by design. For now.
We're a boutique practice growing carefully. That comes with real advantages over big agencies — and we don't pretend to be one.
Built for working journalists, small businesses, and mission-led nonprofits.
Independent journalism · samuelngilbert.com A portfolio that gets out of the way of the work.
Independent journalism portfolio for Samuel N. Gilbert, aggregating ninety-eight
in-depth pieces across The Guardian, The Washington Post, Al Jazeera, Vice, Outside,
Civil Eats, The Daily Beast, and a dozen other outlets. We replaced a WordPress setup
that wasn't the right fit for the work he was doing.
See the case study → Ready to make the shift?
Thirty-minute discovery call. No deck. We listen, ask hard questions, and tell you straight whether we're the right fit.