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Schedule some time to chat
Stop Implementing Features.
Start Building Scalable Customer Success Systems.
We’ll show you how to operationalize Customer Success inside HubSpot without duct tape or inaccurate dashboards.
Why Most Customer Success Teams Stay Reactive
Customer Success isn’t failing because of the people—it’s failing because of the systems. Teams chase renewals at the last minute. They prep QBRs the night before. And when churn happens, it’s a surprise.
This isn’t about working harder. It’s about designing systems that scale.
We help CS leaders architect motions inside HubSpot that drive retention, expansion, and advocacy—with the same structure RevOps brings to Sales.
Want to see how it all connects:
Download the full guide on how to build scalable Customer Success systems in HubSpot—from onboarding to renewals to advocacy.
How We Help
These are the core motions we implement inside HubSpot for Customer Success:
Onboarding Workflows
Trigger playbooks, track milestones, and measure time-to-value using pipelines and automation.
QBR Preparation & Follow-Up
Automate prep tasks, usage summaries, and follow-up plans tied to lifecycle outcomes.
Support SLAs & Escalation Paths
Route tickets based on severity, enforce response times, and auto-trigger follow-up actions.
Usage and Risk Monitoring
Track product engagement trends. Alert teams before accounts go dark—not after.
Feedback Loops (NPS, CSAT)
Embed surveys in workflows. Route low scores to managers. Tie sentiment to reporting.
Health Scoring Systems
Create CRM-visible scores using product signals, ticket history, and engagement to prioritize outreach.
Renewal Pipelines
Forecast upcoming renewals with 90/60/30 day workflows, health checks, and pre-renewal plans.
Expansion Tracking
Identify upsell and cross-sell signals. Manage expansion deals in their own CS-owned pipeline.
Self-Service Enablement
Route users to contextual help articles, auto-surface support options, and deflect low-value tickets.
Advocacy Readiness
Tag top accounts, trigger referral asks, and build repeatable motions for testimonials and reviews.
Churn Analysis Workflows
Structure loss reasons, run churn audits, and feed learnings back into product and onboarding.
Ready to see the system?
Start turning HubSpot Sales Hub from "set up" to sales engine.
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