HubSpot systems that help SaaS companies improve customer journeys, automate engagement, and build stronger retention processes.
Most SaaS teams don't have a churn problem. They have a visibility problem — no way to see trouble while there's still time to act.
Nobody flagged the drop in logins, the unanswered emails, or the champion who left three months ago.
Some customers get a great first month. Others get forgotten. There's no repeatable process — just good intentions.
You find out a renewal was due when it didn't happen. Expansion revenue gets spotted by luck, not by system.
HubSpot is set up for sales. Once the deal closes, the data goes quiet and nobody's watching.
Leadership asks about retention. The honest answer involves a spreadsheet, a guess, and a week of digging.
Every save is a heroic scramble. It works sometimes — but it doesn't scale, and it burns your team out.
None of this is a hustle problem. It's an infrastructure problem — and infrastructure can be built.
I'm a Customer Success professional with hands-on HubSpot and digital marketing experience. I help SaaS businesses organise their CRM, automate customer journeys, and build practical systems that support retention.
Most HubSpot specialists stop at CRM configuration. I bring the Customer Success side too — so what gets built is designed around keeping customers, not just storing them.
My focus is solutions that are simple to use, scalable, and tailored to how your team actually works. Plain English. No jargon. One point of contact, start to finish.
Customer Success infrastructure for SaaS companies that want to see churn coming — and stop it.
You see which customers might leave while there's still time to keep them.
| Account | Score | Status | Last seen |
|---|---|---|---|
| Initech | 88 | Healthy | Today |
| Acme Ltd | 71 | Healthy | 2 days |
| Northwind | 54 | Monitor | 9 days |
| Globex | 24 | Critical | 31 days |
Example build — illustrative data
Every new customer reaches first value fast, and nothing slips through the cracks.
Example build — illustrative workflow
Renewals stop getting missed, and you spot the accounts ready to grow.
Example build — illustrative pipeline
Your team and leadership always know exactly where retention stands.
Example build — illustrative data
A couple of examples of what a focused engagement can do — clients anonymised on request.
A finance-sector SaaS client was losing customers before anyone could see it coming. I helped them put the right systems and early-warning signals in place, so their team could step in and support at-risk accounts before it was too late. The results gave the client enough confidence to renew from a one-year agreement to a five-year one.
Client anonymised on request · finance-sector SaaS
A hospital in the Netherlands wanted their patient and community communications to feel personal rather than generic. I helped them build highly personalised email campaigns and matching landing pages, so the right message reached the right audience — clear, relevant, and tailored to each group instead of one-size-fits-all.
Client anonymised on request · healthcare · Netherlands
A private-sector client had customers quietly outgrowing their plans without anyone noticing. I helped them make onboarding smoother and, by tracking how much of the product each customer was actually using, spot when accounts were ready for more. One customer was clearly stretching their limits and needed another 500 users — so the upgrade genuinely helped them while growing the account. A real win–win.
Client anonymised on request · private sector
Every project is delivered with clear communication, thorough documentation, and practical HubSpot solutions.
Each package stands on its own, and builds toward the full Retention OS Framework.
Go from a messy CRM you avoid, to a clean system your team actually uses every day.
Go from onboarding that depends on who's free, to every customer getting the same strong start.
Go from finding out at the cancellation, to seeing risk weeks early — with time to act on it.
Every engagement starts with a free discovery session
Most HubSpot specialists only configure the CRM. I bring the Customer Success side too.
Customer Success background
Hands-on HubSpot experience
Digital marketing expertise
Personal, one-to-one service
Built for SaaS businesses
No pressure, no pitch, just a chat about your customers, your churn, and whether this is a fit.
Book your free 30-min call →