Post-Sales Consulting & HubSpot Partner
The AI-First Post-Sales Partner for B2B SaaS
We fix broken customer success, implementation, and renewal operations — then scale them with AI agents and workflow automation. Two practices: one for teams on any stack, one for teams consolidating onto HubSpot.
Trusted by B2B SaaS Companies
Post-sales problems compound fast. AI doesn’t fix them — it amplifies them.
Growing SaaS companies often struggle with these challenges. We use AI to solve them faster and smarter.
Churn You Can't Predict
Customers leave and nobody saw it coming. No health scores, no early warning signals, no system to catch at-risk accounts before it's too late.
Implementations That Drag
Projects that should take weeks stretch into months. Handoffs break, scope creeps, and time-to-value suffers. Customers disengage before they ever see ROI.
Limited Visibility
Data lives in silos. Leadership can't see which accounts are healthy, which CSMs are overloaded, or where the real revenue risk is hiding.
AI You Can’t Use
You have AI in your CRM, your support platform, and your Atlassian stack. None of them talk to each other. You're not missing tools — you're missing the layer that ties them together.
Two practices. One operating philosophy.
We run a post-sales turnaround practice for companies on any stack, and a dedicated HubSpot practice for teams consolidating onto Service Hub.
Post-Sales Turnarounds
We fix broken post-sales operations -- customer success, implementation, support, and renewals. Strategy, structure, and hands-on execution for companies under pressure to scale.
- Churn you can't explain or predict
- Implementations that drag and drain resources
- CS teams that can't scale with headcount constraints
- Renewals that turn into firefighting
We've built orchestration layers across Salesforce, Gong, Atlassian, and Amazon Bedrock. The stack doesn't matter. The workflow does.
- Salesforce, Gong, Gainsight, ChurnZero, Planhat, Vitally
- Custom AI agents built across your existing stack
HubSpot Service Hub for CS
We implement Service Hub as your customer success operating system. Health scoring, renewal tracking, customer intelligence, and AI automation -- built on the platform you already own.
- 4R Customer Intelligence framework
- 30 pre-built reports, 3 dashboards, automated workflows
- Deployed via sandbox clone -- live in days, not months
- HubSpot Breeze AI configuration
- Customer Health Agent, QBR automation, digital CS
- Custom agents
The 4Rs: Four workflows, not forty.
Companies fail on expensive platforms because they try to configure everything at once. Four foundational workflows, deployed correctly, will outperform 25 playbooks nobody follows.
Realization
Capture ROI metrics and ensure value reaches decision-makers.
Relationship
Tiered engagement cadence by ARR segment, automated.
Renewal
90-120 day structured process with automatic task triggers.
Risk
Multi-factor health scoring across six risk types.
AI agents your team will actually run.
Most companies already have agents sitting in their stack. We connect them, configure the ones that don't exist yet, and build the orchestration layer across all of it.
We design and deploy practical AI agents that reduce cost-to-serve, surface risk earlier, and automate the work eating your team's capacity.
Health Monitoring Agent
Pulls signals from CRM, support, usage, and interaction history to surface churn risk before it's too late.
QBR & EBR Automation
Assembles account reviews from live customer data so teams stop building decks by hand.
Leadership Command Center
Flags renewals with low engagement, declining activity, and stalled implementations.
CS Coaching Agent
Reviews calls and transcripts, generates coaching notes, helps managers coach at scale.
Support Intelligence
Captures recurring asks, categorizes workarounds, and surfaces product gaps to leadership.
Knowledge Agent
Uses docs, playbooks, and ticket history to answer complex questions faster.
Not sure where to start?
Take the 5-minute AI Readiness Assessment. We'll show you where you stand and what to prioritize first.
Take the AI Readiness Assessment →No sales pitch. Just a clear read on your post-sales maturity.
What our clients say.
"Jeff quickly understood our strategy, interviewed all key stakeholders and developed an actionable plan for us to transform our services organization. His plan was spot-on."Steve OriolaCEO, ACT!
"We didn't have to bring in yet another system when HubSpot is already our source of truth. Full rollout in under one month versus the typical three-month integration."Head of ImplementationINNERGY
"We spend less time digging through spreadsheets and more time actually engaging with our customers. The 30% productivity increase was immediate."Head of Customer SuccessBrevity
Ready to fix your post-sales?
We'll talk through what's broken, what's working, and whether we're the right fit.