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.
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.
Overcomplicated Tech
You bought Gainsight or ChurnZero, built 130 workflows, and nobody uses it. The platform isn't the problem. Over-configuration is.
Two practices. One team. Built around your needs.
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
- 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 that give your team leverage.
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.
Fix renewals and wire the wins into HubSpot.
Board-level post-sales consulting plus a dedicated HubSpot Service Hub partner, under one roof.
Over $1.8 Billion Retained
With over 20 years of executive and hands-on operational experience, we provide SaaS B2B companies with proven solutions to reduce churn and increase recurring revenue.
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Brands We Work With
The Benefits of Working with the Infinite Renewals Team
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01. Protect and grow recurring revenue
Leverage data insights to understand where opportunities are, identify high-value clients
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02. Optimize Customer Time to Value
Establish repeatable processes that ensure timely onboarding and launch that don’t drain your resources or cost time and $$
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03. Scale organization structure and process for success
Adopt a systematic approach to all aspects of the customer lifecycle to drive quality, efficiency, and team cohesion.
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04. Accelerating growth
Expand business by understanding opportunities for growth using standardized processes, data, and service models to deliver renewals, upsells and additional services.
What Clients Are Saying
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![A man with curly hair and a beard wearing a suit and tie, smiling at the camera.]()
“Jeff came to Pathcheck at a critical time. We were starting to launch our first states on a brand new COVID exposure notification app using mostly volunteers.. Jeff was able to quickly assimilate the technology, product, and messaging and put together a template for launching states and countries. He also led our first few critical launches and fortified our relationships with the stakeholders. The technology was (and still is) ever evolving, yet Jeff was able to relay confidence and unite state leaders, marketers, and IT teams to ensure successful launches. He also created our first revenue by putting together professional services offerings and a complete state-grade SOW when the jurisdictions did not have the resources to configure and launch our open-source software. Jeff took these learnings and created a "made for you" cookbook for our partners so that they could have all the tools needed from presales through launch. If you're looking for a professional services leader to take your company to the next level, who will mature the rest of the organization along with PS, Jeff's your man.”
— Sam Zimmerman, Pathcheck CTO, Serial Entrepreneur
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![Portrait of a middle-aged man with glasses, wearing a navy suit, white shirt, and pink tie, smiling against a white background.]()
“Before I started working with Jeff, I was convinced that some of my product issues were due to my solution provider. When I started working with him, Jeff pointed out that if I created a better product requirements process, the costs of my professional services would be lower and more streamlined. He created a simple yet effective process for me to follow”
— Scott Moore, Founder, Newton 360
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![A woman wearing sunglasses and a beige hijab, smiling and standing outdoors with trees in the background.]()
"Jeff is an experienced player-coach and operator who isn’t scared to get his hands dirty. He understands what a good customer experience entails, and brings his vast experience to an organization and identifies gaps while creating materials around them. We had an existing process, and Jeff was quick to incorporate his feedback and enhance the materials. He helped us with best practices and quickly pulled together resources for our team to use, such as improvements on business reviews, and coached the team on how to present them. His expertise has added to our company."
—Layla Shaikley, Co-Founder at Wise Systems, Inc.
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![Black and white portrait of a smiling man with short, light-colored hair, wearing a dark jacket, standing against a brick wall background.]()
“As Act! continues to move its customers from installed software to our SaaS offerings, we have many opportunities to deliver revenue generating services. So we needed someone to evaluate our options for professional services and ways we could reduce the cost to serve our installed base. Jeff quickly understood our strategy, interviewed all key stakeholders and developed an actionable plan for us to transform our services organization and commercialize revenue generating services. His plan was spot-on and we’re executing it now."
—Steve Oriola, CEO, ACT!
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![Portrait of a smiling man wearing glasses, a checkered shirt, and a brown sweater, standing outdoors in front of a stone wall and greenery.]()
“Zero pontification or technical bias. No axes to grind. Just 100% practical product dev guidance focused on outcomes. Not really a consultant — a partner to get things moving and call “bullsh*t" when necessary — in the right way.”
—Sean Collins, Cinch, Alchemy, Monit Financial Co-Founder
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![Man smiling in a blue suit with pink tie and pocket square, standing in front of wooden fence.]()
“Jeff was able to add immediate value when we were going through a build vs buy decision for our video architecture. Jeff was able to be the bridge between the CEO and his vision, the Product team, and the offshore development team, and architected a solution that made the most sense for us. Whenever I had a question about the best approach for product lifecycle, Jeff was always a great sounding board, and helped me work with our technical team to find the most reasonable solution.”
— Andrew Ellestad, Director of Technology & IT, Lurn Technologies
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![A man with dark hair and a beard smiling, wearing a blue shirt and a black jacket, indoors with a beige wall and a white pipe in the background.]()
We engaged with Jeff and Infinite Renewals to help us through a time of transition, ensuring that our customer-facing processes aligned with our business strategy. They worked quickly and efficiently, minimizing impact on our team while building a thorough picture of our challenges. They gave us clear recommendations that were actionable for a company of our size. We put a
— Aaron Beals, Appsembler COO
Our Strengths
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Implementation
Accelerate TTV, Boost Retention, Optimize Implementation
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Support
Elevate CX, Optimize Efficiency, Measure Impact
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Customer Success
Optimize Journey, Measure Impact, Scale Efficiently
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Startup Reboot
CX Scaling, Streamlined Processes, Autonomous Success
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Professional Services
Audit, Innovation, Talent Development, Training
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End-to-End Customer Experience
Mapping, Value, Segmentation, Ops Excellence
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Fractional Leadership
Unlock CX & Professional Services Excellence
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Data Ops
Financial Review, Process Analysis, Actionable Insights
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For Investors
Private Equity & Venture Capital Experts
