Growth & Retention Services

Growth

Customer Onboarding Setup

A strong start determines whether the customer quickly sees value and feels comfortable working with you. We structure and automate the customer’s initial experience with you in HubSpot.

Growth

Customer Insight Setup

Stop guessing what your customers are experiencing. We’ll help you collect and act on customer feedback in HubSpot, giving you a solid foundation for boosting retention and growth.

Growth

Upsell Growth

The greatest growth potential often lies with the customers you already have. We build the workflows and processes that enable you to capitalize on opportunities at the right time.

Automated Onboarding Workflow

We set up a structured onboarding workflow in HubSpot that guides new customers smoothly from initial contact to their first value.

NPS and Customer Satisfaction Surveys

We set up NPS, CSAT, and CES in HubSpot so you can stay informed about your customers' experiences and take proactive action.

Upsell and Cross-Sell Workflows

We build automated workflows that identify relevant up-sell opportunities based on customer behavior and lifecycle stage.

Lifecycle Automation

We automate communication throughout the entire customer lifecycle so that no customers fall off the radar after the sale.

Retention Dashboards

We build dashboards in HubSpot that give you a comprehensive overview of customer health, churn risk, and growth opportunities.

Journey Mapping

We map out the post-purchase customer journey and identify the touchpoints and bottlenecks that determine whether a customer stays or leaves.

Growth Platform

Growth & Retention

Growth & Retention is a central part of our growth platform. While Marketing & Demand is about attracting new customers and Sales & Revenue is about closing deals, Growth & Retention is about what happens afterward.

This is where you ensure that customers get off to a good start, that you have ongoing insight into their experience, and that you actively work to develop and retain them over time. With HubSpot as our foundation, we build the processes and automations that enable you to work systematically with the entire customer lifecycle.

Process

How We Approach Growth & Retention

We always start by understanding where you are today. What processes are already in place? Where are the biggest gaps? And what will provide the most value to build first?

From there, we design and implement solutions tailored to your business and your customers, and we track the results so you can continuously improve and become more effective.

Our contract terms are 1 month plus a rolling month. We work with the shortest possible contract terms because we believe that as long as we create value, we can maintain our partnership. And if we can no longer create value, you should be able to move on easily.

You’ll be assigned a dedicated project manager whom you can always contact if you have any questions. The project manager ensures that all initiatives are aligned with the strategy and serves as the link between you and our team of specialists.

We integrate our marketing tech stack into our collaborations. This means you’ll receive a comprehensive monthly report that pulls data from all the major platforms. In addition, we set up heat maps and mouse tracking so we can see how your visitors behave.

Every month, we hold a monthly meeting where we review the initiatives from the previous month, the results of those initiatives, and the initiatives for the coming month. In addition, we maintain an ongoing dialogue about the tasks and are happy to schedule regular meetings on a weekly basis or every 14 days. In our experience, we typically meet every week.