Customer
Success
Turn HubSpot into the system that keeps customers — onboarding, health signals, renewals, and proactive CS workflows on Service Hub. We build the playbook and the automation behind it.
Built for Teams That Want Retention to Be a System, Not a Scramble
Churn is rarely a surprise — the signals were there, nobody was watching. We build the HubSpot workflows that track customer health, trigger the right outreach at the right moment, and make renewals a process, not a fire drill. Built by people who've designed CS motions, not just switched on tickets.
HubSpot Gold Solutions Partner · accreditations including Service Hub Software, Delivering Client Success, and Revenue Operations · clients who've stayed with us through global expansion, IPO, and acquisition.
What We Build
The system that turns retention from a feeling into a signal you can act on.
- Onboarding workflowsA repeatable first 90 days, so new customers reach value before they wonder why they bought.
- Health scoringUsage, engagement, and support signals combined into one early-warning number.
- Renewal & QBR cadenceThe rhythm that makes renewals a process instead of a last-minute scramble.
- NPS & CSAT surveysFeedback captured in HubSpot and routed to the people who can act on it.
Choosing the Right HubSpot Tier
We help you buy only what you need — and grow into the rest.
- Starter (from ~$15/seat/mo)Professionalizes the basics — simple automation and better reporting for a lean CS team.
- Professional (from ~$90/seat/mo)Where CS automation begins: custom pipelines, SLA tracking, workflows, a knowledge base, and NPS/CSAT surveys.
- Enterprise (from ~$150/seat/mo)Breeze AI, success forecasting, advanced analytics, and granular permissions — for complex CS orgs.
How We Make Your Team the Best
The platform is only as good as the team running it — so we build the team up too.
- Bilingual, role-based trainingYour CS team learns the workflow they'll actually use, in English or Hebrew.
- Documented playbooksThe motion survives turnover and doesn't depend on one person's memory.
- We run it, or you doOngoing optimization on a retainer, or we train your owner and hand it over.
Connected to the Rest of Your Stack
Health scores are only as good as the data feeding them.
- Sales-to-CS handoffWhat was promised in the deal follows the customer into onboarding.
- Product & usage dataReal engagement signals, not just last-login, feeding the health score.
- Billing & renewalsRenewal dates and account value where your CSMs can see them.
Integrations for Your Success Stack
Connect HubSpot to the product, billing, and CRM data that tells you which accounts are healthy.
Among the B2B Teams
We've Worked with
Case Studies
Clients who stay for years
Some IV-Lead clients have stayed through global expansion, IPO, and acquisition — because the system kept earning it.
Read Case Study → OnboardingA repeatable first 90 days
Onboarding workflows that get new customers to value before doubt sets in.
Read Case Study → SignalsChurn you can see coming
Health scoring that surfaces at-risk accounts while there's still time to act.
Read Case Study →Recent Customer Success Updates
Which Service Hub tier do you need?
Where CS automation actually starts, and what you can wait on.
Read More → Customer SuccessA health score worth trusting
Combining usage, engagement, and support into one early-warning signal.
Read More → Customer SuccessRenewals as a process
The cadence that keeps renewals off the fire-drill list.
Read More →Customer success on HubSpot — common questions
Do we need Professional, or is Starter enough?
Custom pipelines, SLA tracking, workflows, and surveys live in Professional; Starter covers the basics. We'll tell you straight which fits where your CS motion is today — and what you can grow into.
Can health scoring use our product usage data?
Yes — we feed real engagement signals into HubSpot so the health score reflects how customers actually use the product, not just when they last logged in.
Who runs it after it's built?
Either us, on a retainer, or your team — we train your owner and leave documented playbooks, so the motion survives turnover.
How current is this pricing?
The figures reflect HubSpot's 2026 published rates and can change. We'll confirm exact current pricing and the right tier during the audit.
Is your retention a system or a scramble?
If churn keeps surprising you, the signals were there — nobody was watching. In 30 minutes we'll show you the three workflows that would catch it earliest. No deck, no pitch.
Book a 30-minute audit