Automate the post-sale motion: onboarding milestones, renewal pipeline, expansion triggers.
Post-sale, automated
Key outcome this project is built to deliver.
Big
Project scope: typically 40-80 hrs of implementation.
36
Project number in the Avero GTM catalog.
CS
Primary function this project serves.
The problem
Post-sale is entirely manual. Onboarding, renewals, and expansion depend on individual effort.
What this looks like in practice
The post-sale motion gets the same engineering as the funnel: onboarding milestones tracked as structured stages, a renewal pipeline fed automatically, expansion triggers surfacing when usage or engagement earns them. Individual heroics stop being the retention strategy.
At a fundraising platform running hundreds of client campaigns, the assignment step itself is automated: an AI agent proposes the right CSM for each new campaign, a human confirms in Slack, and the handoff happens the same day the deal closes.
This project is part of our Customer Success Operations work.
Customer success operations is the system that keeps renewals, onboarding and account health visible before they turn into problems: a renewal pipeline, health scores, CSM assignment and the handoff from sales. As part of our fractional GTM ops team, we build and run it in HubSpot, next to the sales pipeline instead of in a spreadsheet.
How we work
01 / Audit
1–2 hrs
We start by understanding your current state.
Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.
Current stack and integrations reviewed
Process gaps and bottlenecks identified
Success criteria defined with your team
02 / Build 40-80 hrs
We build the system and get it live.
Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.
Full implementation in your existing stack
Data quality verified before going live
Team walkthrough and handoff documentation
Outcome. Post-sale, automated, measured against your baseline from the audit phase.
03 / Expand
scoped after live
Once live, we identify what to build next.
Most projects open up adjacent work once the core is running. We scope expansion work after seeing real results, not before.