Bridge product usage to revenue: who's adopting, who's at risk, who's ready to upsell.
Product usage flows into the CRM as fields sales and CS can act on: who is adopting, who has gone quiet, who crossed the threshold that predicts an upgrade. The bridge matters more than the charts; usage data nobody can route on is trivia.
For a Series A FinTech with product-led signups, this is what made the motion workable: signups and usage surfaced where sales could act on them, instead of living in a product analytics tool the revenue team never opened.
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.
Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.
Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.
Most projects open up adjacent work once the core is running. We scope expansion work after seeing real results, not before.
Want to run this project for your team?
Scoped to your stack and timeline on a 30-minute call. Or send a note.