Customer.io Agency for B2B SaaS & Fintech

Quick Start implementations take 2-4 weeks. Full Growth Package implementations take 4-6 weeks. Enterprise implementations are 8-12 weeks.

This is significantly faster than the 12+ week industry average because we have:

• Pre-built workflow templates for PLG/SaaS use cases
• Proven ARISE GTM® methodology that accelerates discovery
• Deep technical expertise (no learning curve)
• Dedicated project management

A: Great question. We appreciate the directness. Here's our honest answer:

What's new:

• Customer.io Certified Partner status (achieved 2024)
• Building our Customer.io-specific case study library

What's not new:

• HubSpot Platinum Partner status (top 2% globally, this doesn't happen overnight)
• Lifecycle marketing expertise (50+ GTM engagements)
• PLG specialisation (it's all we do)
• Integration architecture design (we've done this many times with HubSpot)
• Strategic thinking (our core strength and differentiator)

Why this matters:

You get senior-level strategic expertise (proven via Platinum status) combined with certified Customer.io implementation. You get world-class integration architecture (our speciality). And you benefit from competitive pricing while we build our Customer.io portfolio.

Bottom line: Our HubSpot Platinum status proves we deliver excellence. We're bringing that same level of quality to Customer.io implementations.

Three things make us unique:

1. Dual Partnership Status We're the only agency combining Customer.io Certified Partner status with HubSpot Platinum Partner status (top 2%). This means we can design integrated GTM architectures that most agencies simply can't.

2. Strategic PLG Expertise We're not just Customer.io implementers, we're GTM strategists specialising in product-led growth. We've designed lifecycle programs for 50+ B2B SaaS companies. We understand your business model, metrics, and growth levers.

3. Methodology Over Templates We apply our proven ARISE GTM® methodology to every implementation, designing campaigns specific to your business model and user journey—not generic templates.

The result: Strategic thinking + technical excellence + integrated GTM architecture.

No, but we highly recommend it for B2B SaaS companies doing >£1M ARR.

Here's why:

• Customer.io excels at behavioral messaging and lifecycle campaigns
• HubSpot excels at CRM, pipeline management, and sales workflows
• Together, they create a powerful unified GTM engine

We can implement Customer.io standalone OR integrate with:

• Salesforce
• Pipedrive
• Attio
• Your existing CRM

Our HubSpot integration expertise is a speciality, not a requirement. But companies that integrate both platforms see significantly better results because marketing and sales finally operate from unified data.

Absolutely. We've migrated companies from all major ESPs, including:

• Mailchimp (£2,500)
• Marketo (£6,000)
• Braze (£5,000)
• Iterable (£6,000)
• SendGrid (£3,000)
• Sailthru
• Custom-built solutions (£8,000+)

Our migration process includes:

• Complete data export and mapping
• Template and workflow recreation
• Zero downtime transition
• Parallel running for validation
• Full testing before cutover
• Team training on the new platform

We guarantee: Zero data loss and zero campaign disruption.

Timeline: 3-6 weeks, depending on current platform complexity.

Based on our implementation experience and Customer.io's published benchmarks:

Typical outcomes for PLG companies:

• 30-50% increase in user activation rates
• 150-300% improvement in email engagement vs. generic ESPs
• 70-90% reduction in campaign deployment time
• 30-60 days to first measurable impact
• 4-6x ROI within 12 months

Important caveat: Results vary based on your starting point, industry, and execution. We can't guarantee specific numbers, but these are industry-standard improvements for well-implemented lifecycle programs.

What we do guarantee: Strategic implementation following best practices, comprehensive team training, and post-launch optimisation support.

Yes. We offer monthly retainers starting at £2,500/month for:

• Ongoing campaign optimisation and A/B testing
• New workflow creation (1-2 per month)
• Performance analysis and reporting
• Strategic consulting and quarterly reviews
• Priority support

However: Our philosophy is enablement, not dependency. We train your team to own and iterate on Customer.io independently. About 60% of our clients continue with a retainer for strategic support, while 40% run Customer.io independently after implementation.

We typically work with B2B SaaS companies in these stages:

Sweet spot:

• Seed to Series C funding stage
• £500K - £50M ARR
• 2-50-person teams
• Product-led or sales-assisted growth motion

We're probably not the right fit if you're:

• Pre-revenue (no product launched yet)
• Consumer/B2C focused
• Looking for the cheapest possible option

We're best for: Companies that want expert strategic implementation combined with team enablement.

During implementation (4-6 weeks):

• Workshops and planning: 8-12 hours total
• Review sessions: 4-6 hours total
• Testing and feedback: 3-4 hours total
• Training: 4 hours total

Total time investment: 20-25 hours over 4-6 weeks

Most clients assign:

• Primary stakeholder (marketing/ops lead): 10-15 hours
• Supporting team members: 5-10 hours each

After implementation: Your team runs Customer.io independently with our documentation and playbooks. Optional monthly retainer available for strategic support.

Yes. Comprehensive training is included in all packages.

Training includes:

• Platform navigation and core features
• Workflow creation and editing
• Segmentation best practices
• A/B testing and optimisation
• Reporting and analytics
• Troubleshooting common issues

Format:

• Live Zoom sessions (recorded for reference)
• Hands-on exercises
• Q&A time
• Complete documentation
• Campaign playbooks

Goal: Your team is fully self-sufficient and confident using Customer.io after our engagement.

Start with our Lifecycle Journey Audit (£750 for 1 day).

We'll analyse:

• Current journey mapping
• Channel effectiveness
• Segmentation health
• Engagement patterns and drop-offs
• Tool utilisation and gaps

Deliverable: Detailed report with 3+ revenue-impacting opportunities

Guarantee: If we don't identify at least 3 actionable opportunities, you get your money back.

Bonus: If you proceed with implementation, we will credit the £750 toward your project.

This gives you expert analysis and validates whether Customer.io is the right move before committing to full implementation.

Customer.io is not a CRM—it's a behavioral messaging platform.

What Customer.io does:

• Sends personalized email, SMS, push, and in-app messages
• Triggers campaigns based on user events and behavior
• Advanced segmentation based on actions and attributes
• Multi-channel campaign orchestration

What Customer.io doesn't do:

• Manage contacts/companies (that's a CRM's job)
• Track deals and sales pipeline
• Handle sales workflows

Best practice: Pair Customer.io with a CRM like HubSpot or Salesforce. Customer.io handles the behavioural messaging; your CRM handles relationships and pipeline. This is exactly why our HubSpot + Customer.io integration is so powerful.

It depends on your use case. Here's our honest take:

Choose HubSpot if:

• You need all-in-one platform (CRM + marketing + sales)
• You're primarily doing outbound/demand gen campaigns
• You want landing pages, forms, and ads in one place
• Your team is less technical

Choose Customer.io if:

• You need behaviour-based, real-time messaging
• You're product-led with rich usage data
• You want advanced segmentation and triggers
• Your team is technical and data-savvy

Best approach: Use BOTH

• HubSpot = CRM + pipeline + demand generation
• Customer.io = Behavioural messaging + lifecycle automation

This is our speciality at Arise GTM. We design architectures where each platform does what it does best, with seamless integration between them.

Read our complete HubSpot vs Customer.io comparison →