Are you an official Customer.io partner?

Yes, Arise GTM is a Customer.io Certified Partner. We're also a HubSpot Platinum Partner, making us the only agency with both certifications. View our partner profile at https://customer.io/agency-partners/arisegtm

What makes Arise GTM different from other Customer.io agencies?

Three key differentiators: (1) We're the only Customer.io Certified Partner that's also a HubSpot Platinum Partner (top 2% globally), (2) We specialize exclusively in B2B SaaS and fintech so we deeply understand your business model, (3) We apply our proprietary ARISE GTM framework for strategic implementation, not generic templates.

Can you migrate us from Mailchimp or Marketo?

Yes. We've migrated companies from all major ESPs including Mailchimp, Marketo, Braze, Iterable, and SendGrid. Pricing ranges from £2,500 to £8,000 depending on complexity. We guarantee zero data loss and zero downtime.

Customer.io Agency | Certified Partner for B2B SaaS

Certified By

Customer.io Certified Partner | Serving Global SaaS & Fintech Companies

WHAT YOU GET

Expert Customer.io consulting that solves real challenges faced by lifecycle marketing teams

Your old setup probably looks like this:

Generic email blasts that don't convert
No behavioural triggers based on product usage
Marketing and sales working in separate tools
Campaign deployment takes weeks, not days
No clear path from signup to activation
Guesswork instead of data-driven decisions

Your new world will look like this:

Behaviour-triggered campaigns that fire in real-time
Product usage data driving marketing actions
Customer.io + HubSpot working together seamlessly
Ship campaigns in hours, not weeks
Clear user journey from trial to paid to expansion
Data-driven lifecycle optimisation

Customer.io + HubSpot Integration Expertise

The powerful combination: Most agencies know one platform deeply. We master both, and we know
exactly how to make them work together.

Our integrated approach:

Customer.io = Behavioural messaging, in-app triggers, product-based campaigns
HubSpot = CRM, deal pipeline, sales workflows, attribution
Together = Unified GTM engine where data flows seamlessly
AI-Agents = Custom-built agents that use the dual MCP access to gain greater insights

Real-world impact:

Sales sees which prospects engage with lifecycle campaigns (in HubSpot)
Marketing triggers campaigns based on deal stage or CRM data
Attribution works across both platforms
No more data silos between marketing and sales
Your entire GTM team operates from a unified truth

Why this matters: HubSpot Platinum status (top 2% of partners globally) proves we deliver world-class implementations. We bring that same excellence to Customer.io.

Every Customer.io project follows our proven 5-stage framework:

The result: Not just a configured platform, but a strategic revenue engine aligned with your PLG and customer motions.

1. Assess

Current state audit, journey mapping, gap analysis

2. Research

User behaviour analysis, data requirements, and integration planning

3. Ideate

Campaign architecture design, workflow logic, and content strategy

4. Strategise

Implementation roadmap, success metrics, resource planning

5. Execute

Build, test, train, launch, optimise

Migration Services

Seamless platform transition with zero disruption

What We Do: Complete migration from any ESP with zero downtime and zero data loss.

Our migration process:

Current platform audit and data export
Migration strategy and data mapping plan
Template and workflow recreation in Customer.io
Complete contact and campaign data transfer
Parallel running period for validation
Testing and QA before cutover
Training on new platform
Post-migration support

Strategic Consulting

Lifecycle marketing strategy and optimisation

What We Do: Strategic guidance for Customer.io implementation and broader lifecycle marketing, whether you need implementation help or just expert advice.

Consulting services:

Lifecycle journey audit and gap analysis
Campaign architecture design
Segmentation strategy development
Workflow optimisation and A/B testing framework
Tool stack recommendations
Performance analysis and optimisation
Quarterly strategy reviews

Ideal For

Companies with in-house technical teams who need strategic guidance, or companies wanting validation before full implementation.

CORE PACKAGE PRICING

Transparent Service Packages

2-4 weeks

Quick Start Implementation

£7,500

What's included:

PLG journey mapping workshop
Customer.io account setup & configuration
5 core workflows (onboarding, activation, retention)
1 integration (HubSpot or Segment)
Basic segmentation (up to 5 segments)
Email template design (3 responsive templates)
Team training (1 session, 2 hours)
2 weeks post-launch support
Complete documentation

Best for: Early-stage SaaS (Seed to Series A) with straightforward lifecycle needs

Quick Start Launch→

£12-£15k

Everything in Quick Start, plus:

4-6 weeks
8-10 advanced workflows
In-app messaging setup (tooltips, modals, banners)
Advanced segmentation (10+ behavioural segments)
Multi-channel campaigns (email, SMS, push, in-app)
Multiple integrations (HubSpot + analytics + data warehouse)
Custom reporting dashboard
Team training (2 comprehensive sessions, 4 hours)
4 weeks post-launch optimisation support
Ongoing campaign playbooks

Best for: Series A-B companies scaling lifecycle marketing with complex user journeys

Discuss Growth Package →

8-12 weeks

Enterprise Package

Custom

Everything in the Growth Package, plus:

Unlimited workflows
Multi-workspace setup (multiple brands/regions)
Advanced API integrations and custom development
Custom object modelling for complex data structures
Data governance & compliance (GDPR, SOC 2)
Dedicated account manager
Monthly strategy sessions and optimisation
Priority support (Slack channel, same-day response)

Best for: Series C+ companies with complex GTM motions and enterprise requirements

I need Customisation →

What our customers say

We hired the team based on a recommendation from our ABM technology partner and it has been one of the best experiences we've had. The whole team caught on very quickly to our business model and was able to help us effectively create customer personas, associated messaging and create relevant content quickly. Their comfort level with our tech stack (ABM, HubSpot Marketing, Sales and CRM, and Cognism) was impressive and critical to moving quickly. I have truly come to think of them as part of my marketing team.

Humphries, H

Sales and Marketing Director, DSSI (Acquired)

We recommend the team highly. After deciding that our HubSpot instance and pipeline were no longer fit for purpose, they helped us to completely revolutionise our approach. We now have a solution which is scalable, ready for our next phase of growth and enables our SDRs and AEs to focus on what really matters, driving and converting pipeline.

Leon, J

CMO, DSMN8

The team helped us turn our design ideas into a full-functioning website integrated with HubSpot, which has delivered a high standard of experience and a seamless customer journey. We are delighted with our site and CMS and working with Paul and his team was rewarding and enjoyable. We were particularly impressed with the speed of turnaround and how flexible and available they were.

Brunt, M

Co-Founder, HM Advisory

From the outset, they impressed us with their in-depth knowledge of HubSpot's capabilities. However, what truly set them apart was their commitment to understanding our unique business model. They conducted a thorough competitive analysis and took the time to delve into our specific needs and goals. This resulted in a customized implementation plan that directly addressed our challenges and opportunities. But their expertise extended beyond the software itself.

Mendiratta, A

Innovation Leader, Direct Sourcing

Working with the team in a time of turmoil and uncertainty for the industry the business operates in through the pandemic, meant we needed to ensure that the investment of the partnership for this contract was a must success. Paul and his team allowed new software integration to be fluid and seamless to our current processes and existing systems and helped greatly with our new sales systems and sales contact onboarding.

Collings, B

Managing Director, Showcase Events

HUBX decided to migrate from Pipedrive to HubSpot to take advantage of a fully integrated CRM & marketing automation solution that seamlessly connected customer information through to the customer success and service teams. The difference with Paul is that not only does he understand the what and why but he also knows the right way to deploy the tech to get the best result.

De Silva, R

CCO, HubX Capital

Frequently Asked Questions

How long does Customer.io implementation take?

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

You're a new Customer.io partner. Should I trust you?

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.

What makes you different from other Customer.io agencies?

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.

Do we need HubSpot to work with you?

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.

Can you migrate us from our current email platform?

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.

What results can we expect?

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.

Do you offer ongoing management after implementation?

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.

What size companies do you work with?

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.

How involved will our team need to be during implementation?

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.

Do you provide training?

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.

What if we're not ready for full implementation?

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.

Is Customer.io a CRM or marketing platform?

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.

Which is better for email marketing: HubSpot or Customer.io?

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 →

Customer.io Agency for SaaS & Fintech