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Customer Success Systems That Drive Retention and Expansion Revenue From Day One

Deploy a pre-built customer success environment on HubSpot Service Hub with AI-powered support, health-scored playbooks, and self-serve onboarding through our Revenue OS. Stop building from scratch; start delivering value today.

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Customer Success Teams Must Do More With Less

CS leaders at B2B SaaS companies are under pressure to reduce churn, accelerate time-to-value, and drive expansion revenue while managing growing customer bases with limited resources. That typically takes 6+ months to build, while you struggle with:

 

  • Manual onboarding processes that delay time-to-value
  • Disconnected systems that prevent proactive health scoring
  • Limited visibility into customer engagement and risk signals
  • Inability to scale personalised support as the customer base grows
  • Misalignment between CS, sales, and product teams on customer outcome

Pre-Built Customer Success Environment Deployed on HubSpot Service Hub

Arise GTM delivers a complete customer success infrastructure through our Revenue OS; 300+ pre-configured HubSpot deliverables that go live on Day 1 rather than being built over 6 months. Your CS team gets enterprise-grade systems immediately, then we customise them to your specific customer journey.

Health-Scored Onboarding Playbooks

Automated customer health scoring that tracks product adoption, engagement metrics, and success milestones. Your team gets proactive alerts on at-risk accounts before they churn, with templated intervention playbooks for common scenarios.

HubSpot Service Hub Configuration

Complete ticketing system with SLA tracking, automated routing rules, and knowledge base integration. Your customers get faster resolution times while your team gains visibility into support trends and product friction points.

Arise OS Custom AI Support

AI-powered support capabilities integrated directly into your HubSpot environment. We combine custom AI with Breeze. Automated ticket categorisation, sentiment analysis, and suggested responses help your CS team handle higher ticket volumes while maintaining quality.

Self-Serve Onboarding Through PLG Objects

For product-led growth companies, we integrate Customer.io with HubSpot using custom PLG objects that track in-app behaviour, trigger contextual onboarding sequences, and identify expansion opportunities based on usage patterns.

Revenue-Aligned Success Metrics

Dashboards and reporting that connect CS activities directly to retention revenue, expansion ARR, and customer lifetime value. Your leadership team finally sees the revenue impact of your customer success investments.

What are you going to do about it?

Stop Waiting Months to Scale Your Customer Success Operations

Traditional CS Infrastructure Build:

  • Month 1-2: Requirements gathering and system design
  • Month 3-4: HubSpot configuration and workflow build
  • Month 5-6: Testing, training, and iteration
  • Result: 6+ months before your CS team has working systems

Revenue OS Approach:

  • Day 1: Pre-built CS environment deployed in HubSpot
  • Week 1-2: Customisation to your customer journey and product
  • Week 3-4: Team training and playbook refinement
  • Result: Fully operational CS systems in under 30 days

How We Deliver:

Our productised approach means you're not paying for discovery work. 

You're getting proven systems that have been refined across dozens of B2B SaaS implementations, then rapidly customised to your specific needs.

Customer Success Aligned to Your Complete Revenue Engine

Customer success doesn't exist in isolation. Our Revenue OS ensures your CS operations integrate seamlessly with marketing, sales, and product teams through unified data models and shared visibility.

Cross-Functional Alignment:

  • Marketing sees which campaigns drive high-LTV customers
  • Sales understands product adoption patterns for expansion opportunities
  • Product receives structured feedback from CS interactions
  • Finance tracks retention metrics alongside acquisition costs

Customer.io + HubSpot for PLG Companies: For product-led growth businesses, we connect in-app behaviour from Customer.io with HubSpot Service Hub, giving your CS team complete visibility into how customers actually use your product, not just what they tell you in tickets.

Enterprise-Grade Customer Success Systems
for £2M-£20M ARR Companies

Arise GTM specialises in B2B SaaS and fintech companies that have achieved product-market fit and need to scale their customer success operations without proportionally scaling headcount.

Ideal for CS Leaders Who:

  • Manage 100-1000+ customers with small teams
  • Need to reduce churn while driving expansion revenue
  • Want data-driven insights into customer health and risk
  • Require automation to handle routine CS tasks at scale
  • Must demonstrate the revenue impact of CS investments to leadership

Transparent Pricing for Complete CS Infrastructure

Foundation Tier

(£7,500-£9,500/month)
Complete HubSpot Service Hub deployment with health scoring, playbooks, and AI support capabilities. Includes Revenue OS access, team training, and a 6-month engagement minimum.

Scale Tier

(Custom Pricing)
Adds advanced PLG integration with Customer.io, custom workflow automation, and expanded reporting for multi-product or international CS operations.

Post-Engagement Options

  • Methodology certification for your CS team
  • Ongoing optimisation retainer (20% of engagement fee)
  • Tier expansion as your CS operations grow

Proven Framework for Scaling CS Operations

Our ARISE™ methodology (Assess, Research, Ideate, Strategise, Execute) ensures rapid deployment without sacrificing strategic alignment. Each sprint delivers working functionality; no waiting until the end of the engagement to see results.

Sprint-Based Delivery:

  • Sprint 1: Deploy core Service Hub infrastructure and health scoring
  • Sprint 2: Build onboarding playbooks and automation workflows
  • Sprint 3: Implement AI support and self-serve knowledge base
  • Sprint 4: Connect CS metrics to revenue reporting and dashboards

HubSpot Platinum Partner Specialised in
B2B SaaS Customer Success

Published Expertise

Author of "Go To Market Uncovered" (Wiley) with specific frameworks for CS-led retention and expansion strategies.

GDPR & HIPAA Compliance

Enterprise-grade security certifications for regulated industries handling sensitive customer data.

PLG Specialisation

Unique expertise in Customer.io + HubSpot integration for PLG companies that need both in-app and traditional CS motions.

Proven Results

40+

Improvement in qualified expansion pipeline within 90 days

76%

Proven reduction in onboarding time-to-value

25%

increase in customer health scores through proactive playbooks

Complete Revenue Engine Services

HubSpot CRM Agency

Full Revenue OS deployment across marketing, sales, and customer success

Product-Led Growth Agency

In-app onboarding and activation systems integrated with your CS infrastructure.

Revenue Operations

Cross-functional systems, reporting, and process optimisation