TAKING NEW BRIEFS · Q2 / 26
A senior operator sets up and runs your SaaS marketing automation around the way SaaS actually grows — free trial, activation, PQL, expansion and churn — inside HubSpot or Marketo, wired to your CRM so the dashboard finally matches the pipeline.
“Most SaaS automation isn't broken because the emails are bad. It's broken because it doesn't know what a trial, a PQL, or an at-risk account actually is.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Workflows triggered by what users actually do — sign up for a trial, hit an activation milestone, go quiet for a week, cross a usage threshold — instead of one-size-fits-all blasts. The system runs the repetitive lifecycle work so your team can spend time on the accounts that matter.
Lead scoring that combines marketing signals with in-app behavior, so a hand-raise and a product-qualified lead get treated differently — and sales gets handed accounts that are actually ready, with the context to act.
Every lifecycle stage and event synced to your CRM, attribution and revenue reporting reconciled, lists and properties cleaned. When the board asks where pipeline came from, marketing and sales answer with the same number.
Each phase produces a specific artifact — concrete, owned by you, live in your own platform. We don't bill by the hour, we ship by the deliverable. Here's exactly what lands in each one. [VERIFY: confirm the build cadence below before launch.]
We start at the foundation. We open your current HubSpot or Marketo instance, clean what's there, and model the SaaS lifecycle your tool will run on — the real stages from anonymous visitor to expansion-ready account.
The top of the funnel. Lead-capture, a scoring model that blends marketing and product-usage signals, and behavior-based nurture tracks — built and tested in your platform.
Where SaaS revenue is won or lost. Trial-to-paid sequences, onboarding flows tied to activation milestones, and churn-prevention plays triggered by inactivity or usage drop.
The far end of the lifecycle, plus proof it works. Expansion and upsell plays, win-back for churned accounts, CRM and reporting reconciliation, and a live walkthrough with the operator who built it.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
One lifecycle model. Eight core workflows. Reconciled to your CRM, run by a senior operator.