the situation

an early-stage team that needed visibility into their customer base. no structured view of active customers, MRR, or subscription statuses.

what i did

• structured the CS team's view of their customer base
• built visibility into active customers, MRR, user counts, and subscription statuses
• aligned lifecycle stages to the actual customer journey
• restructured customer data, set up subscription tracking
• built dashboards for a full customer overview

the result

• CS team with a complete picture of their install base
• HubSpot configured and structured around the team's actual processes