SaaS and services packages

Revenue operations for companies that sell software or expertise

Product signals in the CRM, renewals that never surprise you, and reporting that survives a board meeting.

4 ready-to-scope packages Fixed price, agreed up front Senior architects, not juniors

What we have delivered in b2b saas

Real numbers from real builds. Tap either to read the full case study.

SaaS and services firms rarely lack data. They lack one funnel where product usage, pipeline, and renewals agree with each other. These packages build that on HubSpot or Salesforce, whichever you are on.

Clouds and products we build on

HubSpot Smart CRM with Marketing, Sales, and Service HubSalesforce Sales Cloud and Revenue CloudService CloudData Cloud or Segment for product events

Systems we connect to

Product analytics and event pipelinesBilling and subscription platformsFinance and accounting systems

Integrations we have shipped

SegmentStripeCalendlyZoomSlackQuickBooksXeroOpenAI

Integration builds are documented in our technical guides, one per tool.

Packages

Built for b2b saas & professional services, not adapted to it

Each one names the outcome you would ask for, and the stack underneath is chosen to fit it.

Full build

Product-Led Revenue Engine

Usage signals land on the account, and reps work the accounts that are already showing intent.

What's included

  • Product event pipeline into the CRM through Segment or direct integration
  • Product-qualified lead definition agreed with product and sales
  • Scoring model combining usage, fit, and engagement
  • Routing and alerting so signals reach a rep while they are warm
  • In-app and lifecycle nurture tied to real behaviour
  • Trial-to-paid conversion reporting
  • Rep enablement on how to read and act on the signals

Not included: Product instrumentation inside your application · Data warehouse implementation · Pricing or packaging strategy

Yours to keepLive event pipelinePQL scoring modelRouting and alertsConversion dashboards
Full build

Renewal and Expansion Pipeline

Renewals forecast like new business, with health signals flagging risk months ahead.

What's included

  • Renewal opportunities generated automatically on the right cadence
  • Customer health score combining usage, support, and engagement
  • Risk alerting with enough lead time to act
  • Expansion signals surfaced to the account owner
  • Renewal and expansion forecasting alongside new business
  • Churn reason capture and reporting
  • Customer success team enablement

Not included: Billing system implementation · Contract lifecycle management · Customer success platform replacement

Yours to keepRenewal automationHealth scoringRisk alertsRetention dashboards
Quick start

Board-Ready Revenue Reporting

One set of numbers everyone agrees on, produced automatically instead of assembled by hand.

What's included

  • Definitions agreed across marketing, sales, and finance first
  • Full-funnel attribution from first touch to closed revenue
  • Pipeline coverage, velocity, and conversion reporting
  • Cohort retention and expansion analysis
  • Finance reconciliation so CRM revenue matches the books
  • Automated board pack refreshed on schedule
  • Documentation of every metric definition

Not included: Financial audit or accounting services · Data warehouse build · Custom BI platform implementation

Yours to keepAttribution modelBoard dashboard packMetric definitionsReconciliation process
Full build

Services Delivery and Billing

Projects, time, and billing on one system, with utilisation and margin visible per engagement.

What's included

  • Project, phase, and milestone model tied to the sold opportunity
  • Resource assignment and capacity visibility
  • Time and expense capture that consultants will actually use
  • Utilisation, realisation, and margin reporting per engagement
  • Automated invoicing from approved time and milestones
  • Finance system integration for invoices and revenue
  • Delivery team training

Not included: Accounting system implementation · Payroll integration · Detailed resource forecasting beyond capacity views

Yours to keepProject and time modelUtilisation dashboardsInvoicing automationFinance integration
FAQ

Questions about b2b saas & professional services packages

Fixed scope, fixed price

Tell us what is slowing your b2b saas team down

A free thirty minute call with an architect who has built this before. You leave with a scope, a timeline, and a fixed price.

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