HubSpot Onboarding, Optimization, and Implementation for SaaS & Tech

Whether you're scaling your go-to-market machine, optimizing unit economics, or building the operational foundation for your next growth phase, Zestey is here to help you maximize revenue and customer lifetime value.

The difference between SaaS companies that scale efficiently and those that plateau often comes down to one thing: are your teams working together toward the same metrics, or are they siloed and competing for resources?

We empower growth-stage SaaS and Tech companies to build truly integrated revenue operations that drive customer acquisition, retention, and expansion revenue. With deep expertise in HubSpot, nearly a decade of experience working in scaling companies like TripAdvisor and HubSpot itself, and hands-on experience in high-growth tech environments, we help you optimize every stage of the customer journey - from creating scalable sales processes and implementing full RevOps strategies, to ensuring no marketing dollar is wasted on the wrong campaigns.

How We Help SaaS & Tech Companies Accelerate Revenue Growth

We Build Integrated Marketing, Sales, and Service Processes

Most SaaS companies have great marketing campaigns, solid sales processes, and decent customer success teams - but they're not talking to each other, and money gets left on the table. 

We help you break down the silos and create seamless handoffs:

Marketing processes that deliver qualified leads with clear ICP targeting and segmentation that improves conversions

Sales processes optimized for SaaS deal cycles - from lead qualification through expansion opportunities and renewals

Service workflows designed to deliver a best-in-class onboarding experience, maximize retention, uncover upsell and cross-sell opportunities, and turn customers into advocates

Unified data and automation that connects all three so nothing falls through the cracks

The benefit? When marketing, sales, and service work as one team, you don't just close deals - you build lasting relationships that drive recurring revenue and expansion.

We Unify Your KPIs and Eliminate Team Misalignment

In SaaS, misaligned metrics kill growth. Marketing optimizes for lead volume, sales chases quota, and service tries to reduce churn - without considering how their work impacts each other.

We help you design unified KPI frameworks that align your entire organization:

Shared success metrics that reflect the full customer journey - from acquisition through expansion
Clear visibility into how marketing sourcing impacts sales efficiency impacts customer success retention
Accountability structures where every team understands how their work drives company-wide revenue growth
Dashboard reporting that shows what's working across the entire revenue engine

The benefit? Your teams move together instead of against each other, and revenue growth becomes a shared mission.

Optimize Targeting, Personalization, and Segmentation for Conversions

Generic outreach doesn't work in SaaS. You need precision targeting and relevant messaging at every stage.

We help you leverage your data to reach the right personas with the right message:

Persona-based segmentation that ensures your marketing and sales messaging aligns with what actually converts
Personalized email and content workflows that speak to specific buyer challenges and use cases
Account-based marketing frameworks that align sales and marketing around high-value targets
Continuous optimization powered by performance data - so you're always improving what's working

The benefit? Higher conversion rates, shorter sales cycles, and more efficient customer acquisition.

Unlock Revenue Growth Through Cross-Sell and Upsell Strategy

In SaaS, expansion revenue is often easier to capture than new customer acquisition - but most companies leave it on the table.

We help you systematically identify and capture expansion opportunities:

Expansion revenue workflows that identify customers ready to upgrade or adopt additional products
Customer health scoring that reveals expansion potential and churn risk before it's too late
Sales and success alignment so your team is equipped to present expansion opportunities naturally
Process automation that surfaces opportunities at the right time with the right context

The benefit? Predictable, profitable growth without relying solely on new customer acquisition.

Reporting and Analytics That Drive Smart Decisions

You need to understand what's actually working across your entire revenue operation - not just surface-level metrics.

We help you build reporting that reveals true operational health:

Cohort analysis that shows which customer segments, acquisition channels, and sales sources generate the best LTV
Pipeline and forecast visibility that helps leadership make confident decisions and investors see traction
Performance dashboards that show real-time insights into marketing efficiency, sales velocity, and customer retention
Optimization recommendations based on data patterns across your business

The benefit? You spend less time analyzing and more time acting on insights that actually move the needle.

Why SaaS & Tech Companies Choose Zestey Consulting

✅ We've scaled growth-stage tech. We bring real experience from inside scaling tech organizations like TripAdvisor and HubSpot - we know what works and what doesn't in high-growth SaaS environments.

✅ We understand SaaS economics. CAC, LTV, churn, expansion revenue, unit economics - these aren't buzzwords to us. We optimize for the metrics that actually determine your success.

✅ We break down silos. We specialize in aligning marketing, sales, and service around unified goals so your entire organization moves together.

✅ We focus on operational excellence. Every process, automation, and workflow is designed for efficiency, scalability, and predictable revenue growth.

✅ We provide strategic partnership. With our retainer-based support, you have an ongoing partner helping you optimize, adapt, and stay ahead as your business evolves.