Gainsight your CS team actually trusts.
Health scores, CTAs, playbooks and admin support, without a full time Gainsight admin.
Sound familiar?
What we fix in Gainsight
Setup
Built around how your CS team works.
Health scores
Signals that actually predict churn.
CTAs and playbooks
Right timing, right owner.
Journeys
Onboarding and renewals on autopilot.
CRM sync
Gainsight and Salesforce or HubSpot agree.
Admin support
A few hours a month, on call.
Swipe to see more
- Gainsight
- Salesforce
- HubSpot
- ChurnZero
- Totango
- Vitally
- Zendesk
- Intercom
Where teams usually start
Four steps. No surprises.
Tap a step to see what we do and what you get.
01 AuditUnderstand the setup
We review your CRM, lifecycle stages and data flow before touching anything. No assumptions.
- CRM field and object mapping
- Lifecycle stage review
- Enrichment tool configuration check
- Campaign tracking audit
02 IdentifyFind the gaps
We pinpoint exactly where data, enrichment and workflows are breaking down, then agree on what to fix first.
- Data quality and duplication gaps
- Broken workflow triggers
- Attribution blind spots
- Integration failures between tools
03 ImplementFix what matters
We rebuild CRM structure, enrichment logic and campaign tracking, with clear documentation throughout.
- CRM cleanup and restructuring
- Enrichment workflow rebuild
- Campaign tracking and UTM setup
- Lifecycle stage definition and testing
04 OptimiseMake it last
We set up reporting, train your team and hand off clearly, so you're not dependent on us to keep things running.
- Reporting dashboard setup
- Scalability and edge case review
- Team training sessions
- Clean handoff with runbooks
Quick answers
What does a Gainsight consultant do?
Sets up, fixes and maintains Gainsight: health scores, CTAs, playbooks, CRM sync and renewal reporting.
Do we need a full time Gainsight admin?
Often not. A few hours of admin help a month is usually enough for a growing team.
Can you fix our existing setup?
Yes. We audit first, keep what works and fix the rest.
How do you price it?
Fixed price projects or hourly admin support, quoted after a free 30 minute audit.
Not sure what's broken?
Free 30 minute audit. We'll tell you what we'd fix first.