01
Which accounts are falling behind?
Find customers missing the milestones expected for their segment and time since onboarding began.
For B2B SaaS customer success teams
Know which customers are getting value. Help the ones falling behind.
I bring your customer data together and build models around how different customers get value from your product. Your CS team can use ChatGPT or Claude to investigate accounts, understand their progress, and create reports from that connected data.
Start your free analysis →
One week to review your onboarding and create a custom implementation plan.
Tailored to your customer segments. Built around your tools. Personally managed by a data analyst with 10+ years of experience.
From scattered customer data to answers your team can use
Customer data from CRM, support, call recordings, product usage, and billing is connected by account in your data warehouse. Custom value models use your customer segments and milestones to produce final tables for CS. Access is limited to the final models your team needs. Destinations include CRM for account scores, Slack for alerts, Email for findings, and an LLM connection to explore data in ChatGPT or Claude.
01 · The problem
Acquiring customers is only the beginning.
When acquisition costs rise or churn increases, getting more value from the customers you already acquire becomes a priority.
But a customer can finish onboarding without adopting the workflow they bought your product for. A team can log in regularly while an unresolved issue keeps them from reaching their first useful result.
The clues are spread across product usage, sales conversations, support tickets, and billing. I connect that context so your CS team can understand where customers are progressing, where they are stuck, and where to focus their attention.
02 · Value model
Success looks different for different customers.
A small team and a large company may need different levels of usage, different workflows, and different amounts of time to get value from the same product.
We start by grouping your customers into meaningful segments. Then we combine your team's business knowledge with historical data to define the outcomes each segment wants and the minimum meaningful usage that indicates they are getting value.
A smaller customer might reach first value within 30 days. A larger company with a more involved rollout might need 90 days. We define the milestones and intermediate progress to expect for each, so your team can identify accounts falling behind their own expected path.
Those definitions become the business logic in your data models. We review real accounts together and refine the signals as we learn what customer success looks like in practice.
03 · Your questions
Your questions, answered with your customer data.
Your CS reps can explore the final models through ChatGPT or Claude, using plain-language questions to investigate accounts and build the reports and charts they need.
02
What is happening with this account?
Bring together product behavior, support issues, customer conversations, and sales expectations to investigate possible blockers.
03
How does onboarding compare across customer segments?
Compare progress toward each segment's 30-day and 90-day milestones, and explore where customers tend to stall.
04
Are customers progressing after we help?
Track whether accounts reach their next milestones after your team intervenes, and use what you learn to refine the model.
04 · Your stack
Connected, modeled, and ready for your team.
I build the pipelines that bring customer data from your platforms into a data warehouse, connect records by account, and create the final tables your CS team needs. The models use your definitions of value, customer segments, and signals.
Already have a warehouse or data tools? I build around your existing setup. Need the infrastructure? Your implementation plan covers what to put in place for your stack.
I help set up the MCP connection that gives ChatGPT or Claude access to the final models. Access is limited to the tables your CS team needs for its work. I can also help connect supported CRM tools so reps can use that context in their existing workflows.
You own the infrastructure, accounts, data pipelines, and models. I build and maintain the system with you, adapting it as your product, customers, and questions change.
05 · The analyst
A data nerd working with your team.
I'm Gonzalo Zariaga, a data analyst with 10+ years of experience in analytics and growth across HP, GM, Buildbox, and Circle.so.
I work directly with your team to understand your product, investigate historical customer behavior, and turn your business knowledge into useful data models.
Your team can challenge a signal, bring a new question, or point out an account that does not fit the model. We use that feedback to improve the definitions and add the context your CS reps need.
Gonzalo Zariaga
Fractional data analyst
Previously HP · GM · Buildbox · Circle.so
06 · Process
Start with a free week of analysis.
01
Your free discovery week
Once the agreed data and access are available, I spend a week reviewing your onboarding, customer segments, historical data, and tools. You receive a custom implementation plan covering your value milestones, proposed signals, data connections, and infrastructure. We then walk through the findings and next steps together on a call.
02
Your first working system in 30 days
Once we agree on the implementation and the required access is ready, I build the data pipelines, warehouse setup, and first version of your customer value models. We review the results against real accounts, and I help your CS team get connected through ChatGPT or Claude.
03
Models that evolve with your business
I maintain the data connections and work with your team to refine milestones, adjust thresholds, and add signals as you learn more about your customers. Your models keep developing as your product and customer needs change.
Start with your onboarding. Leave with a plan built for your business.
Get a free week of analysis to understand how your customer data can help CS identify progress and spot accounts that need attention.
You'll receive a custom implementation plan for your customer segments, value signals, tools, and infrastructure. After the analysis, we'll review it together and discuss how to put it into practice.