Build a Post Sales Journey Your Clients Will Love
Onboarding, check-ins and customer success workflows that keep clients after the deal closes.
HubSpot Platinum Partner
Certified and delivering across New Zealand & Australia, from Auckland.
Post-sales excellence
An experience that keeps its promises after the deal closes
Most businesses put their best process in front of prospects, then go quiet the moment the ink dries. Onboarding lives in inboxes, check-ins depend on someone remembering, and the first sign of trouble is a churn email.
We build the after-the-sale engine in HubSpot: structured onboarding, health signals, and renewal and check-in workflows that fire on their own. Your customers get an experience that keeps its promises — and you get warning lights well before anything's on fire.
Sound familiar?
The silence after the signature
Sales rings the gong, and then… nothing. The customer’s first week is a scramble of forwarded emails and “who owns this?”
Onboarding is improvised
Every new customer gets a slightly different experience depending on who’s free that week. Some of them mention it.
Churn arrives unannounced
Renewals surprise you — in the bad way. No early signal, no check-in rhythm, just an invoice that doesn’t get paid.
Honest, fixed pricing
Standard
Onboarding and service, structured
$12,000fixed, ex GST
- Service pipeline design
- Ticketing and SLAs
- Handover from sales
Advanced
Adds automation and reporting depth
$18,000fixed, ex GST
- Everything in Standard
- Customer health reporting
- Automated onboarding journeys
Enterprise
Scoped to your service model
$22,000from, ex GST
- Everything in Advanced
- Multi-team service design
- Custom reporting
What's included, step by step
01
Map
We map your post-sale journey — onboarding, check-ins, renewals — and find where customers currently fall through.
02
Design
Service Hub structure, handoff points and success workflows, designed around how you actually deliver.
03
Build
Ticketing, onboarding sequences, health signals and reporting — built and tested in your portal.
04
Embed
Your team runs it, your customers feel it, and renewals stop being a surprise.
“Zippily are exceptional. They’re organised, knowledgeable, reliable and genuinely trustworthy, everything you want in a technical partner. We’ve loved working with them and will absolutely continue the relationship long term”
Christine Kearney — PH Digital
Proof in our promise
What post-sales excellence looks like in practice
PH Digital's custom portal turned client work into client insight — more information, better service, and a team with real visibility of every account.
6 weeks
End to end process for a robust post sales system your team (and clients) will love
One of ten ways we get teams more from HubSpot.
Helpful resources
11 Sept 2026 · 4 min read
When Sales and Marketing align
Most marketing teams can tell you their cost per lead within seconds. Far fewer can tell you, with confidence, how much pipeline those leads generated and how much of that pipeline closed. That gap is not about effort or capability. It is almost always about structure. Without cl
23 Mar 2026 · 3 min read
Visibility Over Oversight: Scaling Without the Bottleneck
For a founder, "control" is often just a synonym for visibility. You want to see the gears turning across sales and delivery without having to hunt people down for an update. The irony is that the more you try to grab the wheel, the more you turn yourself into a bottleneck. Real
Before you book — the honest answers
How long does it take?
Depends how much of the post-sale journey we’re building — one onboarding flow or the whole customer lifecycle. Scope and dates get agreed upfront, and we hit them.
What does it cost?
Standard is $12,000, Advanced — with deeper automation and reporting — is $18,000, and Enterprise builds scoped to your service model are $22,000.
What do you need from us?
Access to the people who deliver your service today, and honesty about where customers currently get lost. The awkward stories are the useful ones.
What happens afterwards?
Your team owns the machine — documented, trained, humming. Add a retainer if you want us tuning it as you grow, but it works without us.
Want customers who stay after the sale?
A free 30-minute chat about what happens after your deals close — and where the leaks are.
Book your free chat