Use cases — Answering real business questions with your customer data.
Worked examples of CRM data cleansing, HubSpot–Stripe revenue reconciliation, customer health scores and renewal risk, with optional SQL.
7 min read (+ optional SQL) · Updated 2026-10-06
How do you build a customer health score from CRM, billing and support data?
Most SaaS health scores fail before the formula: unlinked CRM, billing and support data. How to build an explainable customer health score backed by evidence.
6 min read · Updated 2026-10-02
Who in your company should see which customer data?
A simple way to start governing customer data in a 20–50 person SaaS company: map where it lives, name owners, decide who sees what (including AI), control how it leaves, and set retention.
7 min read (+ optional SQL) · Updated 2026-10-02
Which accounts approaching renewal have overdue invoices and open tickets?
How to answer one renewal-risk question across CRM, billing and support: give every customer one ID, define the terms, ask the question, show the evidence. With runnable SQL for those who want to build it.
7 min read (+ optional SQL) · Updated 2026-10-06
Why doesn't your HubSpot ARR match Stripe?
How to run a monthly SaaS revenue reconciliation between HubSpot and Stripe. Compare ARR and MRR per customer, explain the variance, and fix discrepancies at the source.
8 min read (+ optional SQL) · Updated 2026-10-09
HubSpot and Stripe duplicates: how to merge and match companies when names don't match
How to deduplicate HubSpot companies, match Stripe customers to the right records when names don't match, and stop duplicate customer data from coming back.
8 min read (+ optional code) · Updated 2026-10-09
The pre-call brief: what to know before every customer meeting, and how to send it automatically
Five lines a CSM should read before every customer call, where each one comes from, and how to send them to Slack 24 hours ahead with n8n and a small database.