8) New Customer → 30/90-Day QBR Prep

Add to cohort sheet; at day 30 prompt QBR scheduling; create prep task with KPIs.

Trigger

Stripe → New Subscription or HubSpot Lifecycle change to Customer

Step-by-Step

Append to cohort sheet; Sleep 30 days → QBR scheduling; Create prep task with KPI checklist.

Implementation Support

Want us to wire this into your stack and tune it for conversion? We’ll implement and document it end to end.