Se
Segment
Customer Data Platform
Certified Segment Partner · 10+ years
Tracking plan design, data schema audit, identity stitching, attribution, missed integrations. Segment is the single biggest lever we pull at the start of every engagement.
Heritage
Built on a decade of customer growth work.
AI didn't change the problem. Activation, conversion and retention still come down to the right journey at the right moment. AI gives us a sharper instrument — it doesn't replace the discipline of using it.
Customer Journey Optimization
We invented our CJO methodology before AI made it 10× more powerful. We've been mapping multi-channel buyer journeys — web, mobile, social, offline — and optimising each touchpoint for over a decade. AI now lets us personalise every step in real time.
Customer Data Platforms
10+ years implementing Segment at scale, from startup to enterprise. We know what a good tracking plan looks like, how to handle identity stitching, where attribution breaks, and which integrations are worth the effort.
Activation & onboarding
Activation is where most growth strategies live or die. Our Customer Activation Rocketship methodology has been taught to hundreds of practitioners. Now we layer AI on top — adaptive flows, context-aware nudges, lift on first value.
Conversion & retention
Mid-funnel work needs a unique cross-section of marketing, product management, customer success and engineering skills. We bring all four. We've helped clients scale from startup to scale-up across SaaS, FinTech, mobility, edtech and security.
What we build
The Customer Brain, deployed on your existing stack.
No rip-and-replace. We layer intelligence over the CDP, analytics and CRM you already run. Read-only on day one. Five things ship.
01
Customer Brain
Intelligence layer over your CDP, analytics and CRM. Read-only on day one. Next-best-action, churn and expansion scoring per account.
02
Adaptive onboarding & lifecycle
Context-aware journeys, not static drip. Triggered by behaviour, scored for value, measured against time-to-first-value.
03
Experiment engine
Non-technical teams can run multivariate tests without developer involvement. Customer Journey Architect's toolkit, deployed.
04
Measurement
Activation, trial-to-paid, NRR and time-to-value — agreed with the CFO up front. Reported on the cadence your board accepts.
05
Responsible AI in journeys
Bias checks, explainability, audit trails on every customer-facing AI deployment. Built in, not bolted on.
Methodology
The Customer Funnel — our 8-stage model
Most companies have no trouble finding resources to fill the top of the funnel. The skills required to convert and retain are entirely different. Each Unlocking Growth consultant brings the cross-section of Marketing, Product Management, Customer Success and Technology that mid-funnel work demands. Our projects focus on two funnel stages over a single quarter so we hit your goals without distraction.
2 stages·1 quarter·measurable outcome
Top of funnel
01
Discovery
The world learns about your product. Most startups stop here and let CAC blow out.
Mid funnel — where leads fall through the cracks
02
Familiarity
Prospects understand what you do and why it matters.
03
Trial
Self-serve sign-up or guided trial. The first product moment.
04
Support
Helping prospects succeed during evaluation. Activation lives here.
05
Purchase
Trial-to-paid conversion. The hand-off most leak revenue at.
Bottom of funnel — where LTV is made
06
Upsell
Expanding revenue from existing customers — zero CAC.
07
Retain
Re-engagement, churn prevention, lifecycle automation.
08
Refer
Customer-to-customer growth. Compounds when the other 7 stages work.
Product partners
Certified across the AI-Native Growth Ops stack.
We don't sell tools — we know them. Three official partner relationships where we go deep, plus a wider stack of products we deploy and integrate on every engagement.
Am
Amplitude
Product Analytics
Certified Amplitude Partner
Chart design, charts audit, experimentation tracking. We set up the dashboards your team actually uses, not the ones that look good in a screenshot.
Cu
Customer.io
Lifecycle Automation
Certified Customer.io Partner
Campaign creation, automation audit, experimentation and optimisation. Adaptive lifecycle journeys triggered by behaviour — not static drip sequences.
Plus the wider product stack we deploy on
Intercom
Customer messaging
Userflow
In-product onboarding
Userpilot
Product adoption
Iterable
Cross-channel lifecycle
Braze
Customer engagement
ChartMogul
Subscription analytics
Outcomes
The metrics we move, agreed with the CFO before we start.
How the customer experiences you.
Activation & Time-to-Value
FasterAdaptive, context-aware onboarding — reach the first value moment faster, on the path the customer actually needs.
Lifecycle metric
Trial-to-Paid Conversion
HigherConvert more trial users by delivering the right experience at the right time — scored per account, not per segment.
Funnel metric
Net Revenue Retention
HigherExpand accounts through timely, contextual upsell and engagement — driven by Customer Brain scoring.
Revenue metric
Customer Lifetime Value
HigherCompound gains across activation, retention and expansion — because every customer signal sharpens the next decision.
North-star metric
Our products
Unlocking Signals — insights on autopilot.
Surface growth insights on autopilot. AI reads your product, billing and support data — and writes the insight. Delivered to the people who can act, in the channel they live in.
Product 02 · Powers AI-Native Growth Ops
- AI-generated insights across funnels, lifecycle, ICP and behaviour
- Confidence scoring — high / medium / low on every signal
- ICP Assessment — behavioural fit, not just firmographics
- Connections over Segment, Amplitude, Stripe, Zendesk, HubSpot and many more…
- Pushes to Slack, not another dashboard nobody opens
US
Unlocking Signals✓APP
#growth-signals · today at 9:14
High confidence · 92
Trial-to-paid for SMB-SSO dropped 14% week-over-week.
Stalled accounts share a pattern: they hit the Reporting module seat limit within 48 hours of activating SSO. 73% never returned.
Trial → paid
–14%
wow
Recommended action
Trigger a Customer.io lifecycle: in-app nudge to Reporting on day 1, CSM hand-off if seat-limit hit by hour 36.
Sourced fromSegmentAmplitudeStripe
🔥 12👀 7🚀 3Acted on by VP Lifecycle
Some of the companies we've helped along the customer journey
Guardian LifeNorthern TrustKitZoomoHumanforceYHAFarmbotPonokoSingle StoreLinux FoundationKXProspaStripeAnsarada
What clients say
What growth leaders say about the work.
Unlocking Growth provided us with the framework to effectively onboard users and drive feature adoption, ultimately leading to greater customer satisfaction and retention. Their expertise in product-led strategies significantly enhanced our understanding of how to optimise our SaaS trial conversions.
JA
James Allston
CEO, Orkestra
Their deep experience in marketing, particularly within the FinTech space, made them a standout choice. A true partner in our success — their ability to manage complex systems while delivering exceptional results was invaluable.
SL
Selina Leung
Head of Marketing, Prospa
Their approach was quick, efficient, and deeply insightful. What stood out was their ability to adapt to our unique challenges, driving measurable outcomes. A vital partner in our ongoing success.
DH
Derrick Hicks
Marketing Director, Kit
Peter and his team are certified growth gurus. They immediately grasped the nuances of our funnel and built a high-impact strategy for acquiring new customers — critical in taking us from startup to scale-up.
TM
Tom Mansfield
CMO, Zoomo
Audrey is one of the most intelligent and talented people I have ever worked with. Her ability to straddle both the strategic and technical sides of the business gives her the unique ability to develop solutions that drive tremendous value. She helped our company build a strong foundation for our successful PLG launch.
JL
Joe La Grutta
Marketing Operations, 15Five
I first hired Audrey to help our $40M SaaS security company. She brought incredible professionalism, creativity and drive. She helped us break down and understand our sales and conversion funnels, identifying issues and opportunities we wouldn't have ever recognised. She injected a product-led growth DNA we just didn't have.
DS
Dan Schoenbaum
COO, RiskIQ
Layer AI-native growth ops on the stack you already run.
30-minute briefing. We'll review your current journey, identify the two stages with the most compounding upside, and sketch a 90-day deployment.