SERVICE 05 — CUSTOMER TRACKING

See where every customer is — and why.

A real-time customer-lifecycle layer that tells your team where each person is in the journey, what they did last, and what to do next. Sits on top of your CRM, support and product.

Built for the teams who can't wait for results.

This engagement is for operators who already know they have a problem worth solving — and want a senior team to ship the fix in weeks.

  • Sales/CS teams who only see the last interaction in CRM, not the full journey.
  • Marketing teams running blind on attribution past first-touch.
  • Product-led teams wanting to act on usage signals before churn.

Deliverables

  • End-to-end event pipeline (Segment, Rudderstack or custom).
  • Identity resolution layer with stable customer IDs.
  • Lifecycle staging and health score, surfaced in CRM.
  • Multi-touch attribution model in BI.
  • Slack/CRM trigger system for ops actions.

A focused engagement.

Six things we ship inside this track. Some clients use a subset; most use all.

01

Event collection

Web, mobile, server-side, support, billing — every meaningful event captured with consistent schema.

02

Identity resolution

Anon → known → multi-device → multi-org. One stable customer ID across the journey.

03

Lifecycle staging

New → activated → engaged → at-risk → churned, scored daily and surfaced in CRM.

04

Health scoring

Per-account health score combining usage, engagement and support signals.

05

Attribution

First-touch, last-touch, multi-touch, time-decay — pick your model. Honest revenue attribution.

06

Action triggers

Slack pings, CRM tasks, automated emails when a customer crosses a threshold.

How a typical engagement runs.

Async-first. Senior-only. Weekly demos.

01

Schema design

We design the event schema with your team — names, properties, ownership.

02

Instrumentation

We instrument the front-end, back-end and SaaS sources. Validation tests included.

03

Build

Lifecycle staging, scoring, surfacing into CRM and Slack.

04

Operate

Drift monitoring, weekly review, model retraining (if applicable).

Numbers our clients care about.

17%
Avg. churn reduction
31%
Avg. expansion lift
3wks
Time to first signal
60+
Events instrumented avg.

Pair it with another track.

Most clients combine two or three of these. We'll recommend the right combination on the first call.

data·
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Data Analytics

Tracking is the front-end. Analytics is the back-end. Same team.

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business·
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Business Automation

Triggers feed automations.

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crm·
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CRM System

Tracking surfaces signals — CRM is where the team acts on them.

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Common questions.

Five things people ask before signing.

Do we need Segment / Rudderstack?+

Helpful but not required. We can stand up an open-source pipeline if you'd rather not pay a CDP.

How is this different from Mixpanel?+

Mixpanel is for analysts. Customer tracking is for operators. We surface signals into CRM and Slack so people act, not analyse.

Will engineering be blocked on this?+

Initial schema needs ~5 hours from a senior engineer. After that, we own the pipeline and instrumentation.

Privacy / GDPR?+

PII handled per your DPA. Consent gates, data retention, right-to-erasure all wired in.

Cost?+

Build $18k–$45k. Monthly run cost depends on event volume — usually $400–$2k/month at startup scale.

Ready to ship?

Tell us what you're trying to do. We'll send a proposal within two business days.