Which Loop Focuses More on Retention Strategies?
HubSpot’s Loop improves marketing iteration. TPG’s Loop extends into onboarding, renewals, and expansion with governance—so retention becomes a discipline, not a hope.
Both support retention, but TPG’s Loop is more explicit and operational. It formalizes customer onboarding, adoption, renewal, and expansion with SLAs, playbooks, and workflows that create tickets and tasks in HubSpot. HubSpot’s Loop accelerates learning that feeds retention content and programs, while TPG’s Loop ensures post-sale actions and metrics are governed company-wide.
Retention—Visualized in Each Loop
Retention Playbook—What TPG Adds
Retention Alignment: HubSpot vs. TPG
| Retention Dimension | HubSpot Loop | TPG Loop | How They Combine |
|---|---|---|---|
| Onboarding | Content & comms iteration for post-purchase | Closed-Won → onboarding ticket pipeline with SLAs | Use HubSpot content; enforce delivery via tickets/tasks |
| Customer health | Email/chatbots for education and tips | Health scoring, risk alerts, playbooks, owner rules | Education increases use; health rules trigger outreach |
| Renewals | Lifecycle messaging and reminders | Time-boxed renewal workflows, approvals, and quotes | Messaging drives intent; workflows drive completion |
| Expansion | Segmentation for upsell content | Account-based expansion plays, usage thresholds, success handoffs | Targeted offers + governed triggers and ownership |
| Measurement | Engagement & channel performance | NRR, renewal %, time-to-live, CSAT/NPS on one scorecard | Tie engagement to customer outcomes leaders track |
Make Retention a Habit, Not a Project
Start by letting HubSpot’s loop fuel the content that keeps customers progressing—guided onboarding emails, how-to videos, and advocacy asks. Use the rapid test-and-learn cadence to find which messages and channels reduce time-to-value and increase feature adoption.
Then apply TPG’s loop to institutionalize the work. A Closed-Won deal should automatically create onboarding tickets with owners, due dates, and definitions of “live.” Health scores combine usage, support signals, and sentiment to trigger playbooks for save or expand. Renewal workflows ensure nothing slips, and QBR prompts keep outcomes front-and-center.
Governance keeps the system honest. Run a single scorecard that includes renewal rate, expansion pipeline, time-to-live, and CSAT/NPS next to new-logo KPIs. Use a weekly revenue council to prioritize fixes—content gaps, enablement needs, or product improvements—so retention performance improves quarter after quarter.
Frequently Asked Questions
Turn Customers into Lifelong Revenue
We’ll configure onboarding, health scoring, renewals, and expansion in HubSpot—powered by the TPG Loop’s governance and one scorecard.
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