How Geysera Works for B2B Teams
Connect your CRM and ESP, define lifecycle stages, and let Geysera deploy acquire, activate, and retain flows — measured by pipeline velocity.
Three Steps to Launch Your Lifecycle Engine
Get up and running in three simple steps. We handle the complexity.
The same incrementality-first methodology behind our ecommerce cart and browse abandonment solution, adapted for B2B pipeline and retention. Explore retention marketing strategies on our blog. See the full list of B2B lifecycle flows we manage or explore B2B pricing.
Connect CRM + ESP
Link HubSpot, Salesforce, or Marketo and your existing email platform (Klaviyo, Mailchimp, or SendGrid). Bidirectional sync means deal stages, lead scores, and engagement data flow automatically.
Define lifecycle rules
Map stages, triggers, qualification criteria, and engagement policies across your funnel. Your rules govern what gets sent and when — we optimize within those boundaries.
Autopilot
We test messaging, timing, and sequences to drive pipeline velocity and retention. Holdout groups measure incremental impact from day one so you always know what's working.
Our Pipeline Velocity Measurement Framework
Data science meets AI to find what actually drives your pipeline and retention.
Data Analysis
Account-Level Segmentation
We analyze account health, engagement signals, and lifecycle stage using RFM-style scoring adapted for B2B.
AI Personalization
Account-Level Content
Our AI tailors messaging by account stage, industry, and engagement history — at scale.
"Hi [Name], your team's usage of [Feature] puts you in our top 10%..."
Causal Measurement
Rigorous Impact Quantification
We use randomized control trials to prove exactly how much pipeline and revenue our flows generate.
Running an ecommerce store?
See How Geysera Works for EcommerceReady to Turn Your Pipeline into a Growth Engine?
Join growth teams that are driving measurable pipeline impact with Geysera.
Free Retention Audit
We analyze your CRM data, email engagement history, and churn patterns to identify exactly where revenue is leaking from your pipeline.
Results in 30 Days
First optimized lifecycle flows launch within two weeks. By day 30, you have holdout-tested data showing incremental pipeline impact.
White Glove Service
A dedicated retention strategist manages everything inside your CRM and ESP — flow design, copy, testing, and reporting. You approve, we execute.