AI automation for SaaS companies — streamline customer onboarding, reduce churn with proactive workflows, automate support escalation, and turn usage data into action. Delivered in weeks.
The Problem
SaaS companies hit the same ceiling: onboarding is manual, churn signals go unnoticed until it's too late, support tickets pile up, and the ops team spends more time on process than product. The irony? You sell software that automates things — but your own workflows are duct tape and spreadsheets.
Welcome emails sent manually. Account configuration done by hand. Product tours that don't adapt to the customer's use case. By the time your customer is set up, they've already lost momentum.
Usage drops. Login frequency falls. Feature adoption stalls. By the time your CS team notices, the customer has already decided to leave. Churn prevention requires action at the first sign — not the last.
Password resets, billing questions, "how do I" requests — your support team answers the same 20 questions every day. Tier 1 support eats time that should go to complex issues and customer relationships.
You track everything — logins, feature usage, NPS scores, support interactions. But turning that data into triggered actions (outreach, alerts, upsell opportunities) requires someone to check dashboards manually. Nobody does it consistently.
What We Automate
Built for B2B SaaS companies with 50–5,000 customers. Integrates with your existing stack.
New customer signs up → account configured automatically based on plan tier and use case. Personalized welcome sequence triggers. Product tour adapts to their stated goals. Setup checklist tracks progress and nudges completions. CS team only steps in when the customer is stuck — not for every new account.
Usage patterns, login frequency, support ticket sentiment, NPS scores — combined into a health score that updates daily. When an account drops below threshold, automated workflows trigger: personalized check-in email, CS alert in Slack, and a suggested action based on what's changed. No more guessing who's about to leave.
Incoming tickets classified by topic, urgency, and customer tier. Common questions auto-resolved with contextual answers pulled from your docs. Complex issues routed to the right specialist — not just the next available agent. Priority customers get priority treatment automatically.
Customer hits a usage milestone → trigger an upsell conversation. Feature adoption stalls → send a targeted how-to sequence. Trial user completes setup → fast-track to sales. Your usage data already tells the story — this automation acts on it, automatically and consistently.
A 50-customer CS team spending 30% of time on manual onboarding + repetitive support costs ~$92K/year in labor. Automating Tier 1 support and onboarding recovers that — or lets your CS team handle 2× the accounts without burnout.
The Shift
"We went from losing 6% monthly on our starter plan to 3.5% in the first quarter. The churn prediction caught accounts we'd never have noticed manually. And our support team actually has time for the complex stuff now."
No per-seat fees. No usage surprises. You know the cost before we start.
Process
We integrate with your existing tools. No platform migration required.
We audit your customer journey, map ops bottlenecks, and review your tech stack. You get a written scope with exactly what we'll automate, what it costs, and the expected impact on retention and support volume.
We build the automations, integrate with your tools (CRM, support, analytics, billing), and configure for your customer segments. Weekly updates so you see real progress — not slide decks.
Automation runs in parallel with your current process. Your team compares results, we catch edge cases, and everything is validated with real customer data before go-live.
Go live. Team trained on new workflows. Full documentation delivered. 30 days of support included to smooth the transition and tune the automations based on real usage.
Let's automate the repetitive work so your team can focus on what actually moves the needle — customer success and product growth.