SaaS & Digital Products
Nobody finds out until renewal.
AI systems for SaaS and digital product teams. Onboarding workflows that activate users, expansion signals routed to the right rep, support automation that does not feel automated, and churn surfaces before renewal. Not at it. Deployed across vertical SaaS, B2B horizontal platforms, developer tools, and marketplaces. From seed-stage with no CSM to public-company multi-product portfolios.
Common verticals
Where SaaS and digital product teams lose time and money.
01
Trial users sign up, fail to activate, and never get reached out to.
02
Support tickets pile up while a junior copy-pastes the same answer 20 times a day.
03
Expansion signals. Heavy usage, multi-seat invites. Sit in the data warehouse instead of in a rep's CRM.
04
Churn risk is detected at renewal, when it is already too late.
05
The product team ships features the team cannot tell you whether anyone uses.
What we set up, in the order it pays.
The front desk usually goes first because the phone is where the money leaks. The rest comes after, in the order that pays you back fastest.
Why this, for you
Activation workflows, onboarding sequences, and trial-to-paid handoffs that fire on user behavior instead of waiting for a CSM to notice.
See the full systemOperations
LiveWritten SOPs become running systems. Tasks routed, handoffs completed, nothing dropped.
Your SOP
Route
Run
Done
Guardrail/Approvals and exceptions are gated to a human. The system never acts past its scope.
What changes once the system runs.
01
Activation rate visible per cohort, not per quarter.
02
Tier-1 support deflection without the chatbot tax. Answers cite real docs.
03
Expansion signals reach the rep who owns the account within minutes.
04
Churn risk surfaces 30+ days before renewal, with a play attached.
Frequently asked questions
Common questions from SaaS and digital product teams.
Hear it take a call before it goes live.
Fifteen minutes. You tell us how calls come in today. We tell you the one thing worth fixing first.