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SaaS & Technology

Scale revenue, not headcount.

Deploy AI-powered automation across your entire SaaS lifecycle. From trial signup to expansion revenue, every touchpoint is optimized to convert and retain.

Overview

Your users signed up. Now what happens?

Most SaaS companies lose 40 to 60 percent of trial users before they ever reach the activation milestone. The onboarding emails are generic, the follow-up timing is guesswork, and the sales team is chasing leads that already went cold. Meanwhile, existing customers quietly churn because nobody noticed the usage drop three weeks ago.

We build intelligent automation systems that guide every user from signup through activation, conversion, and expansion. Behavioral triggers replace batch emails. Personalized onboarding sequences adapt based on feature adoption, company size, and engagement signals. Trial-to-paid conversion becomes a repeatable, measurable system instead of a hope.

Our tech stack integrates directly with your product analytics, CRM, billing platform, and support tools. We connect Segment, Mixpanel, HubSpot, Stripe, Intercom, and dozens of other platforms into unified workflows. Churn prediction models flag at-risk accounts before they cancel, and expansion playbooks trigger when usage patterns signal upsell readiness.

The result is a revenue engine that compounds. Clients typically see trial conversion rates increase by 35 percent, net revenue retention climb above 110 percent, and customer success teams reclaim 20 or more hours per week from manual outreach.

35%
Trial Conversion Lift
110%+
Net Revenue Retention
47%
Churn Reduction
3x
Upsell Pipeline
What We Build

Everything your SaaS needs to grow on autopilot.

01
Trial Conversion Engine
Behavioral email and SMS sequences triggered by product usage milestones. Users who complete key actions get different messaging than those who stall, maximizing conversion timing.
02
Onboarding Automation
Multi-channel onboarding flows that adapt based on user role, company size, and feature adoption velocity. In-app prompts, emails, and check-in calls trigger at the right moments.
03
Churn Prediction Alerts
AI models monitor login frequency, feature usage, support tickets, and billing signals to flag at-risk accounts weeks before cancellation. Your CS team gets actionable save playbooks.
04
Expansion Revenue Triggers
Automated detection of upsell and cross-sell opportunities based on usage thresholds, seat growth, and feature adoption patterns. Sales gets warm leads with full context.
05
Product-Led Sales Routing
Qualify and route product-qualified leads to your sales team in real time. High-value signups, enterprise domains, and power users get fast-tracked with enriched lead profiles.
06
Usage-Based Billing Alerts
Proactive notifications when accounts approach plan limits, with automated upgrade prompts and self-serve plan change workflows that reduce friction and support tickets.
07
NPS and Feedback Loops
Automated survey deployment at key lifecycle moments with sentiment routing. Promoters get referral prompts, passives get engagement campaigns, and detractors trigger CS intervention.
08
Dunning and Recovery
Multi-step payment failure recovery sequences across email, SMS, and in-app messaging. Smart retry logic coordinates with Stripe or your billing provider to recover failed charges automatically.
Process

How we deploy automation for SaaS teams.

Four steps from scattered tools to a unified growth engine.

01
Lifecycle Mapping
We audit your entire user journey from first touch to expansion. Every conversion point, drop-off risk, and revenue opportunity is documented and prioritized.
02
Data Integration
Your product analytics, CRM, billing, and support platforms are connected into a single data layer. Events flow in real time so automations trigger on actual user behavior.
03
Workflow Deployment
Onboarding sequences, churn prevention playbooks, expansion triggers, and dunning flows are built, tested, and launched in priority order based on revenue impact.
04
Optimize & Scale
Conversion rates, retention metrics, and expansion revenue are tracked weekly. We A/B test messaging, adjust trigger timing, and scale what works across your entire user base.
Get Started

Stop losing users to
silent churn.

Book a 30-minute demo. We’ll map your SaaS lifecycle, identify the biggest revenue leaks, and show you exactly how to fix them with automation.