SaaS Onboarding Automation | AI Leverage

Stop Losing Customers
in the First 30 Days

Custom AI-powered onboarding systems designed to potentially reduce churn by up to 40%, increase activation rates, and scale efficiently—depending on your current processes and implementation.

Up to 40%
Potential Churn Reduction
~6mo
Estimated ROI Timeline
24/7
Automated Support

Your Onboarding Is Bleeding Revenue

Manual onboarding often struggles to scale. These challenges typically compound as companies grow.

📉

High Early Churn

Customers get confused, overwhelmed, or lost in the first 30 days. They never activate and quietly cancel.

Typically 15-25% churn in month 1

CSM Time Drain

Your customer success team spends 60% of their time answering the same basic questions instead of driving expansion.

Often 12+ hours per customer
🚫

Can't Scale Personalization

Every new customer needs hand-holding, but you can't afford to hire CSMs fast enough to keep up with growth.

Commonly 1 CSM per 50-100 customers
💸

Delayed Activation

Customers take weeks to see value because they don't know what to do first. Long time-to-value kills retention.

Frequently 21+ days to first value

Estimate Your Potential ROI

Calculate the potential financial impact of automating your onboarding process

Current State

Annual Churn Loss
$0
Annual CSM Cost
$0
Customer LTV
$0

With Automation

Annual Churn Loss
$0
Annual CSM Cost
$0
Customer LTV
$0
Estimated Annual Net Savings
$0
Churn Reduction Savings: $0
CSM Labor Savings: $0
Year 1 Setup Cost: -$25,000
Ongoing Support (12 mo): -$9,000
Net Year 1 Impact: $0
Estimated Payback: 0 months

AI-Powered Onboarding That Scales

Custom automation systems designed to operate continuously, maintain consistency, and provide personalized guidance at scale

🤖

Smart Workflow Automation

Personalized onboarding sequences triggered by customer actions. Every customer gets the right message at the right time.

💬

AI Assistant 24/7

Intelligent chatbot trained on your product documentation, instantly answering questions and guiding customers.

📊

Activation Tracking

Real-time dashboard showing exactly where each customer is in their journey, flagging at-risk accounts.

🎯

Behavioral Triggers

Automatic interventions when customers get stuck—proactive emails, task reminders, and escalations.

📧

Dynamic Email Sequences

Conditional email flows that adapt based on customer behavior, segment, and product usage.

🔗

Full Integration

Connects to your CRM, product analytics, support desk, and billing system. One unified view.

Choose Your Package

Comprehensive packages including build, training, and ongoing optimization support

Essentials

$10K

4-week delivery

  • Linear onboarding workflow
  • Email automation sequences
  • Basic AI chatbot
  • Progress tracking dashboard
  • 2 system integrations
  • Team training session
  • 30-day post-launch support
Get Started

Enterprise

$50K

8-10 week delivery

  • Multi-product onboarding
  • White-label customer portals
  • Advanced AI agent network
  • Predictive churn modeling
  • Unlimited integrations
  • Executive dashboards
  • Dedicated implementation team
  • 90-day support + quarterly reviews
Get Started

Book Your Discovery Call

30-minute consultation to discuss your onboarding challenges and explore potential solutions