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Industry solution

AI CRM, Funnels & Sales Automation for SaaS Companies

Built for SaaS companies losing revenue to trial-to-paid conversion under 5% and churn that eats every new logo.

Trial-to-paid under 5% and expansion revenue that can't outrun churn is a lifecycle problem, not a marketing problem. We install the AI-assisted CRM, activation flows, and expansion plays that let a founder-led team move product-qualified leads through pipeline as fast as PLG demand shows up.

The median B2B SaaS trial converts at 3-8%; brands that instrument activation and add human touch at the right PQL trigger routinely double that inside a quarter.

Deliverables
5 core deliverables
Timeline
PQL live in 30 days, expansion motions in 60
Investment
Setup from $9,500 · managed from $4,500/mo
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What changes in 90 days

  • Product-qualified lead scoring and routing into human sales
  • Onboarding sequences timed to activation events, not calendar days
  • Expansion and reactivation motions run out of the CRM, not one-off manual work
  • Forecast accuracy tight enough to make hiring and infra decisions on

The services SaaS companies lean on

Most SaaS companies don't need a new logo or another ad agency. They need the operational system underneath to finally catch and convert the leads they already pay for.

CRM & Workflow Automation for SaaS companies
Every lead followed up. Every deal moved. Every time..
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AI Chat & Voice Agents for SaaS companies
A senior closer answering every lead, day or night.
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Growth Strategy for SaaS companies
The plan that makes every other dollar work harder.
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What ships

  • PQL scoring model tied to product events (Segment, RudderStack, or direct)
  • CRM (HubSpot, Attio, Close, Salesforce) configured for PLG + SLG hybrid
  • Onboarding, activation-recovery, expansion, and win-back playbooks
  • Revenue-intelligence dashboards (pipeline, activation, NRR)
  • AI SDR/CS agent for low-touch tiers

PLG without SLG leaves money on the floor

Pure PLG works for the top decile of the market - companies with viral loops and true product-led growth. Everyone else is running PLG-flavored marketing while their sales team is starving. Blending the two intelligently is where 90% of B2B SaaS growth actually happens.

We wire product events into a PQL score, route qualified accounts to a human at the right moment, and let the automation handle everyone else with contextual onboarding and expansion nudges.

Activation, not signups, is the metric

The founders who lose sleep over trial signups are watching the wrong number. Activation - the moment a user hits the value promise of the product - is what predicts paid conversion, retention, and expansion. Everything else is noise.

We instrument the top three activation events, build a recovery flow for trials that stall, and give sales a live view of which accounts are 'one step from paying' - the highest-conversion conversation in the pipeline.

Expansion beats acquisition

For most SaaS companies past $1M ARR, net revenue retention is a bigger lever than new logos. We build the expansion motion into the same CRM: usage signals fire tasks, expansion playbooks kick off automatically, and CS teams stop being professional firefighters.

Companies we've worked with typically move NRR by 8-15 points inside two quarters - which, at scale, is worth more than any ad channel.

See if we're a fit

Get a personalized plan for your SaaS companie

Answer 6 quick questions. If we're a fit, we'll show you exactly how this system would run inside your business and book your Growth Audit.

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See real results from work like this

Every engagement is measured. Browse case studies for outcomes from operators who installed this stack with us.

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Frequently asked

Do you actually work with SaaS companies?
Yes. SaaS Companies have a specific revenue model and intake rhythm; our systems are configured to fit it from day one.
How fast do SaaS companies see results?
Speed-to-lead and reactivation usually move the needle within 21 days. Compounding gains from SEO, content, and paid follow through by month 3.
What does this cost?
Setup from $9,500 · managed from $4,500/mo. The free growth audit is the entry point - it applies against any build we quote.
Do we own what you build?
Always. Every CRM, sequence, dashboard, and asset lives inside your accounts. No lock-in, no rented plumbing.

More industries we serve

Roofing CompaniesMed SpasDental PracticesReal Estate TeamsHVAC ContractorsSolar InstallersLaw FirmsAccounting & CPA FirmsEcommerce BrandsMarketing AgenciesCoaches & ConsultantsMedical Practices

Ready to install this for your SaaS companie?

Apply for the Growth System Diagnostic. We'll map the system and tell you honestly whether we're the right team to build it.

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