SaaS Automation

Users sign up but don't activate. Churn happens silently. Your CS team is reactive instead of proactive. Product data sits in silos. Let's connect everything.

SaaS Problems I Solve

User Onboarding

Behavioral triggers based on product usage. User completes step 1? Prompt step 2. User stalls? Reach out with help.

Churn Signals

Identify at-risk customers before they leave. Usage drops, logins decrease, feature adoption stalls - get alerted.

Usage-Based Triggers

Approaching plan limits? Upsell prompt. Hit a milestone? Celebrate and cross-sell. All automatic.

Product-Sales Sync

Product usage data in your CRM. Sales knows who's engaged before they call. CS sees the full picture.

Billing Automation

Stripe events trigger workflows. Upgrade, downgrade, failed payment - appropriate responses automated.

Tools I Work With

  • Product Analytics: Segment, Mixpanel, Amplitude, PostHog
  • CRM: HubSpot, Salesforce, Pipedrive
  • Customer Success: Intercom, Zendesk, Customer.io
  • Billing: Stripe, Chargebee, Recurly
  • Communication: Slack alerts, email sequences, in-app messaging

Common Implementations

Product-Qualified Lead Scoring

Identify your best prospects based on actual product engagement, not just form fills.

Expansion Revenue Triggers

Automatically identify and route upsell opportunities based on usage patterns.

Health Score Dashboards

Customer health visible at a glance. Data from product, support, billing - unified.

Run the Numbers

See what automation could save for your business.

Calculate Your ROI

Scale Your Customer Success

Let's build systems that grow with your user base.