SaaS Startup
From Manual Demos to Automated Scale
The Challenge
"The founder was doing everything manually. Sales, onboarding, support—it was all high-touch and unscalable."
- !Founder spending 20hrs/week on unqualified sales calls
- !Manual onboarding process took 3 days per client
- ! Leads falling through cracks in Google Sheets
- !No automated follow-up for expired trials
The Solution
We built a self-serve engine. Automated qualification, scheduling, and onboarding.
- ✓Automated Lead Scoring & Qualification Pipeline
- ✓Self-Serve User Onboarding Flow
- ✓Behavior-Triggered Email Sequences
- ✓Integration of CRM with Product Usage Data
The Impact
The business can now acquire customers while the founder sleeps. The focus shifted from 'maintenance' to 'growth'.
+300%
Pipeline Value
80%
Founder Time Saved
2.5x
Revenue Growth