Home / Industries / SaaS startups
✦ For SaaS startupsOnboarding, scoring and lifecycle, without the spreadsheet.
Trial signups qualified, onboarding steps triggered, churn signals flagged and hand-offs to sales made automatically, from the tools you already run. And the failed payments that quietly eat your MRR, recovered.
Some churn is a failed card, not a customer leaving. Builds from $200.
The three leaks in a subscription business.
Trials that never activate, customers who never got the follow-up, and payments that failed while nobody was looking. All three are mechanical, and all three run better as workflows than as a founder's to-do list.
Onboarding & activation
A signup triggers the steps that get them to first value: welcome, setup nudges, the milestone emails tied to what they actually did in-product.
- Behaviour-triggered, not time-triggered
- Stalled trials flagged to a human
- Logged in your CRM
Lead scoring & sales hand-off
Every trial scored on fit and usage. The serious ones reach sales while they're hot; the rest keep nurturing without a rep touching them.
- Fit + usage score per account
- Hot accounts routed in minutes
- No spreadsheet triage
Dunning & win-back
Failed cards retried at the right times, the card-update nudge sent, the cancel flow offered a save, the lapsed customer invited back. A build we've shipped.
- Smart retries, not the billing default
- Pre-dunning before expiry
- Cancellation save + reactivation
Most of the drop-off happens between steps nobody owns.
Signup to activation to paid to retained. Each hand-off is a place a workflow can act and a founder usually can't.
Work out what failed payments cost you.
Drag to your numbers. An estimate with the arithmetic shown. Your figures, nothing hidden.
Lifecycle systems we've shipped.
Real builds from the portfolio, including automated dunning, cancellation win-back and subscriber lifecycle flows. Open any to read how it was built.
FAQ
What founders ask first.
We use Stripe's built-in retries. Isn't that enough?+
Does it work with our billing and CRM?+
Will it spam our customers?+
How is it priced for a startup?+
A fixed price for the build, a monthly fee to keep it running. The audit is free and comes first.
For the wider picture, we answered the 24 questions owners ask about AI automation, from what it costs to what goes wrong.
Stop losing customers who never meant to leave.
Book a free 30-minute call. Bring last quarter's failed-payment report and we'll show you what a proper flow would have kept.