Demand generation → qualification → package → onboarding → go-live → retention
A guided customer experience designed for B2B conversion and long-term retention.
Built around demand generation, qualification, clear onboarding, and measurable delivery milestones.
1) Lead magnet entry
They request a guide. You capture intent and context (what they want to automate).
2) Qualification
You confirm scope: users, sites, integrations, SLA, timelines, and constraints.
3) Package selection
Recommend Starter/Professional/Enterprise with optional add-ons and rollout plan.
4) Onboarding & implementation
Kickoff, roles, workplan, integrations, QA, pre-go-live, go-live, hypercare.
5) Retention
Monthly reporting, security posture updates, roadmap, and expansion into more modules.
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Pick your industry focus. We’ll assemble the right automation stack, delivery workflow, and rollout plan — so you launch fast and scale with confidence.