SaaS – Vertical B2B SaaS ($35M ARR): Onboarding & Expansion Revenue AI System

Industry: vertical B2B SaaS. Size: mid-market enterprise mix. Systems: CRM, warehouse, product analytics.

Manual onboarding plans, late churn detection, ad hoc expansion. Scale broke as ARR grew.

Onboarding Factory Agent, Health Agent, QBR Agent, Expansion Router Agent.

1. Closed-won trigger.
2. AI builds milestone plan.
3. Usage + tickets fused into health.
4. Risk alerts to CS/AE.
5. QBR content drafted.
6. Humans strategize.
7. Outcomes refine scoring.

Playbook Agent, Health Agent, Narrative Agent, Expansion Agent.

Reverse ETL, Postgres, LLM with CRM context, Slack/email actions.

Salesforce, Segment, Snowflake, PostgreSQL, OpenAI, Gainsight hooks

Time-to-value −38%; gross churn −27%; expansion pipeline +33%; CSM admin time −41%.

Build: 8 weeks. Deploy: tier-1 customers first. Optimization: 10 weeks health models.