Customer & Retention Workflow automation

Every new customer gets the white-glove onboarding. Without the white-glove headcount.

Activation kills more customers than churn. Most never use the thing they bought — and most teams don't have the bandwidth to chase every new account through the first month.

Book a 30-min call See all tools Lifts activation ~30%
The problem

What this actually solves.

Day-one excitement fades. Most new customers hit one snag in the first 14 days, can't be bothered emailing support, and quietly stop using the product. Six months later they cancel — and you assumed it was a feature gap. It was actually an onboarding gap, and it's been bleeding revenue for years.

The solution

How we fix it.

We design a 30-day onboarding journey based on your product or service. AI runs it automatically — contextual check-ins, behaviour-triggered nudges, helpful resources at the right moment, escalations to a human only when there's a real blocker. Every new customer gets concierge treatment, regardless of plan size.

Who it's for

Built for people like this.

How it works

Four steps, nothing complicated.

i

Map

We design the ideal 30-day journey for your product or service. What does activation actually mean?

ii

Build

AI workflows for every stage — welcome, first-action, day-3 check-in, day-14 review, day-30 expansion.

iii

Run

Every new customer enters the journey automatically. Their behaviour shapes the path — not a generic drip.

iv

Escalate

Real blockers get flagged to a human. Everyone else self-serves through the experience.

Outcomes

What you can actually expect.

+30%
lift in 30-day activation
Lower
early-stage churn (months 1-3)
Higher
expansion revenue from activated customers
Pricing

Straight pricing. No surprises.

Workflow Automation

Onboarding Concierge

From $2,350 + GST

This is a Workflow Automation. We confirm final scope after reviewing your systems, data, approvals, and risk. It can also run inside Aiandi OS when you are ready to connect multiple workflows.

Start with a 30-min call
Related tools

Often built alongside.

Want this built for you?

Thirty minutes. No commitment. We'll know within twenty whether it's the right fit for your business — and we'll tell you, either way.

Book the call