Template extraction
Clustered 90 days of completed implementations into 6 archetypes plus 12 common variants. The clusters cover 78% of inbound setups.
Work/B2B SaaS · 200 employees
B2B SaaS · 200 employees · 2025
A B2B SaaS company was losing customers between sale and activation. We rebuilt onboarding as a self-serve experience with an AI configurator handling the messy parts.
A 200-person B2B SaaS was losing roughly a third of new customers between contract sign and first value. Implementation took 14 days because every account needed manual config, custom rules, and three back-and-forth Slack threads with the implementation team. Implementation managers were the rate limit. Hiring three more was the next-quarter plan, until the CTO asked whether software could do this work instead.
We mapped 90 days of completed implementations and found that 78% of customer setups were variations on six templates. The other 22% were genuinely custom. The plan: an AI configurator that walks customers through setup in a chat surface, applies the right template, and routes the truly custom 22% to a human. Self-serve for the bulk, white-glove for the edge cases.
Clustered 90 days of completed implementations into 6 archetypes plus 12 common variants. The clusters cover 78% of inbound setups.
Chat-based onboarding flow that asks the right questions in plain language and applies the matching template. No tree-shaped wizard, no dead-end screens.
Customers test against their real data inside the configurator before anything ships to production. Mistakes are reversible.
Confidence-aware routing. When the customer setup does not match templates, an implementation manager picks it up with the chat history pre-loaded.
Implementation history clustered into templates. Edge cases tagged.
Chat surface, template engine, sandbox. Stripe billing wired.
New customers only. Implementation managers shadowing every session for the first month.
Existing customer migrations continued by template engine. Edge cases stayed with humans.
From signup to first action that produces value. Down from 14 days.
Customers reaching milestone in 7 days. Up from 41% to 88%.
Customers churning in their first 30 days. Came down from 18% to 6%.
We were about to hire three more implementation managers. Instead we got a system that activates customers in a day.