Gaps ranked by revenue impact × urgency. Click any card to expand evidence + our recommended approach.
CSMs were not responding to priority/critical accounts, causing customer churn. For a PE-backed SaaS, churn directly erodes net revenue retention (NRR) and customer lifetime value (LTV) — the metrics investors care about most.
Our AI Solution
- AI account health scoring — auto-flag at-risk accounts before they churn
- Automated escalation engine — priority accounts trigger alerts via Slack/email
- AI response triage — categorize tickets by urgency, route to right CSM
- Proactive outreach agent — monitors usage drops, triggers personalized outreach
- CSM performance dashboard — real-time response times, SLA compliance
Nobody across the business was on the same page with financials. For a PE-funded company, this is a governance risk. When sales, CS, finance, and product track different numbers, decisions get made on bad data. Two acquisitions only multiplied the complexity.
Our AI Solution
- Unified KPI dashboard — single source of truth from all data sources
- AI revenue reconciliation — auto-reconcile across sales, CS, and finance
- Automated board reporting — AI generates reports. CFO reviews, not builds.
- Anomaly detection agent — flags when numbers diverge across departments
The product team was critically undersized for a 15K-user platform. Running a feature factory with no public roadmap, no visible changelog, and customer reviews citing dismissed feature requests. Two acquisitions remained siloed rather than unified.
Our AI Solution
- AI-powered feature request aggregation — auto-collect, categorize, and rank requests by revenue impact
- Customer feedback intelligence agent — sentiment analysis across all channels
- Automated product changelog — AI drafts release notes from dev tickets
- Usage analytics automation — track which features are used, which are dead weight
Company did NOT rank on page 1 for their most critical keyword. 200+ blog posts producing volume without strategic targeting. Primary competitor dominated paid while they were invisible in organic.
Our AI Solution
- AI content audit — score all 200+ posts for keyword gaps and cannibalization
- Keyword cluster strategy — pillar pages + 50 long-tail variations
- GEO optimization — structure for AI search engines (SGE, Perplexity, ChatGPT)
- Competitor content gap analysis — reverse-engineer competitor wins
Only ~9% newsletter opt-in vs. 15,000+ users. No case studies, no ROI content, no lead nurture funnel. Blog produces volume but nothing converts readers to demos.
Our AI Solution
- AI case study machine — interview templates + AI drafting = 6 case studies in 4 weeks
- Automated email nurture sequences — behavior-triggered flows for every stage
- AI content repurposing — turn 200+ posts into social, email, and lead magnets
Reviews consistently cited training and onboarding as pain points. Compounds the CS problem: users struggle to adopt while CSMs aren't responsive. Churn accelerates.
Our AI Solution
- AI-powered interactive onboarding — adaptive walkthroughs by role and skill level
- Chatbot knowledge base agent — trained on all help docs, answers in real-time
- Onboarding health checks — flag users not completing key setup steps
Messaging was generic and feature-focused. Website described what the product does, not what it saves. Their core competitive moat was buried rather than headlined.
Our AI Solution
- AI competitive battlecards — auto-updated comparison docs for sales
- Outcome-first messaging framework — AI analysis of customer language
- Win/loss analysis automation — sharpen positioning from deal data
← Scroll to see full flow →
Wk 1-2
Audit
Map CS Workflow
Document ticket flow, account flags, current tools, SLAs
Process Map
→
Wk 2-3
Build
Health Score Model
AI model: login frequency, ticket volume, feature adoption, NPS
Claude AICRM
→
Wk 3-4
Automate
Alert & Escalation
Auto-escalate untouched priority accounts via Make.com
Make.comSlack
→
Wk 4-5
Deploy
CSM Dashboard
Real-time response times, coverage, at-risk accounts
DashboardAI Insights
→
Ongoing
Outcome
Churn ↓ • NRR ↑
Target: 30-50% churn reduction
← Scroll to see full flow →
Wk 1-2
Discovery
Data Source Inventory
Map every system: CRM, accounting, product analytics
Audit
→
Wk 2-4
Define
Unified Metrics
ONE definition for MRR, ARR, churn, LTV, CAC across departments
Workshop
→
Wk 3-5
Build
Data Pipeline
Connect all sources. AI reconciliation catches discrepancies.
Make.comAI Reconcile
→
Wk 5-6
Deploy
Dept Dashboards
Sales sees pipeline, CS sees health, Finance sees P&L — same data
Dashboard
→
Ongoing
Outcome
Aligned Numbers
80% less reporting time. Board confidence.
← Scroll to see full flow →
Wk 1-2
Audit
Feedback Aggregation
Scrape all channels: support, reviews, NPS, sales calls
Claude AI
→
Wk 2-3
Build
Feature Request Agent
AI categorizes and ranks feature requests by revenue impact
AI Agent
→
Wk 3-4
Deploy
Public Roadmap
Customer-facing roadmap with voting
Canny
→
Ongoing
Outcome
Product-Led Growth
Customers heard. Ship what matters.
← Scroll to see full flow →
Wk 1-2
Audit
200+ Post Audit
AI scores every post for keyword targeting and thin content
Claude AIFrase
→
Wk 2-3
Strategy
Keyword Clusters
Pillar/cluster architecture + 50 long-tail variations
Ahrefs
→
Wk 3-6
Execute
Content Optimization
Rewrite top 20 posts. Create 10 pillar pages. Internal linking.
Claude AI
→
Mo 3+
Outcome
Page 1 Rankings
Target: Page 1 for core keywords in 6 months
← Scroll to see full flow →
Wk 1-2
Foundation
Funnel Audit
Map lead-to-customer journey. Identify drop-off points.
Funnel Map
→
Wk 2-4
Build
Case Study Machine
Interview template + AI drafting. 6 case studies in 4 weeks.
Claude AI
→
Wk 3-5
Automate
Email Nurture
Behavior-triggered flows: trial → onboarding → expansion
EmailMake.com
→
Ongoing
Outcome
Pipeline Growth
Newsletter 9% → 25%+ opt-in. Demo conversion ↑.
Custom AI Agents We Designed
Each agent is a purpose-built AI system that runs continuously, monitoring data and taking action. Built by TPD, managed by the client. These aren't chatbots — they're autonomous digital workers.
🛡 Sentinel Agent
Customer Health & Churn Prevention
What It Does
Monitors every customer account 24/7. Calculates health scores from usage, support tickets, billing, and engagement. Fires alerts when accounts show churn signals.
Triggers
Usage drop >20%No login 7+ daysTicket spikeNPS < 7
Outputs
Slack alert to assigned CSM + manager
Auto-escalation if no response in 2hrs
Weekly churn risk report
📊 Compass Agent
Financial Intelligence & Reconciliation
What It Does
Pulls data from every financial source nightly. Reconciles numbers across departments. Flags discrepancies. Auto-generates board reporting packages.
Triggers
Nightly data syncMismatch >5%Month-end closeBoard prep
Outputs
Daily financial health snapshot
Discrepancy alerts with root cause
Auto-generated board report draft
🗪 Echo Agent
Customer Feedback Intelligence
What It Does
Continuously analyzes customer feedback from every channel. Categorizes feature requests, detects sentiment shifts, and feeds prioritized insights to the product team.
Triggers
New support ticketNew reviewNPS responseSales call
Outputs
Ranked feature request board
Weekly sentiment report
Emerging issue alerts
📝 Scribe Agent
Content & SEO Automation
What It Does
Manages the entire content lifecycle. Audits existing posts, identifies optimization opportunities, drafts content briefs, writes first drafts, tracks ranking performance.
Triggers
Weekly auditRank changeCompetitor publishesProduct release
Outputs
SEO-optimized content briefs
First-draft blog posts
Auto-generated changelogs
🔔 Pulse Agent
Marketing & Nurture Orchestrator
What It Does
Orchestrates the entire marketing funnel. Segments leads, triggers email sequences, personalizes outreach, and tracks conversion across all channels.
Triggers
Trial signupBlog patternDemo requestRenewal
Outputs
Personalized email sequences
Lead scoring updates
Case study candidates
⚖ Arbiter Agent
Competitive Intelligence & Sales Enablement
What It Does
Monitors competitors across web, social, job postings, and product changes. Auto-updates battlecards. Generates objection handlers for active deals.
Triggers
Website changeNew contentJob postingDeal mention
Outputs
Auto-updated battlecards
Deal-specific talking points
Market movement alerts
Tool Stack — What They Had vs. What We Add
ALREADY USING = leverage existing. UPGRADE = replace/enhance. NEW = TPD introduces.
Client used Zapier for basic automations. Make.com is more powerful, cheaper at scale, and handles the complex multi-step workflows agents need.
Powers: All 6 agents, data pipelines, alert systems
UPGRADE FROM ZAPIER
$29-99/mo
Core AI engine powering every agent. Handles content generation, data analysis, sentiment analysis, report writing, and decision logic.
Powers: Sentinel, Compass, Echo, Scribe, Pulse, Arbiter
NEW — TPD INTRODUCES
~$50-300/mo usage-based
We plug INTO their existing CRM. Agents read from and write to whichever CRM they use internally.
Data source: Health scores, pipeline, customer records
ALREADY USING
$0 additional
Dual accounting system. Compass Agent connects to both, reconciles data, and surfaces discrepancies. The dual-system problem is why numbers didn't match.
Data source: Revenue, P&L, AR/AP
ALREADY USING
$0 additional
Real-time KPI dashboards for CS, financial, and marketing analytics. Pulls from all connected sources via Make.com.
Powers: CSM dashboard, financial dashboard, marketing metrics
NEW — TPD INTRODUCES
$72-200/mo
Frase for AI content optimization. Ahrefs for keyword research and rank tracking. Together they power the Scribe Agent.
Powers: Content audit, keyword clusters, rank tracking
NEW — TPD INTRODUCES
$15-199/mo combined
Behavior-triggered sequences, newsletter management, lead scoring. Handles the nurture problem. Pulse Agent orchestrates campaigns.
Powers: Nurture sequences, newsletter growth, onboarding
NEW — TPD INTRODUCES
$100-300/mo
Public roadmap and feature request management. Echo Agent feeds ranked requests here. Product team gets signal, not noise.
Powers: Public roadmap, feature voting, feedback loop
NEW — TPD INTRODUCES
$0-400/mo
How every tool and agent connects. Make.com is the nervous system. Claude AI is the brain.
Make.com sends data to Claude API for analysis, classification, and generation. Claude returns structured outputs that Make routes downstream.
↔ BIDIRECTIONAL
IN: Customer records, pipeline data, activity logs.
OUT: Health scores, lead scores, churn risk flags.
↔ BIDIRECTIONAL
IN: Revenue, invoices, payments, P&L from both instances.
OUT: Reconciled numbers to unified dashboard.
→ DATA IN
OUT: Churn risk alerts, financial discrepancies, competitive intel, weekly summaries.
← ALERTS OUT
OUT: All agent outputs visualized: CS health, financial KPIs, SEO rankings, marketing metrics.
← DATA OUT
OUT: Pulse Agent triggers sequences and personalizes content.
IN: Open/click data feeds lead scoring.
↔ BIDIRECTIONAL
IN: Rankings, competitor content, SERP data.
OUT: Scribe sends optimized content briefs.
↔ BIDIRECTIONAL
OUT: Echo pushes categorized requests, ranked by revenue impact.
IN: Customer votes feed back to communication.
↔ BIDIRECTIONAL
$24,500+/mo Net Savings
How our AI stack pays for itself — and then some
Estimated net savings after full consulting + tool stack investment
2.4 FTE
Roles Eliminated / Avoided
2.0 FTE
Roles Significantly Reduced
$29K/mo
Gross Labor Savings
Jobs Replaced, Reduced & Augmented by AI
Each card maps an AI agent to the job function it absorbs. Salaries benchmarked for small SaaS companies (40-50 employees, non-coastal).
Before: Manual account health monitoring, support triage, churn check-ins, weekly reports. With 15K+ users, another hire was needed.
After: Sentinel Agent handles real-time health scoring, automated alerts, and generates dashboards. Eliminates the need for 1 additional junior CSM.
Sentinel AgentDatabox
Before: Pull revenue data from CRM + both accounting systems, reconcile, build board reports, forecast. 20-30 hours/week split across staff.
After: Compass Agent automates reconciliation, generates dashboards and board reports. Frees 0.7 FTE of existing staff time.
Compass AgentMake.com
Before: 200+ underperforming blog posts with no clear SEO strategy. They'd need a dedicated hire to fix this.
After: Scribe Agent handles content audits, keyword research, optimization, and drafts. Combined with Frase + Ahrefs, delivers the output of a full-time hire.
Scribe AgentFraseAhrefs
Before: Email campaigns, nurture sequences, lead scoring done manually (or not at all). No email nurture, no segmentation.
After: Pulse Agent orchestrates email marketing, A/B tests, and triggers behavior-based sequences. Reduces this role to strategy oversight only.
Pulse AgentMake.com
The Budget Math
| Savings Source | Monthly Value | Agent |
|---|
| Junior CSM hire avoided | $6,717 | Sentinel |
| Revenue analyst hire avoided | $5,688 | Compass |
| Content/SEO hire avoided | $7,583 | Scribe |
| Demand gen reduction | $5,850 | Pulse |
| VoC time recaptured | $2,167 | Echo |
| VP time recaptured (CI) | $1,192 | Arbiter |
| Gross Savings | $29,197/mo | 3.8 FTE |
| Minus: Total Investment | -$4,623 | |
| Net Monthly Savings | $24,574/mo | $294,888/year |
7 Gaps → 6 AI Agents
Full-spectrum AI transformation: CS, Finance, Product, Marketing, Sales, SEO
Page 1
Core Keywords (6mo)
Implementation Timeline
Phase 1: Foundation
Weeks 1-3
Audit, map, define
Phase 2: Build & Deploy
Weeks 3-6
Build agents, integrate, launch
Phase 3: Optimize
Weeks 6-8+
Measure, iterate, scale
Phase 1: Foundation (Weeks 1-3)
- 1 Audit CS workflow: ticket routing, account flags, SLAs
- 2 Inventory all financial data sources
- 3 AI audit all 200+ blog posts: keyword gaps, quality scores
- 4 Map marketing funnel: lead sources, drop-offs
- 5 Aggregate product feedback from all channels
- 6 Workshop: align metric definitions across departments
- 7 Build account health scoring model
- 8 Deliver Foundation Report with agent specifications
Phase 2: Build & Deploy (Weeks 3-6)
- 1 Deploy Sentinel Agent (CS health scoring + escalation)
- 2 Deploy Compass Agent (financial pipeline + reconciliation)
- 3 Deploy Echo Agent (feedback aggregation + ranking)
- 4 Launch CSM + financial dashboards
- 5 Migrate automations from Zapier to Make.com
- 6 Rewrite top 20 blog posts for target keywords
- 7 Set up email platform + first nurture sequences
- 8 Launch public product roadmap
Phase 3: Optimize (Weeks 6-8+)
- 1 Deploy Scribe, Pulse, and Arbiter Agents
- 2 GEO optimization for AI search engines
- 3 Complete case studies (6 total)
- 4 Automated board report generation
- 5 Measure all KPIs: churn, NRR, response times, rankings
- 6 Iterate: A/B test, refine, optimize
Estimated Monthly Investment
$750-1,000/mo
Lead Gen Add-On
$3,650-4,700
Total Monthly