The assistant suggests the right plan — refunds drop by 67%.
A customer bought a plan that does not match their team size? The assistant asks before the first invoice — it offers a higher plan, or keeps the current one and adds Premium support. Fewer refunds, more upgrades.
The assistant matches the plan to the size of the team.
Instead of pushing Enterprise, it offers the plan that actually fits. Fewer refunds, more trust.
The subscription grows from $24 to $137.
Pro for 1 person ($24) → Team for 5 people ($99) → Premium support (+$12) → annual billing (−17%) = $137 a month after the annual discount.
90-minute session with an account manager — booked on the call
The assistant books the time without a chain of emails. The customer knows straight away what they get, when and with whom.
4 weeks. Fewer refunds in practice.
Purchase — the first call
The customer buys a plan. The assistant calls within 5 minutes: it asks about team size, goal and context. It books the 90-minute setup session.
Setup — session with the account manager
Configuration, connections to other tools, first steps. The account manager sees the customer would benefit from Premium support — the assistant offers it on the next call.
A short check-in call
The assistant calls: "How is it going? Are 5 seats enough?" If the team grew to 8 people, it offers the Business plan — still before the first Team invoice.
Before renewal — annual billing
A week before renewal the assistant calls: "Paying annually is 2 months free, 17% less. Shall I switch it?" 41% of customers say yes, and fewer of them cancel.
Results from SaaS companies.
The assistant matches the plan to the team size and books the setup session in one call. Refunds dropped 67%, revenue grew 52%, because customers know what they are getting from day one.
* Sample scenario gathered from deployments in SaaS companies.
A plan for SaaS and digital services.
Growth
For growing SaaS companies and agencies
5,000 credits a month · about 100 calls · buy more anytime
- ✓Stripe + Calendly · 1 market
- ✓Plan matching and the setup session booked
- ✓Calls through the first 4 weeks
- ✓Premium support offered on the call
- ✓Up to 2 calls at once
Scale
For large SaaS companies and online education
15,000 credits a month · about 300 calls · 2,000 carry over
- ✓Everything in Growth +
- ✓Catalog across several products
- ✓Annual billing offered (week 4)
- ✓Connection to Calendly and Outlook
- ✓Up to 5 calls at once
SaaS without refunds
with a higher subscription.
1,000 trial credits · full access to your chosen plan · cancel anytime.
Card required · no charge during the trial · the plan starts on day 8