01/03
Onboarding copilot
A conversational guide over your product that gets new customers to value in days instead of weeks.
For vertical SaaS companies
Get new customers to first value in days.
The copilot sits inside your product, asks the customer how they operate, and does the setup and the first real result for them by calling your own APIs. Your CSMs handle the exceptions instead of every account.
Free 30-minute call. Written roadmap in 48 hours. If the numbers say do not build, we will say so.
Built for: Head of product, VP of customer success, or COO at a vertical SaaS company with $5M to $100M ARR
The problem
The knowledge to get a customer live is in your CSMs' heads
A vertical SaaS product earns its price by encoding how an industry works, and that is exactly what makes it slow to learn. A new customer has to configure the account the way a practice, a dealership, or a property manager actually operates, and until they do, nothing in the product shows value. So your CSMs run onboarding by hand, calls and checklists and screen shares, and time to value is measured in weeks. Trials expire before the first real result. Enterprise deals stall on implementation scope. The median self-serve product converts a small fraction of trials, and the activation rate is the reason. The knowledge needed to get a customer live is in your team's heads and your help center. It needs to be in the product.
8%
median free-to-paid conversion across 200 self-serve B2B products; one in five trial products converts under 2.5%
Kyle Poyar with ChartMogul and ProductLed, 200 products, 2026 60%
of customer success leaders name time to value as the top onboarding goal
ChurnZero, 1,200+ customer success leaders, 2024 How it works
The system drafts, scores, or answers. Your staff approve what matters.
Each workflow below is shipped and measured in production. Start with the one that matches your leak, and add the next when the first is paying for itself.
02/03
Plain-English data queries
Sales and operations teams query complex systems in natural language with validated, correct results.
03/03
Lead scoring from signals
Buying intent detected in reviews, calls, and CRM activity, pushed to sales as a ranked queue.
Proof
Shipped, measured, in production
The cost of doing nothing
Put your own numbers in.
A few sliders, no email required. The estimate uses your inputs and the stated assumptions, nothing hidden, so you can check the math before you talk to anyone. Bring the numbers to the call and the roadmap does this math for your group, in writing.
Onboarding copilot and plain-English queries
Head of product, revenue, or customer success at a B2B software company
25
$24,000
4
10%
New revenue delayed or lost during onboarding every year
- $7,200,000New annual recurring revenue signed per year
- $553,846Revenue delayed by onboarding time
- $720,000Revenue lost to churn in the first 90 days
- $484,615Revenue pulled forward if onboarding took days
Customers who reach value in days renew; customers who wait weeks quietly leave. The onboarding copilot cut one client from three weeks to two days and lifted freemium leads tenfold.
What you get
What you get, and what each piece is for
- 01
The onboarding copilot, live in 4 to 8 weeks
A copilot that runs your product for the customer, with a plain-English query layer over their data, structured outputs validated against your schema, and citations. In production this cut onboarding from three weeks to two days and ran six months without a malformed query.
What it killsWeeks between signature and first value.
- 02
Working proof on your own product and data before the fee
We run the copilot against your real product and a sample of customer questions, under NDA, and your product team grades the answers. You get a written go or no-go, and "do not build" is a real answer we give.
What it killsPilot purgatory and vendor slideware.
- 03
A 48-hour roadmap with your denial math
Architecture, integration path, timeline, price, and your own numbers: denial rate, overturn rate, unappealed volume, and expiring deadlines.
What it kills"Is this worth it?" and "will IT allow it?"
- 04
Week-one data audit and a one-page readiness checklist
Written findings on record access, denial exports, and gaps, plus the list of what we need, from whom, for about one hour a week.
What it kills"Our data is a mess" and hidden effort on your side.
- 05
Your product team keeps control
Every action the copilot can take is an allow-listed tool with validation. Every answer cites its source. Your team reviews the transcripts and the failures feed back into the evals.
What it killsClinical and compliance fear, and staff resistance.
- 06
Monthly results review
Coverage, accuracy against reviewer edits, cost per appeal, cycle time, and dollars in flight, on one page you can put in front of the board or the owners.
What it kills"We cannot measure the impact."
- 07
Quarterly executive briefing and a diligence pack
What shipped, what it earned, what is next, plus the architecture, audit trail, evaluation results, and ownership documents a buyer or lender will ask for.
What it kills"What is our AI strategy?" and quality-of-earnings scrutiny.
- 08
You own all of it
Code, documentation, runbooks, and training, from day one. If SASID disappears, the system does not.
What it killsBus factor and lock-in.
The 90-day guarantee
Before we build, we agree in writing on two numbers: the share of denials the engine drafts a letter for (coverage) and the share of drafted letters your reviewer accepts with under five minutes of edits (accuracy). If either number is below target at launch or at any point in the first 90 days, for any reason on our side, we fix it at no charge and the monthly fee pauses until it is met. If it is not met within 30 days of your written notice, you may end the term, owe nothing further, and keep all code, documentation, and runbooks. The implementation fee is earned at launch and is not refunded.
Your side: read access to the systems in the readiness checklist within 10 business days, one named champion for about an hour a week, and reviewer feedback on drafted letters within 5 business days. Full wording is in the agreement.
Onboardings are scheduled monthly and limited to two or three at a time so every launch gets the engineer's full attention. A signed agreement holds a date.
Run it on 50 of your denialsWhy I built this
The engineer on the first call is the engineer who ships your workflow.
I have been building software for thirteen years and shipping production AI for the last five. The pattern I kept seeing was the same in every industry: a pilot that impressed everyone in the demo and then quietly stopped moving. Nobody owned it. Nobody measured it. It never touched a real workflow.
The turning point was being hired as the only AI engineer at a company that needed a platform every product team would depend on. There was no team to hand it to and no room for a pilot. It had to run. It ended up handling more than 30,000 reviews a day across 200 locations, and lead scoring on those signals added seven figures of recurring revenue.
Then came healthcare. Nurses were spending 30 to 60 minutes writing each insurance appeal, and the backlog meant many denials were never appealed at all. The system we built drafts a cited, payer-formatted appeal in under two minutes, inside a HIPAA environment, with a nurse signing every letter.
I started SASID so a provider group does not have to build a twelve-person AI team to get this. I build it, I measure it, and I stay.
- 13+ years engineering
- 5+ years production AI
- Head of AI, platform to product
- HIPAA, SOC 2, ISO 27001 environments
Shahrukh Siddiqui
Founder and the engineer on every engagement
If something happens to me
You own the source, the architecture docs, and the runbooks from week one. Your team is trained before launch. The platform runs in your cloud, on your accounts, and the runbooks are written so that any senior engineer can operate the monthly review from the documentation alone. No part of your workflow depends on a person you cannot replace.
Where the work was done
- Vertex Inc, 2024 to 2026. AI engineering across healthcare, cybersecurity, and customer-service platforms.
- Persefoni, 2022 to 2024. Senior engineer, climate accounting platform and its AI copilot.
- Bit Builders, 2017 to 2021. Lead engineer, banking platforms for national banks.
- Schlumberger, 2014 to 2017. Web developer, public sites and internal systems.
- B.S. Computer Science, University of Houston
Where the engineer has shipped before
Employers and consulting clients over a 13-year career. These are not SASID clients and no endorsement is implied. All trademarks belong to their respective owners.
Pricing
One implementation fee. One monthly fee. No hourly meters.
One clinical appeals nurse costs about $94,500 a year. One unappealed inpatient denial can exceed $14,000. This is priced against those numbers, not against hours.
The onboarding copilot on its own is the entry tier at $35,000 to implement and $5,000 a month; paired with plain-English queries over the same product, the middle tier at $60,000 and $12,000 a month. Price it against CSM hours per onboarding and the ACV that reaches renewal sooner.
01
Platform
Multi-facility, inside your compliance boundary.
Implementationfrom $100,000
from$25,000/ month
from $400,000 over 12 months
Includes up to 150,000 denials a month across all facilities
Written quote in the 48-hour roadmap. No assessment fee.
- Every workflow across facilities and entities
- Dedicated environment in your cloud, BAA signed
- Fractional Head of AI seat
- Quarterly executive briefing and diligence pack
- Security review support for your IT and compliance teams
- Everything in Revenue Cycle
02Recommended
Revenue Cycle
Appeals plus two more workflows across the revenue cycle.
Implementation$60,000
$12,000/ month
$204,000 over 12 months
Includes up to 50,000 denials a month (calls or reviews on the adjacent workflows)
- The appeals engine
- Two of: patient-access call coverage, plain-English reporting over denial data, patient review response
- A plain-English analyst over your own denial data
- Biweekly roadmap sessions
- Priority engineering response
- Everything in Appeals Engine
03
Appeals Engine
Every appealable denial, appealed.
Implementation$35,000
$5,000/ month
$95,000 over 12 months
Includes up to 10,000 denials a month
The smallest tier. A group under 3,000 denials a month gets the same engine at the same price, well inside the limit.
- The appeals workflow, Epic or Cerner over FHIR
- Reviewer sign-off on every letter, edits tracked
- Weekly releases into your environment
- Monthly results review with the engineer
- Coverage, accuracy, and cost per appeal reported
- 90-day performance guarantee with term exit
Included in every plan
- You own all source code, documentation, and runbooks from week one
- Working proof on your own denials before the implementation fee is committed
- Your nurse or denials specialist approves every letter, with an audit trail
- PHI stays in your cloud tenant; the model call goes through a private, HIPAA-eligible endpoint under BAA
- Cost per appeal, coverage, and accuracy reported to you monthly
- Model routing and fallback across providers, PII redaction, and guardrails
Every plan carries the 90-day guarantee with term exit: two agreed numbers, fee pause if missed, and the right to end the term after 30 days' notice.
Usage above the plan limit is passed through at model cost with the invoice attached. Your monthly review shows cost per appeal, so there are no surprises.
12 months standard, starting at launch. A 36-month partner term with a locked price is offered after the 90-day guarantee period, once you have a number. Contracts are assignable to an acquirer at no charge.
All prices in USD.
FAQ
Questions onboarding copilot for vertical saas buyers ask
No. The copilot calls your product's own APIs to do the work: create the configuration, import the data, run the first report. In the shipped version it ran carbon calculations, generated compliance reports, and synced results to Salesforce from a conversation.
Get started
Send us 50 of your denials. Get the math back in writing.
Thirty minutes on a call, then a written roadmap within 48 hours: the workflow, the systems it connects to, the price, and what doing nothing costs at your volume. Then fifty of your real denials, under NDA and BAA, drafted and scored by your reviewer before any fee.
- Free 30-minute call
- Written roadmap in 48 hours
- Proof on 50 of your denials before any fee
Book the 30-minute call
Thirty minutes. You bring the leak and the volume; within 48 hours you receive a written roadmap covering the workflow, the integrations, the price, and the cost of doing nothing at your numbers.
- 0130-minute call
You bring the leak and the volume. We map it to one workflow and the system it lives in.
- 02Written roadmap in 48 hours
The workflow, integrations, timeline, price, and the cost of doing nothing at your numbers. If the numbers do not support building, the roadmap says so.
- 03Proof on 50 of your denials
Fifty real denials (or two hundred calls, or a week of reviews for adjacent workflows). You see the letters and the accuracy before any fee is committed.
- 04Live in 4 to 8 weeks
Weekly releases into your environment, then the 90-day guarantee clock starts.
Prefer to write it down?
Starts are scheduled monthly. A signed roadmap holds a date.