01/03
Onboarding copilot
A conversational guide over your product that gets new customers to value in days instead of weeks.
For B2B software and security vendors
An onboarding copilot that gets new customers to their first result in days, and a plain-English query layer your sales team can demo live. Both are shipped, measured features, not a roadmap.
Built for: Head of product, revenue, or customer success
The problem
Every week between signature and first value is revenue delayed and a renewal put at risk. Complex products need trained users, and training does not scale with sales. A copilot that runs the product for the customer, and a query layer that answers in plain English, remove the training from the path to value.
What we run for you
Each workflow below is live for a client and measured. Start with one, add the next when the first is paying for itself.
01/03
A conversational guide over your product that gets new customers to value in days instead of weeks.
02/03
Sales and operations teams query complex systems in natural language with validated, correct results.
03/03
Buying intent detected in reviews, calls, and CRM activity, pushed to sales as a ranked queue.
Proof
For your team
Explore the approach for your team, role, or use case.
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.
Explore this solutionA question like "show me unpatched servers in finance" becomes a correct query in your own language, validated in a sandbox and repaired before it runs. Sales demos it live; compliance runs audits without an engineer.
Explore this solutionUsers ask for a Scope 2 calculation, a CDP-ready report, or a reduction scenario, and the copilot runs it through your own calculation engine with citations. One shipped version cut onboarding 90 percent and grew freemium leads tenfold.
Explore this solutionA layer that turns a plain-English question into a correct query in your own language, validated in a sandbox and repaired before it runs. Built over your grammar, your schema, and your users by the engineer who built the original in four weeks.
Explore this solutionA copilot that runs your product for the customer through conversation, calling your own capabilities as tools with validated parameters and citations. Built inside your product by the engineer who built the original in six weeks.
Explore this solutionThe cost of doing nothing
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
New revenue delayed or lost during onboarding every year
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.
Pricing
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.
Multi-facility, inside your compliance boundary.
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.
Appeals plus two more workflows across the revenue cycle.
$204,000 over 12 months
Includes up to 50,000 denials a month (calls or reviews on the adjacent workflows)
Every appealable denial, appealed.
$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.
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
No. The copilot runs real actions in your product: one shipped version calculated Scope 2 emissions, generated compliance reports, and synced results to Salesforce. The query layer translates plain English into your product's own query language with validated, correct results.
Get started
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.
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.
You bring the leak and the volume. We map it to one workflow and the system it lives in.
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.
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.
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.