Vantage
Vantage
Automating the firstninety days
SoftwareAutomation & AI2025
IIIntent
Make onboarding behave like a good account manager.
Automation & AI — 2025
Onboarding rebuilt as an automated sequence that behaves like a good account manager.
IVThe problem
Churn concentrated in the first quarter of every contract.
VInsight
VIThe system
We mapped the moments that predicted renewal, then automated the ones that scaled.
VIICraft
We mapped the moments that predicted renewal and automated the ones that scaled.
VIIIWhat we made
Lifecycle map
AI-assisted sequences
Health scoring
IXOutcome
- -27% early churn
- 9 hours/week returned to the team
XReflection
Automation should sound like a person who was paying attention.
Role
CRM — AI — Lifecycle
Made together.Repeated outward.