Lead Generation
AI Sales Agent for GoHighLevel
Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps, connected natively to GoHighLevel so it reads and updates…
Lead Generation
AI Sales Agent for SaaS
Trial signups get a real product-fit conversation, pricing questions get answered, and only sales-ready accounts land on a rep's calendar.
Trial signups arrive with questions, and many never hear from a person before the trial ends. This edition talks to every new trial user, learns what they are trying to achieve, answers plan and pricing questions from your material, and books a demo with the account executive who owns that segment. Expansion and upgrade enquiries get the same treatment, without adding SDR headcount.
- Every trial user gets a real product-fit conversation
- Plan and pricing questions answered from your own material
- Sales-ready accounts booked with the right account executive
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for SaaS answers new trial signups the moment they arrive, works out what they are trying to do with your product, and matches that against the right pricing tier before booking a demo with the rep who owns that segment. Every conversation is logged in your CRM.
Why businesses buy it
In SaaS, the trial window is short, and silent trials rarely convert on their own. Hiring SDRs to talk to every signup gets expensive fast, and without that conversation good accounts slip away. This edition gives each trial a timely, relevant conversation and sends only sales-ready accounts to your account executives, so the team focuses on revenue. The written scope covers the channel, the CRM and product analytics connections and the SaaS workflows before you order, so you can plan around your next release.
Problems this solves
Trial signups go untouched and the trial ends unused
The agent answers new trial signups as they arrive and asks what they want to achieve with your product. Early conversations help users who might otherwise drift away before trying anything.
Demo requests reach the wrong rep or the wrong segment
The agent works out the user's use case and books a demo with the rep who owns that segment. The SaaS workflow template holds your routing rules.
Users who need a higher tier never speak to sales
The agent compares what each user is trying to do with your pricing tiers. Where a higher tier fits, it suggests a demo, and logs the reason in your CRM.
A good fit if
Trial signups pile up faster than your team can reach out, and the ones who never hear from anyone in the first day mostly churn silently.
Your pricing has more than one tier, and a real conversation about team size, use case and integration needs decides which one actually fits.
You already track product usage (logins, feature adoption, seat activation) and want that signal used before a rep ever gets pulled in.
Renewal and expansion conversations follow a pattern your team could hand to an agent, freeing reps for the accounts that need judgment.
Not the right fit if
Your sales motion has nothing to do with trial signups or product usage data, and you just need general qualification and nurture. See the AI Sales Agent, our base build without SaaS-specific logic.
You're actually running long, relationship-led engagements with proposals and account reviews rather than a product-led motion. See AI Sales Agent for B2B Services.
You need this working across more than two connected systems, or more workflows than the six included here. Add a note at checkout for a Change Quote.
The build needs to go well beyond the listed scope, for example a full in-app assistant alongside the sales conversation. Use the Custom AI request form instead.
How it works
- We connect your product analytics tool alongside HubSpot or Salesforce, so the agent knows a trial account's plan, seat count and feature usage before it sends a first message.
- The agent opens a conversation with new signups, asking what they're trying to accomplish and which teammates need access, rather than pushing a single generic script.
- Answers plus usage signal decide which pricing tier actually fits, and the agent explains that tier in plain terms instead of pointing at a pricing page.
- Common objections get handled from your playbook: competitor comparisons, seat-based pricing questions, requests for a longer trial, and integration concerns specific to your stack.
- Once an account crosses your sales-ready bar, whether that's seat activation, a key feature used, or a direct request, the agent books a demo with the rep who owns that account segment.
- Every exchange, usage signal referenced and routing decision is written back to your CRM, so the rep opens the demo already knowing what the account has tried.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to HubSpot or Salesforce and to the product analytics tool you use for usage signal, with sandbox data if available.
- Your pricing tiers, what separates them, and the usage thresholds you consider a sign of sales-ready intent.
- Ten real trial conversations or support threads so tone and judgment match how your best AE actually talks to prospects.
- The name of the person who approves anything outside a standard tier quote or discount.
- Your business information (company basics, hours and brand voice), shared during intake.
- API keys and admin credentials for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can sign off on the qualification and routing rules before the build starts.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your pricing tiers, usage thresholds and demo-routing rules confirmed.
Weeks 1–2
Trial conversation logic, tier matching and objection handling built against your SaaS playbook.
Week 3
Product analytics and CRM connected, with demo bookings routed to the segment owner.
Weeks 3–4
50 documented test scenarios run against real trial and upgrade situations, with results sent to you.
Week 4
Your review and two rounds of changes to tier logic, objection responses or routing rules.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your CRM and one other agreed system
- A SaaS intent library and workflow templates covering trials, tiers and demo routing
- A test report built from 50 SaaS scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can turn more trial users into demo conversations.
- Helps the right rep meet each prospect first time.
- Trial-to-demo rate
- From your CRM, compare demos booked with new trial signups for the month before launch and the month after.
- Trial-to-paid conversion
- Use your billing or product data to compare paid conversions for trial cohorts that started before and after launch.
- Time from signup to first conversation
- Compare signup timestamps with the first logged conversation, averaged before and after launch.
Before you start: Pull trial signups, demos booked and paid conversions for your last two monthly cohorts. Note how fast new trials hear from you today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing CRM, helpdesk and product analytics plans. Because trial conversations run continuously as new signups arrive, usage tends to track your signup volume more than any other single factor.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For SaaS teams, monthly maintenance covers monitoring, fixes and change hours for new pricing tiers, updated usage thresholds or a new onboarding flow after a product release. It starts after the 30 days of included support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A PLG onboarding tool charges per seat or per tracked user | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Signup response | Most trial tools send a templated welcome email | An agency build depends on what was agreed | Ours opens a real conversation about fit and use case |
| Tier matching | A chatbot usually points to a static pricing page | An agency build depends on what was agreed | Ours reads usage and conversation to recommend the right tier |
| Delivery | A PLG tool needs weeks of internal setup and tuning | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for SaaS cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: trial conversation logic, plan matching, objection handling and demo routing. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are available at a set uplift if a launch is close.
How does the AI Sales Agent for SaaS know which pricing tier to recommend?
It combines what a signup tells it directly, such as team size and use case, with the usage signal pulled from your product analytics tool, like seat activation or feature adoption. That combination is what decides the recommendation, not a fixed script, so two accounts asking the same question can land on different tiers if their usage differs.
Can the AI Sales Agent for SaaS talk to trials that never asked a question?
Yes. It opens the first conversation itself once a trial signs up, rather than waiting for the account to reach out, which is where most silent churn happens. It asks what the account is trying to do and adjusts from there, so accounts get a real conversation instead of a templated welcome email nobody reads.
What should we budget monthly to run the AI Sales Agent for SaaS?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing CRM, helpdesk and product analytics plans, all billed to your own accounts rather than through us. Usage tends to scale with signup volume, so a high-growth trial motion sits toward the higher end of that range most months.
Does the AI Sales Agent for SaaS ever quote a custom price on its own?
No. It explains published pricing tiers based on fit, but anything outside your standard tiers, including a custom quote or a non-standard discount, is held for the approver you name during intake rather than agreed to mid-conversation. That boundary keeps every pricing exception in a person's hands, not the agent's.
What does an AE see when the AI Sales Agent for SaaS hands off a demo?
A summary of the conversation, the usage signal that triggered the handoff, the tier recommended, and any objections already addressed, all logged against the account in your CRM. The AE walks into the demo already knowing what the account has tried and asked, instead of starting from a cold trial record.
Can we update the pricing tiers after the AI Sales Agent for SaaS goes live?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers tier or threshold updates once you're live, which matters for SaaS teams that adjust pricing or packaging between releases. Larger changes, like adding a new tier structure entirely, are scoped separately as a Change Quote.
Give every trial a real conversation before it goes cold.
Order AI Sales Agent for SaaS and every trial gets a real conversation before it goes cold, with sales-ready accounts booked for your team.
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