Bundle

AI SaaS Growth Stack

AI SaaS Growth Stack brings together AI Lead Qualification Agent, AI Customer Onboarding Agent, AI Customer Support Agent and AI Churn Prevention for SaaS companies, delivered as one project with one intake.

What is included

Each product below is also sold on its own; this bundle delivers all of them as one project at the discounted price on the right.

AI Lead Qualification Agent Qualifies inbound leads with a short conversation and scores them against your criteria. $5,500 AI Customer Onboarding Agent Guides new customers through setup milestones and nudges when they stall. $5,500 AI Customer Support Agent Resolves customer questions across chat and email using your knowledge base and hands off complex cases. $8,300 AI Churn Prevention Predicts churn risk and recommends the retention play for each at-risk account. $4,900

Problems this solves

Trial sign-ups and demo requests get the same slow treatment

The AI Lead Qualification Agent checks new leads against your ideal customer criteria. Strong fits are passed to sales quickly, while others are routed in the way you agree.

New accounts sign up, struggle with setup and quietly leave

The AI Customer Onboarding Agent walks new customers through setup steps and flags those who stall. Your team can reach out before a slow start turns into a cancellation.

Support tickets repeat the same how-to questions every day

The AI Customer Support Agent answers product questions using only your approved docs. Your support team can then spend more time on bugs and complex account issues.

Renewal risk is noticed only when a customer asks to cancel

AI Churn Prevention watches for risk signals across onboarding and support history. It flags accounts early and drafts outreach for your team to review and send.

Scope card SKU UPM-B0015

AI SaaS Growth Stack

Everything this build includes, written down before you pay. Choose how you want it, own the code or license it yearly, then the delivery speed and any add-ons.

$7,300 first year, then $4,400 a year from go-live

1. Choose how you want it: own it, license it, or a custom build

Own it: the full code, in your accounts

Owning the code for this product is priced on a written quote. Request a custom quote

License it yearly: we host and run it

Yearly license 20–30 working days $7,300 first year

Custom build: changed to fit you, on a written quote

Need more than this Scope Card: other systems, more channels, your own process or a different scope? Tell us in writing and we reply with a fixed written quote. You can own the result or license it.

Request a custom quote

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

Own it: the full code, in your accounts

The full source code, setup and documentation, delivered into accounts in your name
The code and work are yours once the order is paid in full
30 days of post-launch support, then optional maintenance
Hosting and infrastructure are yours to run

License it yearly: we host and run it

Upmark Labs hosts, runs, monitors and updates it for you
Same scope and limits as the Scope Card, plus 2 change hours a month
Your data and settings stay yours, exportable at any time
Renews each year from go-live; stop at renewal and we export your data

Custom build: changed to fit you, on a written quote

Built to your exact requirements, beyond this Scope Card
Fixed price, deliverables and timeline agreed in writing before work starts
Own the code or license it yearly, whichever suits you
The same bring-your-own-key rule for AI, phone and tool costs

Every option is bring-your-own-key: AI model usage, phone numbers, WhatsApp, email and every other third-party tool run on your own accounts and keys, billed to you directly by each provider. Upmark Labs does not pay, resell or mark up those costs. Own it or license it: how each works

2. Add extras if you need them (optional)

Additional Language Pack Adds one more supported language to an existing AI product, including glossary and testing. +$1,500 Additional CRM Integration Connects an existing product to one more CRM. +$1,500 Additional Helpdesk Integration Connects an existing product to one more helpdesk. +$1,500 Additional Ecommerce Platform Integration Connects an existing product to one more store platform. +$1,500 Additional Calendar Integration Connects an existing product to one more calendar system. +$1,500 Custom API or Webhook Integration Connects an existing product to one documented third-party or in-house API. +$2,500

Add-on prices follow the delivery speed you choose.

What is included

Channel: Each included product's channel
Integrations: Integrations of each included product
Knowledge: Knowledge limits of each included product
Workflows: All workflows of: AI Lead Qualification Agent, AI Customer Onboarding Agent, AI Customer Support Agent, AI Churn Prevention; plus up to 3 handoffs between them
Languages: 1
Testing: Each product's testing plus 20 cross-product scenarios
Revisions: 2 rounds
Handoff: Written handover report
Support: 30 days after launch

How the 4 work together

These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.

AI Lead Qualification Agent Qualifies inbound leads with a short conversation and scores them against your criteria.

AI Customer Onboarding Agent Guides new customers through setup milestones and nudges when they stall.

AI Customer Support Agent Resolves customer questions across chat and email using your knowledge base and hands off complex cases.

AI Churn Prevention Predicts churn risk and recommends the retention play for each at-risk account.

Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.

One intake for all 4

The combined checklist of every included product, collected once through a single intake

Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control (never by email)

your business information (company basics, hours and brand voice), shared during intake

one decision-maker for approvals

an API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit

Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Not included

Third-party software subscriptions and AI usage fees

creating source content or data you do not provide

features outside the listed scope (available as add-ons or upgrades)

products not listed in the bundle

What you receive at handover

AI Lead Qualification Agent, AI Customer Onboarding Agent, AI Customer Support Agent and AI Churn Prevention, each configured and deployed
Support answers limited to your approved docs
Cross-product workflow configuration with up to three handoffs between the products
A combined test report covering each product's tests plus 20 cross-product scenarios
A combined admin guide and a written handover report
30 days of post-launch support

Expected benefits and how to measure them

Can help sales focus on the sign-ups most likely to convert.
Helps new customers reach a working setup sooner.
Makes renewal risk visible while there is still time to act.

Trial-to-paid conversion: Compare trials converting to paid plans in your billing system for the two months before launch and the two after.
Setup completion: Track accounts finishing your agreed setup steps within their first weeks, from product analytics, for cohorts before and after.
Monthly logo churn: Compare cancelled accounts against active accounts each month in your billing system, before and after launch.

Before you start: Export trial conversion, setup completion and churn figures for the last three months. List the top support questions from new customers.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Questions about this product

How is this different from the customer success stack?

The AI SaaS Growth Stack covers the whole journey: lead qualification, onboarding, support and churn prevention. The AI Customer Success Stack focuses on existing accounts, with health scores and QBR drafts instead of lead qualification and support. SaaS teams with no support automation yet usually start here.

What does the SaaS bundle save over buying each product?

The four products cost 15 percent less as a bundle than bought one by one, and the price panel shows both totals before you pay. You also complete one intake, and the products share your docs, plans and customer data, so a support conversation can inform churn signals without extra setup.

Can the onboarding agent react to what users do in our product?

Yes, if you give it access to usage data. It reads setup progress against your milestones and nudges accounts that stall, on one channel chosen at intake. The same data feeds churn prevention through an agreed handoff, so a stalled account can show up as a risk too.

Does the support agent know our product?

It knows what is in the documentation and approved answers you provide, up to 100 documents on its Scope Card. It answers only from those sources and hands off when confidence is low. Keeping docs current after each release is the main job of monthly maintenance.

Will churn workflows email customers without review?

No. AI Churn Prevention runs the retention steps in your playbook, and customer-facing outreach waits for review by the person you name. Internal steps, such as alerting an account owner, can run straight away if you choose that at intake.

How quickly can the SaaS bundle go live?

All four products launch together on one fixed delivery date, counted from the working day after intake is complete and access is verified. The date is shown before you pay, and faster delivery is arranged by written quote. Your team reviews test results before anything reaches customers.