Every New Customer Gets the VIP Treatment
68% of customers leave because they feel the company is indifferent to them. Our AI onboarding agent ensures every single customer receives a warm welcome call, personalised setup guidance, and proactive check-ins — automatically, at scale.
Stage 1: Welcome Call
5 minAI places a warm, personalised welcome call within minutes of sign-up.
- Greets the customer by name using sign-up data
- Confirms contact preferences and communication channels
- Sets expectations for what happens next
- Answers immediate questions about the product or service
- Sends a follow-up SMS with key links and support contacts
You Spend Thousands Acquiring Customers. Then Lose Them in the First Week.
Research from the Harvard Business Review and Bain & Company shows that most customer attrition happens not because of product quality, but because of a poor first experience. Australian businesses lose billions each year to preventable early churn.
of customers leave due to perceived indifference
say they would pay more for a better onboarding experience
higher lifetime value for customers with structured onboarding
of SaaS trials convert — vs 8% without onboarding calls
The Australian Cost of Onboarding Neglect
A mid-size Australian business acquiring 100 customers per month at a $500 customer acquisition cost loses $340,000 annually to first-month churn that a structured onboarding sequence would have prevented. That is not a marketing problem. It is an onboarding problem.
Your AI Onboarding Journey in Five Stages
Each stage is fully automated, yet feels personal. Your customers experience a premium onboarding without your team spending a single minute on the phone.
How Much Is Manual Onboarding Costing You?
Adjust the sliders to match your business. See the savings instantly.
Manual Cost / Month
$5,500
AI Cost / Month
$825
~85% reduction
Annual Savings
$56,100
Hours Reclaimed / Month
85h
Manual Onboarding vs AI Onboarding
Side by side, the difference is stark. Same quality of experience. A fraction of the time and cost.
Manual Onboarding
Traditional approach
AI Onboarding
Powered by Yes AI
87%
Time Reduction
85%
Cost Reduction
+19%
Retention Improvement
100%
Follow-up Rate
AI Onboarding Across Australian Industries
From SaaS startups in Melbourne to allied health practices in Brisbane, AI onboarding adapts to your industry and customer journey.
SaaS & Technology
Free trial users churn within 72 hours without activation guidance.
AI calls every new trial user within 2 minutes, walks them through their first integration, and follows up at day 3 and day 7.
Healthcare & Allied Health
New patients miss their first appointment 34% of the time due to confusion about preparation requirements.
AI places a welcome call after booking, explains what to bring, confirms Medicare details, and sends a reminder SMS 24 hours before.
Financial Services
Account activation requires 4 separate steps; 41% of customers abandon before completing KYC verification.
AI guides customers through each verification step by phone, pre-fills forms from verbal responses, and resolves document upload issues in real time.
Professional Services
New client onboarding takes 2 to 3 weeks and involves 6 emails, 2 forms, and a discovery call.
AI consolidates the entire onboarding into a single 15-minute phone conversation, capturing requirements, preferences, and signed agreements.
Membership & Subscription
New members feel neglected after sign-up; 28% cancel within the first month.
AI delivers a personalised welcome call, activates loyalty rewards, and schedules a 14-day check-in.
Go Live in 48 Hours
Getting started is straightforward. We handle the technical setup; you provide the business context.
Discovery Call
We map your current onboarding workflow, identify drop-off points, and define the ideal customer journey.
AI Configuration
We build your custom onboarding sequences, integrate with your CRM, and configure the voice personality.
Test & Refine
You listen to sample onboarding calls, suggest tweaks, and approve the final scripts before launch.
Launch & Monitor
Go live with real customers. We monitor performance daily for the first two weeks and optimise continuously.
Frequently Asked Questions
Everything you need to know about AI-powered customer onboarding.
Stop Losing Customers Before They Start
Every day without structured onboarding is another day of preventable churn. Australian businesses using AI onboarding see 91% first-month retention and 2.6x higher customer lifetime value. Let us show you how it works for your business.
Free 20-minute consultation. No obligation. Available Australia-wide.