SHAI for SaaS companies
Trial sign-ups go cold without an onboarding sequence, and churn is discovered a quarter after it started.
How this business runs
A trial signs up and goes quiet without an onboarding sequence to catch it, and churn is usually discovered a full billing cycle after it started, once the revenue report shows the shape of it. Content that explains the product to a searcher who has not heard of it yet is the cheapest acquisition channel and the one that gets written last.
The recommended team
8 agents from the roster, in the order this trade needs them.
/ghl-pipeline/ghl-email/build-website/site-speed/seo/organic-content-creator/forecasting/pitch-deck
The tasks that will run
Nudge trials that have gone quiet
every weekday at 9amA trial that goes quiet in week one rarely converts without a nudge back to the product.
/ghl-pipeline · runs the agent · delivered to dashboard
Review accounts showing renewal or payment risk
every Monday at 8amChurn is discovered a billing cycle late unless something is watching for it sooner.
/ghl-pipeline · runs the agent · delivered to dashboard
Publish this week's product and category content
every Monday at 8amThe cheapest sign-up is the one who found the answer to their problem and it was this product's page.
/organic-content-creator · runs the agent · delivered to dashboard
Keep the feature and comparison pages ranking
on the 1st of each month at 9amBuyers search by feature and by 'X vs Y' before they ever see an ad.
/seo · runs the agent · delivered to dashboard
Look at next quarter's MRR against the plan
on the 1st of January, April, July and October at 9amA run rate that quietly slips a quarter behind plan is the thing forecasting exists to catch early.
/forecasting · runs the agent · delivered to dashboard
Every one of these arrives as a proposal you approve or decline. Nothing is scheduled by signing up.
The tools to connect
Go High Level (GHL)
GoHighLevel runs the trial-onboarding sequence and the pipeline for upgrades and renewals.
Stripe (optional, Phase 7)
Stripe is where MRR, churn and failed payments actually live; without it those numbers are guessed.
Google Search Console API
Search Console is how SHAI knows what is actually ranking, not just what was published.
Each one is your own account, connected once. Every tool carries its price and the exact steps.
The first week
- Connect billing and let SHAI list every trial from the last 14 days that has gone quiet.
- Turn on the churn-signal check and read what it flags for a week before acting on it.
- Ask for organic sign-ups by page - it usually points at which piece of content to write more of.
What to read on a Monday
- Trial-to-paid conversion — The number the whole funnel exists to move.
- Monthly churn rate — Growth bought with ads is erased quietly by churn nobody is watching.
- Time to first value in onboarding — A trial that never reaches the 'aha' moment converts at a fraction of one that does, fast.
- Organic sign-ups from content — The cheapest acquisition channel a SaaS company has, and usually the most neglected.
What SHAI will not do in this trade
- Anything that texts a customer runs on a registered A2P 10DLC brand and campaign with the consent record on file. /ghl-a2p sets that up; SHAI will not send a customer text before it exists.
- TCPA: no text to anyone who has not opted in, nothing outside 8am-9pm in the recipient's own time zone, and an opt-out honoured on the first message it arrives in.
- CAN-SPAM: an unsubscribe link on every marketing email and an opt-out honoured on the first message it arrives in.
- Every message SHAI sends to someone who is not the owner says it is an AI assistant acting for the business (master prompt 4.7). It is never presented as a person.
- SHAI never writes a review, never offers anything in exchange for one, and never posts as a customer. It drafts replies to reviews that already exist, for the owner to send.
- No uptime, security or compliance claim in marketing that the product does not actually hold - a claimed SOC 2 report, ISO certification or SLA is stated only if it is real and current.
Every line in this file is a recommendation written from an operator's knowledge of how this trade actually runs, never a promise about a result. Cadences are starting points; the owner changes them. Compliance notes are a reminder to check, not legal advice. Written 2026-09-21.
A playbook is a head start, not a requirement: SHAI works for any business, and a trade that is not on this list gets the same agents and a general plan built the same way.