Industries / SaaS & tech
AI operations for SaaS and tech teams
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Small SaaS companies move fast on product and fall behind on operations. Support queues, CRM data and onboarding emails grow messy while the team ships features. I set up the tools you already pay for so operations scale with the customer base.
You already have the tools. You just haven't had time to build them out. I do it for you.
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Pick your business
SaaS & tech I work with
SaaS customer support
AI support automation for small SaaS teams: ticket triage, help-center answers, bug routing and churn signals in Zendesk, Intercom or HubSpot.
SaaS revenue operations
HubSpot and Salesforce RevOps automation for small SaaS companies: CRM hygiene, lead routing, trial onboarding emails and renewal alerts.
Which page fits your business
This page is the overview for the whole category. If you already know your workflow, go straight to the detailed page:
Support triage and help-center answers: For teams whose biggest pain is the Zendesk, Intercom or HubSpot queue.
HubSpot and Salesforce RevOps: For teams whose biggest pain is CRM data, lead routing, trial onboarding and renewals.
Operations debt
Like technical debt, operations debt builds quietly: tags nobody uses, macros that are out of date, deal stages that mean different things to different people. It shows up as slow support, unreliable forecasts and churn nobody saw coming.
What the work looks like day to day
Early SaaS teams usually have someone wearing three hats: support lead, customer success manager and part-time RevOps. They know the customers well, but the systems around them were set up in a hurry and never revisited. Fields go unused, automation rules contradict each other and reports don't match.
Cleaning that up is unglamorous and valuable. A support queue that routes itself, CRM stages that mean the same thing to everyone and alerts that fire when an account goes quiet give a small team the visibility of a much larger one, and make the next hire's onboarding far easier.
Where AI fits
AI is genuinely useful in support and operations when it's grounded in your own data: drafting replies from your help center, classifying tickets and summarizing account activity. It's not useful as a chatbot that invents answers. I set it up with a person reviewing output until the team trusts it.
Engagement model
SaaS projects are usually remote, scoped in writing and focused on one area at a time: support, revenue operations or onboarding. Custom builds, including LLM-powered tools and integrations, are available when the off-the-shelf features run out.
How we'd work together
We can meet in person in the Treasure Valley or over video, whichever suits you. Remote projects for Idaho businesses work just as well.
Time back, not revenue promises. The systems I build are designed to save your team real hours on the work we automate. I don't guarantee specific revenue or lead numbers.
No compliance guarantees. I don't provide legal, tax, regulatory, licensing or data-privacy advice or certification.
Results come from willingness to innovate. The businesses that win are the ones ready to adopt new tools and change how work gets done.
FAQ
SaaS & tech questions
Do you write product code?
Not for your product. I build operations automation and internal tools around it.
Can you work with our engineers?
Yes, especially on integrations that need access to product data.
Are you only for Idaho companies?
My focus is Idaho, but SaaS work is remote by nature. Ask on the call.
Do you use AI agents that act on their own?
Only where the risk is low and reversible, like tagging tickets. Anything customer-facing or account-changing starts with a person approving each action until the team has seen enough to trust it.
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Tell me what's slowing your team down.
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Start with a 15-minute discovery call. No prep, no pitch deck.