Pre-qualification with a voice agent
An AI voice agent that picks up calls or handles inbound forms, asks 3-5 qualification questions (ICP fit, budget, timing) and only sends the leads worth your time through to the calendar.
AI automation for SaaS and founders
If you run a B2B SaaS at early or growth stage, the founder's time is your most expensive and worst-managed resource. STAKKER SYSTEMS automates lead qualification, onboarding, first-line support and CRM syncing, so your team can focus on product and real sales instead of manual triage.
What usually fails
- Demos booked with unqualified leads who will never buy, eating up the founder's hours.
- Repetitive L1 support (resetting passwords, explaining pricing, showing where a feature lives) that doesn't scale with your current team.
- Manual onboarding where every new customer gets the same email, the same demos and the same documentation, and still reaches active usage late.
- Lead, prospect and customer data out of sync between your website, chat, CRM and sales team.
- A weekly report the founder compiles by hand on Sundays, at the cost of their rest.
What we build
RAG chatbot trained on your docs and pricing
A website chatbot built on your knowledge base (docs, pricing, FAQs, case studies) that answers users and prospects with verifiable information, not generic text.
n8n workflows for CRM, calendar and emails
Two-way connection between HubSpot/Pipedrive/Notion, Calendly/Cal.com, transactional email (Resend, Postmark) and Slack/Telegram. A new lead shows up synced everywhere instantly.
Automated reporting
Key metrics (MRR, leads, demos, churn) compiled weekly into a dashboard or email. No spreadsheets, no Sundays burned on admin.
GEO + content engine
For technical SaaS that depend on organic traffic: optimisation so that ChatGPT, Claude and Perplexity cite your product when answering queries in your niche.
Use cases
Automated onboarding after signup
A personalised welcome email, an activation sequence with tutorials based on the plan purchased, and handover to Customer Success only if the customer crosses a usage threshold.
Lead qualification before the calendar
A filter ahead of Calendly: the visitor fills in a form or talks to a voice agent, the system scores ICP fit and only lets those who meet your criteria book a slot.
24/7 L1 support
A chatbot that resolves repetitive queries (access, billing, basic setup) and hands over to a person, with full context, whatever needs judgement.
CRM + product sync
When a user activates a key feature, the lead is marked as hot in the CRM. When a critical customer's usage drops, the CS team gets an alert before churn.
Weekly MRR reporting
A workflow that on Friday night compiles MRR, churn, leads, closed demos and top features used, and sends an email/Slack message to the founder. Sunday off.
Frequently asked questions
Do I need to have my SaaS on Stripe, or will another provider do?
Any provider with an API works (Stripe, Paddle, Lemon Squeezy, Recurly). If yours doesn't have one, we'll talk about migrating or building a wrapper.
How long does it take for the full SaaS setup to be up and running?
It depends mostly on the integrations. Voice qualification, the chatbot and MRR reporting are the quickest; fine-grained syncing between the CRM and your product is what takes longest. The exact timeline comes out of the free diagnostic.
Does it work if my SaaS is very technical or niche?
Yes. The more technical the product, the better a RAG chatbot over your docs fits. We've worked on developer tools and devops SaaS with no problems.
Do you handle the GEO content too, or just the infrastructure?
Both. The GEO Content Engine and GEO Authority add-ons include producing pillar articles designed to be cited by LLMs; the scope is agreed after a free diagnostic.
To understand the terms
What is an AI agent?, What is RAG?, What is n8n?, What is AI automation?