Hi {ATTENDEE},

Ahead of our meeting, I wanted to share a quick breakdown of why most SaaS companies struggle to scale support without burning through budget — and what actually works.

SaaS support teams face unique pressure: ticket volume grows with your customer base, but hiring doesn't scale the same way. After working with B2B SaaS companies on automation, I've seen these 3 missteps come up again and again:

❌ 1. Throwing More Agents at the Problem Problem: When ticket volume spikes, the instinct is to hire. But at $15–$25 per ticket, costs spiral fast — and response times still lag during growth spurts. Fix: Identify the repetitive tickets (password resets, billing questions, "how do I..." requests) and automate those first. Free your agents for complex issues that actually need a human.

💡 Better: "We reduced ticket volume per agent by 60% — without adding headcount."

❌ 2. Deploying Generic Chatbots That Frustrate Customers Problem: Basic FAQ bots that respond with "I don't understand" or loop customers in circles. CSAT drops. Customers demand a human anyway. Fix: Use AI that actually integrates with your systems — pulling real data from billing, CRM, and knowledge bases to resolve tickets, not just deflect them.

💡 Try: "Our AI resolved the ticket in 47 seconds by pulling the customer's invoice directly from Stripe."

❌ 3. No Integration With Your Existing Tech Stack Problem: Adding a tool that doesn't connect to your ticketing system, CRM, or billing means agents still toggle between 5 tabs to answer one question. Fix: The AI should plug into what you already use — Zendesk, Intercom, HubSpot, Stripe, whatever — so it has the context to actually help.

💡 We integrate in 7 days, not 7 months. No rip-and-replace.

✅ TL;DR: SaaS support automation works when it:

Targets repetitive tickets first (not everything at once)
Actually resolves issues with real data, not generic responses
Integrates with your existing systems in days, not months

We'll unpack how this works (and how it can apply to your team) when we talk on {EVENT_DATE_ddd, MMM D, YYYY h:mma} ({TIMEZONE}). Looking forward to it!

Best,
Jonathan

Process 4 High ROI

Meeting Location: {LOCATION} {MEETING_URL}