Phaedra AI
Phaedra AI Technologies · SaaS · B2B AI Tools
70%
Reduction in manual onboarding time
43%
Improvement in 14-day activation rate
$120k
ARR growth in Q1 post-launch
4 hrs/day
Freed up for the founding team
Phaedra AI builds productivity tools for knowledge workers — their flagship product is an AI-powered research assistant used by analysts, consultants, and freelancers globally. Great product. But their marketing site wasn't telling the story, and their post-signup onboarding was entirely manual — the team was spending 4 hours a day walking new users through setup calls that didn't scale.
Phaedra's growth had plateaued. Their homepage was a wall of features with no narrative — it told visitors what the product did, not what it would do for them. New signups were churning within 14 days because they never fully activated, and the 3-person founding team had zero bandwidth to scale personalised onboarding without hiring. They needed intelligent infrastructure.
We redesigned their marketing site around a clear narrative: lead with the pain, show the transformation, prove it with social proof. Animated product demos replaced feature lists. CTAs were restructured around outcomes. Then we built an AI onboarding agent that activates the moment someone signs up: it asks 5 qualifying questions, generates a personalised setup checklist based on their use case, triggers email sequences tailored to their role, and flags high-intent power users for the sales team. We also built an internal activation dashboard so the Phaedra team could monitor onboarding completion and user health metrics in real time — their first real view into the pipeline.
“The AI onboarding agent alone changed the trajectory of our business. We went from babysitting every new signup to watching the pipeline fill itself.”