Andy Audate (Main Speaker):
Key Topics:
Marketing & Awareness
Guide potential customers from “I don’t know you” to “I know you.”
Capture essential information such as name, email, and phone number—these are your leads.
Use multiple touchpoints and messaging to increase awareness and understanding of your offerings.
Sell / Connect
Present your core offer and connect with the customer to address their needs.
Make your value proposition clear and relevant to their pain points.
Offer & Upsell
Provide additional offers, complementary products, or upgrades.
Reiterate your value in different ways to ensure the customer understands all that you provide.
Onboard the Customer
Conduct 3–6 structured onboarding sessions to ensure the customer knows how to use the product.
Provide guidance, training, and resources to maximize adoption and early success.
Retain & Support
Offer ongoing support, education, and engagement.
Ensure the customer continues to see value, reducing churn and fostering long-term satisfaction.
Key Insight: Repetition and multiple touchpoints help customers fully understand your product and value. Once they decide to purchase, onboarding becomes the critical next stage to ensure adoption and success.
Cody Getchell
Key Topics:
Agency-Ready Voice AI: ThinkerAI provides plug-and-play voice AI for agencies and marketers, enabling clients to use it immediately without relying on outsourcing.
Simplicity & Scalability: By removing complexity, agencies can deploy smart web widgets, automated calls, and AI assistants that deliver results while reducing churn and support needs.
Automation & Integration: Fully integrates with CRMs, calendars, and automation tools to manage campaigns, bookings, and client support efficiently.
Client Retention & Profitability: Quick wins and intuitive setup ensure high adoption, client satisfaction, and predictable ROI.
Offers:
White-labeled voice AI, AI copilot, smart web widgets, outbound campaigns, and strategy sessions—designed for agencies to scale simply and profitably.
Nipun Syal
Key Topics:
SaaS Growth & Promotion: Step-by-step strategies to accelerate SaaS growth, including promoting offers, building high-converting landing pages, and creating links or incentives to drive sign-ups.
Tools & Automation: Leveraging AI for avatars, BuiltWith.com to identify platform integrations, Instatly for email campaigns, and HeyReach for outreach to streamline client acquisition and engagement.
Customer Journey & Retention: Focus on fast onboarding, structured offer delivery, and multiple touchpoints to reduce churn and maximize adoption, particularly using platforms like GoHighLevel (GHL).
Scaling & Efficiency: Emphasis on creating repeatable systems and workflows that allow agencies and SaaS businesses to scale without excessive manual work, improving conversion and client retention.
Offers:
Proven frameworks and tools to grow SaaS businesses faster, optimize lead capture, increase sign-ups, and retain subscribers efficiently.
Tim Sabir
Key Topics:
Master Retention:
To keep customers paying long-term, understand the main reasons they cancel: proactive (preventable) vs. reactive (issues after churn).
Retention requires monitoring usage, engagement, and providing consistent support and value.
Product Adoption:
Track feature usage and time spent on key functionalities.
Trigger support actions when users struggle or underuse features (e.g., offer guidance, calls, or tutorials).
Monitor activity logs to identify inactive users and reach out proactively.
Support & Education:
Provide help documents, guided sessions, and feedback loops to ensure customers understand product capabilities.
Use workflows, calls, SMS, or automation to deliver timely support.
Tracking & Measurement:
Use dashboards to monitor account activity, feature usage, pipelines, and hosted assets.
Measure execution and engagement to ensure users are actively leveraging the product, not just completing one-time actions like connecting a domain.
Assign accounts to CSMs and maintain clear records of contacts, pipelines, and digital assets.
Offers:
Effective adoption and engagement systems increase product stickiness, reduce churn, and maximize long-term customer value.
Kristia Mashiore
Key Topics:
Leveraging Different Phases of the Customer Journey
Understand the full lifecycle: registration → show-up → engagement → conversion → retention.
Identify key levers at each stage and optimize them before scaling traffic or spend.
Increasing Registrations Efficiently
Use GHL to drive the lowest cost per lead and lowest cost per impression.
Optimize landing pages, messaging, and follow-up automations.
Use conversational text/AI to immediately engage new leads.
Improving Show-Up Rates
Deploy conversational SMS and AI reminders to boost attendance for events, calls, and webinars.
Use event portals and training areas to familiarize leads with the brand and process.
Give prospects multiple touchpoints so they feel guided and supported.
Enhancing Engagement With Conversational AI
Use AI-powered text, voice, and “conversational circles” to automate high-quality interactions.
Create dynamic flows that answer questions, nurture leads, and handle objections in real time.
Offer incentives such as discounts, bonuses, or tailored solutions during these interactions.
Lead Reactivation & Follow-Up Systems
Use GHL reactivation campaigns to revive old or cold leads.
Automate Facebook retargeting, SMS follow-ups, and reminder sequences.
Ensure text messages are consistently sent, monitored, and optimized.
Social Proof, NLP & Sales Psychology
Incorporate social proof across the customer journey to build authority and trust.
Use LP-based persuasion triggers in messaging, follow-ups, and event presentations.
Apply the “Rule of 7–14 Touchpoints” to warm prospects until they convert.
Delivering Better SaaS Outcomes
Before building more features, improve how effectively you use existing capabilities.
Understand how conversational AI links with GHL to create true “software as a service” experiences.
Focus:
Solving real problems for businesses, not just delivering tools.
Offers:
SaaS Growth & Retention System: A step-by-step framework for boosting registrations, improving show-up rates, and increasing customer lifetime value using GHL and conversational AI.
Conclusion:
Day 3 delivered a powerhouse lineup of leaders in SaaS, AI, customer retention, and client journey optimization. Across every session, one message became unmistakably clear: the businesses that will dominate in 2025 and beyond are those that combine automation, conversational AI, streamlined onboarding, smart engagement systems, and proactive retention strategies.
From Cody Getchell’s agency-ready Voice AI that simplifies deployment and reduces churn… to Andy Audate’s step-by-step customer journey for guide–sell–onboard–retain… to Nipun Syal’s scalable SaaS growth frameworks… each speaker highlighted practical systems that turn complexity into clarity and turn prospects into long-term paying customers. Tim Saber emphasized the core engine of successful SaaS companies: mastering retention through product adoption, proactive support, activity tracking, and data-driven engagement. Meanwhile, Krista Mashore expanded the lens by showing how early-stage optimization — registrations, show-up rates, conversational AI engagement, and multi-touchpoint nurturing — creates the momentum needed for consistent conversions and long-term customer loyalty.
Together, Day 3 reinforced a single truth:
SaaS growth isn’t just about acquiring customers — it’s about activating them, engaging them, supporting them, and continually proving value through every phase of the journey.
Attendees walked away with actionable strategies to:
Deploy voice AI and automation with simplicity
Build awareness, guide decision-making, and onboard effectively
Scale SaaS sign-ups using optimized landing pages and AI-driven outreach
Reduce churn through proactive product adoption systems
Elevate engagement through conversational AI, social proof, and reactivation campaigns
By the end of Day 3, participants were equipped with the tools, frameworks, and AI-powered systems needed to scale faster, retain longer, and deliver exceptional customer outcomes — ultimately building a more profitable and future-ready SaaS or agency operation.