I will automate your customer success workflows with your CRM

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vishal0511
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vishal0511
Vishal A

About this gig

AI Automation for Customer Success & Post-Sales Ops n8n, Make & your CRM

  • Automate the repetitive post-sales work eating your team's time onboarding, health alerts, renewals and follow-ups.
  • Built by a CS automation specialist and SaaS founder real working systems, not a fragile Zapier patch job.
  • Connect your CRM, ticketing, Slack and email so data flows automatically and nothing slips through the cracks.
  • AI steps that read, summarize, categorize and draft turning manual inbox and CRM work into hands-off workflows.
  • Customer health alerts that flag at-risk accounts to the right CSM before churn ever reaches a renewal call.
  • Onboarding automation that triggers tasks, emails and check-ins the moment a new customer signs.
  • Renewal and QBR reminders fired on schedule so revenue moments never get missed again.
  • Every build tested end-to-end and handed over with a Loom walkthrough so you see exactly how it runs.
  • You own the build fully complete admin access, no lock-in, no dependence on me to keep it running.
  • Optional monthly maintenance to keep workflows healthy as your tools and processes change.
  • Ideal for SaaS founders, CS and ops teams who want to scale post-sales without scaling headcount

Get to know Vishal A

Vishal A

Path finder for Customer Success and AI CS

4.8(12)
  • FromIndia
  • Member sinceSep 2019
  • Avg. response time8 hours
  • Last delivery2 years
  • Languages

    English, Hindi, Spanish
With 10+ years of experience in Customer Success and Account Management, I help SaaS companies build scalable CS operations that drive adoption, retention, and growth. I specialize in customer onboarding, SOP creation, process design, CS team setup, playbooks, QBRs, escalation management, renewals, churn reduction, customer journey mapping, and team training. I also help implement CS tools, AI automation, workflows, and success metrics. Whether you're building a CS function from scratch or optimizing one, I deliver practical, results-driven solutions.

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