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Ahmed Rakan
Ahmed Rakan

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I let AI Run My Onboarding Here is what happened

So I sat with myself for few hours a month a go, thinking deeply, what other ways I can leverage agentic ai into my solutions.

A chatbot seams the default everyone going for, but, recently I launched a mini paid ad campgin to finbooki.com.

The marketing funnel was focusing on rebranding the solution towards money clarity.

I thought to myself how I could deliver the promise ( money clarity ) to the users within the first few seconds of them entering the software.

And there I got the aha moment I am trying to deliver to the users.

I could really use agentic AI to help the user acheive a result that takes minutes on the solution in few seconds. And that what I went for.

The user currently on first login, will be asked to describe their current financial situation in short pagragraph.

A sub agent will take that paragraph and turn it into ( categories, income, expensess, budgets, goals, saving ) and so on.

I think many teams could take on this type of innovation and implement it.

As why you provide really long free trail, when you can deliver the promise within few seconds and then the user have really tiny room ( enough ) to decide they will pay or not.

As result, looking at the data I feel now my free trail cost is really low, and users ethier get hooked on the signal or leave.

The conversion increased, we noticed 30% increase in converted users. I asked few old customers and but them through the on-boarding experience too, 9/10 said if they been through this earlier they would have subscribed way before their original subscription date.

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