Automate Processes, Not Relationships: How Personalization Drives SaaS Sales and Retention

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In a SaaS world obsessed with automation, many companies overlook a simple truth — relationships still close deals and keep customers.

Matt Barnett, founder of Bonjoro (and self-proclaimed “Papa Bear”), learned this the hard way while running an agency out of Sydney. With customers in London, Paris, and New York — and a 12-hour time difference — he couldn’t rely on quick calls to convert leads. Instead, he stumbled into something more powerful: personalized video messages sent at exactly the right time.

The result? Triple the response rate overnight.

This wasn’t just a clever sales hack. It was the seed of a product that would go on to help thousands of businesses increase conversions, onboard customers, and retain them longer — by building human connection into the sales and customer journey.

From Necessity to Scalable Solution

Barnett’s original challenge was classic: leads were slipping away before meaningful contact could be made. So he started recording short, personalized videos — filmed on his commute past the Sydney Opera House — to greet leads by name, reference their company, and invite a conversation.

These videos weren’t marketing fluff. They were anchored in the buyer’s journey:

  • Awareness stage: The Opera House backdrop caught attention.

  • Consideration stage: Social proof by mentioning recognizable clients.

  • Decision stage: A clear call-to-action to meet.

Once the videos worked for him, clients began asking for the same capability. His team hacked together a tool that plugged into CRMs, triggering video prompts whenever a lead signed up, a customer paid, or a milestone was reached.

The Buyer Intelligence Layer

Bonjoro’s biggest leap wasn’t video itself — it was the intelligence layer that determined when to reach out.

By integrating with tools like Salesforce, Intercom, Shopify, and Patreon, the platform could:

  • Detect a trigger (e.g., a first purchase, a renewal date, or a churn risk signal).

  • Alert a team member.

  • Prompt a highly contextual, personal outreach.

This transformed one-off gestures into a repeatable, scalable system — where every touchpoint felt human, but was powered by buyer data.

Retention Starts Where Sales Ends

Barnett’s philosophy is clear: “Automate process, but never relationships.”

While most SaaS companies pour energy into the acquisition funnel, retention often gets a fraction of the attention. Yet, a well-timed personal check-in can:

  • Reduce churn by addressing issues before they become cancellations.

  • Increase upsells by surfacing relevant offers when customers are most engaged.

  • Generate advocacy by creating memorable moments customers want to share.

Our own work with SaaS clients mirrors this — retention isn’t a support function, it’s a sales extension. And buyer intelligence is the bridge between the two.

Lessons for SaaS Leaders

From Barnett’s journey, SaaS and tech founders can take away three key principles:

  1. Identify the critical “moments of truth” in your customer journey and design personal touchpoints around them.

  2. Leverage automation to serve your humans, not replace them. The tech should handle the when and who, while your team delivers the how.

  3. Make culture part of the experience. The Bonjoro bear suits aren’t just fun — they’re a signal to customers that personality matters. In crowded SaaS markets, your brand’s humanity is a differentiator.

The Takeaway

SaaS growth isn’t just about a better funnel — it’s about a better relationship. When you combine buyer intelligence with personal, timely engagement, you create a customer experience that’s hard to ignore… and even harder to leave.

If your sales and retention strategy relies on automation without connection, you’re leaving revenue — and loyalty — on the table.