Phase 1 — Attract
Phase 2 — Qualify
Phase 3 — Onboard
Phase 4 — Deliver
Phase 5 — Grow
Click any card to expand
← Client-facing
Internal — CoworxAI →
1
Attract & Engage
Awareness → inbound interest
▾
Prospect encounters CoworxAI
LinkedIn, referral, website visit, event, or cold outreach
Entry point
Client
Inbound channels:
- LinkedIn thought leadership posts (4×/week per function)
- Instagram carousels (3×/week)
- Referral from existing client or CA/CS firm partner
- Direct website visit · Conference or industry event
⇄
Touch-point
Content & brand engine running
90-day content banks live per function. Website active.
Ongoing
Anuj / Marketing
Weekly ops checklist:
- 4× LinkedIn posts scheduled (Mon/Tue/Thu/Fri)
- 3× Instagram carousels scheduled (Mon/Wed/Fri)
- Demo form responses acknowledged within 2 hours
- LinkedIn comments responded to within 24h
↓
Demo request submitted
Via website form, LinkedIn DM, WhatsApp, or email
Client
Form captures: Name · Designation · Company · Size · Function interest · Work email · Pain point (open field)
SLA: Acknowledgement within 2 hours · Call booked within 24 hours
SLA: Acknowledgement within 2 hours · Call booked within 24 hours
→
Notifies
Lead logged & triaged
CRM entry created. Function, company size, and urgency scored.
Anuj
Priority triage:
- 200–1,000 employees → Priority A
- CA / CS / Law firm → Priority A
- PSU / Government body → Priority B (longer cycle)
- Under 200 employees → Priority C (nurture)
2
Qualify & Demo
Discovery call → Proposal
▾
Discovery call (30 min)
Current tools, team size, pain point, decision timeline
Client + Anuj
Key questions Anuj asks:
- How many hours/week does your team spend on this manual work?
- What software do you currently use? (Tally, SAP, Zoho...)
- Who else is involved in the decision?
- What does success look like in 6 months?
⇄
Live call
Demo environment prepared
Industry, size, and function-matched. Ready within 3 working days.
Tech co-founder
Demo prep:
- Sample data loaded matching client's industry and headcount
- Target function module configured
- 3 realistic query scenarios built from discovery call notes
- WhatsApp and web interface tested end-to-end
↓
Live demo (60 min)
Real queries. Client's own scenarios. No scripted walkthrough.
Client + Anuj
Structure: 10 min — recap their pain points → 35 min — live queries using their scenarios → 10 min — architecture + data privacy → 5 min — pricing and next steps
Key moment: Ask the client to suggest a query we have not shown. Run it live. This is the trust-builder.
Key moment: Ask the client to suggest a query we have not shown. Run it live. This is the trust-builder.
→
48h SLA
Proposal & SoW drafted
Delivered within 48h of demo. Function scope, timeline, pricing, data privacy terms.
Anuj + Tech co-founder
Proposal contains:
- Executive summary — their problem, our solution (2 paragraphs)
- Function scope, integrations, 3-week implementation plan
- Data Privacy & Security Addendum
- Onboarding fee + monthly subscription + ACV
- Reference to similar client (anonymised)
3
Onboard & Implement
Signed → Go-live in 21 days
▾
Contract signed. Invoice paid.
MSA + Data Privacy Addendum executed. Kickoff within 2 working days.
Client
Documents executed: Master Services Agreement · Data Privacy & Security Addendum · Statement of Work
Payment: Onboarding fee 100% upfront · Monthly subscription billing begins on go-live date
Payment: Onboarding fee 100% upfront · Monthly subscription billing begins on go-live date
→
Triggers
Private environment provisioned
India-region cloud live within 24h. AES-256. Isolated namespace per client.
Tech co-founder
Technical setup:
- Dedicated namespace in vector database — fully isolated
- AES-256 encryption keys generated per client
- India-region cloud (AWS Mumbai or Azure India Central)
- Role-based access control configured per org chart
↓
Week 1 — Configuration
Client provides documents, org structure, compliance profile. 4–5 hrs of their time.
Client function lead
Client provides (per function):
- HR: Policy docs, compliance state/city, payroll software access
- Finance: Chart of accounts, budget structure, Tally/SAP credentials
- CS: Company list, MCA read-only credentials, director schedule
- Legal: Contract templates, clause positions, regulator list
- RE: Lease schedule, vendor list, facility locations
⇄
Config calls
Week 2 — Knowledge base build
Documents ingested, indexed, tested. Quality gate: 90% retrieval accuracy.
Tech co-founder
Process: Upload → chunk → embed → 20 test queries per document set → retrieval quality scored → Anuj reviews 10 answers with client's function head before training day
Quality gate: 90%+ relevant retrieval rate required before training session is booked
Quality gate: 90%+ relevant retrieval rate required before training session is booked
↓
Week 3 — Training & go-live
3-hour live session. Real queries from client's team. Go/no-go confirmed.
Client team + Anuj
Training agenda: 30 min walkthrough → 90 min hands-on practice → 30 min admin panel → 30 min Q&A
Go-live criteria: All user roles tested · Integrations live · 3+ real queries resolved correctly in session
Subscription billing begins on go-live date
Go-live criteria: All user roles tested · Integrations live · 3+ real queries resolved correctly in session
Subscription billing begins on go-live date
→
Confirms
Weeks 4–6 — Hypercare
Daily check-ins. WhatsApp group. Adoption tracked. Formal close at Week 6.
Anuj + Tech co-founder
Hypercare protocol: Daily 15-min call (Weeks 4–5) · WhatsApp group for P1/P2 (2h response SLA) · Usage dashboard monitored daily · Week 6: adoption scorecard shared with client
Success metric: 10+ queries/week by end of Week 6 · Zero unresolved critical issues
Success metric: 10+ queries/week by end of Week 6 · Zero unresolved critical issues
4
Deliver & Retain
Month 2 onwards — ongoing operations
▾
Monthly value review
Usage report: queries resolved, time saved, compliance alerts acted on
Client + Anuj
Monthly report: Total queries resolved by type · Time saved estimate (hrs) · Compliance alerts triggered and resolved · KB updates made · System uptime stats
Delivered: Email PDF + 30-min call with client's function head · Monthly for Months 1–6 · Quarterly thereafter
Delivered: Email PDF + 30-min call with client's function head · Monthly for Months 1–6 · Quarterly thereafter
⇄
Monthly
Continuous improvement cycle
Flagged query review, KB updates, integration patches, compliance calendar refresh
Tech co-founder
Weekly: Review flagged (unhelpful) queries · Update KB with new regulations and circulars · Push integration patches (Tally, GST portal, MCA updates) · Run regression test suite
Monthly: Compliance calendar updated for next 90 days · Platform feature releases pushed to all clients
Monthly: Compliance calendar updated for next 90 days · Platform feature releases pushed to all clients
↓
Renewal conversation (Month 10)
12-month review. ROI delivered vs committed. Renewal or expansion discussion.
Client MD/CFO + Anuj
Renewal meeting agenda: 12-month value summary → comparison to onboarding commitments → roadmap preview for next 12 months → renewal commercial (same / uplift / expanded functions)
Target: Renewal signed by Month 11 · 90%+ renewal rate
Target: Renewal signed by Month 11 · 90%+ renewal rate
⇄
Review
Annual ROI report prepared
12-month impact quantified. Input for renewal and expansion conversation.
Anuj
Report sections: Total queries resolved (12-month) · Professional time saved (hrs × blended rate) · Compliance record — zero misses vs historical · Cost avoidance events · Platform uptime vs SLA
Benchmark target: 5–8× ROI on subscription cost demonstrable within Year 1
Benchmark target: 5–8× ROI on subscription cost demonstrable within Year 1
5
Grow & Expand
Cross-sell · Referral · New pipeline
▾
Expansion conversation triggered
"Can you do this for Finance too?" — the natural question from a satisfied HR client
Client
Cross-sell signals: Client asks about adjacent function · Introduces CoworxAI to another dept head · CFO/MD joins review call · Monthly review surfaces adjacent pain
Natural expansion sequence: HR → Finance (most common) · Finance → Legal · Legal → CS · Any combination → Full Enterprise
Natural expansion sequence: HR → Finance (most common) · Finance → Legal · Legal → CS · Any combination → Full Enterprise
⇄
Opens
Expansion proposal prepared
40–50% reduced onboarding fee. 7–10 day implementation (environment already live).
Anuj
Expansion advantage: Infrastructure already provisioned — adding a new function takes 7–10 days vs 21 days for first deployment. Bundled pricing applies for 3+ functions.
Existing client discount: 40–50% reduction on onboarding fee for each additional function
Existing client discount: 40–50% reduction on onboarding fee for each additional function
↓
Referral generated
Happy client introduces CoworxAI to a peer. Warm intro converts at 3–5× cold rate.
Client (advocate)
Referral programme: Asked at Month 6 review · Warm 10-min intro call (Anuj + client + prospect) · Referring client: 1 month subscription credit · Referred client: 1 month free at go-live
Target: 1 referral per 3 clients by end of Year 1
Target: 1 referral per 3 clients by end of Year 1
↻
Back to Phase 1
New prospect enters pipeline
The flywheel closes. Content attracts continuously. Referrals accelerate conversion.
Anuj
The flywheel: While Anuj is deep in onboarding, the 90-day content banks keep new prospects entering the funnel. Referral clients arrive pre-sold — demo-to-close in 30–45 days vs 60–90 days for cold inbound.
15
Clients for ₹1Cr ARR
21
Days to go-live
90%+
Renewal rate target
5–8×
Target ROI — Year 1