AI-Powered Onboardingfor Factorial
Increase trial-to-paid conversion with intelligent voice AI that guides users, qualifies leads, and syncs everything to your CRM.
The Challenge
Factorial is a powerful, complete platform. But this completeness can overwhelm new users during onboarding—so many features, tabs, and options that they may feel lost and abandon the trial before discovering the real value.
Without AI Onboarding
- User signs up, lands in a complex dashboard with dozens of features
- Feels overwhelmed, doesn't know where to start
- Abandons trial without understanding what the platform can do for them
- Sales calls without knowing what the user actually needs
With AI Onboarding
- Voice AI activates immediately, ready to listen and understand
- Asks the right questions to understand user needs and goals
- Navigates the platform automatically, showing relevant features
- Qualifies the lead naturally while providing real value
How It Works
A seamless flow from signup to qualified lead
User Signs Up
Starts Factorial free trial
AI Activates
Voice assistant greets & guides
Qualify & Guide
Contextual help + lead profiling
CRM Sync
All data logged to HubSpot
Intelligent Lead Routing
Based on collected information, each lead is routed to the optimal conversion path
High-Value Leads
Immediately scheduled for a demo call with an Account Executive who already has full context
Ready-to-Buy Leads
Direct transfer to inbound sales team for immediate purchase assistance
Nurture Leads
Classified and segmented for personalized marketing campaigns based on their specific interests
Skills Demonstrated in This Project
Every requirement from the Operations Technologist role is addressed in this demo.
JavaScript scripting & automation
Built with Next.js/React. Custom client tools in JavaScript that let the AI navigate the platform programmatically.
Zapier & custom-coded solutions
Designed for n8n/Zapier webhook integration. Post-call data flows to CRM automatically via API.
API integrations (CRM, marketing, analytics)
Conversational AI Voice API. HubSpot API for lead data sync. RESTful architecture throughout.
HubSpot CRM experience
Lead profiling data structured for HubSpot contact properties. Conversation summaries ready for CRM logging.
Marketing Tech stack knowledge
Understanding of trial-to-paid funnels, lead qualification, and sales enablement workflows.
B2B SaaS environment understanding
Solution designed for SMB HR software trial conversion—exactly Factorial's core business model.
Problem-solving & proactive solutions
Identified a real onboarding friction point and built a complete solution to address it.
Clear technical communication
This landing page explains complex AI integrations in simple, stakeholder-friendly language.
Built With
AI Voice
Voice AI Platform
HubSpot
CRM Integration
n8n
Workflow Automation
Experience It Yourself
Try the interactive demo and see how AI can transform the onboarding experience for Factorial users.
Launch Interactive Demo
Built by Salvatore Marzolla
Currently managing automation systems that process 4,000+ leads/month using AI voice agents, HubSpot, and n8n at Spoki (Top 10 LinkedIn Startup Italy 2025).
This project demonstrates how I would approach RevOps challenges at Factorial.