Portfolio details

Caddy

About Caddy

Caddy is a specialized software provider for the food manufacturing industry. Unlike bloated, generalized ERP systems, Caddy is built exclusively for small, owner-led, single-facility operations. Their core mission is to help growing food brands transition away from fragile paper and spreadsheet workflows into a streamlined, cloud-based platform, enabling them to confidently handle retail expansion, strict audits, and food safety certifications.

Industry

B2B SaaS / Food Manufacturing Technology

Services

AI Workflow Automation, System Integration, Data Analytics Strategy

Business Type

B2B Cloud Software Platform

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The Business Challenge

Growing B2B operations frequently struggle with manual client management. Caddy’s implementation team faced

Customers delaying onboarding tasks without timely follow-ups

Internal bottlenecks delays in reviewing templates or building forms

Lack of clear visibility into post-launch usage drops (silent churn)

Lost revenue from unmonitored seat overages

Fragmented tracking across Google Docs, Slack, and emails

The biggest challenge was building a platform that feels deeply human while operating through structured technology systems.

The Solution

Caddy automated its implementation and health monitoring into core workflows:

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The Onboarding Nudge Agent

Automatically provisions Google Drive folders and Implementation Sheets upon signing. It tracks client delays and internal SLAs (e.g., 15-day form build limits), sending time-zone-aware email nudges to keep the launch under 45 days.

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The Churn Risk Agent

Monitors real-time Amplitude data. It tracks zero-form streaks, admin login gaps, and a strict 28-day mobile activation ramp, flagging accounts as Yellow or Red based on rolling 2-week windows.

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Automated Compliance & Escalation

If a client exceeds their paid seat count for 24 hours, the system issues an automated warning. If unresolved in 3 business days, it automatically prorates and bills the difference. For health risks, it auto-generates 7-day Asana tasks for human intervention.

Business Model Impact

This operational overhaul acts as an internal revenue and efficiency driver:

Accelerated Time-to-Value

Drives the "Time-to-Live" KPI down to an aggressive ≤ 45-day target (stretch ≤ 30 days).

Revenue Protection

Drives the "Time-to-Live" KPI down to an aggressive ≤ 45-day target (stretch ≤ 30 days).

Optimized Human Capital

Drives the "Time-to-Live" KPI down to an aggressive ≤ 45-day target (stretch ≤ 30 days).

Technology Stack

Target Audience

This system is built for:

  • Detailed workflow Implementation & Success Teams: To automate task tracking and standardizing Asana workflows.breakdown
  • New Customers: Requiring structured, phased guidance to achieve 100% admin activation before launch.
  • Post-Launch Accounts: Benefiting from proactive support aligned with precise SLAs (Basic 48h, Premium 24h, Enterprise 12h).

Product Differentiation

What makes this operational model different?

Traditional Account Management

  • Manual emails to chase clients
  • Finding out a client churned at renewal
  • Lost revenue from "free" extra users
  • Internal delays go unnoticed
  • Disorganized daily tasks

Caddy Lifecycle AI

  • Time-zone aware, automated nudges based on strict logic
  • Weekly Amplitude tracking catching 14-day inactivity streaks
  • Automated 3-day proration warnings for seat overages
  • Internal SLAs tracked (Reviews ≤ 3 days, Forms ≤ 15 days)
  • Centralized, auto-generated Asana tasks for "Red" events

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