Industry:
B2B Marketing Agency
Revenue:
Series A
Location:
United States
Timeline to Live:
24 days
Services Used:
AI Marketing Automation + Workflow Automation
Primary Goal:
Scale marketing output and improve trial conversion without headcount
About the Client
A B2B SaaS company at Series A, operating in the workflow automation space for mid-market businesses. Two experienced marketers responsible for every marketing function simultaneously and revenue targets that required a level of output their current capacity simply could not match without infrastructure.
The Challenge
The company’s growth targets required a level of marketing sophistication and volume that two people simply could not sustain manually. Content was inconsistent. Email was broadcast-style with no behavioral logic. Trial users received a single onboarding email. The team was capable — but capped by the hours available to them.
- Content output limited to 2–3 pieces per week — manually produced by the team between other responsibilities
- Email campaigns sent to the full list regardless of behavior — no segmentation or trigger logic in place
- Trial users received one welcome email — no structured nurture driving toward conversion
- No multi-channel distribution — content created once and published on a single platform
- Reporting compiled manually every two weeks — always behind and never fully complete
The marketing team needed to operate at four times their current output level without four times the headcount — which required AI-powered infrastructure, not more people.
Our Approach
We began with a full marketing audit — reviewing existing content performance, email open and click rates, trial conversion data, and the team’s current production workflow. Three high-leverage areas emerged: content velocity, behavioral email logic, and trial user nurture. We prioritized them in that order.
What We Built
A fully automated marketing infrastructure — content production, multi-channel distribution, behavioral sequences, and real-time
performance visibility — running continuously from the same two-person team.
The Results
The system went live on day 24. Within the first 30 days, results were measurable across
every part of the pipeline the agency previously had no visibility into.
4X
Content Output
+58%
Email Open Rate
+39%
Trial-to-Paid Conversion
12hrs
Team Time Saved Weekly
“We went from feeling like we were always behind to feeling like the marketing engine was finally running. The AI handles the execution — we direct the strategy. Our output looks like a ten-person team now, and it’s still just the two of us.”
— Head of Marketing, B2B SaaS Company
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Your Marketing Team Shouldn’t Be
Capped by Their Bandwidth.
Book a consultation and we’ll map out what an AI marketing automation system looks like for your specific business, channels, content types, funnel stages, and the growth outcomes you should expect.
We’ll show you exactly what we’d build and why before any commitment is made.
