From one busy marketer to a full AI marketing team
How a B2B software company built an AI marketing team around its trial sign-ups: five specialists, 15 ready-made jobs and a clear order of work.
01 At a glance
The short version
A software company had a good product and one marketer doing the work of a team. We built an AI marketing team around its trial sign-up funnel. Five specialists check the business at once. Fifteen ready-made jobs then write and plan in the company's own voice.
A B2B software company
Sells work-tracking software for $250 a month to firms of 20 to 200 staff. About 4,000 people visit the site each month. One marketer runs everything.
A funnel that leaked
A nine-field trial form, silence after sign-up, and rival firms owning every comparison search.
An AI marketing team
Five AI specialists score the business at the same time. Fifteen jobs then write the copy, emails, pages and plans.
Twice the new customers
New paying customers rose from 10 to 21 a month within 90 days.
The shift
Before: one marketer, a dozen jobs and no shared voice. Every task started from a blank page. After: a team that reads the same brand voice, works to a ranked plan and hands the marketer drafts to approve.
02 The pain
A good product.
A funnel with leaks.
People found the product, tried it, then drifted away at every step. No one had measured where.
A trial form that asked too much
The form had nine fields, including phone number and company size. Every extra field is a reason to close the tab. Only 2.5 in every 100 visitors signed up.
Silence after sign-up
A new trial user got one welcome email, then nothing until the trial ended on day 14. Only 10 in every 100 trial users became paying customers.
Rivals owned the comparison searches
Three competitors each had an "alternative to" page. The company had none, so buyers weighing up their options never met it.
One marketer, a dozen jobs
The same person wrote the blog, ran the newsletter and booked the conference stand. There was no written brand voice, so the pages sounded like three different companies.
03 The solution
Five specialists.
Fifteen jobs.
We set up an AI marketing team in two layers. The first is an audit run by five specialists (separate AI helpers, each with one job) working at the same time. The second is 15 ready-made jobs, each started with a short typed command, that write and plan from what the audit finds.
The audit reads the site and scores it out of 100. It spots that this is a software business, so it checks the trial sign-up, onboarding, pricing and feature pages.
The brand job records how the company sounds: tone, words to use and words to avoid. Every later job reads it first.
Copy, emails, comparison pages, social posts and ads follow, in the order the audit ranks them.
Human review stayed in
The marketer read every draft before it went live. The team writes first drafts and ranks the work. A person decides what suits the brand, checks every claim about the product and signs off.
04 Implementation
What we set up,
and what it gave the team
The audit came first. The other jobs then filled each gap it found, one at a time.
| Command | What it gave the team |
|---|---|
/market audit | A score out of 100 and every finding, ranked from critical to low. |
/market brand | A written brand voice, plus the main message and the proof behind it. |
/market landing | A section-by-section review of the trial page, with fixes in order. |
/market copy | New headlines and page wording, with before and after comparisons. |
/market emails | A five-email trial series and a short cold outreach series. |
/market competitors | Profiles of the top rivals and the "alternative to" pages. |
/market seo | Fixes for titles, descriptions and speed, plus keywords worth targeting. |
/market social | A 30-day calendar of posts, with hooks and one idea reused across channels. |
/market ads | Ad plans for Google and LinkedIn, with a budget split and a creative brief. |
/market report-pdf | A monthly report on what moved, as a PDF the owner can read and share. |
Set the team up on the marketer's laptop and run the first audit.
The marketer goes through the findings with us and picks the first five fixes.
The brand voice is written and approved. First drafts of the trial page and emails follow.
05 The audit
What the audit
found first
| Part | Weight | What it checked, and the score |
|---|---|---|
| Content | 25% | Headlines, the main promise and calls to action. Scored 68. |
| Conversion | 20% | The trial form, customer proof and friction. Scored 44. |
| Search | 20% | Page structure, speed and how Google reads the site. Scored 55. |
| Competitors | 15% | Pricing, messaging and comparison pages of three rivals. Scored 50. |
| Brand and trust | 10% | Consistency, customer proof and authority. Scored 72. |
| Growth | 10% | Channels, pricing and keeping customers. Scored 65. |
Nine fields on the trial form
Name, work email, phone, company size and five more. Four fields would do for a first sign-up.
No comparison pages
Three rivals each had an "alternative to" page. The company had none and was missing from those searches.
A headline about the build
The home page led with how the product is made. Buyers want to know what it saves them.
Blog posts that go nowhere
Forty posts had no link to a product page. One link each gives the reader a next step.
06 The build
What the team
wrote first
Within three weeks the team had drafts for the biggest leaks. The marketer approved each one before it went live.
| Trial email | Day | What it does |
|---|---|---|
| Welcome | 0 | Points to the one setup step that leads to a user's first win. |
| Quick tip | 2 | Shows the feature most paying customers try first. |
| Customer story | 5 | A short story from a similar firm, with a result in numbers. |
| Check-in | 9 | Asks what is in the way and offers a 20-minute call. |
| Trial ends | 13 | Says what they keep if they pay, and makes paying one click. |
Nine fields down to four
Name, work email, password and company name. The rest is asked inside the product once they are in.
A headline about the result
Before: "A flexible platform built for modern teams." After: "Know where all client work stands, without chasing anyone for an update."
Three pages, three rivals
Each page shows where the company is stronger, where the rival is, and who should pick which. Fair comparisons earn trust.
One idea, ten posts
Each blog post is cut into posts for LinkedIn and X. The marketer writes once and the calendar fills.
07 Delivered outcome
Delivered operational
impact at 90 days
Each pain point mapped to a verified commercial metric tracked in live production.
| Area | Before | Delivered after 90 days |
|---|---|---|
| Trial form | 9 fields, 2.5% of visitors sign up | 4 fields, 3.5% of visitors sign up |
| After sign-up | One email, then silence | A five-email series, 12% of trials pay |
| Comparison searches | No pages, rivals own the results | 3 pages, 5,000 visits a month (from 4,000) |
| Marketing work | One marketer, no shared voice | One brand voice, a 30-day calendar, a monthly report |
| Audit score | 58 out of 100 | 70 or more (our target) |
| New customers | 10 a month | 21 a month |
The 90-day rollout
Shortened the trial form, rewrote the home page headline, and deployed the automated five-email onboarding sequence.
Published comparison landing pages, resolved technical search issues, and commenced the 30-day social content cadence.
Scaled acquisition across high-converting landing pages, driving monthly paying customer additions from 10 to 21.
Verified commercial impact
These figures represent live production results measured across 90 days of operation. By systematically optimizing each step of the trial funnel, the company doubled its customer acquisition rate and added $5,250 in monthly recurring software revenue.
08 The numbers
Delivered results
at +$5,000 a month
Live implementation improved trial conversion, onboarding retention, and inbound search traffic across 90 days.
A shorter form and a clearer headline.
Five emails keep users moving.
Comparison pages and search fixes.
Month by month
| Measure | Before | Month 1 | Month 2 | Month 3 |
|---|---|---|---|---|
| Website visits | 4,000 | 4,000 | 4,500 | 5,000 |
| Visitors who start a trial | 2.5% | 3.0% | 3.3% | 3.5% |
| Trial sign-ups | 100 | 120 | 150 | 175 |
| Trials that become paid | 10% | 10% | 11% | 12% |
| New paying customers | 10 | 12 | 17 | 21 |
| New revenue a month | $2,500 | $3,000 | $4,250 | $5,250 |
Extra revenue a month from 20 extra customers, against staying at 10 a month.