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toby
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SaaS

AI marketing for SaaS, from first trial to annual plan

Most SaaS marketing advice is generic. Toby starts from your own site, your Search Console queries and your Stripe numbers, then proposes the few moves that change trials and MRR: a page stuck at position 11, a trial that stalls before the activation moment, an annual plan nobody can find. Each recommendation comes with the evidence it relies on and the deliverable already written: the new title, the email, the comparison page. You approve. Nothing ships without you.

What usually gets in the way

The plays Toby runs for you

Example recommendations

The exact format of the cards you get, shown on fictional businesses. Numbers are examples, not promises.

SEO & GEO

Example

Push “freelance invoice template” from position 11 into the top 5

Why: Search Console: the page has 14,200 impressions a month, an average position of 11.3 and a 0.9% click rate. Five of your most visited posts talk about invoicing, but none of them links to it.

Example estimate: +900 to +1,300 visits a month, about 25–40 extra sign-ups

First deliverable, ready to paste

New title: Free Freelance Invoice Template (Word, PDF, Google Docs) | Lumio
New meta description: Download a free invoice template with every mention your clients expect, or send it from Lumio in two minutes and get paid faster.
New section: “What a freelance invoice must include” (320-word draft attached)
Internal links to add from: How to price freelance work · Late payment letter · Quote vs invoice · Freelance taxes 101 · Getting paid on time

Leo · SEO & GEOEffort: Low

CMO

Example

Send a day-2 email built around the first invoice

Why: GA4: 44% of trial users never trigger the “invoice_sent” event, and almost every trial that converted in Stripe last quarter had sent an invoice in its first two days. Today the only trial email goes out on day 13: “Your trial ends tomorrow”.

Example estimate: trial-to-paid from 11% to 13–14%, around +$600 MRR

First deliverable, ready to paste

Subject: Your first invoice is half done
Preview: Your client details are already saved.
Body: Hi {first_name}, freelancers who stay with Lumio usually send their first invoice on day one. Yours is ready to finish: add a line, pick a due date, press send. If your client pays late, Lumio sends the reminder for you.
Button: Finish my first invoice
In-app banner (second login, no invoice sent yet): Your first invoice takes two minutes. Start from your last client →

Toby · CMOEffort: Low

SEO & GEO

Example

Publish a “Billora alternative for US freelancers” page

Why: In the AI-visibility test, “best invoicing app for freelancers in the US” brought up Billora (a fictional competitor) and two other tools, never Lumio. The site never names a competitor and has no comparison page.

Example estimate: +250 to +400 high-intent visits a month after two to three months

First deliverable, ready to paste

H1: The Billora alternative built for US freelancers
Subheadline: Clean invoices, automatic reminders and card or ACH payments, from $9 a month.
Comparison table rows: Sales tax on invoices · Automatic reminders · Card and ACH payments · Price for one user · Free plan (competitor facts checked against their public pricing page)
Three reasons to switch: built for how US freelancers get paid · reminders included · support from real people
Migration: export clients as CSV, import them in Lumio, about 10 minutes
FAQ: Can I import past invoices? Can I cancel anytime? Is there a free plan?

Leo · SEO & GEOEffort: Medium

The agents that matter most here

Toby· CMOLeads the team: sets the strategy, ranks what to do next and hands out the work.Leo· SEO & GEOOrganic traffic from Google and from AI answers.Noah· AffiliatesAn affiliate and partner program that pays on results.Lina· LinkedInFounder posts built from your real stories.Sam· Google AdsHigh-intent demand on Search, Performance Max and YouTube.

Useful integrations

All integrations·Pricing

Frequently asked questions

What data does Toby need from a SaaS company?

None to start: it reads your website and builds the growth audit, the Brand Brain and a 30-day plan from it. Recommendations get much sharper with Search Console (queries, positions), Google Analytics 4 (conversions by channel) and Stripe (revenue and subscriptions, with a read-only key). Without connected data, Toby doesn’t invent figures.

Does Toby send emails to my trial users?

No. Toby writes the trial sequence and the in-app messages, and you load them into the email or messaging tool you already use. The team prepares; your lifecycle stack sends.

Can it publish blog posts on its own?

With WordPress connected, Leo creates drafts and publishes the articles you approve. On Webflow he creates CMS items as drafts. By default every publication waits for your approval. If you switch both the agent and the company to Autopilot, safe actions like creating a draft can run alone; ads never do.

What about Google Ads for a SaaS?

Sam prepares brand and competitor-alternative campaigns, negative keyword lists and ad copy. Direct connection to your Google Ads account comes once Google grants API access. Until then you paste his drafts into Google Ads yourself, and no budget is ever spent without your approval.

We already have a growth marketer. Is Toby still useful?

Yes, as extra hands. Toby looks at the data every day, prepares the deliverables and flags what changed in the morning brief, so your growth marketer spends time deciding rather than drafting. Each dismissed recommendation, with its reason, tells Toby what not to propose again.

How much does Toby cost for a SaaS?

$99 a month per company, with all 12 AI agents; for a SaaS, Leo, Noah, Lina, Sam and Iris usually do most of the work. Autopilot for safe actions, with caps, is included. 7-day free trial, cancel anytime.

Other use cases

E-commerce & ShopifyAgenciesLocal businessesFounders without a marketerCreators & info products

Give your business a marketing team that knows what to do next

Create your account, paste your URL and get your growth audit, your Brand Brain and your first three recommendations, already prepared.

Start free trial

7-day free trial, then $99/month per company. Cancel anytime. Already have an account? Sign in