Every lifecycle playbook assumes signups and activation events. Demo-led SaaS has neither. What you do own is the CRM stage and the calendar. Marqeable turns each stage change into a customer-facing automation, drafted in your voice, approved by you, running for every contact.
The stage-and-trigger map for a demo-led company on HubSpot. Each row is an automation Marqeable assembles from a plain-English description, and each one pauses the moment the contact replies.
Triggers come from HubSpot or Salesforce stage changes, a list upload, or a schedule. No product instrumentation required.
"When a deal moves to closed-won, send the kickoff email, wait three days, then text if they have not booked onboarding." The agent assembles the steps, timing, and branches, and flags any content you still need.
Missing emails and texts are drafted for you in your voice. Before launch you see exactly who would get what, and when.
Every contact who hits the stage runs the automation. Replies pause it and land in your inbox. Pause, edit a step, resume. No rebuilding.
Connect Marqeable to the assistant you already use. It reads your real brand, offer, calendar, and live automations, then writes the draft into Marqeable. Nothing sends until you say so.
get_business_contextget_automation_overviewget_automation_plancreate_automation_draftcreate_content_draftEvery write is a draft. No send, launch, or delete tools.
Nothing on this page sends without your approval. Email replies are always drafted, never sent for you. See every use case
Lifecycle playbooks assume signups and activation events. Demo-led SaaS has neither. The seven-stage lifecycle and the CRM and calendar triggers you actually own.
Read articleA lifecycle stage change is the best trigger a demo-led company owns, and most teams spend it on a Slack alert. For each HubSpot stage, the customer-facing automation that should fire.
Read articleBetween signature and kickoff nobody owns the customer. A marketing-owned automation for demo-led SaaS with no CS team: four customer-facing steps and one internal nudge.
Read articleMarqeable assembles the automation, drafts the content, shows you the dry run, and runs it for every contact who hits the stage. Private beta, small early cohort, hands-on onboarding.