Coco
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AI for B2B marketers

Coco runs the half of marketing that's coordination: building the audience segment from natural-language criteria, drafting the copy variants, preparing the email sequence, queueing the launch, handling QA. Approval-gated end to end. Once a campaign cadence is proven, Coco can re-evaluate segments and re-trigger workflows on the schedule you set, inside the guardrails you define. About 30-60 credits per campaign launch setup, 10-20 credits per segment build. The marketer's time shifts from launch coordination to the strategy, brand, and creative work that actually differentiates the product. The coordination work that used to take a full week runs in a single morning.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

The campaign coordination problem

The hardest part of B2B marketing isn't the strategy. It's getting the strategy out the door.

A typical campaign launch:

  • Define the audience criteria. Pull the segment. Realize 30% of the segment has lifecycle stages that don't match the criteria because the source-of-truth fields drifted.
  • Clean the segment. Re-pull. Surface to sales for sign-off on the target.
  • Draft the email variants. Get the brand-voice review. Get the legal review. Get the sales review.
  • Build the sequence in HubSpot. Configure the timing, the suppression rules, the goal events.
  • QA the sequence end to end. Find the merge-tag typo. Fix it.
  • Schedule the send. Coordinate with sales so they're not running an outbound sequence to the same accounts the same week.
  • Launch. Watch the deliverability. Watch the unsubscribes. Watch the replies route correctly.

Each step is small. The compounding is the work. A campaign that should take two days takes a week because the coordination eats every hour the strategy didn't.

The coordination is exactly the kind of work an AI co-worker is built for: structured, multi-tool, repetitive across campaigns, sensitive to context. The strategy and creative judgment stay with the human.

Five workflows for B2B marketers

Specific work, with credit anchors so the spend is visible per campaign.

Build marketing segments from natural language. Describe the audience: "Series A to Series C B2B SaaS companies in North America with 50-500 employees, where someone with a RevOps or marketing-ops title visited the pricing page in the last 30 days." Coco translates the criteria into segment logic against your CRM (HubSpot or Salesforce), runs the query, and surfaces the segment with a quality report (drift indicators, lifecycle-stage mismatches, contact reachability). About 10-20 credits per segment build. Segment marketing lists →.

Launch campaigns end to end. Hand Coco the campaign brief — audience, value prop, sequence shape, suppression rules, schedule. Coco drafts the copy variants in your brand voice, builds the segment, prepares the sequence in your marketing automation tool, and queues it for your approval. The launch QA is part of the workflow. About 30-60 credits per campaign launch setup. Launch marketing campaigns →.

Re-engage marketing-touched accounts that went cold. Coco watches accounts touched by prior campaigns and surfaces ones that stalled — opened and didn't click, clicked and didn't convert, converted and didn't progress. Drafts a re-engagement variant for each segment of stalled behavior. About 5-7 credits per re-engagement draft. Reactivate stale deals →.

Clean marketing data and lifecycle stages. Bad data poisons campaigns. Coco runs hygiene on the records inside your active campaigns — surfaces duplicates, missing fields, lifecycle-stage drift, deliverability risk (hard-bounce indicators, role-based emails). About 1-2 credits per record. Clean CRM data →.

Coordinate marketing-to-sales handoff. Marketing-qualified leads stack up in a routing queue and don't get worked because the handoff broke somewhere. Coco audits the handoff — which MQLs got picked up, which didn't, which got dropped after assignment — and surfaces the gaps. About 2-4 credits per record audited. Route leads →.

Every external action — sending a campaign, writing to the marketing automation tool, posting to a channel — gates on your approval at the start. Once a campaign cadence is proven, you can pattern-approve specific re-evaluation workflows so the segment refreshes and the re-engagement loops keep running on the schedule you set.

A campaign launch with Coco

A re-engagement campaign for accounts that went quiet after a free-trial signup.

Monday, 9 AM. You describe the campaign: "Free-trial signups from the last 90 days who didn't convert. Three-touch re-engagement sequence over two weeks, focused on the use case they signed up to evaluate."

9:05 AM. Coco proposes the plan card: segment build (~15 credits), copy drafting in three variants per touch (~20 credits), sequence prep in HubSpot (~10 credits), QA pass (~5 credits). Total: about 50 credits. Estimated 12 minutes of Coco runtime, 30 minutes of your review.

9:15 AM. You approve. Coco runs the segment build, surfaces 412 contacts that match the criteria with reachability flags on 38 of them.

9:45 AM. Drafts ready. Three copy variants for each of the three touches — different angle per variant. You read the drafts. Approve two variants per touch; reject the third (off-brand) and ask for a re-draft with a different angle. The re-drafts land in 8 minutes.

11:00 AM. Sequence prep ready in HubSpot. Coco's set up the timing, the suppression rules (suppress active opportunities, suppress contacts with deals over $50K in flight), the goal event (trial-to-paid conversion within the campaign window). You review the QA report and approve the launch.

11:30 AM. Campaign live. Coco watches the deliverability and surfaces the first 24-hour metrics in a brief tomorrow morning.

What would have been a week of coordination ran in two and a half hours. The strategy, the creative judgment, the brand voice — all yours. The coordination work — segment, drafts, sequence, QA — handled.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

What Coco doesn't replace

Honest section.

  • Brand and creative direction. Coco drafts copy in your voice, but the brand decisions — positioning, voice principles, visual identity, the things that make your marketing recognizable — stay with you.
  • Strategy. Which campaigns to run, which audiences to prioritize, which messages to test, which channels to invest in. Human work.
  • Creative judgment. When a draft is too soft, when an angle is too aggressive, when a value prop doesn't land — your call.
  • The customer voice. Coco can infer cadence from your sent history; the real understanding of what your customer cares about comes from talking to them. That's your work.

Frequently asked questions

What marketing platforms does Coco support?

HubSpot Marketing Hub is the deepest integration today. See the HubSpot integration page → for the specific capabilities. Salesforce Marketing Cloud and Marketo coverage is on the roadmap; the timing depends on demand. If you're on a platform we don't yet support natively, Coco can still draft copy, build segments based on CRM data, and coordinate the manual handoff to the marketing automation tool.

Can Coco run paid campaigns?

Today, Coco supports campaign drafting, audience segmentation, and the coordination work around launch. Direct ad-buying execution against Meta Ads or Google Ads is on the roadmap. If your campaigns are paid-led, Coco handles the upstream work (segment, audience definition, creative drafts) and you launch in the ad platform.

Does Coco do creative work?

Coco drafts copy in your voice. The brand and creative direction stay with you. Drafts are inputs to your creative review, not finished assets. Voice training on the Founder tier and above tunes the drafts to your brand cadence; the strategic creative decisions are still yours.

How do approval gates work for campaigns?

Per artifact. The segment gates on approval before it locks. The copy variants gate before they enter the sequence. The sequence configuration gates before it goes live. The launch itself gates before the first send fires. You can approve each artifact in one batch or one at a time. Once a campaign pattern is proven and you're comfortable with the workflow, you can pattern-approve specific recurring loops (for example, "auto-refresh the re-engagement segment weekly and re-run the campaign against the new contacts").

Can Coco do continuous segment re-evaluation?

Yes, on the Founder tier and above. Configure the segment criteria once, set the re-evaluation cadence (daily, weekly, monthly), and Coco refreshes the segment against current data on that schedule. Drift gets surfaced (added contacts, removed contacts, lifecycle-stage changes). New campaign triggers can fire against the refreshed segment within the guardrails you set.

Get started

The fastest campaign to test Coco on: a re-engagement workflow against a known cold segment. The audience is bounded; the success criteria are clear; the coordination work is the bottleneck. Hand Coco the brief, watch the plan, approve the segment and the drafts.

Try Coco for free → · 1,000 credits free · no card · ~2-min setup

Or book a walkthrough → for a team conversation. See pricing → if you're sizing Team tier for a marketing org.