Marketing agent orchestration
CMOs and demand generation, marketing operations and RevOps leaders at enterprise B2B companies who want AI agents across the whole revenue engine, not another point tool.
Claude setup for marketing teams: A fixed-fee Claude setup for your marketing team
In short
The Claude setup for marketing teams is a fixed-fee install that gives an in-house B2B team working agents in four to six weeks. PlanConversion picks the three to five agents that remove your biggest bottleneck, connects Claude to your CRM, ad platforms, analytics and documents, writes the shared skills every agent follows, and trains the team.
Every agent we install already runs in our own marketing first.
Built for: In-house marketing, demand generation and marketing operations teams at mid-market and enterprise B2B companies that want Claude doing real work, not one-off prompts.
Last updated
- Official Demandbase partner
- 6sense implemented for 5+ large enterprises
- Enterprise clients include ABB, KNIME and Nakisa
- A senior strategist replies within one business day
Signs you need this
What usually goes wrong
Licenses without workflows
The company bought Claude seats, but each person prompts differently and nothing connects to the systems where the work happens.
The same manual work every week
Pacing checks, search-term reviews, CRM clean-up, lead replies and reporting eat the hours your senior people should spend on strategy.
IT and legal are not comfortable yet
Nobody has defined what agents may read, what they may change and who approves it, so pilots never reach production.
Agent roster
The agents, by service
Most teams start with three to five agents aimed at their biggest bottleneck, then add the rest in phases. Each agent below reports to the orchestrator.
Paid media
Service- Budget pacing agent
Checks spend against plan every day by campaign and platform, flags over and under pacing and proposes reallocations.
Human gate: Budget changes applied only after approval - Search terms and negatives agent
Reviews search terms weekly, proposes negative keywords and checks them against active keywords so nothing wanted is blocked.
Human gate: Negatives reviewed before upload - Campaign build agent
Turns an approved brief into import-ready campaigns: keywords, responsive ads, assets, audiences and exclusions.
Human gate: Builds stay paused until approved - Ad policy and claims QA agent
Checks every ad for platform policy, character limits, brand rules and unapproved claims, and watches for disapprovals.
Human gate: Flags only, never edits live ads
ABM and intent
Service- Account research agent
Writes a brief per target account: priorities, recent triggers, buying group and the angle most likely to land.
Human gate: Briefs reviewed by the account owner - Intent and signal triage agent
Combines intent surges, website visits and engagement into a tiered account list and daily alerts for sales.
Human gate: Tier changes confirmed weekly - Buying group mapper
Maps the roles involved in each deal, finds missing contacts in the CRM and suggests who to engage next.
Human gate: CRM updates approved in batches - Outreach draft agent
Drafts first touches and follow-ups from account research for reps and executives.
Human gate: Drafts only, a person sends
SEO and GEO
Service- AI shortlist monitor
Asks AI assistants your buyers’ questions on a schedule and records who gets named, where you rank and which sources are cited.
Human gate: Read-only - Content gate and article agent
Tests each topic against your ICP, demand and existing pages, then drafts expert articles from verified sources.
Human gate: Publishing approved by an editor - Technical SEO and indexing agent
Checks crawl health, broken links, schema and indexing, and submits new and changed pages.
Human gate: Fixes delivered as change requests - Entity and AI crawler agent
Checks that your company facts match across your site and listings, and tracks which AI crawlers read which pages.
Human gate: Read-only
Website and CRO
Service- Site change agent
Makes copy, page and tracking changes as reviewed change requests with build and link checks, in every language you run.
Human gate: Merged only after approval - Landing page agent
Builds campaign and account landing pages in your design system from an approved brief.
Human gate: Review before launch - Experiment agent
Keeps the test backlog, sizes each test, sets pass and stop lines and writes the readout.
Human gate: Tests launched by your team - Accessibility and QA agent
Checks pages for accessibility, mobile layout, speed and broken forms before and after release.
Human gate: Flags only
RevOps, CRM and attribution
Service- CRM hygiene agent
Finds duplicates, missing fields and wrong lifecycle stages, and proposes fixes in reviewable batches.
Human gate: Changes approved before write - Lead response agent
Drafts a reply to every new inbound lead within the business day, in your executives’ format and with the right proof.
Human gate: Drafts only, a person sends - Tracking and conversion QA agent
Checks tags, form fields, conversion actions and offline conversion imports, and alerts when data stops flowing.
Human gate: Read-only alerts - Pipeline attribution agent
Reconciles channel data with CRM opportunities so every report uses one version of sourced and influenced pipeline.
Human gate: Definitions owned by RevOps
Content and executive voice
Service- Executive voice agent
Turns articles, research and meetings into LinkedIn posts and talking points in each executive’s own voice.
Human gate: Executive approves every post - Repurposing agent
Builds video scripts, chapters, short clips, emails and sales one-pagers from each core asset.
Human gate: Editor review - Brand and claims review agent
Checks every asset against brand voice, approved proof and legal rules before anyone sees it.
Human gate: Flags only - Sales enablement agent
Keeps battlecards, objection answers and case summaries current from wins, losses and product updates.
Human gate: Product marketing approves
Leadership reporting and intelligence
Service- Weekly pipeline brief agent
Sends the CMO a Monday brief: pipeline created, spend, what changed, what needs a decision.
Human gate: Read-only - Board and QBR pack agent
Assembles the monthly and quarterly management pack with commentary tied to revenue targets.
Human gate: Leadership review before circulation - Budget and forecast agent
Tracks plan against actuals and models scenarios for reallocating budget across channels.
Human gate: Decisions stay with leadership - Competitive intelligence agent
Watches competitor messaging, pricing pages, launches and hiring, and reports what changed and why it matters.
Human gate: Read-only
Workflows
How work moves through the system
Four everyday workflows. Agents do the preparation and checking, the system logs every step, and a person makes the call wherever money, messages or published content are involved.
Click through a workflow
Every Monday, 6 AM
Tracking QA checks the data flowed
An agent prepares this step from the shared rules and your data. It cannot spend, send or publish.
- Agent
- Person decides
- System
Monday pipeline brief
Every Monday, 6 AM- Agent: Tracking QA checks the data flowed
- Agent: Pipeline attribution reconciles CRM
- Agent: Budget pacing adds spend vs plan
- Agent: Orchestrator writes the brief, decisions first
- Person decides: CMO reads and decides
Leadership starts the week with one version of pipeline
New inbound lead
A form is submitted- System: Lead lands in the CRM
- Agent: CRM hygiene dedupes and fills fields
- Agent: Account research writes a brief
- Agent: Lead response drafts the reply
- Person decides: Rep edits and sends
Same-day reply with the right proof, sent by a person
Weekly paid media review
Every Tuesday- Agent: Search terms agent proposes negatives
- Agent: Ad QA flags policy and claims issues
- Agent: Budget pacing proposes reallocation
- Person decides: Paid media lead approves in the queue
- System: Approved changes applied and logged
Waste cut every week without anyone losing control of spend
Intent surge to sales
An account surges- Agent: Intent triage tiers the account
- Agent: Account research briefs it
- Agent: Buying group mapper finds missing roles
- Agent: Outreach agent drafts first touches
- Person decides: Account executive approves and sends
Target accounts get a researched next step the same morning
Human review
The human review process
Agents never act on their own where it matters. Every output that spends, sends, publishes or changes a record goes through the same six steps.
- 1Draft or propose
The agent prepares the work or proposes a change. It cannot execute anything that spends, sends, publishes or writes.
- 2Automatic checks
Brand voice, approved claims, platform policy, metric definitions and budget caps are checked before a person sees it.
- 3Approval queue
The item goes to its named owner with the context, the sources and a clear before and after.
- 4Decide
Approve, edit or reject with a reason. Nothing moves until someone with authority says yes.
- 5Execute with least privilege
Only the approved item runs, through a service account that can do that one thing.
- 6Log and learn
Every run and decision is in the audit trail. Rejections and edits update the shared skills so the next draft is better.
Approval matrix
| Action | Who approves | Default |
|---|---|---|
| Budget or bid change | Paid media lead | Proposed, never applied automatically |
| Email or outreach to a person | The sender (rep or executive) | Draft only |
| Publishing a page, post or article | Editor or the executive named on it | Draft only |
| Writing to the CRM | RevOps owner, in batches | Proposed in batches |
| Reports, monitoring and alerts | No approval, reviewed weekly | Read-only |
Free plan
The 2027 AI agent orchestration plan for marketing and revenue teams
The full plan: why 2027 is the year agent programs scale or get cancelled, the 12-month build, which five agents to start with, a business case worksheet and the governance checklist IT will ask for.
Proof
We run our own marketing on these agents
Before we install an agent for a client, it runs in PlanConversion’s own marketing. These workflows run on Claude for us today.
- Daily budget pacing across ad platforms
- Weekly search-terms review and negative keywords
- Google Ads builds delivered as import files
- Monthly paid media reporting
- Expert articles that pass an ICP and demand gate
- Website changes as reviewed pull requests
- Indexing and technical health checks
- AI crawler monitoring and entity consistency checks
- Account research and draft first touches for outbound
- Draft replies to inbound leads
Ways to start
From a team setup to full orchestration
Every engagement starts with a planning session to pick the agents that matter most. The setup is a fixed fee, scoped before any work starts.
Team setup
Fixed fee, 4 to 6 weeks- Planning workshop with marketing, RevOps and IT
- 3 to 5 priority agents from the roster
- Connectors to your CRM, ad platforms, analytics and docs
- Shared skills: ICP, brand and claims, metric dictionary
- Governance, training and 30 days of tuning
Full orchestration
Phased over about 90 days- Orchestrator plus agents across every service line
- Weekly CMO brief and monthly leadership pack
- Approval queue and audit trail
- Quality tests for every agent
- Hand-over playbook for your team
Run and improve
Monthly, optional- Monitoring and fixes
- New agents as priorities change
- Model, connector and policy updates
- Quarterly review of hours returned and adoption
Deliverables
What you get
- Agent plan and data access agreement
- 3 to 5 production agents with human gates
- Connectors to your core marketing systems
- Shared skills: ICP, brand, claims, metric dictionary
- Training, playbook and 30 days of tuning
Measurement
How success is measured
Hours returned per week by workflowAgent output approved without reworkWeekly active use by roleTime from request to finished draft
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
FAQ
Claude setup for marketing teams: common questions
More Claude implementation programs
What does the setup cost?
It is a fixed fee, scoped in the planning session from the number of agents, the systems to connect and your security requirements. You know the full price before work starts.
Which Claude plan do we need?
A Claude business plan your IT team controls, so data stays inside your organization and admins manage access. We confirm the right plan with IT during planning.
Will agents spend budget or email prospects on their own?
No. Agents are read-only by default. Anything that spends, sends, publishes or writes to the CRM waits in an approval queue for a person.
Which systems can you connect?
CRM and marketing automation, Google Ads, LinkedIn and Microsoft Ads, GA4 and tag management, ABM and intent platforms, data warehouses, CMS, documents, email and chat. Where no ready connector exists we build a scoped one or work from governed exports.
Why PlanConversion?
Our senior team ran marketing in-house at enterprise software companies including Coveo, Assent and Nakisa, and works with clients such as ABB, KNIME and Nakisa. We build agents as marketers who have owned the pipeline number, and we run every agent in our own marketing before installing it for a client.
Enterprise needs
Often solved together
AI governance for marketing teams
Enterprise marketing teams in regulated or brand-sensitive industries where legal, IT or procurement must approve AI use before it scales.
Insights
Read more on this topic
How B2B marketing teams use Claude: 7 workflows that save hours every week
Seven practical Claude workflows for enterprise B2B marketing teams, from account research and campaign briefs to content QA and weekly reporting summaries.
Claude Enterprise, ChatGPT Enterprise or Microsoft Copilot for marketing teams: how to choose, and why licenses alone do not change results
How B2B marketing leaders should compare Claude Enterprise, ChatGPT Enterprise and Microsoft 365 Copilot on data protection, admin controls and connected data, and what it takes to turn licenses into workflows that save time and improve pipeline.
