How It Works
How LumiData replaces a marketing and SDR department
A three agent engine that builds demand, sees intent, and delivers meetings. Without the headcount, the overhead, or the compounding attribution debt.
The problem
The problem with current B2B marketing
Healthy marketing should build on itself. Positioning sharpens. Brand strengthens. Acquisition gets cheaper. The savings fund sharper positioning. Each cycle makes the next one easier. That is the compounding effect marketing was built on.
In most SaaS businesses today, that compounding has stopped. More campaigns get run. More dashboards get built. More activity happens. Less strategic authority. The cost of every lead is rising. Pipeline does not compound.
It broke for a structural reason. Pipeline became the target instead of the output. Every metric that can be attributed to a click got funded. Every investment that could not be attributed, including positioning, brand, ungated content, and demand creation, got defunded. Why? Because those things produce outcomes months later, not leads this quarter.
The result? Nearly all B2B marketing budget now fights over the same 5% of the market that is already buying. The other 95%, the 12 and 18 month buyers, get ignored. Competitors ignore them too. Whoever stops ignoring them first wins the next three years of pipeline.
That is the opening LumiData was built around.
The Engine
The three agent engine
Each agent has a specific job. Together they run a full marketing and SDR function — continuously, in parallel, without headcount.
Intent Tracker Agent
What it does
Watches for buying signals across first party website behaviour, email engagement, social signals, external triggers (funding rounds, hiring spikes, leadership moves), publications tracked, Google searches, and content consumed by target accounts.
What it solves
The ‘we cannot see deals until a competitor is in them’ problem.
Output
A live, ranked Target Account List with intent scores updated daily.
Marketing Agent
What it does
Runs continuous ad campaigns to the live Target Account List across LinkedIn, Meta, Google, and YouTube. Produces SEO content, creative assets, and email nurture sequences. Builds brand presence with the 95% who are not actively buying.
What it solves
The ‘rising CAC, nothing compounds’ problem.
Output
Multi channel, always on brand presence. Spend scales with performance, not headcount.
SDR Agent
What it does
Takes scored leads from the Intent Tracker, runs them through multi touch outreach sequences on email and LinkedIn, and books meetings directly into sales reps’ calendars. Every lead is manually reviewed before handoff.
What it solves
The ‘sales says the leads are bad’ problem.
Output
Meetings booked with accounts that are actively researching and have been warmed through brand touchpoints.
The Timeline
What happens in month 1, 3, and 6
Month 1
Foundations.
- CRM cleaned. Duplicate accounts merged. Attribution rebuilt.
- Target Account List defined and loaded.
- Intent Tracker Agent live. First signals within days.
- Custom dashboard up. You can see what you could not see before.
Month 3
Brand Builder.
- Marketing Agent running always on across LinkedIn, Meta, Google, YouTube.
- Intent scores flowing into the Target Account List daily.
- First warmed accounts in sales conversations. Not cold outreach.
- Content library compounding: blogs, SEO, LinkedIn, nurture.
Month 6
Make It Rain.
- SDR Agent booking meetings directly off intent signals.
- Pipeline compounding from brand work done months earlier.
- Board ready revenue reporting: pipeline, cost per opportunity, win rate, cycle length.
- Marketing spend scales with performance, not headcount.
Ownership
What stays yours
Nothing in this engine is rented. You own everything it builds. If the arrangement ever ends, you keep the engine. It does not get switched off.
The data.
Your CRM, cleaned and enriched.
The brand.
The creative, the positioning, the content library.
The attribution.
The multi touch model lives in your stack.
The intent model.
Scoring logic, signals, Target Account List.
The relationships.
Every booked meeting is yours.
Your demand audit is free. It takes 20 minutes.
You will walk away knowing where your attribution is lying to you. Which channels are propping up numbers that do not translate to revenue. And which of the three agents you need first.
Book my demand audit →