Integrio: From SaaS Startup to AI-Powered Lead Generation Success
How a field operations platform increased qualified sign-ups by 84% using AEO content, visitor identification, and automated outreach
Increase in qualified sign-ups
Reduction in CAC
Weeks to see results
Companies identified visiting
The Client: Integrio
Integrio is a comprehensive field operations platform that transforms how teams collect data, manage workflows, and deliver projects. Their platform combines digital checklists, AR floorplans, AI transcription, workflow automation, and resource management into one intuitive system.
Serving construction, healthcare, facilities management, utilities, retail, and logistics sectors, Integrio needed a lead generation system that could:
- •Attract field operations managers researching digital solutions
- •Appear in AI tools when buyers ask about field operations software
- •Identify which organisations were evaluating their platform
- •Convert free trial sign-ups into paying customers
The Challenge
As a SaaS startup competing against established field operations platforms, Integrio struggled with visibility and conversion. Their free trial sign-ups were low, and they couldn't identify which companies were evaluating their platform.
Key Problems:
- ✗Low AI visibility: When operations managers asked ChatGPT "What field operations software should I use?", competitors appeared first
- ✗Anonymous trial sign-ups: They couldn't see which companies were trying their platform or showing buying intent
- ✗Low trial-to-paid conversion: Most free trial users didn't convert to paying customers
- ✗High customer acquisition cost: Paid advertising was expensive and didn't target the right buyers
"We had a great product, but we weren't being found when field operations teams researched solutions. Traditional SEO wasn't enough. Buyers were asking AI tools, not Google." Founder, Integrio
Why They Chose Us
Integrio needed a system that could answer field operations questions in AI tools, identify visiting organisations, and automate follow-up, all without requiring a massive marketing budget.
AEO Content Engine
Monthly content answering field operations questions that operations managers ask in ChatGPT and Perplexity, positioning Integrio as the expert answer source.
Visitor Identification
Identify which organisations were visiting their site, track trial sign-ups, and prioritise high-intent accounts, transforming anonymous traffic into actionable intelligence.
Automated Outreach
Trigger personalised email sequences when companies showed buying intent or signed up for free trials, ensuring no high-value opportunity slipped through unnoticed.
Monthly Subscription Model
No big upfront fee. Everything included in a monthly subscription, making it easy to scale as results grew without draining their startup budget.
What We Implemented
AEO Content Strategy
We mapped out the field operations questions operations managers ask in AI tools: "What field operations software should I use?", "How do I digitise site surveys?", "What's the best way to manage field teams?"
Monthly deliverables:
- ✓1 pillar page (e.g., "Complete Guide to Field Operations Software")
- ✓6 cluster articles answering specific field operations questions
- ✓Content optimised for ChatGPT, Perplexity, and Google SGE
Example pillar: "Complete Guide to Digital Site Surveys for Field Operations Teams", answering everything operations managers need to know about digitising field operations.
Visitor Identification & Tracking
We implemented visitor identification technology that revealed which organisations were visiting Integrio's website, tracking:
- ✓Company name, industry, and location
- ✓Pages viewed and time spent on key content
- ✓Free trial sign-ups linked to company data
- ✓Buying signals (pricing pages, feature pages, case studies)
Within the first month, Integrio identified 312 companies visiting their site, many of which signed up for free trials but hadn't been followed up.
Automated Trial-to-Paid Conversion Sequences
We set up automated email sequences triggered when companies showed buying intent or signed up for free trials:
- ✓Welcome sequences for new trial sign-ups
- ✓Onboarding emails highlighting key features
- ✓Usage-based triggers (e.g., "You've completed 10 surveys")
- ✓Sales team notifications for high-intent accounts
Example: When a facilities manager from a large organisation signed up for a trial and viewed the "AR Floorplans" feature multiple times, they received a personalised sequence about Integrio's AR capabilities and relevant case studies.
Dynamic Personalisation by Sector
We configured Integrio's website to show sector-specific content based on visitor industry:
- ✓Construction visitors saw construction-specific features and case studies
- ✓Healthcare visitors saw healthcare compliance and security features
- ✓Facilities management visitors saw facilities-specific workflows
- ✓Sector-specific CTAs and pricing information
The Results
Lead Generation
- ✓84% increase in qualified sign-ups within 10 weeks
- ✓51% reduction in customer acquisition cost
- ✓312 companies identified visiting their site
- ✓67 high-intent accounts flagged for immediate follow-up
AI Visibility & Conversion
- ✓15 AEO content pieces appearing in ChatGPT answers
- ✓10 pillar pages ranking in Perplexity citations
- ✓31% of sign-ups now coming from AI-generated traffic
- ✓2.8x higher conversion rate from AI traffic vs Google organic
Trial-to-Paid Conversion Improvement
Before implementing our system, Integrio's trial-to-paid conversion rate was 12%. After implementing automated outreach sequences and visitor identification, their conversion rate increased to 28%, a 133% improvement.
The automated sequences ensured that every trial sign-up received timely, relevant follow-up, dramatically improving engagement and conversion.
"The AEO content and visitor identification transformed our lead generation. We now see exactly which companies are evaluating our platform and can engage at the right moment. The automated sequences ensure we never miss a high-intent trial sign-up."
Founder
Integrio
What's Next
Integrio continues to scale their AEO content library, expanding into new field operations topics and sectors. They're now:
- →Adding content for new sectors (utilities, logistics, retail)
- →Expanding automated outreach to include LinkedIn sequences
- →Integrating visitor identification data with their CRM for better sales alignment
- →Testing dynamic personalisation to show sector-specific content to different visitor types
Ready to Transform Your Lead Generation?
See how our AI-first lead generation system could work for your SaaS platform. Book a strategy call to discuss your goals.