What it does, area by area
HeyCMO is a marketing factory for B2B SaaS founders on Stripe: 48 ongoing jobs in six areas. Here are the main ones in each, in the order to turn them on. Each job checks your numbers and drafts the work. A person approves every message before it is sent.
In the Alpha: failed-payment recovery. HeyCMO is an invitation-only, $0 operational Alpha today, and it starts with that one job. Every other job here is opening next: each opens once it has been tested with real accounts, and works once what it needs is connected. There is no charge in the Alpha.
Know your numbers
It runs first, because every other job trusts these numbers.
Opening next
- Write your Monday brief
- Every Monday it tells you what shipped, what moved and what broke, and where each number came from.
- Needs: Stripe and your email tool to start. Google Analytics adds visits and sign-ups.
- Check your tracking still counts
- Every night it checks that your sign-up and trial events still arrive, and tells you when one stops.
- Needs: Google Analytics or Segment
- Retire jobs nobody uses
- Once a week it suggests turning off the jobs whose drafts you keep declining or ignoring.
- Needs: Nothing to connect. It reads your own decisions in HeyCMO.
Monday brief for Parcelwise
Good morning, Maya. Every number below says where it came from, and anything I couldn’t source is left out.
- Shipped
- 9 things, all with your OK. You edited 2 before they went out. From your history
- Moved
- 41 trials, up 8% on last week · Stripe 5,107 visits, up 6% · Google Analytics $196.00 paid after emails you approved, not by Stripe’s own retries · Stripe
- Need from you
- 3 drafts waiting for your OK
Stop losing revenue
Money and customers you already have. This is where HeyCMO starts.
Brightkite’s $1,200.00 payment failed
Needs youFailed on Monday 13 October, from Stripe. A VIP account, so every email comes to a person.
- Payment failed noticeSent on 13 October, after your OK
- ReminderSent on 16 October, after your OK
- Urgent reminderDrafted today, waiting for your OK. Review the draft
- Final noticeOnly if the payment is still open on 27 October, once Stripe has stopped retrying
If Brightkite pays, the emails still to come are cancelled.
In the Alpha
- Recover failed payments
- When a Stripe payment fails, it drafts the emails that ask your customer to fix it, from a same-day notice to a final notice.
- Needs: Stripe, read through a restricted key, and your own Resend sender
Opening next
- Keep your welcome and trial emails fresh
- It watches how your welcome and trial emails do, and drafts a rewrite when opens or clicks fall.
- Needs: Your email tool, such as Customer.io or Resend
- Keep emails out of spam
- Every day it checks that your domain is set up to send, and tells you when bounces or spam complaints climb.
- Needs: Resend
- Spot customers drifting away
- It notices when an account goes quiet and drafts a check-in for you to send.
- Needs: Stripe, and your app’s usage events from Segment
- Win back quiet users
- It drafts a note when someone stops logging in.
- Needs: Your app’s usage events from Segment
Turn visitors into customers
The visitors and trials you already have, before you pay for more.
Thursday’s dip in trials
FixedFrom 14:00 on Thursday, the Start a trial button on your pricing page went to a page that no longer exists. 23 visitors clicked it before the fix (from Google Analytics).
- Trials on Thursday
- 3, against 7 on a usual Thursday, from Stripe
- The fix
- Point the button back to
/signup - Found by
- Find where sign-ups drop off, Friday at 06:00
- Approved by
- Dev Patel, Friday at 09:12
Opening next
- Turn trials into paying customers
- It drafts a nudge when a trial stalls before it pays, or hands the trial to its owner in your CRM.
- Needs: Stripe. A CRM such as HubSpot adds who owns each account.
- Find where sign-ups drop off
- It finds the sign-up step that loses more people than usual, and drafts a fix for that step.
- Needs: Your sign-up steps’ numbers, sent from your app
- Catch landing pages that slip
- It tells you when a landing page’s visits fall well below its usual.
- Needs: Google Analytics
- Find companies showing interest
- It tells you when a company that fits who you sell to keeps reading your pricing and security pages.
- Needs: Segment on your website
Get found
Search, AI answers, ads, social and press, for the people who don’t know you yet.
AI answers
Monday check, 05:00This Monday 24% of answers named Parcelwise, up from 12% in August. One Claude answer gets your pricing wrong.
Correct what Claude says about your pricing
From the Monday check of AI answers
Asked which freight quote tools charge per workspace, Claude said Parcelwise charges per seat. Your pricing page says $79 a month per workspace, so HeyCMO drafted a clearer pricing question for your FAQ.
Waiting for your OKOpening next
- Check what AI assistants say about you
- Every Monday it asks ChatGPT, Claude, Gemini and Perplexity your buyers’ questions, and tells you when an answer names a competitor or gets you wrong.
- Needs: Nothing to connect. HeyCMO asks the assistants itself.
- Refresh posts losing visitors
- It drafts a refresh when a post loses a quarter of its visitors.
- Needs: Search Console and Google Analytics, and WordPress, Ghost or Webflow to publish
- Find searches you’re missing
- It drafts a brief when people search for something you have no page for.
- Needs: Search Console
- Replace tired ads
- It drafts new ads when an ad’s clicks keep falling, at the same budget.
- Needs: Google Ads, Meta or LinkedIn
- Draft your founder posts
- It drafts two posts a week in your voice, for the days you choose.
- Needs: LinkedIn, X or a Facebook Page
- Watch competitors’ prices and pages
- It tells you when a competitor changes its pricing or its pages.
- Needs: Nothing to connect. It reads their public pages.
- Answer journalists’ requests
- It prepares the facts for your reply when a reporter asks about your market.
- Needs: The reporter-request emails you already get, forwarded to HeyCMO
Want to see where your own site stands first? Check how AI assistants read it, for free
Ready to upgrade: Ferro Freight
From Flag accounts ready to upgradeFerro Freight went from 1 workspace to 4 since June, all on Starter, from Stripe. Ana owns the account in HubSpot, so the note goes to her.
- To
- Ana Silva
- Subject
- Ferro Freight may want one yearly bill
Ferro added three workspaces since June and now pays four monthly invoices. Shall I draft an offer of one yearly bill for all four, for you to send?
Earn more per customer
Pricing and bigger plans. Best once trials turn into customers.
Opening next
- Test your pricing page
- It proposes a test when visitors leave your pricing page more than usual, and runs it on your own domain.
- Needs: Google Analytics
- Flag accounts ready to upgrade
- It drafts a note for the account’s owner when a customer outgrows its plan. It stays off until you turn it on.
- Needs: Stripe, and HubSpot to know who owns each account
Get referrals and reviews
Happy customers bring the next ones, when someone remembers to ask.
Ask Northwind Supply for a review
Drafted because Priya wrote “quotes take me minutes now” in a support chat on 14 October
- To
- priya@northwind.example
- Subject
- Would you say that on G2?
Hi Priya, last week you told Ana that quotes take you minutes now. Would you say that in a short review on G2? It helps other freight teams find us.
Maya Ruiz, Parcelwise
Opening next
- Ask happy customers for reviews
- It drafts a review ask after a customer says something kind.
- Needs: Customer comments, sent from your support tool
- Answer reviews on G2 and the app stores
- It collects new reviews every day, and drafts a reply to each new App Store or Google Play review.
- Needs: G2, App Store Connect or Google Play
- Nudge quiet referral partners
- It drafts a note to referral partners who have gone quiet, and never promises them a reward.
- Needs: Rewardful, PartnerStack, FirstPromoter, Tolt or Dub
- Watch what people say about you
- Each day it lists new mentions of your brand, and flags an unhappy one with a big audience.
- Needs: Nothing to connect. HeyCMO collects mentions itself.
What it doesn’t do
HeyCMO does the recurring work that runs on your numbers. It isn’t built for every marketing job, and it says so when you ask for one it can’t do.
Compare it with an agency, a fractional CMO, ChatGPT or an AI marketing agent- Podcasts, influencer programs, sponsorships and newsletter placementsAsk for one and it tells you it can’t plan it yet, instead of making a plan up.
- Directory listingsThe job is held back until it does what its name says.
- Brand and creative work that takes a teamFor a rebrand or a big campaign, an agency or a designer is the better choice.
- Work inside your signed-in accountsThere’s no browser extension. It uses only the connections you give it, and asks for more only when a job needs them.
- Anything that goes out without a person’s OKA person approves every message before it is sent. No setting lets one go out without a click.