Custom Proposal

We audited the marketing at Basis

AI assistant platform built for accounting firms

This page was built using the same AI infrastructure we deploy for clients.

Month-to-month. Cancel anytime.

Founded 2023 with $137.6M raised, but minimal visible marketing presence for product-market fit validation

121-person team suggests focus on product and delivery over demand generation infrastructure

10.9K LinkedIn followers indicate early-stage brand awareness for B2B2C accounting software

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30,000+
Matches Made
6,000+
Customers
Since 2019
Track Record
Your Team Today

Basis's Leadership

We mapped your current team to understand where MH-1 fits in.

A
Annette
Founding Member - Accounting Product

MH-1 doesn't replace your team. It becomes your marketing team: dedicated humans + AI agents running execution at scale while you focus on product.

Marketing Audit

Here's Where You Stand

Well-funded but nascent marketing ops. Strong product signal, underdeveloped demand capture.

42
out of 100
SEO / Organic 38% - Moderate

Limited content targeting accountant search behavior around AI delegation, automation workflows, compliance.

MH-1: Build SEO hub for accounting-specific AI adoption, delegation patterns, regulatory content.

AI / LLM Visibility (AEO) 18% - Weak

Minimal positioning in LLM responses about accounting automation and AI assistant tools.

MH-1: AEO agent positions Basis as authoritative answer to AI assistant queries from accountants.

Paid Acquisition 22% - Weak

No visible paid campaigns targeting accounting firm decision-makers or accountant practitioners.

MH-1: Paid agents run LinkedIn and search campaigns targeting practice owners, controllers, tax partners.

Content / Thought Leadership 40% - Moderate

Limited public content on AI impact to accounting workflows, delegation models, or practice economics.

MH-1: Content agent produces accountant-focused pieces on delegation, AI ROI, compliance safety, team scaling.

Lifecycle / Expansion 28% - Weak

Early customer base likely underdeveloped for expansion signals, upsell campaigns, or case studies.

MH-1: Lifecycle agent runs expansion plays targeting adjacent service lines and partner accountant networks.

Top Growth Opportunities

Accountant community positioning

Build authority in professional forums, CPA communities, and practice management groups where decision-makers congregate.

Outbound and content agents target accountant communities and forums with thought leadership on AI delegation.

Practice owner demand generation

Accounting firm owners evaluate AI tools via peer networks and practice management research. Capture this intent.

Paid and SEO agents capture searches from accountants evaluating AI assistants for staff augmentation.

Regulatory and compliance narrative

Accountants prioritize data safety and compliance. Build content authority around secure AI delegation in regulated environments.

Content and AEO agents become resource for compliance-conscious accounting automation questions.

Your MH-1 Team

3 Humans + 7 AI Agents

A dedicated marketing team built specifically for Basis. The humans handle strategy and judgment. The AI agents handle execution at scale.

Human Experts

G
Growth Strategist
Senior hire

Owns Basis's growth roadmap. Pipeline strategy, account expansion playbooks, board-ready reporting. Translates AI insights into revenue.

P
Performance Marketer
Senior hire

Runs paid acquisition across LinkedIn and Google. Manages creative testing, budget allocation, and pipeline attribution.

C
Content / Brand Lead
Senior hire

Builds thought leadership on LinkedIn. Creates long-form content targeting your ICP. Manages the content-to-pipeline engine.

AI Agents

SEO / AEO Agent

Monitors AI citation visibility across 6 LLMs weekly. Builds content targeting category queries to increase Basis's presence in AI-generated answers.

Ad Creative Generator

Produces LinkedIn ad variants targeting your ICP. Tests headlines, visuals, and offers at 10x the speed of manual production.

Email Optimizer

Builds lifecycle sequences: onboarding, expansion triggers, champion nurture, and re-engagement for dormant accounts.

LinkedIn Ghost-Writer

Founder thought leadership. Builds the narrative that drives enterprise inbound from senior decision-makers.

Competitive Intel Agent

Tracks competitors. Monitors positioning changes, ad spend, content strategy. Informs your counter-positioning.

Analytics Agent

Attribution by channel, pipeline velocity, budget waste detection. Weekly synthesis reports with AI-generated recommendations.

Newsletter Agent

Weekly market intelligence digest curated from Basis's industry signals. Positions you as the intelligence layer. Drives inbound pipeline from subscribers.

What Runs Every Week

Active Workflows

Here's what the MH-1 system would be doing for Basis from week 1.

01 AEO Citation Monitoring

AEO agent ensures Basis appears in LLM responses for queries about accounting AI assistants, delegation tools, and practice automation.

02 Founder LinkedIn Engine

LinkedIn workflow positions Basis founders and Annette in accounting communities, highlighting AI's role in accountant productivity.

03 Ad Creative Testing

Paid agent runs targeted campaigns to accounting firm owners and controllers on LinkedIn and Google searching for AI assistant solutions.

04 Lifecycle Expansion

Lifecycle agent identifies expansion signals in early customers and automates outreach for additional service line adoption.

05 Competitive Positioning Watch

Competitive watch monitors accounting software, AI tools, and consulting firms positioning AI to accountants.

06 Pipeline Intelligence Brief

Pipeline intelligence tracks intent signals from accounting firm decision-makers via search, content consumption, and community mentions.

The Difference

Traditional Marketing vs. MH-1

Traditional Approach

3-6 months to hire a marketing team
$80-120K/mo for 3 senior hires
Manual campaign management
Monthly reports, quarterly pivots
Agencies don't understand AI products
No compounding intelligence

MH-1 System

Team operational in 7 days
$30K/mo for humans + AI agents
AI runs experiments autonomously
Real-time monitoring, weekly sprints
Built for AI-native companies
System gets smarter every week
How It Works

Audit. Sprint. Optimize.

3 phases. Real output every 2 weeks. You see results, not decks.

1

AI Audit + Growth Roadmap

Full diagnostic of Basis's marketing infrastructure: SEO, AEO visibility, paid, content, lifecycle. Prioritized roadmap tied to pipeline metrics. Delivered in 7 days.

2

Sprint-Based Execution

2-week sprint cycles. Real campaigns, not presentations. Each sprint ships measurable output across your priority channels.

3

Compounding Intelligence

AI agents monitor your channels 24/7. They catch budget waste, detect creative fatigue, track AI citation changes, and run A/B experiments autonomously. Week 12 is measurably better than week 1.

Investment

AI Marketing Operating System

$30K/mo

3 elite humans + AI agents operating your growth system

Full marketing audit + roadmap
Dedicated growth strategist
Performance marketer
Content & brand lead
7 AI agents: SEO, AEO, Ads, Creative, Lifecycle, LinkedIn, Analytics
2-week sprint cycles
24/7 AI monitoring + experiments
Custom MH-OS instance for Basis
In-House Marketing Team
$80-120K/mo
vs
MH-1 System
$30K/mo

Output multiplier: ~10x output at a fraction of the cost. The system gets smarter every week.

Book a Strategy Call

Month-to-month. Cancel anytime.

FAQ

Common Questions

How does MH-1 differ from a marketing agency?

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MH-1 pairs 3 elite human marketers with 7 AI agents. The humans handle strategy, creative direction, and judgment calls. The AI agents handle execution at scale: generating ad variants, monitoring competitors, building email sequences, tracking citations across LLMs, running A/B experiments autonomously. You get the quality of a senior marketing team with the output volume of a 15-person department.

What kind of results can we expect in the first 90 days?

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First 90 days establish baseline: SEO targeting accountant search behavior, AEO positioning in LLM responses, paid campaigns to firm owners, content on AI ROI and compliance, outbound to CPA networks. Month 2-3 optimizes based on customer acquisition data and expands to highest-converting channels.

How does AEO help Basis reach accountants evaluating AI assistant tools

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AEO ensures Basis appears as a top answer when accountants and firm owners ask LLMs about delegating work to AI, automating compliance tasks, or scaling teams with assistant technology. This captures high-intent research moments when decisions form.

Can we cancel anytime?

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Yes. MH-1 is month-to-month with no long-term contracts. We earn your business every sprint. That said, compounding effects kick in around month 3 as the AI agents accumulate data and the system learns what works for Basis specifically.

How is this page personalized for Basis?

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This page was researched, audited, and generated using the same AI infrastructure we deploy for clients. The channel scores, team mapping, growth opportunities, and recommended agents are all based on real analysis of Basis's current marketing. This is a live demo of MH-1's capabilities.

Stop leaving accounting firm demand on the table. Let MH-1 run it.

The system gets smarter every cycle. Let's talk about building it for Basis.

Book a Strategy Call

Month-to-month. Cancel anytime.

Book a Strategy Call →