Case studies

SaaS

SaaS – PLG Security Software Vendor: Self-Serve-to-Enterprise AI Bridge

Timeline: Build: 7 weeks. Deploy: global. Optimization: 6 weeks questionnaire library.

Business overview

Industry: PLG + enterprise security SaaS. Complexity: long security reviews.

Common pain points

Manual qualification, questionnaire hell, duplicate SE work.

Full AI automation system (PrimeAxiom solution)

PQL Agent, Security RAG Agent, Redline Assist Agent, SE Brief Agent.

Automation workflow (detailed system flow)

1. Product signals.
2. AI scores readiness.
3. Security packet drafted.
4. Legal loop.
5. SE deck from template.
6. AE closes.
7. Learn from losses.

AI agents & logic

Scoring Agent, Security Agent, Legal Assist Agent, SE Agent.

Technical architecture

Vector policy store, CRM sync, LLM guardrails for claims.

Tools & integrations

HubSpot, Product analytics, PostgreSQL, OpenAI, PandaDoc

Results

PQL-to-opp conversion +44%; security review cycle −52%; SE prep hours −68%; enterprise ASP +19%.

Timeline

Build: 7 weeks. Deploy: global. Optimization: 6 weeks questionnaire library.