// Kyndall Elliott · Head of Marketing, Workzone

Marketing now sources 86% of Workzone's pipeline.

Workzone sells project management software to healthcare, higher education and marketing teams. In just over a year, sales-qualified leads (SQLs) doubled year over year, three new channels grew to a quarter of pipeline, and workzone.com became the most-cited source in AI answers for the buyer questions we track.

// Results at Workzone

86%

of 2026 SQLs sourced by marketing, up from 81%

2.1×

SQLs in Q3, year over year (25 to 53)

153

SQLs in 2026 by October 28, past all of 2025 (141)

27%

of SQLs from channels new since 2025, up from 3%

5,335

AI citations of workzone.com in 30 days, more than any other site

5×

event SQLs in fall 2026 vs fall 2025 (2 to 10)

// AI search

AI engines cite workzone.com more than any other site.

I built Workzone's AI search program from scratch: 96 tracked buyer prompts and vertical comparison guides written to be quoted. In the last 30 days, AI answers cited workzone.com more often than Smartsheet, Asana, Monday.com, G2 or YouTube.

20%

of tracked AI answers cite workzone.com, about double Asana, Monday.com or Smartsheet

11%

of AI answers rank Workzone first, second of 16 brands, ahead of Monday.com and Smartsheet

69%

of Copilot and Bing citations come from questions that never name Workzone

Most-cited sites in AI answers, last 30 days

Citations across ChatGPT, Gemini, Google AI Overviews, Copilot and Perplexity for the 96 buyer prompts tracked in Peec AI, Sep 28 to Oct 27, 2026.

// Pipeline

More demos, from buyers who go further.

SQLs per month

Deals that reached Demo Scheduled in HubSpot. October 2026 counts through the 28th.

  • 2025
  • 2026

Held demos that move into evaluation

First-half cohorts, each with at least four months to progress. H1 2025 is the baseline before I joined. The lift followed new positioning built from 85 recorded sales calls and a year of win/loss data.

58% of held demos reached evaluation in H1 2026, up from 41%.

// Channels

More ways in.

Paid search, the free trial and AI search went from 3% of SQLs to 27%. Paid search grew 6× and AI search 6×.

SQLs by source, channels that grew

Full year 2025 against 2026 through October 28, using audited deal sources.

  • 2025
  • 2026

Free-trial signups per quarter

HubSpot contacts with a free-trial signup, by quarter created. The self-serve trial launched in December 2025.

// Content

Content that gets quoted.

My banks and credit unions comparison guide is Workzone's most-cited page, with 5,684 AI citations since May. Search clicks to industry and comparison pages grew 2.3× year over year in Q3.

Most-cited Workzone pages

AI citations per page in Peec AI, July 28 to October 27, 2026.

Most-cited Workzone pages by AI citations, July 28 to October 27, 2026
PageCitations
Best PM software for banks and credit unionsI wrote this2,592
Best PM software for higher education teams1,451
PM software for dental groups and DSOs1,121
PM software for bank and credit union operations719
PM software for hospital teams629
Best HIPAA-compliant PM software510
Best PM software for manufacturing teams409
Best PM software for marketing teams340

AI citations of workzone.com per month

Peec AI, all tracked engines. The magenta bar is the banks and credit unions guide. October counts through the 27th.

  • All workzone.com pages
  • Credit union guide

Average rank when named in an AI answer

October 2026. Lower is better: 1 means named first. Workzone ranks higher than every competitor tracked.

Average rank, lower is better

Search clicks to industry and comparison pages

Google Search Console, industry pages and vertical comparison guides, by quarter.

  • 2025
  • 2026

// Events

Booths people came looking for.

We went to fewer shows in 2026, so I made each one count. I replaced the notebook-and-pen booth with a rainbow-hat scavenger hunt, a live tracker app I built, swag people kept and grand prizes. Two fall shows produced 10 SQLs in three weeks, 4 of them from a credit union show where we had no booth.

Fall event season, same months both years

Event SQLs in September and October. October 2026 counts through the 28th.

  • 2025
  • 2026

36% of all October 2026 SQLs came from events, the top source that month.

SQLs by show, 2026

Matched from attendee lists, badge scans and deal timing.

SQLs by show, 2026
ShowWhenSQLs
eduWeb SummitJul 20269
SHSMD (hat hunt with booth)Sep 20266
ACU Ops and Tech Councils (hat hunt with no booth)Sep 20264
NCMPRMar 20264
HMPSMay 20262
Insights.eduFeb 20262

// Email

Five times the email, still reaching inboxes.

I scaled email from occasional sends to a steady program of newsletters and webinar campaigns, then cleaned the list so it kept reaching people.

5.3×

emails delivered per month (7,628 to 40,333)

4.0×

unique opens per month (1,408 to 5,589)

99.3%

delivered since August 2025, with spam complaints at 0.006%

Emails delivered per month

HubSpot marketing email. July 2025 was my handover month and is left out. Volume drops in August 2026 after the list cleanup.

  • Before I joined
  • Since Aug 2025

Top campaigns by open rate

Sends to 6,000 or more people since November 2025, bot opens excluded.

Top campaigns by open rate
Subject lineTypeOpen rate
Can we use AI for this?Webinar invite26.0%
What would your team do with 15 extra hours a month?Webinar invite25.4%
Workzone is about to do more of your work.Product webinar invite22.7%
Do a week's worth of work before lunchWebinar invite21.6%
Psst, [Name]. Workzone's July drop is live.Newsletter16.7%
[Name], your April update is here.Newsletter14.4%

// Programs

Webinars, and a team built with AI.

// Webinars

Revived a prospect webinar program dark since 2020

9

Live webinars in 10 months

900+

Registrants

48%

Best live attendance

Created and hosted an "AI Skills for Marketers" series, with same-day sales follow-up for every attendee and no-show.

// Built with AI

Team-sized output without adding headcount

  • 12 internal tools I built with AI: dashboards, approval workflows and event apps, shipped in days with no new software contracts.
  • Brought Claude Cowork, MCP and Lovable to Workzone. The CEO now builds his own customer-facing tools and Customer Success automated QBR follow-ups.
  • Connected company data to AI so leadership gets answers on demand, including a pipeline dashboard that refreshes itself every week.

// How these numbers are counted

SQL: a deal in Workzone's HubSpot sales pipeline that reached Demo Scheduled, counted by the date it got there. Sources come from a deal-by-deal audit of every 2025 and 2026 SQL. Marketing-sourced: every SQL except rep prospecting, agency prospecting and existing-customer expansion. New channels: paid search, the free trial and AI search.

AI search: Peec AI tracking of 96 buyer prompts across major AI engines, and Microsoft Clarity for Copilot and Bing (30 days to October 24). Search: Google Search Console. Email: HubSpot, "before" is August 2024 to June 2025 and "since" is August 2025 to October 27, 2026. Webinars and tools: my program records.

Back to the Workzone case study

// Keep going