Mili on G2: the deal in one page

We want a paid G2 profile so advisors find Mili when they compare AI tools, and so our reviews show up in AI search. Here is the price we landed on and what it buys.

Professional plan ยท 12 months
$18,000List price
$10,000Quarter-end offer in the proposal
$9,000Final price for year one
Saving
$9,000 (50% off list)
Term
One year
G2 contact
Kaushiki, Account Manager

What we get

A full profile
  • Product info, features, pricing, screenshots
  • Banner image and banner video
  • Interactive demo tours
  • Integration listings
  • No competitor ads on our page
  • Unlimited profile admins
Reviews
  • G2 runs customer review campaigns for us
  • Voice reviews that take under 3 minutes
  • AI-assisted reviews drafted from call transcripts
  • In-app review collection via API and widgets
  • 3 video review licenses we can reuse
  • Review quotes, widgets and G2 badges for our site

Leads and data

WhatHow it helps
See who is lookingG2 gives us the names of the companies that visit our profile.
Spot the warm onesG2 flags which of those companies also come to our website. These are our best prospects to call.
Collect leads on the profileBuyers can fill in our own lead form or download gated content. There is no cap on leads or clicks.
Get leads right awayEach new lead is pushed to our tools the moment it comes in, so sales can follow up the same day.
Watch competitorsWe see traffic to our profile and how our reviews compare with Jump, Zocks and others.
Track AI searchA dashboard shows how often tools like ChatGPT, Gemini and Claude cite Mili, and who they cite instead.

Customer review campaigns

How it works

G2 emails our customers and asks them for a review. We only hand over a list. G2 sends the emails, tracks who responds and delivers the gift vouchers.

StepDetail
What we send G2Names and email addresses of 40 to 45 customers. The goal is 20 reviews from that list.
The emailsThree emails per customer: a first ask, then two reminders (for example Tuesday, Thursday, next Tuesday). Anyone who leaves a review stops getting reminders.
The thank-youG2 gives us a $500 voucher budget. We pick the amount per review: $10, $15, $20 or $25.
Bonus budgetIf we collect 20 reviews in the first month, G2 adds another $500.
When the budget runs outThe same review link keeps working. It just stops showing the voucher offer.
After the first roundG2 pauses to look at the response. We can run the next campaign 10 days to a month later. In-app and transcript reviews can run alongside.
Video reviewsA customer who leaves a video review gets a $50 voucher. This is separate from the $500 budget.

Timeline

Monday, October 12

Planned start of the first campaign, once the contract is signed and the customer list is with G2.

November 3 deadline

We need at least 10 reviews by this date to be included in G2's winter report and be in the running for a badge.

Why now

NumberWhat it means
41 listingsThat is the whole "AI assistants for financial services" category. It is still early enough to rank.
10 reviewsThe minimum to appear on the G2 Grid. Ranking depends on review count, rating and how recent the reviews are.
Mili: 16 searchesPeople searched for Mili on G2 16 times in the last 30 days. Most of them ended up on alternatives because we have no real profile.
Jump: 196 AI citationsIn the same 30 days, AI tools cited Jump's G2 page 196 times. Jump is a recent entrant and already has 136 reviews. It claims a network of 45,000 advisors.
Zocks is already thereZocks is a paying G2 customer, so both of our closest competitors are ahead of us on the platform.

What G2 shared about buyers

NumberWhat it means
82% of buyersUsed an AI chatbot to find software recommendations in the last two years.
54% and 43%AI chat and review sites are the top two places buyers build their shortlists. Vendor websites come after both.
75% of citationsWhen AI tools cite a review site, three out of four times it is G2. Reviews on G2 are read by ChatGPT, Gemini, Claude and Copilot.
6 million a monthBuyers on G2 each month, about 200 million a year.
$1.7M pipelineG2's estimate for a competitor in our category with 136 reviews: rank #3, about 1,000 buyers on its profile, about 300 clicking through to its website.
42 to 84% liftG2 says its badges raise conversion on lead forms by this much. We need reviews first to earn one.