Playbook — B2B SaaS
Morequalifieddemos,ashortersalescycle
A B2B SaaS team with steady signups and founder-led sales — but a pipeline that stalls between interest and a booked, qualified demo.
The situation
Whatwe'dexpecttofind
- Traffic and signups come in, but few turn into qualified demos — the top of funnel works, the middle leaks.
- MQLs pile up while SQLs stay flat, and nobody can see where prospects drop between marketing and sales.
- Attribution is broken across tools, so you can't tell which channel or content actually creates pipeline.
The approach
Howwe'drunit,rungbyrung
Every playbook rides the same ladder — diagnose first, build the foundation, then compound it. Each rung is a real engagement you can start and stop at.
- 01Diagnostic Sprint
We trace the funnel from first touch to booked demo and find exactly where qualified pipeline is leaking.
- 02Foundation Build
A conversion site and demo flow built to qualify, plus tracking that ties content and channels back to pipeline.
- 03Growth Retainer
Paid, GEO and CRO run monthly to compound qualified pipeline — not just top-of-funnel traffic.
The honest part
Whatgoodwouldlooklike
A demo flow built to qualify, not just book
Better-fit prospects arrive further along
Every channel traced to real opportunities
Illustrative targets based on industry benchmarks — not a specific client's results.
Thisisasampleplaybook—yoursstartswithyouractualnumbers
We haven't run this exact account. Book an intro call and we'll look at your real funnel, MQL→SQL leak and attribution — then tell you where pipeline is actually lost.