Setting Up Your Business Processes
Revenue Goal: $50M ARR • Team Size: 300 • Funding: Series B
Setting Up Your Business Processes
The Processes Stage is about removing all the friction within your sales and marketing departments so that you can connect with more potential prospects, close deals quicker, and start thinking about your business as repeatable processes instead of one-of-one projects.
In the Processes Stage, our goal is to build a clear process that takes a prospect through the entire buyer's journey and allows them to find success with your platform. Once you have that journey mapped out, the final step of this stage is understanding how much of it you can automate.
When you are ready to take the next step toward growth, we're ready to chat with you.
Processes Guide Let's Chat About Marketing & Revenue Operations
Key Metrics To Understand While Building Business Processes
Once you have your framework and are setting up processes, keep the metrics simple.
Conversions Per Stage
How many people are flowing through each stage and are there any bottle necks in the journey?
Days To Close
How many days does it take to close a qualified lead as well as what percentage of leads convert?
Ideal Customer Profile
How many customers are you converting that match your ideal customer profile?

How To Measure Business Processes Success
By the time you finish the Processes Stage, you should be able to quickly share metrics on nearly every aspect of your organization. Metrics around where prospects are within the journey and potential pipeline, sales conversions and days to close and customer engagements within your platform ensure that they remain sticky and don't churn out.
At this stage, you should be able to quickly find prospects who match your ideal customer profile and convert them into paying customers. Upon achieving this, you'll be able to go back to your original investors or potential new ones and share that you are ready for the next stage and ask for your next series of funding.
When you are ready to take the next step toward growth, we're ready to chat with you.
Let's Chat About Marketing & Revenue OperationsMarketing Guides
Building A Sales & Marketing Framework
Making it to this stage in the SaaS Journey is no easy accomplishment, as less than 10% achieve this. Thanks to building on a proper foundation, the next step is designing the processes that will allow you to scale your team for hypergrowth.
Resources & Next Steps To Leaning More
Why Should You Hire A Fractional CMO
August 28, 2024 4 Minute Read

A Fractional CMO is a part-time Chief Marketing Officer who provides strategic guidance and leadership for a company's marketing efforts on a temporary or project basis.
Breeze Intelligence, What Is It
September 22, 2024 3 Minute Read

With Breeze Intelligence, users can easily enrich their customer profiles with accurate, up-to-date information, identify high-intent buyers, and streamline form submissions to reduce drop-off rates.
What Is Your Perfect Customer Path
August 28, 2024 8 Minute Read

Knowing the ideal path that most of your current customers took allows you to create a clean buyer's journey that future prospects can experience which decreases your days to close and drives revenue faster.
I'm An INTJ, So I Love Systems & Processes
August 28, 2024 2 Minute Read

Discover the INTJ personality type, also known as the Architect. Learn about the unique traits and strengths of INTJs. Find out how INTJs think, work, and interact with others.
What Is Programmatic Advertising
August 28, 2024 4 Minute Read

Programmatic advertising uses automated technology and algorithmic tools for media buying, differing from traditional methods through its use of automation.
We Don't Create Ads Based On Guess Work
August 28, 2024 4 Minute Read

Most agencies that manage your advertising budget look for the keywords, phrases, and audiences with the largest reach, burn through the budget, and then share only a few leads. All their work is a guess. Then they manipulate how they're driving results.
Tools To Help You Get Started
Marketing and sales tools marked with a are affiliates. As an affiliate I am paid to promote these products. I choose to partner with these brands because I currently or have used them personally and enjoy the experience they offer.
Ripe
PLG Engagement
Stop treating all your signups the same. Use Ripe to identify and engage users with personalized in-app messages and emails.
Figma
Branding
Build an iterative design flow with live collaboration that keeps you in the loop whether you're working in the office or remotely.
Thanks.io
Postcards
Small business, or large SAAS, Thanks.io enables all types of business to leverage disruptive postcard marketing at wholesale costs.
Supered
CRM Adoption
Bring your sales processes into the SaaS tools you use the most. Turn reps into HubSpot CRM superheroes. Equip teams where they work, while they work, across the HubSpot ecosystem and beyond.
Pendo
Digital Adoption
Pendo's product experience and digital adoption solutions help companies become product-led and deliver digital experiences that users love.
SEMRush
Search Engine Optimization
Do SEO, content marketing, competitor research, PPC and social media marketing from just one platform.
SaaS Stages Of Growth
Understand each stage of the journey and what it takes to reach the next level.