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.
Building A Sales & Marketing Framework Guide Book Your Strategy Call
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.
Book Your Strategy CallMarketing 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
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I'm An INTJ, So I Love Systems & Processes
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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.
How Much Does A Fractional CMO Cost
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Explore the costs of hiring a fractional CMO, typically ranging from $5,000 to $30,000 monthly or $200 to $350 hourly. Discover how this flexible option provides expert marketing leadership for startups and SaaS brands without the full-time commitment.
We Don't Create Ads Based On Guess Work
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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.
Crossbeam
Partner Ecosystem
Crossbeam helps you find, close, and keep more customers with the most powerful growth lever on the planet: your own partner ecosystem.
TypeForm
Online Forms
Get more data-like signups, feedback, and anything else-with forms designed to be refreshingly different.
DemandBase
Account-Based Marketing
Inject Account Intelligence into every step of the buyer journey - through advertising, account-based experience, and sales intelligence in one go-to-market platform.
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.
Cohley
UGC Influencers
Power engaging influencer activations and generate short-form videos, captivating photos, and authentic product reviews to drive growth across digital channels.
Userpilot
Customer Onboarding
Help first-time users get to know their way around your product with contextual hints & tips. Provide on-demand assistance as users navigate through the app and improve feature discoverability.
SaaS Stages Of Growth
Understand each stage of the journey and what it takes to reach the next level.