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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
Setting Up Your Business Processes

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

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 Operations

Marketing 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.

Read The Guide →

Resources & Next Steps To Leaning More

How Much Does A Fractional CMO Cost

Fractional CMO Articles

August 28, 2024 2 Minute Read

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.

Continue reading →

Why Should You Hire A Fractional CMO

Fractional CMO Articles

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.

Continue reading →

What Is Your Perfect Customer Path

Business Processes Articles

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.

Continue reading →

Breeze Intelligence, What Is It

HubSpot News Articles

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.

Continue reading →

We Don't Create Ads Based On Guess Work

About Us Articles

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.

Continue reading →

What Is Programmatic Advertising

Business Processes Articles

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.

Continue reading →

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.

Trainual
Process & Policy

With Trainual, document every process and policy for every role and responsibility in your business so you can onboard, train, and scale faster.

ZoomInfo
Data Quality

ZoomInfo delivers exceptional data quality and coverage to ensure you have the most actionable business intelligence at your fingertips.

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.

Lusha
Customer Prospecting

Use Lusha's razor-sharp filters to get your list of 1,000 prospects in one go. Easily build your lists with accurate and actionable data on every single prospect. In one click, export lists to your CRM and put your workflows on autopilot.

Pendo
Digital Adoption

Pendo's product experience and digital adoption solutions help companies become product-led and deliver digital experiences that users love.

Turtl
Content Creation

Turtl is the Revenue Content Platform that helps you create, personalize, and optimize content across the buyer journey to get more revenue from your marketing.

SaaS Stages Of Growth

Understand each stage of the journey and what it takes to reach the next level.

You'll Know We're A Great Fit
After Just One Call

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