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
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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.
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.
MEDDPICC: A Guide For High-Performing Sales
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Red Teaming, Playing Devils' Advocate
August 28, 2024 3 Minute Read
Red Teaming is a process of thinking that allows team members to play devil's advocate in a productive way to ensure you're creating the best marketing strategies and challenge the status quo.
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.
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.
Murf
AI Voice Generator
Create professional-grade voiceovers quickly with Murf's AI voice generator. Choose from over 120 human-like AI voices in 20+ languages, ideal for podcasts, videos, presentations, and more.
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.
Cohley
UGC Influencers
Power engaging influencer activations and generate short-form videos, captivating photos, and authentic product reviews to drive growth across digital channels.
Ripe
PLG Engagement
Stop treating all your signups the same. Use Ripe to identify and engage users with personalized in-app messages and emails.
Thanks.io
Postcards
Small business, or large SAAS, Thanks.io enables all types of business to leverage disruptive postcard marketing at wholesale costs.
Databox
Data Analytics
Databox makes it easy for you to centralize your data and then use it to make better decisions and improve performance. Make data-informed decisions about where to invest your marketing spend, when to hire, or where you have room for improvement.
SaaS Stages Of Growth
Understand each stage of the journey and what it takes to reach the next level.






