B2B SaaS & Tech
Organise SaaS context and commercial workflows.
An illustrative SaaS workflow using business context, research, leads and follow-up planning. Specific channel connections and automation require setup and validation.
Stages and approaches are planning examples, not guarantees of every automation, integration or commercial result.
Potential channelsWhatsAppLinkedInEmailInbound demosPartner referralsEvents
To track
PoC → paid conversion
To track
Stakeholders engaged
To track
Sales cycle length
Sample pipeline
Explore a sample b2b saas & tech journey.
1
MQL
From website, ads, content, demo request.
2
Discovery
Map use case, stack, decision-makers.
3
Demo
Sector-tailored demo with recording.
4
PoC
Scoped PoC with success criteria.
5
Commercial
Proposal, security review, procurement.
6
Close
Contract, kick-off, success handoff.
Pain → Fix
Workflow challenges and possible approaches.
Champion goes dark for weeks.
Multi-threading + stakeholder reminders.
PoCs drift without success criteria.
Templated PoC plan with milestones.
Review availability
Potential integrations to discuss — not all are available
HubSpotSalesforceSlackLinearGmailWhatsApp Business
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