Guides.

Long-form walkthroughs of the workflows, systems, and decisions behind forward-deployed GTM systems. Step-by-step, with the examples included.

One email per guide.

  • How to design a SaaS sales compensation plan

    A SaaS sales compensation plan is a written contract that connects credited results to variable pay. A defensible plan states what the company is trying to change, which role can influence that result, what event earns credit, how quota is assigned, what the seller earns at target, and how exceptions are handled. Design those decisions ...

    9th September, 2026
  • Sales qualification frameworks: BANT, MEDDICC, SPICED, and CHAMP

    Sales qualification frameworks give a team shared criteria for deciding whether and how to pursue an opportunity. BANT checks budget, authority, need, and timeline. MEDDICC examines value, buying authority, decision mechanics, pain, a champion, and competition. SPICED connects the buyer's situation and pain to impact, a critical event, and a decision. CHAMP starts with the ...

    7th September, 2026
  • How to build a SaaS customer onboarding process

    SaaS customer onboarding is the guided path from a defined start event, such as contract signature or account creation, to an agreed first-value event. It includes the context, dependencies, ownership, customer actions, product events, and support required to reach that outcome. That boundary is stricter than a welcome sequence or setup checklist. A customer can ...

    4th September, 2026
  • How to build a customer success strategy for SaaS

    A customer success strategy defines how a SaaS company helps a customer segment reach agreed outcomes after purchase. It connects customer goals, lifecycle milestones, evidence, owned plays, and a review cadence. The result should tell the team who needs attention, why, what happens next, and what the customer did afterward. That boundary matters in recurring ...

    2nd September, 2026
  • Go-to-market metrics B2B SaaS teams should track

    Go-to-market metrics measure whether a company is finding the right market, acquiring customers through a viable motion, converting demand into revenue, retaining accounts, and doing so with acceptable economics. The useful set is not a universal KPI list. It is a small measurement system tied to your current decisions. Start with the decisions. Which segment ...

    31st August, 2026
  • How to build an expansion revenue strategy for SaaS

    An expansion revenue strategy is the operating plan for increasing recurring revenue from existing customers. It connects a customer's proven value and changed needs to a relevant upgrade, added usage, additional seats, or an adjacent product. It also defines who acts, when they act, and how the result is measured. The strategy should produce qualified ...

    28th August, 2026
  • SaaS pricing strategy: Models, packaging, and testing

    A SaaS pricing strategy defines who pays, which unit connects price to value, how charges accumulate, what each package includes, and how price points change as customers receive more value. It also defines how the company will test, govern, and revise those choices. Pricing is not one number. A company can choose a sensible price ...

    26th August, 2026
  • Sales forecasting methods for B2B SaaS

    Sales forecasting methods are structured ways to estimate future bookings, revenue, renewals, or cash from historical results, active opportunities, recurring contracts, and seller input. The right method depends on the target, horizon, available evidence, and decision the forecast must support. A forecast is useful only when its target is explicit. “Next-quarter sales” could mean signed ...

    24th August, 2026
  • Sales pipeline management: Stages, reviews, and metrics

    Sales pipeline management is the process of keeping every active opportunity in the right stage, identifying risk early, and deciding what should happen next. It covers stage rules, opportunity quality, coverage, aging, inspection, ownership, and corrective action. A sales pipeline is the set of active opportunities a team may convert into revenue. Managing it is ...

    21st August, 2026
  • Sales enablement strategy: Build behavior change into the plan

    A sales enablement strategy is a coordinated plan for changing specific seller behavior tied to a commercial problem. It combines a clear standard, practice, content, tools, manager coaching, and measurement for a defined seller group and sales stage. The output is not a larger content library. It is better execution that can be observed in ...

    19th August, 2026
  • Channel sales strategy: How to build a SaaS partner motion

    A channel sales strategy defines how selected partners help a company reach, sell to, transact with, implement for, or support customers. It names the customer segment, the partner's contribution, the commercial rules, and the evidence required before the company expands the program. The starting question is not how many partners you can recruit. It is ...

    17th August, 2026
  • Product-led sales: How to add sales to a product-led motion

    Product-led sales uses product behavior, account fit, and buying context to decide when a human sales action can help. The product still creates the first experience of value. Sales enters when a user or account has a problem that self-serve cannot resolve efficiently. That might be a team asking about security, an account spreading across ...

    14th August, 2026
  • How to build an outbound sales strategy for B2B SaaS

    An outbound sales strategy defines which accounts to contact, why they qualify, what evidence shapes the message, how channels coordinate, and how responses become qualified pipeline. The sequence is the delivery mechanism, not the strategy itself. Strong outbound begins before the first email or call. It depends on a clear market, reliable data, a credible ...

    12th August, 2026
  • Account-based marketing strategy for B2B SaaS

    An account-based marketing strategy selects named companies, maps their buying groups, and coordinates marketing and sales around account-specific evidence. It gives valuable accounts different research, messaging, and attention than the broader market. ABM is not a list of logos receiving personalized ads. It changes who receives scarce resources, why each account qualifies, who owns the ...

    10th August, 2026
  • How to build a B2B demand generation strategy

    A B2B demand generation strategy defines how a company creates interest in a buying problem, captures active intent, converts qualified demand, and learns from revenue outcomes. It connects market choice, message, distribution, sales acceptance, and measurement. That scope is wider than lead capture. A form can collect contact details from someone who has little urgency ...

    7th August, 2026
  • Founder-led sales: How to build a repeatable motion before hiring

    Founder-led sales is the phase in which a founder directly runs enough of the sales motion to learn who buys, which problem creates urgency, what promise earns a next step, and how a deal advances. The goal is a motion that can eventually be taught, inspected, and improved by someone else. The hiring question is ...

    31st July, 2026
  • Ideal customer profile vs buyer persona: What each decides in B2B GTM

    An ideal customer profile defines which companies are a strong fit for your product. A buyer persona explains how people inside those companies experience and influence the purchase. In B2B GTM, the ICP guides account selection and qualification. Personas guide stakeholder messaging, proof, and sales conversations. Use both when a decision spans account fit and ...

    29th July, 2026
  • Signal-based selling: How to prioritize accounts by fit and timing

    Signal-based selling is a sales approach that uses observable account or buyer changes to decide which accounts deserve attention now. A usable system combines those timing signals with ICP fit, checks the evidence for relevance and recency, and maps each accepted signal to a specific next action. The output is a working queue, not a ...

    27th July, 2026
  • SaaS sales funnel: Stages, metrics, and conversion logic

    A SaaS sales funnel shows how a defined group of people, accounts, or product users advances through buying stages toward becoming customers. The useful operating model is a cohort measurement contract: choose one unit, require observable evidence at each gate, set a conversion window, and keep the counting rule stable. That structure lets you see ...

    24th July, 2026
  • Product-led growth vs sales-led growth: How to choose your SaaS motion

    Product-led growth makes product use the primary path to value and conversion. Sales-led growth makes human diagnosis, guidance, and buying coordination the primary path. Choose by testing whether users can reach meaningful value on their own, whether the organization can approve and adopt the product without coordinated help, and whether the economics support the required ...

    22nd July, 2026
  • How to build a SaaS growth strategy

    A SaaS growth strategy is a system for diagnosing and resolving the primary constraint holding back your business. It is not a list of marketing channels or a static plan, but a focused model that connects acquisition, activation, retention, and revenue to your unit economics. This framework guides your decisions on where to invest resources ...

    20th July, 2026
  • How to build a go-to-market strategy for a startup

    Building a go-to-market (GTM) strategy for a startup is the process of finding a repeatable motion for acquiring customers. It is a system of learning that moves from validating a problem to founder-led selling and then to the first scalable channel. For an early-stage company, GTM is not a launch plan; it is the entire ...

    17th July, 2026
  • How to create a go-to-market plan

    A go-to-market plan translates your GTM strategy into an operational document. TechTarget defines a GTM strategy as the action plan for reaching target customers; the working plan makes its owners, timing, and evidence explicit. It details the specific actions, owners, timelines, budget, and metrics required to find, attract, and win your target customers. The plan’s ...

    15th July, 2026
  • What is RevOps?

    Revenue Operations (RevOps) is a centralized function that owns the data, processes, and systems supporting the entire customer lifecycle. It creates a unified operating model across marketing, sales, and customer success to drive accountability and predictable growth. This model moves beyond simple departmental alignment to establish shared ownership of the architecture behind revenue generation. Many ...

    13th July, 2026
  • What is a go-to-market strategy?

    A go-to-market (GTM) strategy is the integrated system of choices a company makes to find and win the right customers for a specific product or service. It defines the target market, ideal customer, product positioning, and the commercial motion required to generate repeatable revenue. This strategy acts as a company’s blueprint for customer acquisition, aligning ...

    11th July, 2026
  • What is a GTM engineer?

    A GTM engineer is a technical revenue operator who builds the data, automation, and workflow systems behind a company's go-to-market motion. The role sits between RevOps, growth, sales, and engineering: it turns market signals, account data, and sales process into working systems that create or convert pipeline. The title is still new, so teams use ...

    26th May, 2026