SaaS sales:
How do I build a scalable pipeline?

Do you lead sales and marketing teams in B2B SMEs - and want to set up or optimize SaaS structures? In our compact workshop series, you will develop a solid foundation: clear target customers, a differentiated value proposition, scalable lead acquisition and sales structures.

SaaS strategy:
Workshop for sales managers

We offer a 3-stage workshop format for managing directors, sales and marketing managers in B2B SMEs who want to actively drive the transition to SaaS sales. We teach tried-and-tested methods and develop an iterative roadmap for operational implementation in your company structures.

I.Session:
Target image and differentiation

Objective:
Together, we define your individual objectives, develop a clear and differentiated value proposition and identify your unique superpower that sets you apart from the competition.

‍Modules:
- Kick-off & clarification of expectations with definition of objectives, status quo assessment and identification of challenges.
- Teaching practical methods and tools for implementing a data-driven and efficient go-to-market strategy in B2B SMEs.
- Value proposition & superpower through analysis of features, benefits and development of a unique value proposition. Value proposition & superpower by analyzing features, benefits and developing a unique value proposition.

Outcome:
- You have developed a clear target image that you can implement step by step in your company after completing the workshop series.
- You know SaaS-specific methods and tools to successfully implement a data-driven strategy in practice.

- Development of a clear and differentiated value proposition that uniquely positions your own offering.

01

II: Session:
‍ICPand Buying Center in the Sales Cycle

Objective:
We define the focus ICP including the Ideal Product User, Ideal Buyer Persona and Ideal Company Profile and link this to the buying center and relevant use cases.

‍Modules:
- ICP vs. persona - create clarity in order to understand differences and the interaction in the sales funnel.
- Specify the focus ICP by defining the ideal product user, ideal buyer persona and ideal company profile.
- Identify and understand personas in the buying center, including buyer, champion, gatekeeper and influencer

Outcome:
- A clearly defined focus ICP including user personas, buyer personas and company profile.
- A sound basis for funnel mapping (top, mid and bottom funnel)
- A concrete alignment of sales and marketing activities along the customer journey.

02

III. session:
Metrics, tools and practice transfer

Objective:
Together we develop your data-driven funnel including relevant metrics and use cases for effective nurturing, individually adapted to the requirements and technical setup of your company.

Modules:
- In the SaaS Funnel & Metrics Deep Dive, key performance indicators such as MRR, CAC, NRR and time-to-value are presented and their importance for the measurability of sales success is explained.
- A practical use case, such as the setup of a HubSpot system including lead nurturing, is used to show how tools and the tech stack can be used effectively.

Outcome:
- You will receive a clearly structured funnel architecture including relevant KPIs that you can use to measure the progress and success of your sales process.
- A concrete concept for effective lead nurturing is developed, supplemented by a practical checklist to support setup and implementation.

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Presence format

The presence format is aimed in particular at decision-makers and stakeholders in management as well as sales and marketing leads, especially in initial SaaS development or in the transformation of team structures.

The workshop starts with a 60-minute preparation call to define individual goals, followed by a packed 7-hour presence workshop on site in Munich or directly in the company.

Remote format

The remote workshop format is aimed at decision-makers in sales and marketing teams who want to drive forward the expansion and optimization of SaaS development.

The workshop begins with an introductory and preparatory call to define individual goals. The workshop series comprises three sessions of 3 hours each, including preparation and follow-up.

Shaping the B2B SMEs of tomorrow together.

I am part of a network of partners who work together to promote B2B SMEs - as a contribution to a strong ecosystem in the DACH region.

Network partnerships

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Charlotte Altmann CTA

Your partner for future-oriented growth.

With sound experience in strategy development and operational implementation, I support medium-sized companies in successfully aligning their marketing and sales. Sustainable growth and measurable results are my benchmark.

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Elvin

DAch Lead
Bluebird

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Marvin

Head of Marketing
OMR Reviews

Strategy is the beginning,
excellent implementation makes the difference.

Sustainable growth is created where business models, processes and market positioning are rethought in a competitive manner. Successful change is achieved when strategic clarity meets operational implementation strength.