I come from a services background and have recently transitioned into SaaS. I would greatly appreciate your help with the reporting aspect, both from the perspective of (SDRs) and (AEs). I'm looking to understand which metrics are imp for gaining clarity on the current pipeline, conversion rates, forecasting, and complete cycle metrics. Also, I would like guidance on how to effectively communicate this information to investors and the CEO of the company. Thank you!
Last thing, when building your segments to target from your ICP, what’s your process for selecting which clusters of folks to target? I know you mentioned a few (account, persona, and signal based) but there’s so many to choose from and some can overlap.
For example, account based that use a specific tech stack. That’s account and signal based, right?
I come from a services background and have recently transitioned into SaaS. I would greatly appreciate your help with the reporting aspect, both from the perspective of (SDRs) and (AEs). I'm looking to understand which metrics are imp for gaining clarity on the current pipeline, conversion rates, forecasting, and complete cycle metrics. Also, I would like guidance on how to effectively communicate this information to investors and the CEO of the company. Thank you!
Last thing, when building your segments to target from your ICP, what’s your process for selecting which clusters of folks to target? I know you mentioned a few (account, persona, and signal based) but there’s so many to choose from and some can overlap.
For example, account based that use a specific tech stack. That’s account and signal based, right?
Answering you via phone!
Jed, incredible post. Thank you for sharing! A lot of actionable takeaways.
Just curious, what stage are company's usually at when you build their outbound?
Do these companies typically try building outbound and, if not going well, bring you on?
Answering you via phone!