Foundation
A SaaS team putting its first real go-to-market system in place: positioning, a site that ranks, demo video and a steady social cadence.
- Setup
- $12,000
- one time
- Monthly
- $4,000
- after setup
The strategy sprint opens every engagement. It turns your sales calls, CRM and customer conversations into one document: who to sell to, what to say to each buyer, and which channels to switch on in which order. Every demo script, page, post and ad after it is briefed from that document.
For [who] who [struggle], the product is the [category] that [outcome], unlike [the alternative]
When a launch underperforms, the usual fix is a new channel or a new agency. More often the problem sits upstream, in one of three places, and no amount of production downstream will fix it.
“Operations managers at mid-size companies” is a list, not a customer. A usable ICP names the event that makes a company start looking, the person who signs, and the person who can stop the deal.
Buyers in traditional industries compare you to what they do today: a spreadsheet, a legacy system, a part-time bookkeeper. Positioning that ignores the real alternative tends to lose to it.
Search, social, outbound and paid all started in the same month, each with a fraction of the effort it needs. Nothing gets enough attention to work, so nothing can be learned from it.
The sprint reads what buyers have already told you, in calls, deals and support tickets, before anyone in a room decides what the company is. Six sources, read side by side.
For the AI side of search, the free Citation Checker shows how often ChatGPT, Claude and Gemini cite you today.
Recordings or notes from demos and discovery calls, read for the words buyers use and the moment they lean in.
A CRM export of closed deals, so the ICP comes from who actually bought rather than who the team hoped would.
A few conversations with customers who chose you, about what they used before and what nearly stopped them.
The questions new customers ask in their first weeks, which are the questions prospects are too polite to ask.
Competitor sites, review listings, and the manual process your product replaces, read side by side.
What buyers type into Google for your category, and what ChatGPT and Perplexity say when they ask.
Written in plain language, with the evidence for each choice attached, so your team can argue with it and a new hire can act on it.
Firmographics, the trigger events that start a search, the disqualifiers that save sales time, and a map of who signs, who uses the product, and who can block it: IT, compliance or finance.
The alternative you replace, what only you do, the value that produces, the category you compete in, and the segment where all of that matters most.
One messaging house per role in the committee: the headline claim, the supporting points, the proof for each, and the objections with their answers.
What you can prove today, such as customer quotes you have permission to use, figures you can stand behind and security reviews you have passed, and what still needs collecting.
Channels ranked by fit to the ICP, in the order they switch on, with the first test for each and the channels we are deliberately leaving for later.
The first quarter of execution, week by week, with the leading signals read each month (replies, demo requests, search impressions, citation share) and the pipeline number that decides what continues.
Horizontal SaaS playbooks assume a buyer who lives on LinkedIn and reads marketing blogs. Vertical SaaS usually sells to someone who runs a job site, a practice or a firm, and the strategy has to start there.
A construction project manager thinks in change orders and pay applications. A controller thinks in the month-end close. The messaging uses their words, which is why the sprint reads their calls before writing a line.
Many owners, partners and practice managers are light LinkedIn users. Search, email, direct mail, trade associations and peer referral often carry more of the load, and the channel plan reflects that.
In healthcare, legal, insurance and finance, someone from IT, security or compliance reviews every new vendor. The plan includes the material that person needs, so the deal does not stall at their desk.
Accounting firms do not buy software in the middle of tax season. Budget cycles, fiscal years and busy seasons decide when outbound and paid should push and when they should wait.
Shivam started in accounting, doing bookkeeping and receivables for construction and education businesses, then founded an accounts receivable SaaS. The vocabulary is not learned from a brief.
The sprint opens the setup quarter of every plan. Production does not start until the document is signed off, and the document stays yours either way.
Calls, CRM, analytics and the people we need to speak to.
Calls read, deals sorted, customers interviewed, alternatives mapped.
The document written in full, with the evidence for each choice.
A working session with the founder and whoever sells, line by line.
The approved document becomes the brief for every workstream.
You leave with
A document your whole team can use.
Each plan opens with a one-time setup quarter that builds the system, then a monthly retainer that keeps it running. Ad spend and print are billed at cost, separate from the fee.
A SaaS team putting its first real go-to-market system in place: positioning, a site that ranks, demo video and a steady social cadence.
A SaaS team running several channels at once, with outbound, paid and direct mail working from the same strategy as the content.
A SaaS team covering several segments or verticals, with account-based direct mail and founder thought leadership on top.
Every monthly line has a published unit price, so a plan can be trimmed or extended to fit the channels the strategy says to run. You own the pages, the videos, the source files and the accounts.
Compare the plansWhat is a go-to-market strategy for B2B SaaS?
What do you need from us for the sprint?
How is this different from a positioning workshop?
Can we buy the strategy on its own?
How often does the strategy change?
Each piece is built from the same strategy document, by the same team, so the demo, the pages, the posts and the ads all say the same thing.
B2B SaaS marketing agency, the go-to-market team
SaaS product demo video production for B2B teams
Social media content for B2B SaaS, shipped weekly
SEO and AI search (GEO) for B2B SaaS companies
Healthcare SaaS marketing, HIPAA-aware GTM builds
A 30-minute call. Tell us what you sell, who buys it and where deals stall. We will tell you what the sprint would look at first and what we would expect it to change.