All stages
💼Stage 07

Sales & Go-to-Market

Close revenue and scale B2B accounts.

7 lessons15 operating guides

Lessons

Expand any topic for concept, action steps, and pro tips.

Concept

B2B SaaS Sales Fundamentals: sales is structured empathy plus pipeline math. Pipeline coverage and stage conversion beat heroic one-off closes.

Why it matters

Without a repeatable motion, revenue is random and fundraising stories fall apart.

Action steps

  1. 1Define ICP and disqualifiers; refuse bad-fit demos.
  2. 2Write a multi-touch sequence with a clear CTA.
  3. 3Instrument stages: lead to meeting to proposal to close with reasons lost.
  4. 4Do 10 discovery calls before optimizing the deck.
  5. 5Create a one-page mutual action plan for serious deals.
  6. 6Review pipeline weekly: next step and date on every open opportunity.

Done when

You have a documented motion that produces meetings without founder heroics every time.

Metrics

  • · Meetings booked per week
  • · Stage conversion %
  • · Win rate
  • · Sales cycle days

Anti-patterns

  • · Spray-and-pray outbound
  • · Demo before discovery
  • · Discounting as the only close
Operator tip

Sell the problem and ROI, not features.

Tools
HubSpot / AttioLinkedInNotion CRMCal.com

Stage quiz

sales readiness (fundamentals baseline)

5 questions · pass at 70%

  1. 1.A startup is best described as:

  2. 2.The best early focus is usually:

  3. 3.Co-founder equity should typically include:

  4. 4.An MVP primarily tests:

  5. 5.A strong PMF signal is:

Answer all questions to score.

Related case studies

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