B2B SaaS | AI Workflow Automation
$120K+
Closed Revenue
$525K+
Pipeline Generated
17+
Qualified Deals
0%
Customer Churn
The Situation
A B2B AI SaaS company had a strong product and early traction but no go-to-market infrastructure. Marketing was ad hoc: no ICP documentation, no positioning framework, no attribution, no content system, and no outbound engine. The founder was the entire marketing and sales function. Growth was happening through word of mouth and the founder's personal network, but it wasn't scalable and it wasn't measurable.
The Approach
We deployed the Growth Operating System, all five phases in parallel. The engagement started with a full GTM audit while shipping quick wins in Week 1.
Full GTM audit: ICP definition, competitive analysis, positioning framework, channel assessment, and tech stack evaluation. Identified three primary buyer personas and mapped the competitive landscape across 12 direct and indirect competitors.
Built the 90-day growth plan: channel strategy prioritizing LinkedIn content, cold outbound, and paid search. Defined OKRs tied to pipeline generation. Allocated budget across channels based on ICP research.
Stood up the marketing ops stack: CRM configuration, email sequences, tracking and attribution, reporting dashboards, and content infrastructure. Built the outbound engine including prospect lists, email sequences, and LinkedIn outreach workflows.
Campaigns went live in Week 2. Launched multi-channel execution across LinkedIn organic content, cold email outbound, paid search, and partnership development. Weekly optimization sprints adjusted messaging, targeting, and budget allocation based on performance data.
Quarterly review identified top-performing channels and messaging. Doubled down on outbound and LinkedIn. Expanded content production with video and social media vendors. Built the foundation for the founder to scale beyond personal selling.
The Results
GTM infrastructure built from zero to operational in 60 days
First campaign live in Week 2
ICP, positioning, and competitive frameworks documented
Content system producing weekly LinkedIn, video, and social content
Outbound engine generating consistent weekly pipeline
Full attribution tracking connecting activity to revenue
CRM structured with documented processes
Weekly reporting dashboards for leadership
Engagement Included
Full GTM audit and competitive analysis
ICP definition and buyer persona development
Brand positioning framework
Website strategy and messaging
Multi-channel campaign execution
Marketing ops and tech stack build
CRM configuration and data management
Attribution tracking and reporting dashboards
Vendor selection and management
Weekly optimization and monthly strategy reviews
Industry
B2B SaaS (AI workflow automation)
Stage
Growth-stage, post-product-market-fit
Marketing Team at Start
None (founder only)
Prior Marketing Infrastructure
None
Primary Challenge
Build the entire GTM function from scratch
Engagement Type
Growth Operating System
Duration
September 2025 – February 2026
Every engagement starts with the 30-Day GTM Diagnostic.
Book a Diagnostic Call