Leaderboard · B2B software
B2B SaaS
Marketing plays for b2b saas, ranked by votes.
Photo: Atlantic Ambience
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1
Write a battlecard for the top three reasons deals stall
Pull the last 20 closed lost deals from your CRM and tag each with the stated reason it stalled. Write a one page battlecard for the top three reasons, each with the objection as the buyer would phrase it, a two sentence response, and a supporting asset link. Walk the sales team through it in a 20 minute call.
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2
Offer a locked-in annual rate for trials that convert this month
Set an offer for trial accounts still active in their final week: lock the current annual price for 12 months if they convert before the trial expires. State the exact expiration date in the email and on the in-app banner, and remove the offer automatically once the trial closes.
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3
Run a joint webinar with a tool your customers already connect
List the three integrations with the highest usage in your product. Email that partner's marketing team to propose a 30 minute joint webinar on running both tools together for a specific workflow, split promotion evenly across both email lists, and record it for a gated on-demand page.
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4
Publish a page comparing your product to the tool you replace most
Check your sales notes or CRM for the competitor prospects mention most often when switching to you. Write a comparison page that lists specific differences in setup time, pricing structure, and the two or three workflows customers say pushed the switch, without disparaging language. Link it from your pricing page.
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5
Post a LinkedIn breakdown of one support ticket you fixed
Pick a real support ticket from the last month where a workflow change solved the problem. Write a LinkedIn post that walks through the exact steps: what the account was trying to do, where it broke, and the setting or workflow that fixed it. Screenshot the relevant screen with account details blurred out.
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6
Host a monthly live roadmap and Q&A call for active accounts
Put a recurring 30 minute call on the calendar every month, invite all active accounts by email, and structure it as ten minutes of shipped changes, ten minutes of what is next, and ten minutes of open questions. Post the recording and a short recap for customers afterward.
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7
Send a three-touch win-back email series to expired trials
Pull every trial account that expired in the last 90 days without converting. Build a three email sequence: day 1 asks what got in the way, day 4 shares a short setup checklist for the exact feature they never touched, day 9 offers a 14 day extension with no card required. Send it from a real rep's inbox, not a no reply address.
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8
Build a five day activation email sequence tied to first key action
Identify the one action in your product that correlates most with accounts staying past 90 days, such as connecting a data source or inviting a teammate. Build a five day email sequence for new signups who have not completed that action yet, with each email covering a different reason to do it and a direct link into the exact screen.
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9
Ask renewing accounts for a public review right after renewal
Add a step to your renewal checklist: after the account confirms renewal, send a direct link to your public review site profile within the same day, referencing the specific outcome discussed on the call. Offer a small account credit for completed reviews, disclosed clearly as an incentive.
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10
Open a private community channel for admins on paid plans
Set up a dedicated, invite-only community channel for account admins on paid plans only, and staff it with your customer success team during business hours. Seed the first two weeks with three discussion threads on common setup questions pulled from your support queue.
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