Sales assist and new segments
Larger deals earn a human, and a second customer segment earns its own page, price and channel. Decide the threshold first, qualify before booking, and record why each lost deal said no.
30 steps, about 102 hours of work · 1 plays
The concept, explained in full: Account-based marketing.
Do it
The steps from the launch plan that belong to this topic, in plan order.
Open a second segment
- Find who already pays you the most2h
Segment by revenue and retention, not by how much you enjoy the conversations.
- Talk to five customers in the segment and keep their exact phrases3h
Their words for the problem will not be yours. Copy them verbatim into the page.
- Write the segment case study with a number from their account3h
A before and after from one real customer in the segment beats any claim about the segment.
- Write the page in their words, with their compliance question answered4h
Put the question every buyer in the segment asks above the fold, with the answer.
- List the integrations the segment uses and link each one1h
Segment buyers search by the tools they already run. Each integration is a second way in.
- Publish it and link it from the homepage and the pricing page1h
A segment page nobody can reach is a draft. Add the link where the segment’s visitors already look.
- Price for that segment specifically10h
Different willingness to pay usually means a different package, not a different discount.
- Pick five channels where this segment already gathers1h
Ask the five customers you interviewed where they learn. Use their answers, not your habits.
- Run the four-week test on each, with win and kill numbers written first20h
Same rule as Phase 4: the numbers are fixed before the test, so a result cannot be argued into a win.
- Score them on signups, payback and ceiling, and drop the bottom three1h
The winner for this segment is often not the winner for the core one.
- Write the SOP for the winning channel2h
Steps in order, an owner, and hours per week, so it can run without you.
- Pick the market from traffic you already have1h
Somewhere is already converting despite reading you in a second language. That is demand proven before you spend anything.
- Swap the references, not just the words4h
The regulator, the currency, the payment method, the case study, the competitor everyone there compares you against. A page that reads translated converts like one.
- Localise the images too3h
Screenshots, diagrams, social cards. English text inside a picture is the tell that this is a bolt-on, and it is what everyone forgets to change.
- Set hreflang and measure each locale on its own2h
Without it the versions compete with each other for one slot. An average across locales hides both the win and the failure.
Add sales assist for larger deals
- Define the deal size that earns a human1h
Below it, self-serve only. Ambiguity here quietly destroys your unit economics.
- Add a qualifying form with deal size, team size and timeline2h
Three questions, all required. A form with no friction books the wrong people.
- Route qualified requests to a calendar and everyone else to self-serve2h
The route is the filter. Anyone below your threshold gets a useful answer and a link, not a slot.
- Write the demo script around the buyer’s problem, not a tour3h
Open with their stated problem, show the screens that solve it, and stop. A feature tour answers questions nobody asked.
- Send the written summary and the next step within two hours45m
Buyers forward the summary to the person who signs. Write it so it works without you.
- Publish the security and compliance page20h
SOC 2 status, DPA, subprocessors, data residency. This page unblocks deals on its own.
- Pick the three competitors that appear most in your lost-deal notes30m
Use your own notes, not a market map. The ones that appear in your deals are the ones to prepare for.
- Write where you win, where you lose, and the reframing question for each6h
One page per competitor. The honest losses are what make the wins believable.
- Give the cards to whoever takes demos and review use after a month1h
A card nobody opens is decoration. Ask in the next lost-deal review which card was used.
- Define what implementation includes and what it does not2h
Write the exclusions first. Unlimited setup help becomes a free consulting contract.
- Price it as a fixed fee tied to the value metric1h
A fixed fee is easier to buy than hours. Tie it to seats or volume so it scales with the account.
- Write the implementation checklist with a go-live date4h
Both sides see the same list. The go-live date is the first commitment the customer makes.
- Offer it on every demo for accounts above the threshold30m
Present it as the default, not an add-on. Accounts you cannot serve self-select out.
- Answer every demo request within the hour1h
A demo request is the warmest lead there is, and it cools by the hour — the one you call back the next morning has usually booked someone else. Route each to a named person with an alert, and give a non-fit a useful answer rather than silence.
- Record why each lost deal said no, and re-open it only when that changes1h
Budget, timing, a missing feature, the wrong person — each has its own change to watch for: a funding round, a new quarter, the feature shipping, a new owner in the seat. Re-open on the change, leading with the objection; never on a calendar.
Plays
Reusable patterns that explain how: backed by read sources first, then practitioner advice, then our own ideas.
- Write the page for a new segment from the deals you already won in itBacked · 1 source
When a few won deals arrive from a segment you never aimed at, read why they bought and write that segment its own page in their words: the job, what they replaced, the questions they asked first. Send it to the next leads from that segment. You test the segment with a page before committing a price or a roadmap.
Founder questions
Asked in public, and answered from the thread:
Related topics
Where it sits in the plan
- 6.5Add sales assist for larger dealsin Scale to $1M ARR
- 6.4Open a second segmentin Scale to $1M ARR