B2B SaaS β€’ 18 months journey

The Researcher Who Became a Champion

Follow Sarah Chen's 18-month journey from first content download to strategic partnership at TechVenture Solutions, a Series B SaaS company scaling their go-to-market from $15M to $50M ARR.

This scenario demonstrates how Value-First thinking transforms a standard "content lead" into a strategic champion who delivers $365K+ in revenue, refers 3 qualified prospects, and keynotes industry conferences advocating for your methodology.

$125K
Initial Deal
+44%
Renewal Growth
3
Referrals
41%
Alignment Lift

SaaS-Specific Patterns

These patterns emerge consistently in B2B SaaS customer journeys

πŸ“Š

Product Usage Signals

Track feature adoption, engagement depth, and usage patterns that indicate value creation before purchase.

πŸ”„

Self-Service to Sales-Assist

Identify when self-service users are ready for human engagement based on behavioral signals, not arbitrary timers.

πŸ“ˆ

Expansion Indicators

Recognize natural expansion opportunities through usage growth, team invitations, and integration depth.

The 18-Month Journey

Sarah's progression through all 8 Value Path stages

Audience June 2023

First content download

Sarah downloads the Unified Intelligence Framework whitepaper after seeing a LinkedIn post. Spends 23 minutes on page before download - top 5% dwell time.

Researcher July 2023

Deep content engagement

Downloads implementation playbook, joins community Slack, posts thoughtful introduction about challenges with marketing-sales alignment.

Hand Raiser September 2023

Discovery conversation

Sarah requests a call - shares strategic context about Series B scaling challenges. Mentions involving CRO Marcus in next conversation.

Buyer December 2023

Partnership agreement signed

$125K Year 1 investment. Sarah's email: "Can't wait to get started - team is excited."

Value Creator Q1 2024

90-day implementation

Full team trained. Sales adoption slower than marketing initially, but Sarah coaches through change with support.

Adopter April 2024

Results exceed expectations

41% alignment improvement, 34% faster deals, 70% faster first contact. 92% team adoption.

Advocate August 2024

RevOps Summit keynote

Sarah keynotes major conference. 500+ RevOps leaders attend. 50+ follow-up inquiries.

Champion November 2024

Strategic partnership

2025 renewal at $180K (44% increase). Sarah joins advisory board. 3 high-quality referrals from her network.

Key Touchpoints Breakdown

Critical moments that shaped Sarah's journey - and what they signal

1

Community Engagement (Month 2)

Sarah joins the private community and posts a detailed introduction about her challenges. She asks sophisticated questions and shares her specific pain: "Marketing and sales looking at completely different realities." This public sharing signals trust building.

Signal insight: Community participation is a leading indicator. Users who engage in community forums within 30 days convert at 3x the rate of those who don't.

Learn about the Researcher stage
2

Multi-Stakeholder Workshop (Month 5)

Sarah invites CRO Marcus Rodriguez to a 90-minute interactive workshop. Both resonate with "partnership vs pipeline" language. Marcus shares board pressure context. Internal stakeholders begin to map.

Signal insight: When prospects bring executives into workshops unprompted, it signals internal buy-in is building. Traditional qualification would miss this - they'd still be "nurturing a lead."

Understand the Hand Raiser stage
3

Skeptic to Advocate (Month 5)

Marketing Director Priya Sharma was initially skeptical - worried about "another sales tool." After one conversation focusing on attribution visibility, she becomes an internal advocate. "Marketing finally has a voice at the revenue table."

Signal insight: Addressing stakeholder concerns proactively converts potential blockers to advocates. The Value Path helps you see who needs engagement before deals stall.

Explore multi-stakeholder patterns
4

90-Day Results Review (Month 9)

Results exceed expectations: 41% improvement in alignment score, 34% faster deal velocity, 70% faster first meaningful conversation. Marcus: "This is transformative - showing CEO and board."

Signal insight: Value creation must be measurable. When customers articulate results in their own language, advocacy naturally follows.

Value Creator to Adopter transition
5

Champion Emergence (Month 18)

Sarah proactively refers 3 qualified prospects from her network - all ICP matches with personalized introductions. She co-authors a whitepaper and joins the advisory board. Partnership renewal at $180K (44% increase).

Signal insight: Champions emerge when you've genuinely helped them succeed. Sarah's referrals came unprompted - she believes in the methodology deeply enough to stake her reputation on it.

Champion stage characteristics

See It In Action

Explore Sarah's complete journey in the interactive simulator

Open Full Simulator

Key Takeaways for SaaS Teams

What Sarah's journey teaches us about Value-First selling

Time β‰  Readiness

Sarah's 6-month research phase wasn't "slow" - it was building the conviction that led to fast internal approval and sustained adoption.

Signals Over Scores

Community engagement, content consumption patterns, and question sophistication predicted Sarah's trajectory better than any lead score could.

Champions Create Champions

Sarah's 3 referrals and conference keynote generated more qualified pipeline than months of outbound efforts could.

Measure What Matters

The 90-day results review wasn't just validation - it gave Sarah the language and proof points to become a public advocate.

Quick Insights

β†’

Value Path stages help identify the right engagement style for each user's current context

β†’

Traditional MQL/SQL models miss 60%+ of buying intent signals in PLG motions

β†’

Relationship intelligence compounds: early researchers often become enterprise champions

β†’

Non-buyers who reach Champion stage (advocates) drive 3x more qualified referrals