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Best-practice guides from building an SDR function, to designing customer onboarding, to raising prices.

Building a Sales Development (SDR) Function

By Chris Flores

Chris Flores was head of sales development at Namely as the company grew from 4 to 600 employees and $0 to $65M in ARR. In this guide, he describes best practices for designing the SDR role, establishing processes, and building a team.

Hiring CSMs

Customer Success Managers are a proactive link between a company and its customers, a key component of any churn prevention strategy.
Customer Onboarding

For many companies, churn is highest early in the customer lifecycle. Design onboarding to ensure that customers see value fast.
Ideal Customer Profile

The seed of churn could start before you even make the sale. An ICP allows you to identify and prioritize your best-fit prospects.

Find guides by growth objective

Identify tactics to drive lead volume, decrease CAC, improve retention, increase average customer value, and more.

Set up 1:1 calls to ask your questions

If you find an advisor you want to consult with, schedule a 60-minute call to discuss your company’s specifics.

Join live events, including the Empower conference

OneGuide users get free access to the Empower B2B Conference July 29, 2021.

Areas of Expertise

Sales

Building and enabling efficient sales teams, from high-velocity to enterprise

Marketing

Defining the right market, positioning the product for target segments, and generating demand

Data & Ops

Fueling good business decisions with good data through analytics and revenue operations

Customer Success

Driving net revenue retention through onboarding, churn prevention, and upselling

Monetization

Optimizing value per customer through pricing, packaging, and payment facilitation

Partnerships

Establishing a central position in market networks with channel and integration partnerships

Featured Guides

Optimizing Paid Search Advertising

Greg is CMO and a Partner at Cypress North, a digital marketing agency, where he specializes in B2B marketing. In this guide, he highlights how to optimize paid search advertising, including picking the right keywords and match types, matching up good landing pages and tracking, and configuring ads that make the most of Google’s settings.

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LinkedIn Advertising and Prospecting

By Anthony Blatner

Anthony Blatner is the founder and Chief Advertising Officer of Speedwork Social, an agency specializing in B2B LinkedIn advertising. In this guide, he advises on when to use LinkedIn advertising, when to use Sales Navigator prospecting, and how to make marketing dollars go the furthest given the expense of LinkedIn as a channel.

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