GUIDE RECOMMENDATIONS FOR

Aclaimant
Building an SDR Function
Recommended because: As Aclaimant hires its new SDR and continues to ramp its outbound selling, these guides can help it establish repeatable processes.

Planning and Managing Outbound Prospecting

Jason Bay is the Founder and Chief Prospecting Officer of Blissful Prospecting, a company that provides training and coaching for outbound sales teams. In this guide, he lays out how cold-calling teams can zero in on the right prospects to target, develop repeatable outreach sequences, and consistently generate meetings with a “prospect first, me second” mentality.
Jason Bay
Jason Bay

Building a Sales Development (SDR) Function

Chris Flores leads sales development at Bennie, and was previously 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 the team.
Chris Flores
Chris Flores
Targeted Marketing
Recommended because: Aclaimant sells into a number of different verticals (staffing, construction, real estate, hospitality, insurance) and different buyer types (risk managers, safety managers, claims managers, CFOs, insurance agents)--it may be able to increase sales efficiency and conversion by identifying and aggressively pursuing its best-fit targets.

LinkedIn Advertising and Prospecting

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.
Anthony Blatner
Anthony Blatner

Defining an Ideal Customer Profile

Kirby Wadsworth is the CMO of Ionir, and has served as CMO at enterprise software and networking companies including Illusive Networks, Bayshore Networks, and Limelight Networks. In this guide, he explains how to identify prospect characteristics that predict strong fit, to help sales and marketing automate prioritization.
Kirby Wadsworth
Kirby Wadsworth
Scaling Customer Success
Recommended because: If Aclaimant is ramping sales and marketing spending following the raise, it will also need to prepare for an influx of new customers. These guides can help with scaling proactive customers success and onboarding.

Codifying Your Company’s Customer Success Playbooks

Kristi is currently the VP of Customer Success at ClientSuccess and has previously led the function at IntelliShift, BetterCloud, and Sisense. Her specialty is scaling customer success at hyper-growth companies on their way to $100M in ARR. In this playbook, she explains how CS teams can craft repeatable playbooks to handle common scenarios. She lays out four families of CS playbooks: risk, expansion, lifecycle, and objectives.
Kristi Faltorusso
Kristi Faltorusso

Developing a Customer Onboarding Process

Donna Weber is President of Springboard Solutions, a boutique consulting firm specializing in customer onboarding. She previously built out customer success and customer enablement organizations at SugarCRM and Jaspersoft. In this guide, she dispels the notion that onboarding is just implementation and shows how education, enablement, and support should be woven into onboarding to help new customers see value and succeed quickly.
Donna Weber
Donna Weber
Developing Partnerships
Recommended because: If Aclaimant plans to use funding to invest in partnership development, this guide can help with strategy across brand, tech, channel, and distributor partnerships.

Planning a SaaS Partnership Strategy

Sunir Shah is the founder of AppBind, a tool for resellers to manage SaaS subscriptions. He runs the Cloud Software Association, a SaaS partnership industry network, and previously led partnerships at FreshBooks. In this guide, he lays out how SaaS companies should think about integration, reseller, and marketplace partnership strategy.
Sunir Shah
Sunir Shah

Get full guide access and 2 test calls with a $480 trial

How do you use OneGuide?

Browse guides

Access the full library of go-to-market guides covering marketing, sales, customer success, monetization and partnerships

Set up 1:1 calls

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

Engage ongoing advisors

If you click with an advisor, set up a monthly advising arrangement to meet with them regularly

Want to see more?

Read full guides from these experts with a free trial.

Get Guided

Sign up for our newsletter

Scroll to Top

Get free guide access for 30 days