FormAssembly - OneGuide

GUIDE RECOMMENDATIONS FOR

Building a strong content marketing strategy

Recommended because: FormAssemby is hiring for a content marketer, which touches both on product marketing and SEO

Setting a Blog Content Strategy

Maria Waida is a SaaS blog expert and the founder of SaaSy Copywriting, where she specializes in content to help companies develop thought leadership positions in their industries and propel inbound sales. In this guide, she describes the types of content that B2B companies should write for their blogs, how to align blogs with overall strategy, and how to tune content for maximum SEO impact.

Maria Waida

Setting SEO Strategy

Tory Gray is the Founder of The Gray Dot Company, a consultancy that helps businesses grow ROI through digital strategy, with a focus on strategic and technical SEO. In this guide, she outlines how to plan SEO, from identifying the right keywords, to building a sound keyword matrix, to creating ideal content and optimizing page structure.

Tory Gray

Hiring a Product Marketer

Ryan Goldman is the Vice President of Product Marketing at SoundCloud and has led marketing or product marketing at Pendo, Sentry, SignalFx, and Cloudera, and over the course of his career, he's managed or hired 15+ B2B product marketers. In this guide, he explains how to find a product marketer who can serve as a bridge between the product, the sales org, and the market.

Ryan Goldman

Scaling a customer success team

Recommended because: FormAssembly has a large CS and implementation team and is likely thinking about developing scalable processes

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

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

Managing a Customer Success Team

Boaz currently serves as Chief Customer Officer at Talech and has previously led customer success at OpenGov, Mashery, newScale, and FreeMarkets. In this guide, he discusses the role of Customer Success, how to structure a CS team as a company grows, and what metrics to track to measure success.

Boaz Maor

Supporting enterprise sales

Recommended because: FormAssembly is hiring for an enterprise AE; sales ops and sales enablement can help keep the team efficient and effective as it scales

Building a Solutions Engineering Function

Zach Lawryk is a Senior Director of Solutions Engineering at Slack, and has previously led solutions engineering at Optimizely and Box. In this guide he explains the role of solutions engineering in the presale process, and outlines how to manage key SE responsibilities from demoing to technical discovery to running pilots.

Zach Lawryk

Building a Sales Ops Function

Sean Lane has led revenue operations at Drift and Upserve, and hosts Drift's Operations Podcast. In this guide, he explains the different roles sales ops plays, and how to build both the org and processes that make up the function.

Sean Lane

Building a Sales Enablement Function

Christi Wall has led sales enablement at Chainalysis and Ping Identity, and has supported 250+ sellers over the course of her career. In this guide, she describes the responsibilities of sales enablement, how to set up a function, and how to measure its success.

Christi Wall

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