On this page (9)
- 01Why does so much SaaS outbound fail to create pipeline?
- 02How do you write an ideal customer profile that outbound can use?
- 03Who inside the account should you message: the buyer, the champion or the user?
- 04Where do you find the right people in your target accounts?
- 05What should the first message to a champion say?
- 06How do you get from a reply to a demo booked?
- 07How do you bring more people from the account in without spamming it?
- 08How MyBazooka handles this
- 09Questions people ask
Why does so much SaaS outbound fail to create pipeline?
The usual reasons have little to do with the copy. The list is built from firmographics alone, so it holds every company of the right size whether or not it has the problem. The message goes to the most senior title, who is the furthest from the daily pain. And the ask is a demo, which is a big commitment for someone who has never heard of you.
None of these is fixed by sending more. They're fixed by a sharper idea of who you're looking for, a better choice of who to talk to in each account, and a conversation that earns the next step.
How do you write an ideal customer profile that outbound can use?
An ideal customer profile that lives in a strategy deck usually says something like: mid-market B2B, a few hundred employees, North America. That's a market, not a list. To prospect from it, you need the parts that tell you whether a company has the problem right now.
| Part of the profile | Too vague to prospect on | Specific enough to search and read |
|---|---|---|
| Company | Mid-market B2B companies | B2B companies with their own sales team, selling on annual contracts |
| Situation | Companies that want to grow | Hiring several account executives at once, or opening a new region |
| Current setup | Uses spreadsheets | Builds the weekly forecast from spreadsheets exported from the CRM |
| Trigger | Any time | A new head of sales or revenue operations in recent months |
| Who you don't want | Not written down | Teams too small to need you, or locked into a direct competitor on a long contract |
Company
- Too vague to prospect on
- Mid-market B2B companies
- Specific enough to search and read
- B2B companies with their own sales team, selling on annual contracts
Situation
- Too vague to prospect on
- Companies that want to grow
- Specific enough to search and read
- Hiring several account executives at once, or opening a new region
Current setup
- Too vague to prospect on
- Uses spreadsheets
- Specific enough to search and read
- Builds the weekly forecast from spreadsheets exported from the CRM
Trigger
- Too vague to prospect on
- Any time
- Specific enough to search and read
- A new head of sales or revenue operations in recent months
Who you don't want
- Too vague to prospect on
- Not written down
- Specific enough to search and read
- Teams too small to need you, or locked into a direct competitor on a long contract
The last row matters more than it looks. Writing down who you don't want stops the list from filling up with companies that match the filters and will never buy. It also helps to note what your best current customers had in common before they bought: that's the situation to search for.
Who inside the account should you message: the buyer, the champion or the user?
Most SaaS deals involve several people, and each wants something different from a first conversation. The economic buyer signs. The champion wants the problem gone and will argue for you internally. Users live with the product every day. A technical evaluator checks that it fits.
| Role | Typically | What they care about | How to open |
|---|---|---|---|
| Champion | The manager or lead who owns the process | Getting a daily problem off their desk, looking good to their boss | Something specific about the problem they own |
| Economic buyer | Head of the function, sometimes a founder | Cost, risk and the number they report on | Short and about the business problem, ideally once the champion is interested |
| User | People on the team doing the work | Whether it makes their week easier | Rarely the first message, useful as a second thread |
| Technical evaluator | IT, security, operations or an engineer | Integrations, security, effort to set up | Answer their questions when they come up, don't lead with them |
Champion
- Typically
- The manager or lead who owns the process
- What they care about
- Getting a daily problem off their desk, looking good to their boss
- How to open
- Something specific about the problem they own
Economic buyer
- Typically
- Head of the function, sometimes a founder
- What they care about
- Cost, risk and the number they report on
- How to open
- Short and about the business problem, ideally once the champion is interested
User
- Typically
- People on the team doing the work
- What they care about
- Whether it makes their week easier
- How to open
- Rarely the first message, useful as a second thread
Technical evaluator
- Typically
- IT, security, operations or an engineer
- What they care about
- Integrations, security, effort to set up
- How to open
- Answer their questions when they come up, don't lead with them
For most products, the champion is the best first conversation. They feel the problem, they have time to talk about it, and they know how buying works inside their company. Starting with them doesn't mean ignoring the buyer. It means arriving at the buyer with someone inside who already wants it.
Where do you find the right people in your target accounts?
Start from your list of target accounts if you have one. Then find people by role inside them, and look for the ones who show signs of the problem.
- Sales Navigator account lists: build or upload your target accounts, then search inside them by function, seniority and title. Split large searches by region or company size so you see everyone, not only the first 2,500 results.
- Job changes: people who recently moved into a role often review the tools they inherited in their first months.
- People talking about the problem: posts and comments on LinkedIn, and the communities on Reddit, X or Discord where practitioners in your category compare notes.
- Engagement: commenters on posts about your category, and the people who engage with your own content.
- Your own lists: sign-ups who never activated, lost deals from last year, event attendees, exported as a CSV.
Then read before you write. A look at the person's profile, recent posts and the company website tells you whether the situation in your profile is actually there. Record why each person is in or out. That reason becomes the first line of your message. For the search itself, see how to build a Sales Navigator list.
What should the first message to a champion say?
Not a demo request. A first message should show you understand their situation, describe a problem they'll recognise without claiming to know it, and ask a question that's easy to answer.
Hi {first_name}, I noticed {company} is growing fast! Our platform helps revenue teams forecast with AI. Would you be open to a quick demo this week?
Hi Priya, saw you took over revenue operations in the summer and that the team is hiring account executives in two regions. In teams going through that, the weekly forecast often turns into a spreadsheet job that eats most of a Monday. Is that the case for you, or have you already sorted it?
The second message names something real, offers a problem in their words and ends with a question they can answer in one line. More on this in why LinkedIn messages get ignored.
How do you get from a reply to a demo booked?
This is where a lot of SaaS pipeline is lost. A champion replies with a question and gets a calendar link. Or the reply arrives on a Friday evening and gets answered on Tuesday, when the moment has passed.
- 1Answer the actual question first, from what your product really does, including what it doesn't do.
- 2Ask one qualifying question per message, not a form: how they do it today, who else is involved, when it matters.
- 3Suggest the demo once they've said the problem is real, with two specific times rather than only a link.
- 4Follow up on silence with something new: a short example, an answer to a likely objection, a better question.
- 5Before the demo, give whoever runs it the whole conversation, so the call starts from the champion's problem and not from the first slide.
How do you bring more people from the account in without spamming it?
Deals that hang on one contact are fragile. People change jobs, go on leave or lose the internal argument. Once a champion is engaged, widen the conversation, ideally with their help.
- Ask the champion who else would care, and whether they'd introduce you or prefer you write directly.
- Write to the economic buyer about the business problem, and mention the existing conversation only if the champion is happy with that.
- Space the messages out and never send the same text to two people at one company.
- Keep one record per account, so everyone on your team sees every conversation in it.
If an account goes quiet, don't start again from zero next quarter. A short note when something changes, such as a new hire, a funding round or a product launch, picks up where you left off. See where follow-ups find meetings.
How MyBazooka handles this
MyBazooka runs this whole process as one system. It starts from a brief of your ideal customers, including who you don't want, and finds them across 32 sources on 9 channels: Sales Navigator searches (split automatically beyond 2,500 results), commenters, followers, group members and your own CSV lists of target accounts or past sign-ups. Each person is read before the first message and checked against the brief, the AI records why they're in or out, and MyBazooka finds their business email address and phone number.
The first message is written for that one person, in your voice. Replies and follow-ups are answered from your knowledge base, and your team can take over any conversation or switch the AI off for it. Demos are booked into your calendar with the invite and reminders by email, SMS and the original platform, and whoever runs the demo gets a call brief 12 hours before. Test Mode shows every message before a campaign goes live. See how it's set up for B2B companies.
Questions people ask
How do you generate pipeline for a SaaS company with outbound?
Define your ideal customers by situation as well as size, find the people in target accounts who own the problem, read each one before writing, open with something specific to them, and earn the demo inside the conversation instead of asking for it first.
Should SaaS outbound target the economic buyer or the champion?
For most products, start with the champion: the person who owns the problem day to day. Once they're engaged, bring in the economic buyer with their help, so the buyer hears about you from someone inside.
Why do prospects reply but not book a demo?
Often because the reply was a question and the answer was a calendar link, or the answer came days later. Answer the question properly, qualify lightly, then offer two specific times.
Is LinkedIn or email better for SaaS outbound?
Both have a place. LinkedIn is strong for finding people by role inside target accounts and reading them first. Email reaches people who are rarely on social. Use them as two parts of one conversation, not two copies of one message. See LinkedIn vs cold email.
How many people at one account should you contact?
Everyone who genuinely cares about the problem, but one at a time and each with their own message. Start with the champion, then widen once there's interest.
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