Resources & Frameworks
Videos, templates, and frameworks to help B2B SaaS teams build measurable demand generation programs and revenue operations.
2023 B2B SaaS Lifecycle Model Conversion Rate Benchmarks
Updated lead lifecycle model conversion rate benchmarks for B2B SaaS businesses. Covers target conversion rates for each lifecycle stage, why context matters when applying benchmarks, and why high individual metrics don't always mean above-average performance.
Breakdown: Understanding Revenue Ops, Marketing Ops, and Sales Ops
A breakdown of the differences between Revenue Operations, Marketing Operations, and Sales Operations. What defines each role, common day-to-day responsibilities, and how these positions interact within an organization.
Let's Break Down a SaaS Company Together!
We pick a SaaS company at random doing over $10M in revenue and analyze their business model, revenue and headcount, and how they go to market and acquire new business.
Case Study: ComplyAdvantage
How Formulytic partnered with ComplyAdvantage to build and optimize their demand generation and revenue operations programs.
Demand Generation Marketing Campaign Brief Template
A practical template to align stakeholders, define campaign requirements, manage projects, and measure success. Built from iteration across dozens of client engagements to help you build measurable lifecycle models, grow pipeline, and reduce CAC.
Outbound Email Sequence Naming Conventions Template
A naming convention framework for modern GTM teams running multiple concurrent outbound campaigns. Keeps sequences organized by campaign, owner, theme, or other segmentation — critical for teams with sizable operations and reporting requirements.
ABM Forecast Model Template
Build confidence in your ABM strategy with well-defined, measurable targets. This workbook helps you set realistic expectations for pipeline contribution across the entire lifecycle model, including pipeline and closed-won, moving beyond basic conversion tracking.
ABM Media Plan Template
Give internal stakeholders visibility into upcoming monthly and quarterly campaign initiatives relative to objectives, goals, and budget. Fully customizable and accommodates all paid media channels, organized by audience, campaign, journey stage, and budget.
Ready to accelerate your pipeline?
Book a strategy call to see how Formulytic can drive measurable revenue growth for your B2B SaaS organization.