Illustrative scenario. A worked example of how we'd run this kind of engagement, not a specific client result. The numbers are targets that show what good looks like.
| Phase | Focus | Illustrative target |
|---|---|---|
| Weeks 1 to 4 | Audit and diagnosis | Pinpoint where the funnel leaks |
| Early months | Build: Paid · Lifecycle | Ship the plays that fit this buyer |
| Later months | Compound and measure | Move toward the illustrative targets above |
Here is a common HR SaaS case study setup: a free trial machine that converts users but not committees. Signups look great, revenue does not move, because the person who signs up is not the person who buys.
HR signs up to test it. Then IT, finance and legal all have to say yes and nobody marketed to them. The deal stalls in a committee the funnel never acknowledged.
The whole funnel is built for one persona, the HR end user and the buy needs four.
No content for the IT security questions, nothing for finance's ROI case, nothing for legal's data concerns. And activation, the thing that actually predicts whether HR will champion it internally, gets no attention at all. A signup who never activates never sells the deal upward.
Two moves for an HR SaaS in this spot.
Paid acquisition tuned to reach the whole committee, not just HR, with messaging and assets for IT, finance and legal, see paid. And lifecycle built to drive activation so the HR champion actually feels the value and carries it into the committee, see lifecycle and the HR SaaS playbook. Adoption is the marketing job here, not just acquisition.
The target is committees that say yes, not trials that expire.
Pipeline roughly doubling on deals with multiple buyers engaged, activation up a third so champions have something to champion and payback inside a sensible window. Illustrative targets, not a real client number. The signal that it is working is deals with four buyers reached instead of one.
Three risks would decide a live HR SaaS engagement. Naming them up front.