← use cases · saas
finding accounts, selling, tracking clients, getting paid: what you deal with, what the agent does, what comes out.
a week at a software company, moment by moment. for each task: what you deal with, what the agent does, and what comes out.
it all starts with accounts to find: who's hiring, who's raising funds, who's switching tools right now.
A purchased account list, with no way to know which ones are ready to buy.
Companies of 50 to 250 employees in your target that are hiring for the function your software serves, with their director and their latest accounts.
A CRM full of accounts with no headcount, no decision-maker, no signal.
For each CRM account: headcount, decision-maker for your target role, active hiring, sources attached.
Software contracts going unnoticed for lack of monitoring.
Software tenders in your field published by local authorities and public bodies, with their estimated value.
a request comes in, a meeting is coming up: reply fast, arrive already knowing the account.
Demo requests that wait for a salesperson to be free.
A demo request gets answers to two qualifying questions, then a slot with the right salesperson.
A renewal meeting prepared in five minutes.
Before a renewal, a page with account usage, notable tickets, and pending feature requests.
client signed, now it's about tracking them, and listening to what they ask of the product.
A client account whose history is split between support and sales.
One page per account: contract, contacts, notable tickets, feature requests, next renewal.
Feature requests piling up, sorted whenever a manager has time.
Qualified tickets in the backlog, tied to a feature.
the subscription is running; now the money actually has to come in.
Unpaid subscriptions spotted at month end, clients already gone.
A client whose card has expired gets a reminder the same day it's rejected, and their account is only suspended after the second attempt, as your rules require.
Unpaid annual invoices discovered at renewal.
A key account's invoice is resent to procurement with the purchase order number they were waiting for.
Recurring revenue tracked in a spreadsheet, separate from the books.
Every Monday, an update that reconciles subscription receipts with the accounts and flags discrepancies.
a website that's up to date and found by people searching for your category of software.
A product page to change, and one more ticket for the engineering team.
"Update the pricing page and add the integration released this week": the preview is ready to approve.
A product site that doesn't show up for any search in your category.
Pages that answer searches in your category (comparisons, use cases, integrations), tracked week after week.
meetings, emails, internal questions, new hires: what every company deals with too, seen through the words of a software company.
Support and sales ask the product team the same questions.
"Does the export work with this other software?": the answer pulled from the documentation, with the link, or "not documented".
Product meetings with no record, the same topics discussed again every week.
After every client call: requests noted, commitments made, tickets created for the team.
Client requests, invoices and alerts mixed together in the founders' inboxes.
A client request linked to their account in the CRM, a supplier invoice sent to accounting.
A new developer spends three days hunting for access.
For a new salesperson: tool access, product sheets to read, accounts to take over, first-week meetings.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
