SaaS Business Plan

Overture

Execution

Marketing & Sales

Positioning

Overture is for consultants who want a start-to-finish solution — that manages scope creep — for consulting engagements and client relationships. We address the pain points of:

Building proposals combining standard components and specific details.
Transparent engagement management based on progress, steps, deliverables.
Scope creep as clients use the approval process to expand the scope.

Decision-maker is not inclined to do a lot of competitive comparisons but may do some searching for some solutions to the specific problem. We’ll be targeting these core keywords:

Scope creep
Consulting management
Client management
Client relationships

Scope creep should be especially productive because this is what we do that no competing software does well.

Marketing and Sales Plan

Initial Strategy:

Focus on lead generation within our website and social media. Test positioning to learn what potential customers respond to. Find 4-6 target verticals to market. Establish 6-10 local companies, inside the target verticals, to pilot.
Tailored marketing programs to the 4-6 target verticals using social media and website.

Paid Search

PPC, remarketing, social, Linkedin, etc.
App/Review networks: AppSumo, G2 Crowd, TopTenReviews, etc.

Content Marketing

Goal: Generate leads
Strategy: Attract target consultants by transparently sharing the problems and solutions related to managing engagements and particularly scope creep. And of course include related client proposal, management, productivity, and email tips.
Blog
- Business productivity and process optimization
- Email tactics
- Email statistics
- Email productivity hacks
- Communication advice/how-to
Whitepapers/lead-gen downloads

Outbound

Traditional prospecting for consultants and consulting firms
Scrape for content related to scope creep

Secure testimonials or influencers

Self Service Sales

Web site and sign-up process
Engagement marketing during free trial
Sales calls to free trials depending on lead score

Operations

Locations & Facilities

We believe in remote work. Our founders live in the Silicon Valley, Seattle, and Portland. Nobody has to move. We can hire the best of the best, from wherever they live. Two early hires will be living in Slovenia, another in Chile. Our first non-founder marketing hire lives in Austin, TX.

We work with Slack, Skype, Google Docs, email, and phones.

Technology

No need for details here; the demo shows it all. We combine some open-source, some licensable tools, and some proprietary components to bring together the best possible combination of managing content and data together in documents, tables, charts, and alerts and reminders.

Milestones & Metrics

Milestones Table

Milestone	Due Date	Who’s Responsible
Alpha launch	November 05, 2019	Matt
Legal docs 1	November 29, 2019	Lupe
Beta launch	January 07, 2020	Matt
Angel investment campaign starts	January 15, 2020	Lupe
Subscriber launch	April 08, 2020	Matt
Angel investment initial “yes”	May 05, 2020	Lupe
Reach100 Subscribers	December 15, 2020	Shanna
Begin VC campaign	January 05, 2021	Lupe
Land VC funding	May 26, 2021	Lupe
500 subscribers	June 15, 2021	Shanna