Existing and new customers
Executive Alignment Workshop - Driving Alignment Across GTM Teams (MUST QUALIFY)
FREE
- $10,000
- Offer Value
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Offers (1)
Basic Info
Winning by Design is the leading growth advisory firm for scaling businesses. From diagnostic insights to system design and deployment, we work with the world’s most prominent brands to architect compounding growth. WbD advisors have mastered the Bowtie Data Model™, the SPICED™ Operating Model, and the GTM Model, having deployed revenue architecture across companies like Canva, Dropbox, Instructure, DocuSign, One Stream, and Five9. These advisors work with your team to help them avoid mistakes, see around corners, and build with confidence while operating at speed. Forward-thinking investors and executive teams work with Winning by Design to assure scalable, sustainable, and durable growth.
Why work with us
- Impact-focused
- Modern and relevant to GTM leaders and individual contributors (see G2 if you want to know more)
- Specialized in B2B SaaS go-to-market
- Focus across the ENTIRE Bowtie (sales and CS funnels)
- Understand the growth levers that drive sustainable growth (bring strategy, execution, implementation, and stickiness to each engagement)
Customer Quotes
- "Sales professionals: This is the BEST investment! Winning by Design is an incredibly forward-thinking company that shares all its sales knowledge with you. Helped me streamline my sales cycle while building better rapport and trust with my prospects and clients. Invested in your success!" - AE, 7shfits
- "Made it VERY practical, starting with a concept that took me 2 years to learn; know my team to use it right away.” - Manager, CARTO
- "Winning by Design training allowed me to stretch my thinking and attack opportunities from a new point of view" - Individual Contributor, LiveAction
- "SaaS sales training that works! WbD helps solve the challenges that sales pros face day to day in a SaaS environment. I gained practical skills to use in calls, demos, and negotiations to help me speed up my sales process. Loved the style of teaching!" - AE, Calendly
- "The most helpful aspect is how actionable and repeatable their content is. The training isn’t just theory—it’s grounded in real-world examples and provides tools and templates that we could start using immediately." - Director of Strategic CS, Five9
Clients (61)
OwnBackup
Internet Software & Services
OwnBackup proactively prevents you from losing mission-critical data and metadata with automated backups and rapid, stress-free recovery. read more
LeanTaaS
Internet Software & Services
LeanTaaS develops software that increases patient access to care by optimizing how health systems use constrained resources like infusion chairs, operating rooms, and inpatient beds. read more
QuotaPath
Internet Software & Services
A radically transparent, end-to-end compensation solution for revenue teams. Commission tracking, comp planning, and incentive motivation done right. Free to try. read more
Lansweeper
Internet Software & Services
Lansweeper is an IT Asset Management solution that gathers hardware and software information of computers and other devices on a computer network for management and compliance and audit purp... read more
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Projects or Case studies (4)
Customer Success Operating Model
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Most SaaS teams focus heavily on acquiring new customers, overlooking the potential profits within their existing customer base. Customer Success (CS) teams often lack structure and proven frameworks to align with sales and marketing efforts. A cohesive operating model allows CS teams to drive sustainable growth and profit from existing customers. The Customer Success Operating Model (CS-OM) addresses this gap with: Common Language: A consistent methodology across all teams and functions, ensuring everyone uses the same definitions and terms. Standardized Data Model: Uniform data tracking and collection across departments, with agreed-upon metrics that align all departments towards shared goals and insights. Interoperability: Enabling Marketing, Sales, and CS teams to collaborate efficiently, promoting sustainable growth at lower costs.
Perimeter 81 Case Study
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Situation summary Perimeter 81's leadership was looking to move upmarket and unlock growth in their Large and Enterprise segments Solution Training: Revenue Architecture course taken by CEO, CRO, and Director of BDRs, Training & Coaching for AEs & BDRs Consulting: Go To Market Diagnostic for prioritized recommendations, Sales Playbooks, and Conversation Cards on key personas Results H1 2022 P81 went from 5% pipeline from outbound to 40% pipeline from outbound while maintaining better than industry average logo close rates. More than 70% of reps continue to achieve their quota despite a difficult economy.
B2B SAAS
WbD Joint Impact Plan Template
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This Joint Impact Plan blueprint is a tool to help salespeople document necessary account information, goals, challenges, and opportunities to ensure successful engagement and mutual growth.
OwnBackup
January 2021 - October 2022
Situation: OwnBackup was going through extreme transformation across the organization. They had a rapidly growing sales team – and a new CRO. The org was in the process of shifting from a single product-focused sales motion to a more strategic platform sale. Pain: They realized that their current infrastructure would not properly equip the team to meet their aggressive growth goals and scale. On the Sales side, they were converting opportunities at a high rate, but their infrastructure was not built to sustain this at higher growth rates. Processes suited to fit a smaller company, inadequate data to aid decisions, and growing complexity were preventing them from being able to scale properly. Impact: OwnBackup exceeded their revenue goal monthly early. OwnBackup also raised an additional $450M in funding, saw their average sales cycle lengths decrease, average revenue per deal increase, and overall company churn reduce.
B2B Consulting & Professional Services SAAS