SALES PROCESS FOR B2B SAAS & DIGITAL AGENCIES

RETRIA · SALES-FIRST GROWTH PARTNER

You don't have
a lead problem.
You have a
process problem.

I'm Petar. I help founder-led B2B SaaS companies and digital marketing agencies turn inbound interest into qualified pipeline and closed revenue — by building the process, the pipeline discipline and the playbooks that keep working after I leave.

No form, no funnel, no discovery-call sequence. One email, read by the person who does the work.

01 / INTEREST

Inbound interest

Attention you already have.

02 / PIPELINE

Qualified pipeline

Deals that meet criteria.

03 / CLOSING

Consistent closing

A repeatable path to signature.

04 / REVENUE

Predictable revenue

A forecast you'd bet on.

THE HONEST DIAGNOSIS

More leads won't
fix this.

If deals are stalling, another traffic source just adds noise to a system that already can't convert what it has. Leads are the first step, not the job.

The pipeline is a guess

Deals sit in stages nobody can define, so nobody can say what will close.

The founder is the process

It works because you're in every call. That isn't a function, it's a bottleneck.

Nobody gets disqualified

Every enquiry gets a call, so the week fills with deals that were never real.

The first hire has nothing to run

You hand a new seller a CRM login and a hope that they're a natural.

WHO THIS IS FOR

Two situations,
one missing system.

PROFILE 01

B2B SaaS,
founder-led sales

You're selling it yourself, the product is real, and demand is showing up. The process lives in your head and the CRM is where deals go to be forgotten.

  • The first sales hire is about to land and there's nothing for them to run
  • Demos happen, decisions don't
  • Forecasting is a monthly argument with yourself

PROFILE 02

Digital agencies,
owner still closing

Referrals built the agency and now they're thin. You're pitching, scoping and closing between client work, and new business happens when delivery lets it.

  • Proposals go out and disappear for weeks
  • Scoping calls happen before anyone checks if it's a fit
  • Every retainer that ends leaves a hole nobody saw coming

NOT A FIT IF YOU
WANT ANY OF THIS

  • Cold outbound volume, SDRs on commission, scraped lists
  • A lead-gen retainer that reports on impressions and MQLs
  • Someone to run your ads, your content or your social

THE SPINE

Four stages.
Three of them
are leaking.

Most founder-led teams are fine at the first stage and improvising through the rest. The fix isn't more traffic at the top — it's making every handoff a decision with criteria instead of a feeling.

STAGE 01

Inbound
interest

Enquiries, referrals, replies. Attention, not pipeline.

Leak: every enquiry gets treated as a lead.

STAGE 02

Qualified
pipeline

Deals that meet stated criteria and have a next step booked.

Leak: the CRM is a contact list with hopeful stage names.

STAGE 03

Consistent
closing

A repeatable path from first call to signature.

Leak: deals stall after the demo, no next step in the room.

STAGE 04

Predictable
revenue

A forecast you'd put your own money on.

Leak: the founder is the only person who can close.

INTEREST IS A LEADING INDICATOR. CLOSED REVENUE IS THE NORTH STAR.

WHAT GETS DELIVERED

Five things.
All of them
yours to keep.

No strategy deck, no dashboard nobody opens. Every line below is a working artefact that lives in your CRM, your calendar or your playbook folder.

01

Sales process design

A stage-by-stage map of how a deal actually moves in your business — entry criteria, exit criteria, who owns it, what has to be true before it advances. Written down, agreed, and short enough that people use it.

OUTPUT · PROCESS MAP + STAGE DEFINITIONS

02

CRM setup & data hygiene

The CRM you already pay for, rebuilt to match the process: pipelines, stages, required fields, activity logging, duplicate cleanup. Then the boring part nobody does — rules that keep the data honest once I'm gone.

OUTPUT · CONFIGURED CRM + HYGIENE RULES

03

Qualification framework

Who you sell to, who you don't, and the questions that tell the difference in the first ten minutes. Including permission to disqualify — the single fastest way to raise a close rate.

OUTPUT · ICP + SCORING + INTAKE QUESTIONS

04

Deal-cycle ownership

I work the pipeline with you, in real deals — calls, follow-ups, pricing conversations, pipeline reviews. This is the part most consultants skip, and it's the only way the process gets pressure-tested before you own it.

OUTPUT · LIVE DEALS MOVED + WEEKLY REVIEW CADENCE

05

Written playbooks

Discovery structure, objection responses, pricing language, follow-up sequences, and a review rhythm — documented so your next hire can run it in week one instead of month six.

OUTPUT · PLAYBOOK SET + RECORDED WALKTHROUGHS

PHASE 01

2 WEEKS

Diagnostic

Pipeline review, call recordings, CRM audit, interviews with whoever touches a deal.

You get written findings and the process I'd build — whether or not you continue.

PHASE 02

4–6 WEEKS

Build

Process map, CRM rebuild, qualification criteria, call frameworks, follow-up templates.

The system exists and your team has been trained on it.

PHASE 03

8–12 WEEKS

Run

I'm in the deals with you. Weekly pipeline reviews, live coaching, fixes where the process meets reality.

The process survives contact with real buyers.

PHASE 04

2 WEEKS

Handover

Playbooks finished, walkthroughs recorded, review cadence set, hiring brief for your first seller.

I leave. The function stays.

WHY THE HANDOVER MATTERS

The engagement
ends. The system
doesn't.

Most consultants make themselves load-bearing. I'd rather be replaceable — the whole point is a sales function that runs without me, and without you being in every deal.

YOU KEEP

The process map

Stages, criteria, ownership. One page, not a deck.

YOU KEEP

The configured CRM

In your account, documented, with hygiene rules.

YOU KEEP

The playbooks

Discovery, objections, pricing, follow-up — in writing.

YOU KEEP

The hiring brief

What to hire, how to test for it, what week one looks like.

If you want me back later for a quarterly review, that's a separate conversation — not a dependency built into the work.

START WITH THE DIAGNOSTIC

Show me your
pipeline.

Email me what you sell, your average deal size, and where deals stall. I'll tell you what I'd look at first — and if this isn't the right work for you, I'll say so.

petar@retriatech.com

REPLY WITHIN ONE BUSINESS DAY