← All case studies
Case study 07 · Software and services SaaS

Our roadmap had moved on. Customers were churning because they couldn't see where we were heading.

Mid-pivot, the product was moving faster than the story. Existing customers couldn't see how the roadmap fitted their future, and new services took too long to sell. Here's how we got every team selling the vision, lifted at-risk renewals from 60% to 80%, and grew cross-sell from 10% to 15%.

The wins
60% → 80%
At-risk customers who renewed (6 of 10 → 8 of 10)
10% → 15%
Existing customers buying the new services (cross-sell)
6 weeks faster
From qualified opportunity to signed deal (8 → 6.5 months)
Industry
B2B SaaS combined with professional services
The company
A platform that pairs software with services, changing fast through a pivot. Name withheld.
What I had to fix
How to sell the vision and the roadmap, not just today's product, so customers and teams come with you through a pivot.
Who I worked with
The executive team and VPs, with the Product, Sales and content teams.
Stage
Mid-pivot
Chapter 1 · The problem

We need the new business to bring in revenue. But new services are slow to sell, and customers can't see how our roadmap fits their future.

Buyer and market context
A company combining software with professional services, mid-pivot: adding new services and partners, and moving towards a different ideal customer, all at once.

The company had pivoted, and revenue was at risk on two fronts: existing customers weren't sure the company still served them, and the new services were slow to sell. The ask was to make the pivot land.

But a new description alone wouldn't have fixed it. Each team was working from its own assumptions about who the customer now was and what the company offered, so Product, Sales and content were each telling a different story. The risk wasn't weak copy. It was a pivot customers couldn't follow and teams couldn't sell.

What they asked for
Make the pivot land: keep the customers we had, and get the new services selling, without the team losing its way.
What actually needed fixing
Every team had its own picture of the customer. They needed one story that held as the product kept moving.

The question changed from “How do we keep customers with us through the pivot?” to “How does every team tell the same story while the product keeps moving?”

What they asked me to fix
Market→Buyer→Product→Pricing→Revenue: keep customers through the pivot→Sales and messaging
Where the constraint was fixed
Market→Buyer: who the customer now is→Product→Pricing→Positioning→Sales: one story across teams

This is where the company could have paid for a new website and a rebrand. Neither would have protected the revenue. The bigger job was agreeing who the customer now was, and making sure every team told them the same story.

Chapter 2 · What I did

Build on what won't change.

I recommended building the story on what wouldn't change through the pivot, then making it practical for the people selling: one framework across three service lines, with examples each team could use.

01
Start from core truths

Rebuilt the positioning from what won't change with the next shift: the promise, the market insight and proven wins.

02
One shared framework

Created one messaging framework for Product, content and Sales, so every team starts from the same story.

03
Show every team how

Wrote real examples showing each team how to adapt the message without drifting from the core.

04
Build it into daily work

Embedded the story into onboarding, sales decks and roadmap reviews, so it stayed in use.

Chapter 3 · What changed

Three service lines. One story that held.

Three more measures, before and after every team sold the same roadmap story.

Before
Product, Sales and content each told a different story about a company mid-pivot. Customers struggled to follow it and teams struggled to sell it.
→
After
Positioning built on things that don't change, one messaging framework across three service lines, and examples showing each team how to adapt it.
New sales hire ramp-up
12 weeks → 9 weeks
25% faster

New hires were selling the roadmap story sooner.

Customer onboarding
8 weeks → 6 weeks
25% faster

Customers got to value on the new services sooner.

Proposal development and approval
4 weeks → 2.5 weeks
38% faster

Proposals reached approval sooner.

Chapter 4 · What this means for you

Your sales approach has to change with it.

If you've pivoted, added services or changed your commercial model, your teams may still be selling the old business. I turn strategic change into a story and tools your teams can actually sell with, so existing customers stay and new services reach revenue sooner.

What the team does differently now
Every team starts from the same core story.
Each service line adapts the story without drifting from it.
New hires learn the story in onboarding.
Sales decks and roadmap reviews are checked against the framework.
Why teams bring me in
Positioning has to survive the next product change, not just describe this one.
If this sounds like you

You've changed direction, customers are confused about what you do now, and your story goes out of date every time the product changes.

What we'd work on
Ideal customer. Who the customer is now, agreed by leadership.
Positioning. Built on what won't change with the next shift.
Messaging framework. One core story every team can adapt.
Rollout. Into onboarding, sales decks and roadmap reviews.
Closest engagement today
Win More of Your Market
For when your product has outgrown the story you tell about it. From £7,500.
Book a free 30-min call →See what's included →
Not sure it fits? Bring it as it is.

Fresh thinking on product marketing, GTM and growth.

Real-world lessons, practical ideas and the occasional uncomfortable question. One worthwhile read, delivered every Friday.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.