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Case study 02 · Workflow automation SaaS

We sold workflow automation. Customers paid forms-tool prices.

A capable platform, priced against tools that solved a much smaller problem. Here's how we changed what buyers compared it with, and roughly tripled average contract value.

The wins
~3×
Average contract value, from forms-tool prices to workflow budgets
Before
After
−20%
Fewer pricing objections in sales calls
Before
After
Bigger budgets
Bought as workflow automation, not compared with forms tools
Industry
B2B SaaS · no-code workflow automation
The company
A platform that helps frontline and field teams move information, approvals and work. Name withheld.
What I had to fix
How to raise prices by showing buyers the value, and move them from comparing us with forms tools to workflow automation.
Who I worked with
CEO, CPO and CRO, with the Product, Sales and Marketing teams.
Timeline
2024–2025
Chapter 1 · The problem

We need to raise our contract value. But every deal turns into a price fight with cheaper forms tools.

Buyer and market context
A no-code platform for frontline and field teams. Its first use case was replacing paper and PDF forms, so the market had placed it in digital forms, next to much simpler and cheaper tools.

The company was under-monetised. The product could run complex operational work, but buyers judged it against simpler, cheaper forms tools. Price came up on every sales call, and contracts stuck at the low end.

The deeper problem was what buyers thought they were buying. Because they filed the product under digital forms, they compared it with cheaper forms tools and expected a forms-tool price before a sales call even started. That label decided which problems Sales led with, which alternatives buyers weighed, and what counted as a reasonable contract value. Better sales scripts would never change that.

What they asked for
Fix our deal sizes. We were closing at forms-tool prices and losing deals to cheaper tools.
What actually needed fixing
Buyers thought they were buying a forms tool, so they paid a forms-tool price. It had to be sold as workflow automation: a bigger problem with a bigger budget.

The question changed from “Why are we closing at forms-tool prices?” to “What should buyers be comparing us against?”

What they asked me to fix
Market→Buyer→Product→Pricing→Positioning→Sales: closing at forms-tool prices
Where the constraint was fixed
Market→Buyer→Product→Pricing: a value story→Positioning: sold as workflow automation→Sales and messaging

This is where the company could have spent money on discounts, new features or sales training. None of it would have worked. Buyers had set the price in their heads before the first call, based on what they thought the product was.

Chapter 2 · What I did

Change the shelf, then the price.

The decision was to change the basis on which buyers judged the product: sell it as workflow automation, a bigger problem with bigger budgets, instead of raising prices or adding features.

01
Change the category

Moved the competitive frame from digital forms to workflow automation.

02
Sell outcomes, not features

Rebuilt the story around work moving faster, fewer lost handoffs and clearer approvals, future-proofed against AI.

03
Make pricing a value story

Rewrote the tiers around the value each delivers, with enterprise guidance for Sales.

04
Build the function to last

Set up a Product Marketing function with leadership to own the category, story and pricing.

Inside the positioning: six decisions, and what each one let the team do
Decision
What we chose
What the team could do with it
01
Priority buyer
Frontline and field teams coordinating information, approvals and work.
Target a recognisable operating problem and check the product fits before investing in the deal.
02
Buyer problem and value
Work has to move through approvals with fewer missed handoffs and more clarity.
Open discovery on the operating problem and connect the demo to it.
03
Category
Workflow automation, with form capture as one part of the wider process.
Set what buyers compare the product against before price comes up.
04
Differentiation
Coordinate information, approvals and work across frontline teams, beyond collecting form submissions.
Make one consistent argument, checked against buyer priorities and competitors.
05
Pricing
Tiers rewritten around the value each one delivers, plus guidance for enterprise conversations.
Structure pricing conversations and prepare Sales for larger deals.
06
Ownership
A Product Marketing function, set up with leadership.
Keep the category, story and pricing logic up to date after the engagement.
Chapter 3 · What changed

Same product. A different shelf, a different price.

Before and after the move into workflow automation.

Before
Filed under digital forms. Buyers compared it with cheap forms tools, deals met pricing objections and the tiers read like a list of features.
→
After
Positioned as workflow automation. Buyers weigh bigger alternatives and a bigger problem, the story leads with operational outcomes and each tier tells a value story.
Average contract value
Indexed to the starting value
Before
1×
After
~3×

Roughly tripled, because buyers now compared it against workflow automation, not forms tools.

Pricing objections
In sales calls, indexed to 100
Before
100
After
80 (−20%)

Fewer objections, because the value story came before the price.

What buyers compared it against
The competitive frame
Digital forms→Workflow automation

A bigger category brings a bigger problem, and a bigger budget.

Chapter 4 · What this means for you

Check what they're comparing you with.

If customers see your product as expensive despite everything it can do, the problem may be the value they're comparing it against. I find what customers will pay more for and change how they judge you, so pricing power and contract values follow.

What the team does differently now
Sales opens with operational problems, not form features.
Pricing conversations start from the value of each tier.
Sales has competitive positioning for enterprise deals.
A Product Marketing function owns the category, story and pricing logic.
Why teams bring me in
The category you sit in sets the price buyers expect to pay.
If this sounds like you

Buyers compare you with cheaper tools, deals stall on price, or your tiers read like a feature list.

What we'd work on
Buyer and market priorities. Who to target and how to qualify them.
Category and positioning. What buyers should compare you against.
Story and messaging. Built on outcomes, written to hold as AI features spread.
Pricing story and sales guidance. Value-led tiers and support for enterprise conversations.
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