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Case study 02 · Workflow automation SaaS

Your category sets the value buyers compare you against.

How a no-code platform stopped being filed under “digital forms”, moved into workflow automation, and roughly tripled its average contract value.

The headline result
~3×
Average contract value
−20%
Pricing objections in sales calls
1 function
Product Marketing set up to last
Industry
B2B SaaS · no-code workflow automation
The company
A platform that helps frontline and field teams move information, approvals and work. Name withheld.
My role
Product Marketing Consultant, working with leadership
Timeline
2024–2025
The story at a glance

Problem, solution, result in thirty seconds.

The problem
The brief: sharpen our positioning.
Buyers filed the product under digital forms, so they compared it with cheap forms tools.
Deals met pricing objections, and the pricing tiers read like a list of features.
The solution
Changed the category from digital forms to workflow automation.
Rebuilt the narrative around operational outcomes, future-proofed against AI.
Turned the pricing tiers into a value story and gave Sales enterprise guidance.
Helped leadership set up a Product Marketing function so it would last.
The wins
~3×
Average contract value
Before
After
−20%
Pricing objections in sales calls
Before
After
Bigger category
Workflow automation, not digital forms
Chapter 1 · The company

A bigger product in a smaller box.

The company builds a no-code platform for frontline and field teams. Customers use it to move information, approvals and work between the people doing the job and the people running the operation.

Its first use case was replacing paper and PDF forms, and that is where the market had placed it: in the digital forms category, next to much simpler and cheaper tools.

Chapter 2 · The problem

The brief was positioning. The problem was the category.

The ask was to sharpen the positioning. On the surface, it looked like a messaging problem: buyers didn't seem to understand the full value.

The deeper problem was the category. Because buyers filed the product under digital forms, they compared it with other forms tools and expected a forms-tool price. The category decided which problems Sales led with, which alternatives buyers weighed, which capabilities mattered, and what counted as a reasonable contract value. Better copy inside the wrong category would never change that.

The question changed from “How do we explain our features better?” to “What should buyers be comparing us against?”
What they asked me to fix vs. what actually needed fixing

Every commercial problem sits somewhere on this chain, from choosing the market on the left to what Sales says on the right. Decisions on the left shape everything to their right.

What they asked me to fix
Market→Buyer→Product→Pricing→Positioning→Sales and messaging: sharper copy
What actually needed fixing
Market→Buyer→Product→Pricing: a value story→Positioning: the category→Sales and messaging

The company thought it needed sharper messaging. The real constraint was the category it sat in, which set the price buyers expected before a sales conversation even started.

Chapter 3 · How I built the solution

Four decisions, in order.

I didn't start by rewriting the copy. I started with what buyers were comparing the product against.

STEP 1
Change the category
STEP 2
Sell outcomes, not features
STEP 3
Make pricing a value story
STEP 4
Build the function to last
01

Change the category.

I moved the competitive frame from digital forms to workflow automation. That one decision changed which alternatives buyers weighed, which problems Sales opened with, and what buyers considered a reasonable price.

02

Sell outcomes, not features.

I rebuilt the narrative around the operational outcomes frontline teams get: work moving faster, fewer handoffs lost, clearer approvals. I also future-proofed it against AI, so the story would still hold as AI features spread across the category.

03

Make pricing a value story.

The pricing tiers read like a list of features. I rewrote them around the value each tier delivers, and gave Sales competitive positioning and guidance for enterprise conversations.

04

Build the function to last.

I helped leadership set up a Product Marketing function, so the category, narrative and pricing logic would be owned and kept up to date after I left.

Chapter 4 · What changed

A bigger category. A bigger price.

Before and after the category change.

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 5 · The lesson

Category is not a copywriting choice.

The product didn't change. What changed was the shelf buyers found it on. Once it sat in workflow automation instead of digital forms, buyers compared it with bigger alternatives, weighed a bigger problem, and accepted a bigger price.

What this proves: category changes the economics buyers apply to the product.
Sound familiar?

If any of these sound like your company, the problem may not be your messaging either.

Buyers compare you with tools that are cheaper and simpler than yours.
Deals keep stalling on price, even when buyers like the product.
Your pricing tiers read like a list of features.

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