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saas-prospecting.md

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1# SaaS Prospecting Reference
2
3For when the user sells SaaS or digital services to other SaaS companies / digital businesses.
4
5---
6

SaaS Prospecting Reference

For when the user sells SaaS or digital services to other SaaS companies / digital businesses.


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7## ICP Signals That Matter (SaaS branch)
8
9Beyond standard firmographics (industry, size, geography), SaaS prospects are qualified by:

ICP Signals That Matter (SaaS branch)

Beyond standard firmographics (industry, size, geography), SaaS prospects are qualified by:

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11### Technographic signals
13- **Tech stack** — do they use complementary tools (your integration target) or competing tools (a switch opportunity)?
14- **Recent stack changes** — adding/removing tools signals active vendor evaluation
15- **Custom-built vs off-the-shelf** — DIY tooling often means a buyer who'd benefit from your product
16- **Free/freemium plan signals** — using a free competitor means they may be ready to upgrade

Technographic signals

  • Tech stack — do they use complementary tools (your integration target) or competing tools (a switch opportunity)?
  • Recent stack changes — adding/removing tools signals active vendor evaluation
  • Custom-built vs off-the-shelf — DIY tooling often means a buyer who'd benefit from your product
  • Free/freemium plan signals — using a free competitor means they may be ready to upgrade
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18### Growth signals
20- **Funding round** — Series A / B / C in last 6 months = budget + new hires + tool needs
21- **Headcount growth** — 10%+ growth in last quarter signals scaling pressure
22- **Hiring signals** — specific role openings (e.g., "Head of RevOps" → ICP for revops tooling)
23- **Product velocity** — frequent shipping, new features, blog posts = healthy growth motion
24- **Open positions for your buyer's role** — if you sell to Marketing Ops and they're hiring one, that's a signal

Growth signals

  • Funding round — Series A / B / C in last 6 months = budget + new hires + tool needs
  • Headcount growth — 10%+ growth in last quarter signals scaling pressure
  • Hiring signals — specific role openings (e.g., "Head of RevOps" → ICP for revops tooling)
  • Product velocity — frequent shipping, new features, blog posts = healthy growth motion
  • Open positions for your buyer's role — if you sell to Marketing Ops and they're hiring one, that's a signal
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26### Decay signals (downgrade scoring)
28- Layoffs in target department
29- Funding round >2 years ago with no follow-up
30- Product hasn't shipped in 6+ months
31- Team page shows founders only (very early — may not have budget)
33---

Decay signals (downgrade scoring)

  • Layoffs in target department
  • Funding round >2 years ago with no follow-up
  • Product hasn't shipped in 6+ months
  • Team page shows founders only (very early — may not have budget)

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35## Discovery Sources (SaaS branch)
37Combine 2+ sources for cross-verification.

Discovery Sources (SaaS branch)

Combine 2+ sources for cross-verification.

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39### Tier 1 — primary discovery
41- **Apollo**: firmographic + technographic + contact data. Good for building large initial lists.
42- **Clay**: waterfall enrichment, custom scoring, multi-source merges. Best for high-quality smaller lists.
43- **ZoomInfo**: enterprise-grade firmographic + intent signals. Expensive; mid-market+.
44- **LinkedIn Sales Navigator**: decision-maker mapping. Use manually, never bulk scrape.

Tier 1 — primary discovery

  • Apollo: firmographic + technographic + contact data. Good for building large initial lists.
  • Clay: waterfall enrichment, custom scoring, multi-source merges. Best for high-quality smaller lists.
  • ZoomInfo: enterprise-grade firmographic + intent signals. Expensive; mid-market+.
  • LinkedIn Sales Navigator: decision-maker mapping. Use manually, never bulk scrape.
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46### Tier 2 — technographic / growth signals
48- **BuiltWith**: tech stack lookups, find sites using specific tools
49- **Wappalyzer**: free browser extension + API; lighter tech stack signal
50- **Crunchbase**: funding rounds, headcount, founders
51- **Pitchbook**: deeper investor data (enterprise/paid)
52- **ProductHunt**: recent launches, builder audience
53- **Hacker News / Show HN**: technical builders launching products

Tier 2 — technographic / growth signals

  • BuiltWith: tech stack lookups, find sites using specific tools
  • Wappalyzer: free browser extension + API; lighter tech stack signal
  • Crunchbase: funding rounds, headcount, founders
  • Pitchbook: deeper investor data (enterprise/paid)
  • ProductHunt: recent launches, builder audience
  • Hacker News / Show HN: technical builders launching products
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55### Tier 3 — buying signals
57- **Job boards** (LinkedIn Jobs, Indeed, AngelList): role openings as signals
58- **RB2B, Warmly, or Vector**: visitor identification (warm anonymous traffic)
59- **GitHub stars/forks of competitor or adjacent repos**: developer-level intent signal (see `tools/integrations/github.md` and the `github-prospects.js` CLI). Especially strong for dev-tool SaaS — a developer who starred `vercel/next.js` last week is in-market for adjacent Next.js infrastructure.
60- **Recent blog posts / changelog**: product direction signals
61- **G2 reviews mentioning competitor switches**: explicit dissatisfaction signal
63#### GitHub prospecting pattern (when audience is developers)
65For dev-tool SaaS, GitHub is one of the highest-quality discovery channels:
671. Identify 3–5 "anchor" repos: your direct competitors, your category leader, complementary tools your buyer uses
682. Pull stargazers (or forks for stronger intent) via `node tools/clis/github-prospects.js stargazers <owner/repo> --enrich --with-company --format csv`
693. Filter to users with `company` set — these are the easiest to enrich downstream
704. Pair with Apollo/Clay/Hunter to lookup email by name + company
715. Validate with Truelist before adding to outreach list
73Tradeoffs: GitHub yields email for only ~5–20% of users directly. The strength is the signal quality — a stargazer of a niche dev tool is genuinely in-market in a way Apollo firmographics alone can't tell you.
75---

Tier 3 — buying signals

  • Job boards (LinkedIn Jobs, Indeed, AngelList): role openings as signals
  • RB2B, Warmly, or Vector: visitor identification (warm anonymous traffic)
  • GitHub stars/forks of competitor or adjacent repos: developer-level intent signal (see tools/integrations/github.md and the github-prospects.js CLI). Especially strong for dev-tool SaaS — a developer who starred vercel/next.js last week is in-market for adjacent Next.js infrastructure.
  • Recent blog posts / changelog: product direction signals
  • G2 reviews mentioning competitor switches: explicit dissatisfaction signal

GitHub prospecting pattern (when audience is developers)

For dev-tool SaaS, GitHub is one of the highest-quality discovery channels:

  1. Identify 3–5 "anchor" repos: your direct competitors, your category leader, complementary tools your buyer uses
  2. Pull stargazers (or forks for stronger intent) via node tools/clis/github-prospects.js stargazers <owner/repo> --enrich --with-company --format csv
  3. Filter to users with company set — these are the easiest to enrich downstream
  4. Pair with Apollo/Clay/Hunter to lookup email by name + company
  5. Validate with Truelist before adding to outreach list

Tradeoffs: GitHub yields email for only ~5–20% of users directly. The strength is the signal quality — a stargazer of a niche dev tool is genuinely in-market in a way Apollo firmographics alone can't tell you.


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77## Qualification Checklist (SaaS branch)
79For each candidate, verify:
81- [ ] Industry vertical matches ICP
82- [ ] Company size (headcount) within range
83- [ ] Tech stack includes (or notably excludes) a target technology
84- [ ] Funding stage matches buyer maturity
85- [ ] At least one growth signal in last 90 days (funding, hiring, product velocity)
86- [ ] Decision-maker role exists at the company (named or inferable from job listings)
87- [ ] Email contact verifiable
88- [ ] No disqualifiers (closed, acquired-and-paused, layoffs, ICP miss)
90---

Qualification Checklist (SaaS branch)

For each candidate, verify:

  • [ ] Industry vertical matches ICP
  • [ ] Company size (headcount) within range
  • [ ] Tech stack includes (or notably excludes) a target technology
  • [ ] Funding stage matches buyer maturity
  • [ ] At least one growth signal in last 90 days (funding, hiring, product velocity)
  • [ ] Decision-maker role exists at the company (named or inferable from job listings)
  • [ ] Email contact verifiable
  • [ ] No disqualifiers (closed, acquired-and-paused, layoffs, ICP miss)

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92## Output Columns (SaaS branch)
94Recommended CSV columns:
96```csv
97score,company,domain,industry,size_band,country,funding_stage,last_round_date,tech_stack_match,signal,signal_date,contact_name,contact_title,contact_email,email_status,linkedin_url,source_urls,why_prospect,confidence,verified_date,notes
98```
100For chat table, condense to: Score | Company | Industry | Size | Signal | Contact | Email status | Confidence.
102---

Output Columns (SaaS branch)

Recommended CSV columns:

score,company,domain,industry,size_band,country,funding_stage,last_round_date,tech_stack_match,signal,signal_date,contact_name,contact_title,contact_email,email_status,linkedin_url,source_urls,why_prospect,confidence,verified_date,notes

For chat table, condense to: Score | Company | Industry | Size | Signal | Contact | Email status | Confidence.


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104## Top Outreach Targets Selection (SaaS)
106Prioritize for the top 3–5 hot leads:
1081. **Strongest signal recency** — funding 30 days ago beats funding 9 months ago
1092. **Tech stack match strength** — known integration partner beats inferred fit
1103. **Decision-maker named with verified email** — beats role-pattern-guessed email
1114. **Multi-source confidence** — both Apollo + Crunchbase agree beats one source
113Each top target gets a one-sentence outreach rationale that names the specific signal: "Raised Series B 30 days ago; hiring Head of RevOps; verified VP of Ops email."
115---

Top Outreach Targets Selection (SaaS)

Prioritize for the top 3–5 hot leads:

  1. Strongest signal recency — funding 30 days ago beats funding 9 months ago
  2. Tech stack match strength — known integration partner beats inferred fit
  3. Decision-maker named with verified email — beats role-pattern-guessed email
  4. Multi-source confidence — both Apollo + Crunchbase agree beats one source

Each top target gets a one-sentence outreach rationale that names the specific signal: "Raised Series B 30 days ago; hiring Head of RevOps; verified VP of Ops email."


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117## Common Mistakes (SaaS)
1191. **Buying lists from Apollo wholesale** without re-verifying email and re-checking firmographics. Stale data is the norm.
1202. **Treating tech stack data as 100% accurate**. BuiltWith and Wappalyzer miss things; Clay's waterfalls miss things. Cross-check.
1213. **Targeting Series C+ for early-stage SaaS sellers**. The buyer profile is wrong — too many procurement hoops, too much red tape.
1224. **Targeting Pre-Seed/Seed** for products requiring meaningful budget. They have neither budget nor evaluator bandwidth.
1235. **Ignoring intent data when it exists** (ZoomInfo Intent, 6sense, etc.) — pre-warm signals beat cold every time.

Common Mistakes (SaaS)

  1. Buying lists from Apollo wholesale without re-verifying email and re-checking firmographics. Stale data is the norm.
  2. Treating tech stack data as 100% accurate. BuiltWith and Wappalyzer miss things; Clay's waterfalls miss things. Cross-check.
  3. Targeting Series C+ for early-stage SaaS sellers. The buyer profile is wrong — too many procurement hoops, too much red tape.
  4. Targeting Pre-Seed/Seed for products requiring meaningful budget. They have neither budget nor evaluator bandwidth.
  5. Ignoring intent data when it exists (ZoomInfo Intent, 6sense, etc.) — pre-warm signals beat cold every time.
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