Growth Roadmap for a Post-Series A SaaS Platform

Industry: Workflow Automation
Context:
After Series A, the platform had grown fast but was hitting a ceiling. Growth felt stagnant, and sales cycles were long.
Problem:
Teams were operating reactively. The product solved real problems, but buyers didn't understand the value fast enough. There was no clear growth roadmap.
My Role:
Strategic Growth Consultant brought in by the board.
What I Did:
Led a growth audit across marketing, sales, and customer success
Identified key drop-off points in the buyer journey
Built a "Revenue Narrative" that matched buyer psychology at each stage
Implemented a Growth Playbook with campaign themes, ideal customer profiles, and asset matrices
Team Involved:
VP of Sales, Growth PM, Marketing Ops, Customer Support Lead
Results:
18% improvement in lead-to-demo conversion
Deal cycles shortened by 12 days
Created foundation for Series B story