
Understory Unfiltered: Santosh Sharan - From ZoomInfo to ZeerAI
Catch up on our Understory Unfiltered episode where Santosh Sharan shares why the same growth playbook never works twice and why two-thirds of SaaS companies will shut down.

10 proven B2B prospecting strategies that eliminate coordination overhead for SaaS growth.

Author
Published date
12/19/2025
Reading time
5 min
Most B2B prospecting fails because it treats outreach as a numbers game. More emails, more calls, more LinkedIn requests, but sophisticated SaaS buyers ignore generic volume plays. They evaluate multiple vendors simultaneously, research extensively before responding, and expect coordinated messaging across every channel they encounter.
High-ACV deals require a different approach: precision targeting, multi-threaded engagement across buying committees, and signal-based timing that reaches prospects when they're actively evaluating solutions.
This guide covers 10 proven B2B prospecting strategies for SaaS growth leaders. Each approach is designed to generate a qualified pipeline from buyers who demand professional, consistent engagement at every touchpoint.
Most SaaS growth teams treat account-based marketing as a campaign tactic rather than a coordination framework. The difference: coordinate across sales, customer success, and product teams around high-value target accounts rather than running siloed campaigns.
Define your account universe in three tiers:
This tiered structure ensures appropriate resource allocation based on account value and fit. Map buying committees for each tier, identifying economic buyers, technical buyers, champions, and influencers.
At Understory, our allbound coordination synchronizes outbound sequences, paid media exposure, and creative assets across all account tiers, ensuring prospects encounter consistent messaging at every touchpoint.
Single-threaded opportunities create deal risk in high-ACV SaaS deals. Multi-stakeholder engagement drives successful outcomes.
Design sequences for each stakeholder type:
Coordinate timing across all three to maintain deal momentum. Provide champions with presentation decks, ROI calculators, and competitive positioning documents. They're selling internally while you're selling externally.
Intent data lets you engage prospects when they're actively researching solutions. Integrate intent data platforms with your CRM and sales engagement platform to automate trigger detection.
Define high-intent signals that indicate active evaluation:
Launch automated sequences when target accounts hit predefined intent score thresholds. Personalize outreach by referencing specific research topics: "I noticed your team has been researching API security solutions, which suggests you may be evaluating options in this space."
Monitor target accounts for funding announcements, executive leadership changes, new technology adoptions, product launches, and expansion milestones. Use automated trigger detection through platforms that monitor multiple data sources.
Allbound coordination triggers sequences across email, LinkedIn, and paid channels when intent thresholds are met, ensuring prospects encounter consistent messaging regardless of their preferred communication channel.
SaaS executive engagement requires long-term focus on business outcomes rather than product features. Relationship-building follows established patterns over 12-18 months.
Develop executive-level value propositions framed around business impact:
These four categories cover most executive priorities.
Create executive content assets including one-page business case templates, industry benchmark reports, and ROI calculators pre-populated with conservative assumptions.
Design multi-touch executive cadences:
Use customer executives for peer-to-peer conversations with similar-title prospects, as these carry higher credibility than vendor conversations.
Structured customer advocacy programs generate higher conversion rates than cold outbound prospecting by providing social proof from similar organizations.
Identify high-fit advocates by evaluating:
Create tiered incentive structures where reference calls earn product credits, case studies provide co-marketing opportunities, and advisory board participation offers strategic product input.
Build your advocacy asset library with 60-90 second video testimonials focused on outcomes, written case studies with quantified results, and live reference call scheduling. Match advocate profiles to prospect profiles precisely: same industry, similar company size, identical use case.
Strategic partnerships drive the SaaS pipeline through warm introductions and complementary solution positioning.
Identify three partner types:
Structure partner program tiers with dedicated resources for top partners. Launch co-marketing activities including quarterly webinars targeting 50-100 qualified attendees from partner databases and joint industry event sponsorships through coordinated allbound execution.
Community-led growth creates environments where prospects self-educate, engage with customers, and develop buying intent organically. Create community platforms with robust member management, organizing tiers for prospects, paying customers, and strategic partners.
Use activity-based segmentation to trigger appropriate engagement: high-intent members asking buying-related questions trigger direct sales engagement within 24 hours. Medium-intent members fitting ICP criteria enter targeted nurture sequences. Low-intent members receive automated email nurture.
Track engagement scoring based on questions asked, resources downloaded, event attendance, and peer interactions. Host quarterly invite-only executive roundtables strategically mixing existing customers with high-fit prospects.
Executive thought leadership creates inbound demand from enterprise buyers actively researching solutions.
Establish executive content calendars: CEO/founders publish industry trend analysis quarterly through LinkedIn articles, CTO/VP Product share technical architecture insights, and CRO/VP Sales contribute go-to-market best practices.
Create pillar content assets including industry benchmark reports, technical whitepapers addressing buyer concerns, and video interview series featuring customer success stories. Distribute through established industry publications and repurpose long-form content into LinkedIn posts from executive accounts.
Build lead scoring around content engagement by tracking account-level content consumption and triggering sales outreach after multiple pieces consumed within 90-day windows.
Technology stack changes and hiring patterns provide high-fidelity signals indicating buying readiness and budget allocation. These signals trigger immediate, personalized B2B prospecting outreach while buyer attention is focused on the relevant problem domain.
Use technology stack intelligence:
These signals indicate active evaluation and budget allocation.
Monitor strategic hiring patterns: watch for VP Revenue Operations, Data Engineering, or Customer Success expansion roles that signal technology stack investment. Track overall headcount growth velocity indicating expansion mode with associated technology needs. Identify new executive hires who typically evaluate technology stacks within their first 90 days.
Strategic account planning for target accounts, even before they become customers, mirrors customer success approaches by treating high-value prospects as strategic relationships requiring sustained attention.
Conduct pre-customer planning:
These elements create your account intelligence foundation.
Develop account-specific value hypotheses: create 3-5 specific hypotheses for how your solution addresses their unique challenges, quantify potential impact using their publicly disclosed metrics, and build business case templates pre-populated with their actual data points.
Execute quarterly account touchpoints over a 12-month cycle. Quarter 1 focuses on initial relationship building through industry insights. Quarter 2 involves mutual assessment conversations to understand the evaluation timeline. Quarter 3 presents a preliminary business case for collaborative problem-solving. Quarter 4 aligns executive engagement with formal evaluation processes.
Assign dedicated pre-sale account managers to maintain consistent relationship cadence for your top 50 target accounts, ensuring institutional knowledge and systematic progression through 12-18 month relationship-to-deal conversion cycles.
These 10 strategies share a common thread: they work best when executed together. Intent signals should trigger coordinated outbound sequences. Executive relationships need consistent creative assets. Account-based targeting requires aligned messaging across paid and organic channels.
The challenge isn't knowing what to do. It's coordinating the execution without burning hours managing separate specialists for each piece.
At Understory, we run B2B prospecting as a unified system. Outbound identifies and engages high-intent accounts. LinkedIn and paid media warm prospects before the first email lands. Professional creative ensures every touchpoint reinforces your positioning. One team, one strategy, no coordination overhead.
Book a strategy call to see how we can help generate your pipeline through coordinated prospecting.

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