How to Solve for the Pressure to Show Immediate ROI

Private equity investors demand fast, measurable results from go-to-market initiatives in their B2B SaaS portfolio companies. Compressed sales cycles and quick ROI prove costly if executed poorly. Inaccurate forecasts result in missed revenue targets. Slow, misaligned campaigns fail to impact sales opportunities in time. Teams scramble to piece together point solutions, creating GTM Bloat.

Copy.ai's AI-powered GTM AI Platform solves these challenges. It predicts revenue accurately and accelerates campaign launches to drive rapid results. Companies that adopt the right GTM AI strategy boost GTM Velocity and demonstrate ROI to investors faster.

How Copy.ai Solves the Pressure to Show Immediate ROI

Copy.ai offers two key AI-powered workflows that help private equity funded B2B SaaS companies show faster results and ROI from their go-to-market efforts:

• AI Forecasting (part of the Deal Coaching package)
• Campaign Brief Creation (part of the Content Generation package)

These workflows combined allow teams to forecast revenue accurately while aligning marketing campaigns to those revenue goals. This shortens sales cycles and increases ROI.

1. AI Forecasting (Deal Coaching package)

AI Forecasting uses AI to analyze sales pipeline data and predict key deal metrics.

Inputs Needed:

• Sales pipeline data (opportunities, deal stages, amounts, close dates)

What the Workflow Does:

• Step 1: Ingests sales pipeline data and analyzes it using AI models trained on B2B SaaS deal patterns
• Step 2: Predicts the likelihood of each deal closing based on factors like deal stage, sales cycle length, product fit, and competitor involvement
• Step 3: Provides expected revenue and ROI for each deal and the overall pipeline based on AI-driven win probabilities
• Step 4: Compares AI-driven forecasts to human forecasts and explains reasoning behind any discrepancies

This workflow allows sales teams to forecast pipeline revenue accurately and identify which deals will likely close. Clear revenue projections help marketing align campaigns to sales goals and compress cycle times.

Example in Action: A PE-backed B2B SaaS sales team uses AI Forecasting to analyze their current quarter pipeline. The AI predicts that the team will likely close 80% of forecast and identifies 5 at-risk deals that make up the potential shortfall. The sales team focuses their efforts on those 5 deals while marketing launches targeted campaigns to help get them over the finish line. The company beats the AI forecast and shows strong ROI to investors.

2. Campaign Brief Creation (Content Generation package)

Campaign Brief Creation uses AI to improve the go-to-market campaign process, from analyzing the initial brief to generating key messaging and positioning.

Inputs Needed:

• High-level information about the campaign
• Target audience personas

What the Workflow Does:

• Step 1: Ingests go-to-market objectives, competitive insights, and target personas to form a comprehensive campaign brief
• Step 2: Analyzes the brief using AI to identify key themes, differentiation points, and messaging hooks
• Step 3: Generates audience-specific messaging and positioning recommendations aligned to the brief
• Step 4: Provides suggestions on top campaign strategies and tactics to achieve the target objectives

This workflow allows marketing teams to create targeted, effective campaign briefs quickly. Go-to-market campaigns launch faster, shortening the lead-to-revenue cycle.

Example in Action: A B2B SaaS marketing team plans a competitive displacement campaign. They input the key objectives, competitor intel, and target account personas into the Campaign Brief Creation workflow. The AI analyzes the inputs and generates messaging and positioning recommendations focused on the competitor's key weaknesses. It also suggests an account-based marketing approach to pursue high-fit accounts most likely to convert. The marketing team incorporates the AI recommendations into their final brief and launches the campaign in days instead of weeks.

Putting It All Together

PE-backed B2B SaaS companies that use the AI Forecasting and Campaign Brief Creation workflows in tandem can:

1. Forecast revenue and ROI accurately to give investors confidence
2. Focus marketing campaigns on the deals and accounts most likely to convert
3. Craft compelling messaging and positioning to win against competitors
4. Launch campaigns faster to drive sales opportunities and compress cycle times

This GTM AI strategy boosts GTM Velocity and proves ROI to PE investors quickly.

Why Copilots Aren't Sufficient

AI copilots like ChatGPT help with general analysis and writing tasks, but they can't ingest sales and marketing data, predict GTM outcomes, or generate full campaign strategies.

Piecing together various point solutions creates GTM Bloat that slows teams down. Only a purpose-built GTM AI Platform like Copy.ai provides the connected workflows needed to achieve meaningful results.

Looking Ahead

AI Forecasting and Campaign Brief Creation create efficiency and velocity gains. PE-backed B2B SaaS companies can then focus more resources on:

• Expanding into new markets and segments to hit growth targets
• Launching new products and features to stay ahead of the competition
• Optimizing the customer lifecycle for net dollar retention

B2B SaaS go-to-market teams should explore additional Copy.ai workflows to accelerate profitable growth:

• AI Battlecards to enable sales to beat competitors (Deal Coaching package)
• Content Optimizer to boost marketing conversion rates (Content Generation package)
• AI Brand Voice to maintain consistent messaging at scale (Content Generation package)

Copy.ai's full suite of connected workflows maximizes GTM Velocity and proves ROI to investors faster for PE-backed B2B SaaS companies.

Related Resources

If you found this guide helpful, then you might also be interested in the following resources:

• How Companies Can Eliminate Bloat and Improve CAC with Chris Walker: In this podcast episode, Chris Walker discusses strategies for reducing go-to-market bloat and improving customer acquisition costs.
• Making the Shift to Profitable, Efficient Growth with Sam Jacobs: Sam Jacobs, Founder & CEO of Pavilion, shares insights on how companies can transition from a growth-at-all-costs mindset to a more sustainable, efficient growth model.
• Exploring ARR per Employee with Kyle Poyar: Kyle Poyar dives into the key SaaS metric of ARR per employee and how companies can optimize it by leveraging AI and automation.

By implementing the strategies covered in this guide and these additional resources, your PE-backed B2B SaaS company will be well on its way to proving ROI to investors faster. Ready to see how Copy.ai's connected AI workflows can help you boost GTM velocity? Book a demo today.