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3 Steps to Prep for SaaS Growth

Growth stretches SaaS teams. ScaleFast, a 20-person SaaS, faced churn and reporting issues before a funding round. Gartner (2025) says 60% struggle with retention. Our team at Fortune Forbes prepared ScaleFast with tailored solutions, keeping data confidential.

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The Problem: Growth Chaos

Churn and unclear metrics hurt MRR (60% of SaaS firms face this).

Your Tools, Your Choice

We optimize HubSpot for growth or suggest Salesforce when ready, ensuring budget-friendly solutions.

3 Growth Prep Steps

  1. Reduce Churn
    Streamline onboarding to cut churn by 20%.
    Action Steps:

    • Reduce onboarding steps.

    • Add in-app guidance.

    • Send follow-up emails.

    • Test user flow.

  2. Track Financials
    Use QuickBooks or Baremetrics for real-time ARR tracking, saving 15 hours.
    Action Steps:

    • Sync HubSpot with QuickBooks.

    • Set ARR alerts.

    • Update weekly.

    • Share with team.

  3. Optimize Campaigns
    Use HubSpot or Klaviyo for campaigns, boosting MRR by 15%.
    Action Steps:

    • Set up onboarding emails.

    • Segment users by behavior.

    • Send campaigns.

    • Track open rates.

The Impact

ScaleFast cut churn by 20%.

Prepare for Growth

Our 15-minute consultation delivers one fix and a free SaaS Efficiency Guide, with your privacy protected.