Core Strategy 2026

SaaS & Software

B2B SaaS is being reshaped by digital transformation – this core strategy shows you how to stay in control.

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For B2B SaaS, enterprise software, and developer tool providers who realize that buying decisions are increasingly made before the first point of contact—on G2, Capterra, in cloud marketplaces, and through AI-powered search results.
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25 pages, ready to use immediately. No transformation project, no dependency on release cycles or legacy code.
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5 key patterns currently holding back growth and profitability in software companies.
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An end-to-end logic for discoverability, trial conversion, and closing capability, even when managing internal dependencies.
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Where buying decisions really happen today

AI has gone from a niche case to the standard in B2B vendor research – in just four years.

In 2022, less than 5% of software CMOs used AI tools for vendor discovery. By 2026, that figure is expected to reach 84% – a 3.5x year-over-year growth rate. What this means for you: whether your software is even mentioned as an option in a specific AI query increasingly determines whether you make it onto a buyer's shortlist – often before they have ever visited your website.

4 out of 5 B2B buyer journeys now take place without any direct contact with the provider.

It was 57% in 2015 and reached 80% by 2024 – research, comparison, and pre-selection increasingly take place on review platforms, in peer communities, and within AI tools, long before a buyer speaks to sales. If you aren't present and persuasive in these moments, you often lose the deal before the first conversation even happens.

Who is this Core Strategy for?

This 25-page document is for you if you are responsible for measurable growth and digital sales in a software or SaaS company – including B2B SaaS (horizontal/vertical SaaS platforms, PLG and sales-led models, freemium/trial-based providers), enterprise software (ERP, CRM, HCM, industry-specific solutions), developer tools & infrastructure (API platforms, DevOps tools, cloud-native infrastructure), or as a PE/VC-backed software company (growth-stage scale-ups, portfolio companies with a mandate for profitability). Typical roles include CEO, Chief Digital Officer, CMO/VP Marketing, Chief Commercial Officer/CRO/CFO, and Head of Product/VP Product.

In this core strategy, you will learn:

B2B SaaS, enterprise software, and developer tools face the same challenge: trust and pre-selection are increasingly established before a buyer even makes contact – on review platforms, in cloud marketplaces, and through AI-powered answers. This core strategy shows you how to regain control over your digital growth despite pressure on efficiency, competition, and capital.

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The 5 patterns behind your margins
Why growth-at-all-costs is over and how AI features can strain your margins before they generate revenue – the 5 patterns currently slowing down SaaS growth
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The Roadmap
How to identify the critical levers in 2 weeks and test and scale them measurably in 90 days – without an 18-month transformation project
No. 3
Trial-to-paid instead of more traffic
Why "buying more leads" rarely solves the problem – and how to generate more activation, PQLs, and closed deals from your existing traffic instead
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