Transform Your Early SaaS Insights Into a Realistic 12-Month GTM & Revenue Forecast
Stage 2 takes everything you learned from your competitive landscape, ICP definition, and buyer signals — and converts it into a clear 12-month plan. No vague spreadsheets. No guesswork. Just a realistic, data-backed roadmap that aligns your GTM, pipeline, product priorities, and revenue targets so you know exactly what to execute next.
Why Forecasting Breaks for Early-Stage SaaS
Most early SaaS forecasts fail for one simple reason: they assume maturity that doesn’t exist yet. Founders often struggle because:
- You don’t have enough pipeline data to model revenue confidently.
- Win rates aren’t yet stable — everything feels like a guess.
- You’re not sure how fast enterprise cycles will move.
- Investors want a forecast, but you don’t want to make up numbers.
- Your deck doesn’t explain how you’ll grow — only that you plan to.
- You don’t yet know which ICP segment will produce repeatable wins.
Stage 2 fixes this by grounding every assumption in your Stage 1 intelligence and the realities of early enterprise SaaS.
What You’ll Have at the End of Stage 2
1. A Realistic, Executive-Ready 12-Month Forecast
Your ARR projection, broken into quarterly milestones, based entirely on achievable assumptions — not founder optimism.
2. Bottom-Up Pipeline Model
A fully built model you can update monthly, including pipeline stages, coverage, deal size, win rates, cycle times, and sales capacity assumptions.
3. ICP-Aligned GTM Plan
A clear, targeted GTM plan that tells you exactly who to target, what channels matter, what messaging resonates, and what to stop doing.
4. Product & Roadmap Alignment
Feature priorities based on competitive positioning, buyer signals, revenue impact, and gaps preventing deals.
5. Cash, Runway & Hiring Alignment
A view of how pipeline, revenue, burn, and hiring must align so you don’t scale too early — or too late.
6. Investor-Ready Narrative
A forecast story grounded in your ICP, category dynamics, buyer behavior, and a defendable execution plan — not wishful thinking.
What Stage 2 Includes
- Pipeline Coverage & Capacity Model
- Segmented Forecast per ICP / Persona
- Deal Size, Win Rate & Cycle Time Assumptions
- 12-Month GTM Strategy (Channels, Plays, Messaging)
- Quarterly Milestones
- Product & Roadmap Prioritization Matrix
- Hiring Plan Recommendations
- Investor Narrative Summary
- Optional: 2–3 pitch-deck forecasting slides
How Stage 2 Works (Step-by-Step)
Step 1 — Data & Signals Intake (Week 1)
We review all Stage 1 outputs, early pipeline conversations, CRM (if any), pricing tests, product roadmap, and founder assumptions.
Step 2 — Modeling & Scenario Building (Weeks 1–2)
I build out bottom-up revenue models, pipeline coverage assumptions, ICP-segmented scenarios, and hiring + runway alignment.
Step 3 — GTM & Roadmap Alignment (Week 3)
We meet live to align GTM channels, messaging, product priorities, pricing implications, and the next round of experiments.
Step 4 — Final Forecast Pack + Follow-Up (Week 4)
You receive all spreadsheets, summaries, and pitch-deck slides — plus a 30-day follow-up session to adjust assumptions based on early learning.
Investment
Most Stage 2 engagements fall between $1.500 and $4,500, depending on:
- Number of ICP segments modeled
- GTM complexity
- Sales cycle length
- Depth of scenario planning required
- Whether investor-ready slides are included
Payment plans are available for pre-revenue founders.
Who Stage 2 Is Perfect For
- You’re pre-revenue, pre-seed, or seed stage and need a real plan — not spreadsheet fiction.
- You want an investor-ready forecast grounded in evidence.
- You want clarity on what to execute in the next 12 months.
- You want alignment between GTM, product, and runway.
- You want expert support from someone who has built enterprise SaaS forecasts before.
Not a fit if:
- You want a simple spreadsheet template.
- You’re unwilling to challenge assumptions.
- You have no buyer conversations yet (Stage 1 comes first).
- You’re building a B2C app or hobby SaaS product.
What Founders Say
“Stage 2 finally gave us a forecast we could stand behind. John built assumptions we could defend in investor meetings, and our raise went dramatically smoother.”
Pre-Seed FinTech SaaS Founder
“We’d been using made-up numbers for months. This was the first time we had a real GTM plan, aligned with ICP, product, and runway.”
Seed-Stage AI SaaS CEO
Ready for a Forecast Investors Will Believe?
Share where you are today, and I’ll give you an honest assessment of whether Stage 2 is the right next move — or whether Stage 1 or Stage 3 makes more sense.