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Building a B2B sales motion, from first outreach to forecast

The B2B Sales work group helps early B2B companies build a sales motion in group chats. Members cover setting up a CRM, booking meetings and forecasting, and how to pace founder outreach and staff SDRs.

Updated October 13, 2026

Questions Answered

  • Setting up a startup CRM around what buyers do

    Keep one deal pipeline where each stage needs a buyer action, and open a deal only once the first conversation confirms real pain and an agreed next step.

  • Booking sales meetings around a conference

    Choose the accounts and people first, give each one a specific reason, time and place to meet, and book the next conversation before the event ends.

  • A B2B sales forecast built on your own conversion history

    A forecast earns trust when every number traces back to conversion rates in your own history, and a deal reaches commit only on evidence from the buyer.

  • Which B2B funnel conversion rates are worth targeting

    Few stages have a public benchmark, so set targets from your own cohorts, split by source, and treat the group's numbers as working checks.

  • Pacing founder cold outreach across email, LinkedIn and phone

    Keep the sequence to a handful of touches across email, LinkedIn and phone, make each touch add something, and stop until the account shows a new signal.

  • Setting the SDR-to-AE ratio from capacity math

    Work out the ratio from each AE's pipeline gap, and measure SDRs on the opportunities AEs accept.

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Topics

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Work Groups

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  • Product Interviews
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  • B2B Sales

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