IndexFile
POST-ACQUISITION SAAS

Post-Acquisition SaaS GTM Bridge

Acquired software needed a market story, cross-sell path, and sales motion.

  • Post-acquisition GTM
  • Product marketing and narrative
  • Executive marketing leadership
Recovery performance ledger field-mapping sheet across API input, SQL normalization, CRM ledger, and BI output.
Fig. 46Recovery performance ledger · RPL-FLD-MAP-01

TLDR · 90 seconds

$254M
cross-sell whitespace
73%
CAC reduction
112%
NRR
What it proves

I can translate M&A complexity into product marketing, revenue architecture, and sales enablement.

The case

  1. 01The problem

    A services business and an acquired SaaS capability had different sales motions, buyer expectations, and expansion paths.

  2. 02What I built

    I built a hybrid GTM architecture: product-led, sales-assist, and enterprise-services expansion, PQL scoring, customer-health logic, cross-sell triggers, named-account campaign strategy, and rep retraining.

  3. 03What changed

    The acquired capability became easier to position, sell, and connect to the broader platform story.

  4. 04Why it mattered

    Post-acquisition value depends on turning deal logic into GTM execution.

  5. 05What it proves

    I can translate M&A complexity into product marketing, revenue architecture, and sales enablement.

Proof

  • $254Mcross-sell whitespaceidentified across 2,676 clients in 8 acquired brands
  • 73%CAC reductionpost-acquisition CAC reduction at the enterprise
  • 112%NRRnet revenue retention at the enterprise
  • 7 acquisitionsintegration scope8 acquired brands, 3 web properties

Systems built

  • Hybrid PLG, sales-assist, and enterprise-services architecture
  • PQL scoring and customer-health logic
  • Cross-sell triggers and expansion paths
  • Named-account campaign strategy
  • Rep retraining curriculum

Quick details

Scope

PLG → sales-assist → enterprise services → PQL scoring → customer-health → cross-sell.

Stack

CRM • Product analytics • Customer-health logic • Enablement

Governance

Named-account redaction • company-level claim labels • change control

Artifacts

Pages from the work. Redacted where it has to be.

CRM lead lifecycle map showing stage gates and required fields for the recovery operations cycle.
Fig. 47Lifecycle definitions · LC-13-DFN

Governance notes

  • Whitespace figure approved with redaction discipline; no named accounts in public artifacts
  • Company-level outcomes labeled as company-level, not personal achievement claims
  • Cross-sell logic shared as architecture only

In the interview

I built the GTM bridge that turned acquired software into a cross-sell motion across the platform.

Long form

A written walk-through of this one, in full.

In a working session

A walk-through is the better unit. I will show redacted artifacts: process maps, KPI dictionaries, reporting packs, automation logs.

CONFIDENTIAL
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