SaaS campaigns for the new leader reviewing a prospect's tools

A prospect's new finance, HR or operations lead hears about your software within 30 minutes of the appointment alert, while they review the team's tools.

Talk to us See a campaign

The problem

The shortlist is set before the demo request

By the time a prospect fills in a demo form, the shortlist is often set. A vendor left off it loses the deal without seeing the evaluation.

Reformat Agency monitors up to 100 prospects you name, 24/7, and an agentic workflow, steps that run by themselves, launches each campaign. A job advert that names a competitor's product launches one too, and so does a return visit to your pricing pages identified by visitor ID.

56%

of technology buyers seek peer conversations during the buying process, rising to 71% of enterprise buyers

TrustRadius, 2024 B2B Buying Disconnect · 2024 ↗

About 1 in 6

technology buyers used analyst reports, a record low

TrustRadius, 2024 B2B Buying Disconnect · 2024 ↗

Alerts

The alerts we monitor for in this industry

A new leader in the function your product serves is the strongest alert for a software company, because new leaders review their tools in their first months.

New decision-maker

A new leader in the function your product serves, from LinkedIn and Sales Navigator.

Competitor named in a job advert

An advert that names a competitor's product as a required skill, or a run of hiring in the function your product serves.

Funding and company news

A funding round, an acquisition, or a launch or expansion announced on the prospect's news pages.

Tools on the prospect's website

A new chat, booking or analytics tool on the prospect's public website, read as any visitor would see it.

Post about a problem

A LinkedIn post about current tools, manual processes or spreadsheets, or a request for recommendations.

Return visits

Someone from the prospect returns to your pricing, comparison or integration pages, identified by visitor ID on your own website.

Who we market for

Businesses we work with

1Software companies selling subscriptions to companies with 10 to 500 staff
2Finance, HR, field service, practice management, compliance and sales software
3Products sold with a demo and an annual contract

Decision-makers

The decision-makers each campaign reaches

1The functional lead your product serves, such as the FD, HR lead or operations lead
2MD or owner
3IT lead or operations manager

Last page of every guide

Website tools and mail set-up

Tools on the prospect's public website that relate to your product
Mail provider and SSL certificate
Each result labelled In place or Worth checking, with no comment on the prospect's current supplier
Left out for products with nothing to find on a website, such as finance or HR software

Built from public records only.

Guide topics

Examples of the guide in each campaign

The first 90 days for a new finance, HR or operations lead: what to review
When a growing team outgrows spreadsheets
Replacing a tool without losing data: the switch checklist
Hire another person or automate the process: a costed comparison

Questions

Common questions in this industry

Ask us another question

We're product-led and we don't do outbound.

Campaigns go only to the named accounts you choose, each about an alert at that account, and they run alongside your inbound sign-ups.

Our buyers are technical and dislike marketing emails.

Each email is plain text, under 90 words, about a specific event at their company, with one question and no tracking pixels.

We already use intent data.

Intent data shows research activity. These alerts are public events at named accounts, and each one launches a campaign within 30 minutes.

Other industries

More industries we market for

All industries

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The campaigns we would run for your prospects

Send us the companies you want to win. We show you the alerts at each one and the campaign we would launch.