Guides to
accelerate growth.
Step-by-step playbooks, expert insights, and proven strategies to grow your pipeline and revenue faster.
Cometly · Guide
More playbooks for B2B SaaS and technology companies.
49 Tips For Booking More Demos For Your SaaS Company
A field guide of 49 tactical plays our team and customers use to drive more demo bookings across paid, lifecycle, and sales-led motions.
The B2B SaaS Attribution Stack: HubSpot + Stripe + Cometly
The canonical setup for B2B SaaS attribution. Wire HubSpot lifecycle stages and Stripe revenue into a single source of truth and stop double-counting trials.
From Trial to Paid: Tracking SaaS Conversion Cohorts by Acquisition Source
Build acquisition-month cohorts that show trial-to-paid conversion, retention, and LTV by source, so you can scale the channels that produce real customers.
Account-Level Attribution: Tracking Revenue Across Multiple Contacts and Emails
B2B deals close at the account level, not the contact level. Here's how to attribute pipeline and revenue across every contact and every email touchpoint in a buying committee.
Stop Guessing: Why B2B SaaS Teams Are Replacing GA4
GA4 was built for ecommerce, not B2B SaaS. Here's what it gets wrong, what to keep, and how to migrate to attribution that ties ads to pipeline and revenue.
Conversions API for B2B SaaS: Pipeline & Closed-Won to Meta, Google, LinkedIn
Optimize ad platforms toward pipeline and revenue, not form fills. A practical CAPI playbook for B2B SaaS marketing teams.
Server-Side Tracking 101 for SaaS: Surviving Ad Blockers, ITP, and Consent
What server-side tracking is, why browser pixels keep losing data, and how to roll out a SaaS-grade implementation without breaking your privacy posture.
Connecting ClickFunnels, Calendly, and Stripe into One SaaS Funnel View
Stitch the most common B2B SaaS toolset into one attribution story so you can see leads, demos, and revenue by source on a single dashboard.
Justifying Upper-Funnel Ad Spend with Multi-Touch Attribution
Brand and awareness campaigns rarely look like winners under last-touch. Here's how to surface the assists they create and defend the budget to your CFO.
The SaaS Demo-to-Closed-Won Playbook: Tracking Every Step in HubSpot
A stage-by-stage HubSpot setup that gives marketing, sales, and finance a single view of every demo through to closed-won.
Build a Board-Ready CAC, LTV, and Payback Dashboard
The exact dashboard structure to take to your next board meeting. Six tiles, one chart, no apologies.
See how Cometly turns these playbooks into pipeline.
Multi-touch attribution, server-side tracking, and Conversions API in one platform, built for B2B SaaS and DTC growth teams.