Pipeline Generation

Sales Playbook for Series A

The Series A sales motion at a glance

DimensionSeries A norm
Team sizeFounder + 1-2 AEs + 1 sales ops/demand gen
ACV$25k-$80k
Sales cycle30-90 days
Primary pipeline sourceWarm intros + founder network (60-80%)
SecondaryInbound (15-30%)
TertiaryCold outbound supplement (5-15%)

The Series A pricing and packaging move

Pricing at Series A should be: simple (single SKU + 1-2 add-ons), discountable (founder closes deals with 15-25% discounts in negotiation), with annual commitment. Multi-year discounts can come at Series B once the motion is more standardized.

The warm-intro plays for Series A deals

  1. Investor portfolio activation. Get a list of every CIO/CRO/CTO in your Series A investor's portfolio in the first 60 days. The warmest 20-30 become your pipeline.
  2. Advisor referrals. Each advisor commits to 2-3 warm intros per quarter to ICP accounts. Formalize via written agreement.
  3. Founder's prior employer alumni. Your team's prior companies have 100-300 alumni at ICP accounts each. Manual outreach with prior-relationship reference works at 60%+ reply rate.

Common Series A sales mistakes

  • Hiring SDRs too early. 5 SDRs at $80k+ base costs $400k+/year. At Series A budgets, this is 8-12% of cash runway burned on a motion that produces 5-10% of pipeline at 1.8% cold reply rates.
  • Building an outbound machine before product-market fit. If you don't yet know which segment converts, you'll burn pipeline learning at scale.
  • Hiring a senior VP of Sales before the playbook exists. A senior VP joins, looks for a documented playbook, finds none, and either leaves at month 9 or builds one themselves in months 12-14 — too late.

How Boomerang fits Series A

At Series A, Boomerang is the operating layer that makes warm-intro pipeline the default channel. Maps your team, investor portfolio, and advisor network against ICP accounts. Surfaces warm paths and drafts forwardable intro emails. Replaces the need to hire 3-5 SDRs in year one, freeing budget for product and key AE hires.

For the underlying strategy that pairs with this playbook, see GTM Strategy for Series A.

Related Glossaries

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