Pipeline Generation

Sales Playbook for Series B

The Series B sales motion at a glance

DimensionSeries B norm
Team sizeVP Sales + 5-10 AEs + 5-10 SDRs + 2-3 sales ops
ACV$50k-$200k
Sales cycle60-180 days
Primary pipeline sourceWarm intros (formalized programs, 40-50%)
SecondaryInbound (20-30%)
TertiaryCold outbound (20-30%)
Marketing-sourced10-20%

The Series B hire that unlocks pipeline

The most important Series B hire is NOT the VP of Sales — it's the Demand Gen Manager who runs warm-intro programs. This person catalogs the warm graph, designs activation rituals for advisors and board, runs customer referral programs, and measures warm-vs-cold pipeline contribution. Without this hire, the VP of Sales defaults to cold outbound because it's the only motion they know how to scale.

VP of Sales hiring at Series B

What to look for: someone who has built and managed pipeline at Series B-C scale before. Avoid the common mistake of hiring a Series D VP who's used to enterprise budgets and named-account coverage — they'll burn through your runway. Best fit: VP who's been a head of sales at a $20M-$50M ARR company.

The warm-intro plays for Series B deals

  1. Investor network expansion. Your Series B lead has a 2-3x larger network than your Series A lead. Same playbook, bigger surface.
  2. Formalized advisor activation. Monthly structured asks beat annual hopeful nudges. Build a process.
  3. Customer referral programs (passive). At Series B you have enough customer base for CSM-driven passive referrals. Yields 5-15% of pipeline if consistent.
  4. Alumni warm at scale. Your team's prior employer networks now span 500-1,000 people.

Common Series B sales mistakes

  • Hiring a senior enterprise VP whose playbook is sized for Series D.
  • Building a 20-SDR cold outbound machine in months 6-9 before warm-intro programs are in place.
  • No defined customer referral program — leaving 5-10% of pipeline on the table.
  • Skipping the Demand Gen Manager hire — means warm-intro programs are never formalized.

How Boomerang fits Series B

At Series B, Boomerang is the system the Demand Gen Manager uses to formalize the warm graph, surface warm paths daily, draft forwardable intro emails, and measure warm-vs-cold contribution. The output: warm-intro pipeline becomes a measurable, budgeted channel — not heroic ad-hoc effort.

For the strategy pair, see GTM Strategy for Series B.

Related Glossaries

Related Glossaries

Related Glossaries

Related Glossaries

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