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- How to do gamification in B2B
How to do gamification in B2B
Reddit ads, Scaling Carta to $450m, Founder-led allbound playbook, B2B influencing touchpoints, narrative storytelling, and more...
To Marketers,
Okerosi here with Product Weekly.
In this newsletter, I share proven insights I have gathered this week across; product marketing, B2B ad creatives & SaaS growth playbooks from the top 5% minds in the space.
In this week’s roundup:
- Carta from $20m to $450m
- Narrative archetypes for business
- Reddit ads for B2B
Weekly Letter
How to do gamification in B2B SaaS
Early this week, I came across a post from Obaid Durrani, Influencer Marketing at Clay, sharing the need to increase gamification in B2B SaaS.
Obaid emphasises adding gamification to SaaS products, mentioning Asana and Reddit as great examples.
i always think of Asana and how when you mark a task complete, a unicorn flies across the screen
it's such a small thing, but i think the underlying purpose is to match what the user might be feeling in such moments by the product acknowledging the user's progress and accomplishments
I think there is so much power in the product reciprocating and acknowledging the triumph and success the user might be experiencing in certain moments
and that there are so many ways we can lean into this
- onboarding that provides in-product rewards
- Playstation-style trophies you receive when hitting pre-determined milestones
- in-product notifications and animations when certain things are done, accessed, etc.
- in-product avatars users can customize (like Reddit)
I went further to look into a recent example of a SaaS company that executed gamification beyond the product dashboards.
Mutiny - an AI-powered personalization company- got a 40X ROI on their digital event by gamifying it. You can listen to the 28-minute strategy from their Head of Growth, Molly Bruckman, in the Revenue Makers podcast. Here is the summary;
Here’s a quick overview of how Mutiny’s AI game worked:
Contestants signed up online through a short (and sneaky) lead-capture form
The prize pot increased by $1 for every contestant who joined
Contestants earned points by attending a total of nine virtual workshops split into three weekly sections running from October 24th to November 9th
Workshops were led by marketing experts in Mutiny’s client-partner network, covering different AI workflows
Contestants earned bonus points for completing a challenge task at the end of each workshop The top point earners at the end of the three-week challenge qualified for a live finale event
Expert Webinar
How Jerry Perry Carta scaled from $20m to $450m

Here is my summary from the 50-minute podcast interview from GTM Podcast.
Strategic Growth and Leadership
Jeff Perry scaled Carta's revenue from $20M to $450M ARR in 6.5 years by leveraging startup experience from DocuSign and Oracle, where he rose from Strategic Account Manager to VP of Sales over a decade.
Emphasizing the critical role of solutions engineering teams, especially for complex products like hardware at Oracle or fund administration at Carta, Jeff advises starting this team earlier as the product matures.
Balancing empathy and accountability as a B2B revenue leader, Jeff believes performance management strengthens the organization and teaches sales reps to be quarterbacks of deals rather than lone heroes.
Jeff credits his success to mentors and senior people who provided knowledge transfer, opportunities for challenging roles, and helped him avoid failure. Advising to pick up the phone to build relationships, Jeff attributes his success to smart people who helped him, motivated by a fear of failure, to gather as many advisors and mentors as possible.
Great salespeople leverage their network and resources, including executives and technical teams, to win deals rather than trying to close deals on their own.
Data-Driven Decision Making
At Carta, data analysis drives decisions on upsell, cross-sell, and organizational needs, with emphasis on quickly learning, moving, and pivoting based on what's working or not.
Segmentation by SMB, mid-market, and enterprise has been implemented at Carta, with specialized teams for product marketing, demand gen, and marketing support under the CMO.
Customer-Centric Approach
Focus on what's good for the customer, business, and people when making decisions, an approach that has helped navigate challenges and contribute to building the organization over 6.5 years.
Jeff emphasizes using every customer interaction to build strong relationships as a trusted advisor, rather than solely focusing on immediate sales, to lay the groundwork for future success.
Performance Management and Team Building
Performance management is crucial for early-stage frontline managers to build a healthy, strong organization, avoid bad team culture, and prevent HR and legal issues.
At Carta, Jeff turned around underperforming sales reps by providing grace and time to understand their challenges, resulting in thriving careers 6.5 years later.
Proven Framework
B2B influence in B2B SaaS - proven example
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Inside the document, Logan Hendrickson shares how Zoe Hartsfield, Ba 2B creator on LinkedIn, influenced him to try Notion through sponsored posts.
After several touchpoints, here are the steps Logan went through to use Notion;
Conclusion: The brand awareness did its job; now, Logan has an understanding that Notion exists.
How to do Reddit Ads for B2B
Checklist before recommending Reddit Ads
1.Do you have the capacity to manage the advertising workload on another platform?
2. Do you have a solid understanding of your ICP and strong PMF?
3. Are there communities on Reddit that you believe your ICP is a member of? And do you have a large enough audience size to be able to scale?
4. Do you have enough budget to properly test the impact of the platform? (minimum 5X cost per MQL or SQO)
5. Is your product/service suitable for a wide range of businesses? If it’s only suitable for enterprise companies, for example, Reddit might be a struggle, as you cannot filter by company size.
Reddit Ads experimentation
One of the simplest experiments I always recommend:
Launch 3 ad groups targeting:
- A niche subreddit (like r/SalesDevelopment)
- A mid-size one
- A broad one (like r/Sales)
It gives you signal. It gives you scale. And it keeps you from putting all your eggs in one weird Reddit basket.
B2B Creatives
VEED io’s ad creative on Reddit

Letter Examples
11 Examples of Narrative Archetypes - Peep Laja
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10. "Next-generation"
This is a story about how the times have changed, and new solutions are needed for new times. You position yourself as a brand for those wanting to be part of a new generation.
Attio is the CRM for the AI era.
If my CEO asked me to book more meetings with our ICP, here's the first thing I'd do:
Build a proper target account list.
I know, hear me out
The biggest difference between winning and loosing GTM teams? Prioritization. Most B2B companies don't have an ICP, they have an ACP (average customer profile). They sell to too many verticals or personas
Knowing with SURGICAL precision your ideal customer (pays you the most, stays the longest, easy to sell into, needs almost no support), allows you to do things your competitors can't
Here's what I'd do:
1. Get CRM access & export a list of all of our existing and past customers
2. This list should have this info, broken down by customer:
- Industry
- Company size
- Geography
- Annual contract value
- Sales Cycle Length
- Job Title of our champion
- Anything else you deem important, like tech stack, funding, department size
3. Add to Google Sheet
4. Group them by segments and calculate win rate by segment. I'd probably segment by industry and/or company size
THE IMPORTANT PART:
5. Give this list to my CEO and have them rate each customer 1-5 from worst-fit to best-fit. 5 being “I’d want to keep this customer at all costs” & 1 being “If that customer canceled today, I’d almost be happy”
6. Next to that score, have my CEO fill out a “Why?” field to explain why they gave that customer that score. Can be just one sentence
7. Sort the list by score, best on top, worst on the bottom
8. Find the patterns. There’s no shortcut here. Look at the data, play around with it, form hypothesis and test them
Eg. “my CEO thinks the best customers are those who pay us the most while having a short sales cycle, which tends to be mid-market companies in non-regulated industries where we have a VP champion”
9. Express & validate the criteria. Repeat it back to my CEO. I'm looking for a "that's it". Cross-check with Sales and CS
10. I'd use Sales Navigator (or whatever l have access to, ZoomInfo, Ocean.io) to make a complete list of ALL the companies who match this exact criteria. Could be anything from 50 - 20k companies
12. Next I'd pull a list of all the relevant stakeholders within these account. If we sell to SMB, it might just be 1 person per account. If we sell into enterprise, it might be 5-10 people per account
13. This list is now the basis of our GTM. I would for example:
- Create content that's hyper-relevant for this newly defined person (focusing on the Champion), leveraging internal Subject-Matter Experts at our company
- Build a custom feed in Sales Nav so we can track whenever one of our ICPs posts something and I'd send this to my CEO so they can engage
- Run our best Linkedin posts as Thought Leader ads towards this list
- Run Conversation Ads to book demos (highly underutilized)
- I'd use a tool like Keyplay to score the accounts to feed to my sales team
- I'd track signals like hiring, tech stack changes, content engagement to run warm outbound
That is all for this week.
Reply to this email; questions & feedback.
Let’s connect via LinkedIn - Okerosi