Generate a B2B SaaS sales pipeline from your motion details. Taskade Genesis builds a workspace with subscription stages, MRR/ARR tracking, and an AI agent that scores deals on ICP fit and predicts close probability.
What's Included
- Subscription Pipeline: MQL → SQL → Demo → Proposal → Negotiation → Closed Won
- MRR/ARR Tracking: Monthly and annual contract value with growth potential
- ICP Scoring Agent: Scores deals on company size, role, fit, historical patterns
- CSM Handoff: Closed Won auto-creates customer success workspace
Why Generate a SaaS Pipeline?
- ICP fit beats vibes: Agent ranks deals against patterns of past won deals
- Sales-CSM handoff doesn't lose context: Buyer pain points travel with the deal
- Memory across deals: "This looks like the Acme deal — they pushed back on pricing in week 2"
How to Use
- Open your Taskade workspace and click "+ New project"
- Choose "AI Project Studio" and prompt: "Generate sales pipeline for $5M ARR B2B SaaS, 8-rep team, mid-market"
- Customize the project — adjust stages and scoring
- Connect Salesforce, HubSpot, or your CRM
- Set up automation triggers for stage outreach and CSM handoff
Pair with the SaaS Sales Pipeline Template. Browse SaaS apps in the Community Gallery.