How it works
One business context, many ways to get clients
B2B.ID doesn't run a single channel. It holds your business context in one place and uses it across every path that can bring you clients — then routes everything into one pipeline.
The foundation
Your B2B ID and Target Profile come first
These two objects decide what you see and how you appear to everyone else. Getting them specific is the highest-leverage work on the platform.
B2B ID
Business identityNorthgate SEO
b2b.id/northgate · B2B SEO for SaaS
Offering
Target
Ideal client
Context B2B.ID can use
Illustrative example. Names, counts and matches are mock UI content, not platform statistics.
Target Profile
My BusinessB2B SaaS Companies
Company size
Markets
Problems
Buying triggers
Relevant offer
Illustrative example. Names, counts and matches are mock UI content, not platform statistics.
Step by step
Eight steps, start to client
- 1
1. Create your B2B ID
Describe your business once: what you do, the offers you sell, the markets you serve and what you want to be recommended for. Every path reads from this.
- 2
2. Define your Target Profile
Say who a good client is — company type, size, markets, the problems you solve and the triggers that make someone need you. This is what relevance is measured against.
- 3
3. Choose your acquisition paths
Find prospects, respond to Opportunities, turn on Recommend Me, ask for referrals, look for partners, network, advertise or distribute. Most businesses start with two or three.
- 4
4. Use signals for timing
Signals highlight businesses where something recently changed. They help you decide who to act on first — they are clues, not proof of intent.
- 5
5. Reach the people who decide
See the relevant people behind a business and, where relationship context exists, a possible introduction path. A warm route usually beats a cold one.
- 6
6. Send a Request with context
Requests carry your business context and the reason for reaching out — an introduction, a quote, a meeting — so the other side can judge relevance immediately.
- 7
7. Work one Pipeline
Everything that starts anywhere lands in the same Pipeline. No separate trackers per channel, no duplicate records.
- 8
8. Close and keep the relationship
Agreements and Deals are canonical objects in B2B.ID, so a won client stays connected to how it started — and to the partners and people who helped.
Convergence
Every path ends in the same pipeline
This is the reason it's one platform rather than eight disconnected tools.
Every path lands here
- Requests
- Pipeline
- Clients
Target
Matches a Target Profile
Relevant
Fit + signal or path
Engaged
Saved, viewed, requested
Conversation
Meeting or introduction
Opportunity
Declared or created demand
Agreement
Proposal or terms
Client
Commercial relationship
The paths
Pick where to start
Each path has its own page explaining what it is, how it works and what it isn't.
- Find workspace
Find
Surface businesses and people that match what you sell — with the reason why.
How find works - Opportunities
Opportunities
Discover businesses that have already declared a need you can serve.
How opportunities works - Recommend Me
Recommend
Be surfaced when another business asks B2B.ID for someone like you.
How recommend works - Signals & commercial intent
Signals
See when a fitting business becomes more interesting — hiring, funding, a new leader.
How signals work - Refer & Request Introduction
Refer
Turn relationships you already have into introductions to businesses you want.
How refer works - Partner
Partner
Find complementary businesses that can repeatedly send you the right clients.
How partner works - Network workspace
Network
Meet people who can become clients — or lead you to them — and keep the relationship moving.
How network works - Advertise
Advertise
When you want more reach, put an Offer in front of relevant B2B audiences.
How advertise works - Distribution
Distribute
Reach clients through newsletters, creators, publications and channel partners that already have your audience.
How distribute works
Questions
Before you start
Do I have to use all the paths?
No. The paths share the same business context, so you can start with one or two — usually Find and Opportunities — and add referrals, partnerships or networking later.
How long before this produces clients?
That depends on your market, your offer and how much live demand matches what you do. B2B.ID improves relevance, timing and routes to decision makers; it does not promise clients or timelines.
What has to be true before it works?
Your B2B ID and Target Profile need to be specific. Vague business context produces vague matches, because everything on the platform is filtered through it.
Create your B2B ID
It takes one description of your business to make every acquisition path relevant.