The 4 stages of B2B demand generation for SaaS
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Most times, B2B demand generation is the fuel behind long-term SaaS growth. It helps marketing teams reach potential customers as early as possible in their decision process, nurture them throughout the funnel with content that is valuable, intentional, and educational, and finally move them through the funnel as fast and smooth as possible, until they are ready to buy. Unfortunately, so many startup founders confuse demand generation with lead generation, but demand generation takes a broader view: building brand awareness, creating demand, and preparing qualified leads for the sales team.
This article breaks down the 4 stages of B2B demand generation for SaaS and tech companies, showing you how each stage works and what strategies you can use to move prospects closer to a purchase. If you’re looking to optimize your marketing efforts, shorten sales cycles, and give your sales team a steady flow of highly-qualified leads, this is the article for you.
Let’s start!
Understanding B2B demand generation
To make B2B demand generation marketing work, we need to look at it as a journey with clear stages, each playing a different role in moving prospects forward. Seeing it this way helps sales and marketing teams align their efforts, choose the right strategies, tactics, channels, and actions for each stage, at the right time, and avoid wasting resources on tactics that don’t match where the prospect really is in the funnel.
We think this applies to a demand generation campaign or a wider scope of work that includes better use of the right target audience, content strategies, email marketing that answer the pain point your ideal customer profile is trying to fix, or better personalized content that helps you sell your product or service better.

Why the right B2B demand generation strategies are important
This structured generation process forms a framework of 4 steps that create demand and capture it. Understanding these steps and how do they apply in the real life of the day to day growth of a B2B SaaS matters because demand generation is a strategy, never just a quick tactic that you can kind of use, from time to time. It differs from lead gen a lot: while traditional lead generation campaigns collect contact details, this approach refers to a broader marketing strategy that creates awareness, builds interest, and nurtures relationships over time.
Each stage plays a unique role in demand generation, forming a component of a successful strategy. By recognizing the distinct stages, you can create a demand generation campaign that aligns content strategies, inbound marketing tactics, and outreach strategies, ensuring each piece of content has a clear role in building and capturing interest.
When it comes to B2B demand generation vs lead generation, remember that the two strategies complement one another. Demand generation creates awareness and interest, while lead generation captures those who are ready to engage. A component of demand generation is informative content that addresses specific problems and uses marketing campaigns to attract the right people. This article is not the ultimate guide to demand generation, but it outlines the 4 steps needed to create a demand generation program and shows how to build a demand strategy that generates qualified B2B leads. Performant B2B demand generation efforts takes targeted and actionable strategies.
The risks of skipping a structured B2B demand generation strategy
Many growing SaaS companies rush into short-term tactics like growth hacking, cold outreach, or traditional lead collection to meet aggressive growth targets. The pressure from investors and the need for fast scalability often drive these choices, but without a structured demand generation program, teams end up with wasted efforts and poor alignment.
The real risk is showing the wrong content at the wrong time. When prospects encounter irrelevant messages, trust erodes instead of building. A clear B2B demand generation framework prevents this by ensuring prospects see valuable, stage-appropriate content that nurtures them toward engagement.
Another common pitfall is over-reliance on automation. While automation supports scale and timely follow-ups, it should never replace genuine, personalized communication. The most effective programs combine automation with tailored content and real human connection.
Without alignment between marketing and sales, demand stalls. Marketing should focus on steadily increasing awareness and trust, while sales guides qualified prospects into the pipeline. Together, this structured approach creates a reliable flow of leads who are informed, interested, and ready to move forward.
The benefits of demand generation for SaaS startups
For SaaS startups, the benefits of demand generation include expanding brand awareness, attracting higher‑quality leads, and improving sales efficiency. B2B marketing often focuses on features and demos, but this approach combines demand generation and lead generation to deliver a balanced pipeline. By nurturing prospects with personalized content and educational materials, you encourage them to see you as a partner, not just a vendor.
Demand generation also shortens sales cycles and reduces friction. When prospects progress through a structured journey, they already understand the value of your solution and trust your brand. This allows the sales team to spend more time with educated prospects and less time repeating basics. When marketing and sales teams work together, the generation process becomes smoother and produces more marketing qualified leads. Effective B2B demand generation helps you attract potential customers, create demand, and build long‑term relationships that support growth. Content marketing strategies and inbound marketing are essential elements of this process because they attract the right audience, generate demand, and build trust.
Stage 1: Unawareness
Defining unawareness in B2B demand generation
The first stage of demand generation is unawareness, sometimes called the very top of the funnel. At this stage, potential customers are not aware that they have a problem or that your solution exists. According to Lead Forensics, awareness must come first; without it, people don’t even realize there’s a solution available. Unawareness is an opportunity to educate your target audience about a challenge they may not have recognized.
Strategies to overcome unawareness in your demand generation campaign
To move prospects out of unawareness, focus on content creation that educates and inspires. This is where content marketing and inbound marketing shine: create blog posts, videos, podcasts, long forms, short forms, and social media content that shows common pain points in your industry and explain why they matter. Use case studies and examples of a demand generation campaign to show how your offering helps. These marketing campaigns should deliver valuable content that resonates with your target audience and encourage them to learn more.
Targeted strategies such as webinars or guest speaking can also raise awareness. Personalize your messaging to show empathy for the problems your ideal customer faces; personalized content and tailored communication build trust. Outreach strategies may involve events, podcasts, or collaborations. Most importantly, ensure that your content addresses specific problems rather than being generic. Using automation strategically, you can schedule consistent email marketing that shares informative content and free resources to nurture early interest. Through these tactics, you lay the foundation for effective demand generation.
Examples of how the Unaware Stage works for SaaS Marketing
Real-world examples make it easier to see how unawareness shows up in B2B demand generation.
For one of our clients, a software development studio selling MVP product development to early-stage founders, we noticed that prospects weren’t searching for “MVP development companies.” They were far more specific, typing queries like “why does MVP dev take so long” or “how to reduce MVP launch costs.” We built a content strategy around those real pain points: publishing targeted articles, creating a “deployment cost calculator,” and producing a detailed guide on “How to launch your MVP faster and cheaper.” This made the problem visible and measurable, while positioning our client as the go-to solution when founders realized they needed expert help.
Another case: a B2B SaaS in the HR space (new employee onboarding process automation) noticed that most of their prospects were sticking with spreadsheets, google docs and emails for onboarding. Rather than pushing product demos, we helped the creat, published, and advertise a series of free “Onboarding checklist for {{targeted_industry_vertical}}”, 6 pieces, one for each of their ICP verticals, for the sake of specificity. These resources grew awareness of a problem most HR teams didn’t even know had such big impact in their day to day operations. Routine or habitual behavior at its best.
Some tips for founders and marketing teams:
- Listen and ask questions before creating any top of the funnel materials: run five to ten customer interviews to collect real pain points and language they use to define the pain points.
- Create content that addresses problems, not solutions: articles, checklists, short videos that make inefficiencies visible. The channel and format is also important. Make sure you speak their language, on the right channel, in the right format for them.
- Track signals of awareness: watch for increases in branded search, time on educational pages, and engagement with ungated content.
Adding this types of informative content not only nurtures trust but also shows search engines (and prospects, because yes, currently we have to play two games: the algorithm game and the people education game) that you have the relevant expertise and experience to actually be valuable for your prospects at a deep and practical level.
Stage 2: Interest
The role of the interest stage in demand generation that augments the B2B marketing efforts
Once prospects are aware, they enter the interest stage. Here, they begin to explore options and want to learn more. In this stage, effective B2B demand generation means providing content that addresses their questions and keeps them engaged. According to Lead Forensics, stories, events, collaborations and educational assets help spark genuine interest. Interest and demand grow when prospects see tangible value and feel that the content speaks directly to them.
B2B demand generation marketing that sparks interest
To nurture interest, offer personalized demos, interactive tools and case studies that show how your solution applies to their situation. Your marketing and sales teams should collaborate to ensure every interaction moves them closer to evaluation. Use targeted email marketing and inbound marketing to deliver content that resonates with their challenges. Automation can help deliver timely, relevant messages based on their behaviour. Personalize your follow‑ups based on what they download or view. Demand generation marketing efforts at this stage should focus on engaging content and helpful resources rather than hard sells.
Example of Interest in SaaS
For a client in the automation space just after their seed round, the challenge was no longer just generating awareness. It was also about generating interest as they were already planning for Series A and planned to scale internationally. Operating out of Eastern Europe, they needed to validate their product with the right early adopters while proving traction to investors confined to their region.
We designed a B2B demand generation campaign focused on role-specific pain points: operations managers wanted to cut repetitive admin work and CTOs that were concerned with integration and scalability. Instead of generic feature lists, we built case studies from pilot customers, a series of short step-by-step demo articles created hyper-personalized for each role, and also an outbound email sequence that personalized messaging based on company size and industry.
This way we managed to leverage the interest stage in a way that gave our client stronger investor narratives and a clearer path toward international expansion, based in real data.

Stage 3: Evaluation
Understanding the evaluation stage in the B2B funnel
In the evaluation stage, prospects compare different solutions, review pricing, and weigh the pros and cons. They might read testimonials, watch product demos, or request proposals. The Lead Forensics guide notes that this is where potential customers assess your offering alongside competitors. They are looking for evidence that your solution solves their pain point better than alternatives. This phase marks a shift from the B2B demand generation journey to the sales funnel; it links generation and sales.
Evaluation techniques in B2B demand generation
To support prospects during evaluation, provide detailed resources that answer technical and business questions. Offer whitepapers, ROI calculators, and product comparison guides. Encourage them to talk with your team through consultations or demos. Use personalized follow‑ups to clarify how your solution meets their needs. Social proof, such as customer stories and third‑party reviews, helps build trust and shows the value of your offering.
Collaboration between marketing and sales is essential in this stage; marketing supplies content that addresses objections, while sales uses those insights to personalize conversations. This cooperation moves prospects closer to a buying decision in a structured way and shortens sales cycles.
Examples? Yes we have.
Here is how we tied Stage 3 to our services for an small RPA client from Germany, that we worked for in 2022:
- The pilot project: we ran a 3 week proof on accounts payable automation for a manufacturing client in Germany. We set success criteria up front: straight-through processing rate, exception rate, average handling time, and time to deploy. We captured logs, screenshots, and before–after timings to use in evaluation content and to help the sales team handle objections.
- Next, we did a round table with multiple clients: we hosted two 90 minutes sessions with 2 existing customers and 10 prospects. Topics: integration patterns with ERP, handling exceptions, and governance. Based on the findings we got onboard our video creation partner and we created some job function specific videos for CIOs, head of operations, finance leads. These became personalized content pieces for nurture in the evaluation stage.
- Finally we launched one asset that improves evaluation: an “RPA evaluation hub” landing page. It housed the pilot results, 2 minute role-based demo clips, a security and compliance FAQ, and a vendor comparison worksheet download. We supported it with a conversion email marketing sequence for the evaluation stage. This single page became the center of the process at evaluation and improved qualified leads entering late-stage calls.
Key 2025 Statistic
“85% of business applications are now SaaS-based,” signaling the intense competition and urgency for differentiation among B2B demand generation strategies in 2025.
Stage 4: Purchase
The final stage: Purchase
The purchase stage is where a prospect commits to buy, where they make a purchase. It is the culmination of all previous efforts. According to Lead Forensics, the key here is to make purchasing as frictionless as possible. Offer clear pricing, transparent contracts, and simple onboarding. Provide reassurance through customer success stories and easy access to support. Use automation to send welcome messages and helpful resources right after purchase, reinforcing that they made the right choice.
What are some demand gen strategies to improve purchase
To improve the purchase stage, focus on actionable demand generation strategies that remove final roadblocks. Offer limited‑time offers, tailored onboarding sessions, and personalized demos to create a smooth transition from evaluation to purchase. Personalize your onboarding to each buyer to reinforce the value of your product. Make sure teams coordinate so that all questions are answered and messaging stays consistent. Your marketing campaigns should include post‑purchase follow‑ups, such as onboarding emails, training webinars, and invitations to join community forums, so customers feel supported and valued. These steps build trust and encourage new users to become advocates.
Optimise your B2B demand generation marketing efforts by analyzing data from every stage. Review conversion rates, engagement metrics, and feedback from your sales team to refine your approach. When you personalise your outreach, use automation wisely, and offer content that addresses unique pain points, you reduce friction and increase the likelihood that a prospect will make a purchase. Targeted strategies and personalized experiences are key.
Conclusion
Demand generation takes discipline and a focus on education. It is a long‑term marketing approach that aligns teams, creates demand, and nurtures prospects until they are ready to buy. Following the 4 stages, unawareness, interest, evaluation, and purchase, allows you to build a structured journey that turns visitors into loyal customers. When it comes to B2B demand generation, every stage plays a role: creating awareness, sparking interest, facilitating evaluation, and making it easy to complete a purchase.
Demand generation vs lead generation is not an either/or proposition; they complement one another within the sales funnel. Like demand generation, lead generation captures prospects who are ready to engage, but it is demand gen that builds awareness and trust. In B2B marketing, personalized content and tailored messaging helps convert a potential customer into a b2b lead. By combining different B2B demand generation tactics with personalized follow‑ups, you can create demand, nurture prospects, and generate results.
If you’re a SaaS founder or marketer looking to build trust with your target audience and generate demand that results in qualified leads, we can help. Our team at Milk & Cookies Studio specializes in B2B marketing and demand generation. We’ll work with you to design a successful strategy, create a program that resonates with your audience, and support you every step of the way. Contact us today to find out how our efforts can help you generate demand, nurture prospects, and grow your business.