Growth & Strategy

What Tools Help With Distribution Planning (My 7-Year Discovery)

Personas
SaaS & Startup
Personas
SaaS & Startup

I'll be honest - for the first few years of my freelance career, I was building beautiful websites for clients who would launch them and then... crickets. The sites looked amazing, converted well when people actually visited them, but getting traffic was like pushing a boulder uphill.

The problem wasn't the websites themselves. It was that I was treating distribution like an afterthought instead of the foundation. Most businesses make the same mistake - they build first, then wonder how to get people to find them. But here's what I learned after working with dozens of SaaS startups and e-commerce stores: distribution beats product quality every single time.

After experimenting with everything from manual outreach to AI-powered content generation across multiple client projects, I discovered that the right tools don't just help with distribution planning - they completely transform how you think about reaching your market. The difference between businesses that scale and those that struggle often comes down to having a systematic approach to distribution.

In this playbook, you'll discover:

  • Why most distribution "tools" are actually just expensive distractions

  • The 3-category framework I use to evaluate any distribution tool

  • Real examples from client projects where the right tools 10x'd traffic

  • How to build a distribution stack that actually compounds over time

  • The counterintuitive approach that outperformed expensive growth strategies

Industry Reality
What every founder thinks they need

Walk into any startup office and you'll hear the same distribution planning advice repeated like gospel. Everyone's talking about the same "proven" tools and frameworks:

The conventional wisdom includes:

  • Start with a comprehensive marketing stack - HubSpot, Salesforce, the works

  • Use analytics tools like Google Analytics and Mixpanel to track everything

  • Implement marketing automation platforms for email sequences

  • Invest in social media management tools for consistent posting

  • Deploy heat mapping and user behavior tools to optimize funnels

This advice exists because it works... for companies that already have product-market fit and significant traffic. The problem is that most early-stage businesses don't fall into that category. They're still figuring out their core distribution channels, yet they're optimizing for scale before they've achieved initial traction.

The real issue with this tool-heavy approach is that it optimizes for measurement instead of discovery. You end up with beautiful dashboards showing you exactly how few people are finding your product, rather than focusing on the fundamental question: how do you get more people to discover you exist in the first place?

Most distribution planning tools are built for companies managing existing traffic, not creating it from scratch. That's why so many startups get stuck in analysis paralysis - they're using tools designed for optimization when they need tools designed for exploration.

Who am I

Consider me as
your business complice.

7 years of freelance experience working with SaaS
and Ecommerce brands.

How do I know all this (3 min video)

This realization hit me hard when I was working with a B2B SaaS client who had burned through $50K on various marketing tools and "growth hacking" platforms. Their dashboard was pristine, their attribution model was flawless, and their funnel metrics were tracked to the decimal point. The only problem? They were getting maybe 500 visitors per month.

The founder kept asking me to help them optimize their conversion rate, but I kept thinking: you can't optimize your way out of a traffic problem. It's like having the world's most efficient checkout process in a store that nobody knows exists.

That's when I started questioning everything about how we approach distribution planning. Instead of starting with tools, what if we started with channels? Instead of measuring existing traffic, what if we focused on creating traffic? Instead of optimizing funnels, what if we built distribution systems?

I began experimenting with a completely different approach across my client projects. Rather than implementing comprehensive tool stacks, I focused on three simple categories: discovery tools, validation tools, and scaling tools. The idea was to match the tool to the actual stage of distribution development, not the stage you wanted to be at.

The breakthrough came when I realized that most businesses needed tools for distribution planning, not distribution execution. The difference is crucial - planning tools help you figure out what to do, while execution tools help you do it efficiently. Most companies jump straight to execution tools without doing the planning work first.

My experiments

Here's my playbook

What I ended up doing and the results.

After testing this approach across multiple client projects, I developed what I call the "Distribution Planning Toolkit" - a systematic way to choose tools based on your actual distribution maturity, not your aspirations.

Category 1: Discovery Tools (Months 1-3)

These tools help you find and test potential distribution channels before you commit resources. The key insight I learned from working with a Shopify client who 10x'd their traffic was that discovery should be cheap and fast.

  • Perplexity Pro - For comprehensive channel research. I use this instead of expensive SEO tools for initial keyword research. In one project, this replaced a $3,000/month tool stack and gave better insights.

  • Manual testing - Before building any automation, test channels manually. One e-commerce client spent 2 weeks manually posting in relevant Facebook groups before investing in social media tools.

  • Simple tracking - UTM parameters and Google Analytics basic setup. Nothing fancy. Just enough to see what's working.

Category 2: Validation Tools (Months 3-6)

Once you've identified promising channels, these tools help you validate and optimize them systematically.

  • Content creation systems - For one client, I built an AI-powered content workflow that generated 20,000+ SEO-optimized pages across 8 languages. The tool wasn't fancy - it was systematic.

  • Email automation basics - Start with simple welcome sequences and abandoned cart emails. One e-commerce client doubled email reply rates by making their automated emails feel personal and conversational.

  • Testing frameworks - A/B testing tools, but used strategically. I helped one SaaS client test e-commerce-style landing pages against traditional SaaS layouts - the e-commerce approach won.

Category 3: Scaling Tools (Month 6+)

Only after you've validated channels do you invest in tools for scale and efficiency.

  • Automation platforms - Zapier for connecting systems, but only after you know what needs connecting. I spent months testing Make.com, N8N, and Zapier across different client scenarios.

  • Advanced analytics - Comprehensive tracking and attribution, but only for channels that are already working.

  • Team collaboration tools - Project management and workflow tools become critical when you're managing multiple validated channels.

The counterintuitive insight from this approach: the best distribution planning tool is often no tool at all. For one B2B SaaS client, I discovered their biggest growth driver was the founder's personal LinkedIn content - something no tool would have identified or automated effectively.

Manual Testing
Start with human-powered experiments before any automation. Test channels by hand to understand what actually works.
Channel Research
Use Perplexity Pro and manual research instead of expensive market research tools for initial channel discovery.
Systematic Validation
Build simple testing frameworks to validate channels before investing in scaling infrastructure.
Strategic Automation
Only automate channels that you've already validated manually - automation amplifies what works.

The results from this systematic approach were dramatic across multiple client projects. Instead of spending months setting up complex tool stacks, clients were seeing traffic growth within weeks of implementing the right discovery tools.

One SaaS startup went from 300 to 5,000 monthly visitors in 3 months using primarily manual testing and simple content creation systems. An e-commerce client increased their conversion rate by 2x simply by implementing the right validation tools at the right time, rather than trying to optimize everything simultaneously.

The most surprising result: clients using fewer, more targeted tools outperformed those with comprehensive marketing stacks. The difference was focus - instead of managing 15 different platforms, they mastered 3-4 tools that matched their actual distribution stage.

Perhaps most importantly, this approach created sustainable growth systems rather than temporary traffic spikes. By building distribution planning capabilities instead of just distribution execution capabilities, clients could adapt and scale their approach as their business evolved.

Learnings

What I've learned and
the mistakes I've made.

Sharing so you don't make them.

Here are the key lessons learned from implementing this distribution planning approach across dozens of client projects:

  • Match tools to stage, not aspirations - Using scaling tools before validation is like buying a race car before you learn to drive

  • Manual beats automated for discovery - The best insights come from doing things that don't scale first

  • Simple tracking trumps complex analytics - You need just enough data to make decisions, not perfect attribution

  • Channel research is more valuable than channel optimization - Finding the right distribution channel matters more than perfecting the wrong one

  • Tools should solve problems, not create them - If a tool doesn't directly address a distribution bottleneck, you don't need it yet

  • Distribution planning is about building systems, not buying software - The framework matters more than the specific tools

  • Start with free or cheap tools - Expensive tools don't make bad distribution strategies work

How you can adapt this to your Business

My playbook, condensed for your use case.

For your SaaS / Startup

For SaaS startups implementing this distribution planning approach:

  • Start with manual customer development and channel testing

  • Use proven acquisition strategies before building custom systems

  • Focus on one primary distribution channel until it's validated and scaling

For your Ecommerce store

For e-commerce stores implementing this distribution planning approach:

  • Test paid channels manually before implementing automation tools

  • Use simple email marketing before investing in complex automation platforms

  • Implement conversion optimization only after validating traffic sources

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