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SMART Business

The terms, in plain English.

Every piece of jargon used across the Key Account Director, the SaaS Commercial Playbook, and the planners — explained simply, no prior knowledge assumed.

You don't need a commercial background to use any SMART Business tool. If a term trips you up anywhere, it's defined here.

SaaS Software as a Service

Software customers pay for as a subscription — monthly or annually — rather than buying outright. Most modern business software works this way.

Used in: SaaS Commercial Playbook
ICP Ideal Customer Profile

A clear description of the type of company most likely to buy from you and succeed as a customer — used to focus effort on the right prospects.

Used in: SaaS Commercial Playbook
PQL Product-Qualified Lead

A prospect who's shown real buying intent through how they've actually used your product — not just someone who filled in a form.

Used in: SaaS Commercial Playbook
ARR Annual Recurring Revenue

The predictable revenue a subscription business can count on each year from active customers — the core health metric for SaaS businesses.

Used in: SaaS Commercial Playbook
LTV Lifetime Value

The total revenue you can expect from a customer for as long as they stay. Compared against CAC to judge whether growth is healthy.

Used in: SaaS Commercial Playbook
CAC Customer Acquisition Cost

What it costs, on average, to win one new customer — marketing and sales spend divided by customers won.

Used in: SaaS Commercial Playbook
Churn

The rate at which customers cancel or stop paying over a given period. The number every subscription business is quietly trying to lower.

Used in: SaaS Commercial Playbook
NPS Net Promoter Score

A simple score for how likely customers are to recommend you, based on one survey question, scored from -100 to +100.

Used in: SaaS Commercial Playbook
KPI Key Performance Indicator

A measurable number that shows whether you're on track toward a goal — the few numbers worth checking regularly, not everything you could measure.

Used in: SaaS Commercial Playbook · Key Account Director
QBR Quarterly Business Review

A regular check-in with a key account to review performance, address issues, and plan ahead together — usually every three months.

Used in: Key Account Director
MEDDICC

A qualification framework for judging whether a deal is likely to close — Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion, Competition.

Used in: SaaS Commercial Playbook
White-space

The opportunity within an existing account that hasn't been sold into yet — other teams, products or budgets you haven't reached.

Used in: Key Account Director
Kotter's 8-Step Model

A widely-used framework for leading change, moving from building urgency and a guiding coalition through to embedding the new way permanently in how a team works.

Used in: Managing Change
Change Curve

A model for the emotional stages people move through during change — denial, resistance, exploration, then commitment. Productivity typically dips before it recovers.

Used in: Managing Change
Regression (risk)

The risk that people quietly revert to the old way of working once attention and support move on — different from a project risk, and easy to miss.

Used in: Managing Change
The Key Account Director → The SaaS Commercial Playbook → Managing Change → Continuous Improvement → Emotional Intelligence →