THIS ARTICLE IS FOR: ✅ Self-Serve
Stage: Trial / Onboarding / Live
Owner: CS
Last updated: 2026-7-27
TL;DR
Revenue Model filters companies by how they make money: Subscription, Product Sales, Services, Sales, Project-Based, Wholesale, Fees, Donations, and more.
Useful when your offer's value proposition depends on how a company earns revenue.
Helps you avoid pitching recurring-revenue tools to project-based businesses (or vice versa).
Combine with Business Model and Industry for full financial context.
When you'd use this / Why it matters
How a company earns money shapes what kind of tools, services, and pitches actually resonate with them. A subscription-based SaaS company thinks about retention and MRR. A project-based construction firm thinks about job costing and cash flow per contract. Pitching the wrong framing to the wrong revenue model wastes your best copy.
Why the Revenue Model Filter matters
Revenue Model determines:
The financial language and pain points that will resonate in your outreach
Whether your offer's pricing structure or value prop makes sense for their business
Which companies are structurally positioned to need what you're selling
If your product is built around recurring revenue optimization, targeting Project-Based or Wholesale companies will likely fall flat.
Using Revenue Model keeps your lists:
Aligned with financially relevant pain points
Easier to write resonant copy for
Focused on companies who structurally need your solution
When you should use the Revenue Model Filter
Use Revenue Model when:
Your offer directly relates to a specific revenue structure (e.g. subscription retention tools, project billing software)
You want to tailor messaging around how a company makes money
You're seeing generic replies that suggest your pitch isn't landing on their actual business model
How the Revenue Model Filter works
Open the Revenue Model filter panel
Search or scroll through options: Subscription, Product Sales, Services, Sales, Project-Based, Wholesale, Fees, Donations, Service Fees, Tuition
Check the relevant box(es)
Click Save
Example workflow
Step 1: Identify the revenue model your offer serves
Example: A churn-reduction tool serves Subscription businesses
Step 2: Apply Revenue Model = Subscription
Step 3: Combine with Industry
Add SaaS, Software Development
Step 4: Refine further
Add Company Size
Add Growth Stage
Example use cases
Example 1: Churn prevention software
Revenue Model: Subscription
Outcome: Targets only recurring-revenue businesses where churn is a real KPI
Example 2: Job costing tool for contractors
Revenue Model: Project-Based
Outcome: Excludes subscription and wholesale businesses that don't bill by project
Example 3: Nonprofit fundraising platform
Revenue Model: Donations
Outcome: Targets organizations funded by donations specifically
Pro tips for best results
Use Revenue Model to sharpen your messaging, not just your targeting
Pair with Business Model for a complete financial profile of the company
If your offer solves a problem tied to a specific revenue structure, this filter should be non-negotiable
Test messaging variations per revenue model — the pain points are often different even within the same industry
Expected outcome
You should now be able to:
Filter companies by how they generate revenue
Match your offer to companies with compatible financial structures
Write more resonant, model-specific outreach copy
Avoid pitching irrelevant financial value props
Final takeaway
Think of Revenue Model as your messaging compass.
Industry tells you what they do
Revenue Model tells you what they actually care about financially
Use it to make every pitch land closer to home