1. State the problem you solve, not the category you sit in
"Customer support automation" is a category. "Support teams of 5–50 drowning in repeat tickets" is a problem. Businesses search for the second. Write the problem the way the buyer would describe it before they knew your product existed.
If your product solves several problems, list the two or three you solve best. A B2B ID that claims everything reads as nothing.
2. Define the customer you are right for
Company type, size, team, industry, stage. Be specific enough that the wrong companies rule themselves out. "B2B SaaS, 20–200 staff, support team of 5+" tells a business immediately whether to keep reading.
Specificity is what makes you recommendable. Nobody recommends a tool that is "for everyone".
3. List use cases and integrations buyers actually check
Use cases describe the workflows your product supports. Integrations describe what it connects to. For most SaaS, integrations are the first filter a business applies — put the ones that decide deals up front.
If you are open to more integrations, say so in the "looking for" section rather than padding the list.
4. Add offerings where they help
Plans, tiers or packages are useful when a business needs to know whether you fit its scale or budget before it asks for a meeting. Leave them out if pricing is always bespoke — a B2B ID should never promise what your sales process cannot honour.
5. Publish proof you are entitled to share
Named customers, testimonials, case studies, delivered results and external evidence such as certifications or reviews. Only include what you have permission to publish. A short, true proof section beats a long, vague one.
Where a claim can be checked — a public case study, a review page, a certification registry — link to it.
6. Say what you are looking for right now
Customers, integration partners, resellers, channel, implementation, design or referral partners, distribution. This is the field that turns a static profile into commercial intent. It tells other businesses which requests you will welcome and lets B2B.ID surface relevant opportunities.
Update it as your priorities change. A B2B ID that said "design partners" a year ago and never changed is worse than one that says nothing.
7. Read it as a stranger would
Give it to someone outside your company and ask three questions: What does this product solve? Who is it for? Why should I believe it? If they cannot answer all three in under a minute, rewrite.