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Marketing Leaders: Here’s what to expect from a How To SaaS engagement

If your business is considering bringing in an external marketing consultant, it's likely that the in-house marketing leaders will have (and should have!) a lot of questions. These questions might include:

Will the benefits Marketing sees actually warrant the time and expense of the engagement? 

Does the consultant have the relevant experience to understand your business and give valuable insights?

Will they work with your team to make changes, or will they just hand you a list of unrealistic recommendations? 

At How To SaaS, our team is made up of marketing professionals, and almost all of us have been in this position. We've asked these questions, and we've often been frustrated by how vague some consultants are in their answers. 

We want your experience with How To SaaS to be different. To help you get a clearer picture of what working with us means for your marketing department, this article covers what you need to know: 

What a How To SaaS Engagement Can Do for You

How To SaaS works with B2B companies to maximize marketing-driven growth. Depending on your business needs, this may include:

  • Getting full-funnel visibility that ties marketing activities to Closed Won, revenue, and LTV
  • Improving alignment with Sales with clear accountability
  • Securing more budget for Marketing
  • Growing the marketing team to provide the skill sets you need
  • Reallocating spend to channels and campaigns with better ROI
  • Ramping up demand gen
  • Presenting to the board and aligning on expectations


What the Process of Working With How To SaaS Looks Like

There is no such thing as a one-size-fits-all marketing solution, so we tailor each How To SaaS engagement to suit the business's needs. Based on conversations with the CEO, marketing leaders, and private equity investors, we develop an engagement plan that targets your particular goals. 

Most engagements take place over 3-6 months and have 5 core workstreams:

  • Marketing activities analysis
  • Demand gen analysis
  • Content roadmap
  • Marketing org structure recommendations
  • Marketing budget recommendations

A typical How To SaaS engagement might look something like this:

How It’s Worked for Other Marketing Leaders

We've worked with dozens of B2B companies in a range of verticals. Here's what some of our customers say about their experience of working with How To SaaS:


Annual revenue: $125M+

Industry: Financial reporting

insightsoftware was in a period of hyper-growth and needed a stronger marketing foundation to continue scaling. 

HTS helped insightsoftware grow their marketing team and double inbound lead generation over a 6-month period.

“Because Shiv had the background experience of being in my shoes, knowing exactly how to operate and how to answer to the rest of the C-team and the board, he had credibility from day one in my book.”

“Shiv and I could work side by side to create and rebuild everything and actually be an extra set of hands in it, versus just a high-level consultant.”

Lacey Ford, Former SVP of Marketing



Annual revenue: $200M+

Industry: IT Software

HelpSystems already had a mature marketing function but wanted to see what they could be doing to leverage marketing even further.

HTS worked with HelpSystems to drill down deeper into their data and re-assign marketing spend to more effective channels and campaigns. HelpSystems saw a 213% increase in MQLs and a 17% increase in organic traffic.

“I'm committed to delivering more pipeline for the business, more wins for the business, and How To SaaS has really helped us with that."

“I feel like they read everything and discussed everything we talked about on a previous call. There's no refreshing everyone's memory—they just get right to it.”

Mike Devine, VP of Marketing


Feel free to get in touch with your sales rep if you have any questions!

If you haven't spoken with a sales rep yet but would like to start the conversation, click here to book a consult


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