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Increase marketing's contribution to revenue

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Bring in CMO expertise to guide your team and build a high-performing marketing function.

Companies we've helped

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TA Associates
Insight software
Emergency reporting

Ideal Client Profile

ARR > $10M

We work with growing companies. Our CMO consulting engagements require companies to have reached a certain level of maturity.

ACV < $100K

To accelerate demand, companies with lower transaction sizes are often a better fit because of higher deal velocity and shorter sales cycles.

Marketing Team of 3+

Our engagements require involvement from the marketing team on staff to drive results. An in-house marketing leader is required.


David Nokes

David Nokes

CEO, Emergency Reporting

“One of the first decisions I made after our recent capitalization was to explore our lead generation model. I was immediately impressed with the proven track record of the How To SaaS team.

We spent the first 3 months designing a more aggressive go to market strategy, and began implementation shortly thereafter. The results have been better than I anticipated, and I would highly recommend How to SaaS for their knowledge, professionalism and competitive approach to ARR pipeline development.”

Colin Greig

Michael Lipps

CEO at Intelerad Medical Systems

“One of the biggest outcomes for me as the CEO is greater confidence in how to structure and size an appropriate marketing budget for the organization going forward, based on the work we've done in the past few months."

Core CMO Consulting Work Streams

Data operations

Data Operations & Reporting

Audit key funnel metrics benchmarks and understand conversion rates. Establish KPIs and set up infrastructure to measure Marketing's performance.

Demand generation

Demand Generation

Implement quick wins to improve short-term lead flow. Identify opportunities to scale, and build long-term demand gen strategy.

Content strategy

Content Strategy

Map out existing content inventory, identify content needed to support buyer journeys, and deliver roadmap of content to support demand gen activities.

Budgeting and forecasting

Budgeting and Forecasting

Find efficiencies in existing spend. Forecast MQLs and budget needed to support sales projections. Make business case for right-sized marketing budget and deliver recommendations to the board.

Team planning

Team Planning

Identify gaps in current team structure, recommend talent and resources to support scaling marketing, and support hiring. 

Optional CMO Consulting Work Streams

Data operations

Marketing Integration

Integrate marketing operations and activities of new acquisitions faster to scale M&A.

Demand generation

Account Based Marketing

Evaluate potential impact of ABM. Develop a plan for targeted outreach and nurture of high-value accounts.

Ready to explore working together?

See how How To SaaS can help you drive enterprise value through marketing.

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