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Your Revenue Problem
is a Marketing Problem


You're struggling with pipeline, pulling out all the stops to boost sales team’s performance – All the while Marketing remains on the bench – underleveraged and under-resourced.

Let's chat about it

Some of our clients

Trusted by leading SaaS companies and Private Equity investors.

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Common Marketing Mistakes We Fix👇

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Wrong Strategy 


  • Focusing on the wrong channels and programs
  • Focusing on the wrong segments of customers
  • Having the wrong messaging and positioning
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Wrong Team


  • Having the wrong CMO for the business context
  • Not having enough team members to deliver on revenue projections
  • Not having the right team members in the right seat
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Wrong Budget Allocation 


  • Allocating insufficient budget to activities that are working
  • Allocating too much budget to inefficient channels
  • Not having enough budget overall
  • Spending too much on Marketing
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Wrong Focus Areas


  • Not working on the highest leverage areas
  • Not tying marketing work to overall company objectives
  • Taking on an infrastructure projects that don't move the needle
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“We pull the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”

Michael Libert
SVP, TA Associates

Trusted Revenue Partners of Industry Leaders

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Industry: Legal Software
Annual Revenue: $30M+
Challenge: Marketing leader exit

  • Assisted CMO hire
  • Content, Paid Media and ABM roadmaps for scale
  • Full-funnel reporting foundations
  • Scaled paid media spend and leads 2.5x
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Industry: Social Media Software
Annual Revenue: $20M+
Challenge: Improving marketing ROI

  • Uncovered better-converting & higher-value customer subsects
  • Shifted marketing priority towards revenue
  • Scaled marketing budget by $600k
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Industry: Project Management
Annual Revenue: $150M+
Challenge: Marketing leader left

  • 200% increase in Closed Won Bookings from Marketing
  • Scaled marketing budget by $1M
  • 45% decrease in cost per opportunity
  • 17% increase in organic traffic
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Industry: E-Commerce Software
Annual Revenue: $330M+
Challenge: Marketing leader left

  • 200% increase in Closed Won Bookings from Marketing
  • Scaled marketing budget by $1M
  • 45% decrease in cost per opportunity
  • 17% increase in organic traffic
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Industry: Nonprofit Management
Annual Revenue: $230M+
Challenge: Marketing leader left

  • 200% increase in Closed Won Bookings from Marketing
  • Scaled marketing budget by $1M
  • 45% decrease in cost per opportunity
  • 17% increase in organic traffic
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Industry: Billing Software
Annual Revenue: $200M+
Challenge: Marketing leader left

  • 200% increase in Closed Won Bookings from Marketing
  • Scaled marketing budget by $1M
  • 45% decrease in cost per opportunity
  • 17% increase in organic traffic

Let's uncover your company's marketing potential 👉

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Problems Our Customers Are Trying To Solve

Transactional

  • Pre-LOI Diligence
  • LOI to Close Diligence
  • Prep for Sale
  • Scaling M&A Platforms
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Foundational

  • Sales-Led
  • Marketing Accountability
  • GTM Strategy Buildout
  • Roadmaps + Focus Areas

Organizational

  • Gap in Marketing Leadership
  • Org Transformation
  • CMO Hiring Support
  • Integration Planning
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Operational

  • Scaling Pipeline / Revenue
  • Clear Roadmap / Budget
  • Declining Performance
  • Cost Takeouts

 Financial

  • Inefficient GTM
  • Bloated Organization
  • Low-Impact Marketing Spend
  • Annual Planning
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Industries we've serviced

Fortra & TA Associates

$800M+  IT Services


Strategy recommendation & advisory retainer

  • 200% increase in Closed Won Bookings from Marketing
  • Scaled marketing budget by $1M
  • 45% decrease in cost per opportunity
  • 17% increase in organic traffic

Get the full story

 “How To SaaS is one of the best partners I’ve worked with. Our team is much better positioned now to further grow marketing contribution to pipeline and generation more winnable SQLs."

Mike Devine
CMO at Fortra

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Rankings.io

$30M+ Law Firm Marketing


Strategy recommendation

  • Overhauled attribution and tracking to show how marketing spend translates into revenue
  • Reorganized marketing team and made critical hires
  • Refined paid media and content strategy
  • Improved efficiency of resource allocation 

Get the full story

 “How To SaaS made it about us. It didn't feel like a cookie-cutter approach. It was something that was made for Rankings in our moment and nobody else's."

Zach Ramey
Senior Vice President of Revenue

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Intelerad & Hg

$100M+  Healthcare


Marketing transformation & advisory retainer

  • Transformed marketing organizations to be process-driven
  • Helped fill key roles in the marketing team
  • Secured marketing investment to start experiments within the fiscal year

Get the full story

“Once you get a sense for the way How To SaaS helps transform ineffective marketing organizations into effective ones, as a CEO, it makes sense to go back to the people and to teams you can trust to deliver.”

Mike Lipps
CEO at Intelerad

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Our value creation approach

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C-level marketing expertise to drive top-line revenue growth & enterprise value

Marketing is often an untapped growth lever within SaaS companies. We help you leverage the full potential of marketing and shift it from a cost center into a revenue-accountable function that drives predictable pipeline.

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Our Solutions

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Rapid Marketing Assessments

Ideal for: PE Firms & Strategic Buyers


Outside-in assessments on the marketing potential of target investments

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Marketing Due Diligence

Ideal for: PE Firms & Strategic Buyers


Audit and diligence target's current marketing efforts and identify future potential opportunities

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Marketing Strategy Consulting

Ideal for: PE Firms, CEOs, CROs, CMOs


Deep-dive into a company's marketing activities + full strategy buildout, roadmaps, budget and team recommendations

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Fractional CMO Services

Ideal for: CEOs, CROs


Operational leadership of internal team and external resources while supporting the CEO, executive team and board.

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Marketing Agency

Ideal for: CEOs, CROs, CMOs


Implementation services of key marketing initiatives (Paid media, ABM, SEO, Content and Generative Search)