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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: Fintechonprofit Management
Annual Revenue: $230M+
Challenge: Newly acquired by PE

  • 134% increase organic traffic
  • 159% increase MQLs
  • Profitably increased paid media spend while decreasing cost per SQL by 80%

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

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)

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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Our Value Creation Framework

To drive Pipeline and Revenue Growth, Marketing needs to build 4 critical layers to reach sophistication.

At-Risk Companies

Companies with unpredictable Marketing Contribution and insufficient revenue impact often skip some or all critical layers.

The right approach

to build Marketing into a sophisticated revenue-growth engine.

To scale marketing

you need to first build maturity and sophistication.

Adjusting to AI's impact

Marketing functions and their priorities are drastically changing - navigating this shift isn't easy. 

Engagement Phases + Timeline

Phase 1

Initial Audit + Quick Wins (2-4 Weeks)

Phase 2

Rapid Strategy Development (4-6 Weeks)

Phase 3

Operationalization + Execution (Months 3-12)

Marketing Activities Analysis

Product Marketing

Operational Leadership

Paid Media Audit

Paid Media Roadmap

Project Management

Organic Traffic & SEO Audit

ABM Roadmap

Implementation + Execution of Strategy + Roadmaps

Organic Traffic & SEO Audit

SEO/GEO Roadmap

Internal + External Resourcing and Org Transformations

Organic Traffic & SEO Audit

AI Roadmap

CEO / CRO / CMO 1-on-1s

Organic Traffic & SEO Audit

Customer Marketing

Monthly Reporting + QBRs

Organic Traffic & SEO Audit

Team & Org Design

Quarterly / Annual Budgeting, Planning, and Forecasting

Organic Traffic & SEO Audit

Budgeting + Forecasting

Board Level Reporting + Presence

Pricing

Our engagmenet price points scale with the size of client. Complexity increases with revenue, as does the value we can bring.

FAQs

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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