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Our Clients

See how How To SaaS has helped other investors, CEOs and marketing leaders increase top-line revenue.

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Client stories

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

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 “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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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

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“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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Top of Mind & Primus

$30M+  Real Estate CRM


Strategy recommendation 

  • Overhauled marketing metrics to build targets and measure success
  • Increased leads through new demand gen channels
  • Increased marketing investment by proving ROI

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“Our How To SaaS engagement let us prove to our board that the investment in the marketing team could pay measurable dividends.For us, the primary contribution from How To SaaS is the measurability of those investments.”

Nick Belenky
EVP Sales at Top of Mind

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Mailprotector & Ballast Point Ventures

$15M+  Digital Security


Strategy recommendation & paid media execution

  • Broadened demand gen to increase lead sources
  • Directed marketing spend with data insights
  • Expanded marketing team with critical roles

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“Knowing where the dollars should go, that we're producing results, and being able to double down in those areas has been critical. Having the hard data to figure out where to spend money most effectively was one of the huge takeaways from our How To SaaS engagement.”

David Setzer
CEO & Founder at Mailprotector

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Insightsoftware & TA Associates

$125M+  Financial Services


Strategy recommendation 

  • Expanded marketing team with critical roles
  • Increased inbound traffic and lead generation by over 100%
  • Improved alignment with the board on appropriate expectations

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“The How To SaaS team was critical to helping us build the framework to help us scale our demand generation efforts to deliver on our board's expectations. We are ready to scale for future growth and I would highly recommend working with them.”

Lacey Ford
SVP Marketing at insightsoftware

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Industry case studies

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Financial Services

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Digital Security

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Some of the acquisitions we've helped scale

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Traject launched by Alpine Software Group

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Tier1 Financial Solutions secures investment from Wavecrest Partners

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Upland Software secures investment from HGGC

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CFM secures investment from OceanSound Partners

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AutoQuotes acquired by TA Associates

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BQE secures investment from Serent Capital

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Learn how How To Saas can help you drive
top-line revenue growth.

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