Investors

As a shareholder, angel, VC, original founder, board member, or private equity firm you have to strike a balance between encouragement, support, and taking "initiative" when helping your portfolio members. Marketing can be a challenging topic.

WHAT WE DO

B2B SaaS marketing expertise

Our programs and coaching offerings, are well-suited for a "gentle but firm," inspiring approach. Our model lets us focus on making your portfolio company team successful without them feeling we are trying to compete for their team members jobs. Our goal is to let your team and marketing leaders grow so we can wrap up our work and move on to the next company that can benefit from our help.

OUR PACKAGES

Find the right plan for your situation

  • Audit

  • Planning Workshop

  • Plan

  • Investment due diligence

Audit

A quick assessment to review the "state of marketing" of your SaaS Investment.

  • Report with "grades" and improvement opportunities across 20+ checkpoints
    (brand, positioning, demand gen, analytics, retention, nurture, etc.)
  • Quick Team assessment (skills and attitudes vs. typical needs)
  • Recommended next steps, including cost estimates and resource plan
  • Team burden: Approximately 1-2 days of interviews, and sharing the results
BUILD THE FOUNDATION

Planning Workshop

A workshop with the company leadership team to develop a joined marketing plan.

  • Interviews with all leadership team members to review the state, and expectations from the marketing function
  • One day workshop with the Leadership team to develop the plan together
  • Recommended next steps, including cost estimates and resources plan
  • Team burden: Approximately 1-2 days of interviews, and a one day workshop
LET'S PLAN

Check-up + Workshop = Plan

While it can be a big-time commitment to do them both at once, we have seen the combination of the Check-in and Planning workshop to have the biggest impact.

  • Interviews with all leadership team members to review the state, and expectations from the marketing function
  • Report with "grades" and improvement opportunities across 20+ checkpoints
    (brand, positioning, demand gen, analytics, retention, nurture, etc.)
  • Quick Team assessment (skills and attitudes vs. typical needs)
  • One day workshop with the Leadership team to develop the plan together
  • Recommended next steps, including cost estimates and resources plan
  • Team burden: Approximately 2-3 days of interviews and a one day workshop
GROW YOUR TEAM

Investment due diligence

Are your assumptions backed by the actual state of the team and infrastructure?

  • Is the team in place able to perform against the growth expectations?
  • Is your growth capital injection going to land in capable hands?
  • Are your Go-to-Market Assumptions backed by the actual state of the team and infrastructure?

Focus areas:

  • Mystery shopping and assessment of engagement, responsiveness, content quality and ability to convert
  • Connection between marketing, sales and retention funnels.
    • Get accurate conversion/leakage data for various stages of the funnel and identify friction points.
    • Onboarding speed and recovery of CAC based on ARPU including cost to get to sticky usage of the service
    • Retention/loyalty funnel (driving engaged advocates who use/like/refer)
  • 5P’s of marketing
    • Product Positioning and Pricing (friction, upsell, ARPU opportunity).
    • Place (GTM health, direct/channel dynamics, dependencies, growth levers)
    • Promotion (Quality of Demand Generation, dependency on specific marketing channels)
    • People (Personas/Audiences/Niches and ability to expand/deepen reach
    • Product Market Fit with expected growth markets
      • Analyze relatively high logo churn and impact on growth risk
      • Analyze current revenue make-up vs. product offerings, customer cohorts, and demand generation channels
  • Quality of SaaS offering. How much SaaS is it?
    • Real subscription service (providing ongoing value) vs. rental/leasing plans
    • Single tenant vs. multi-tenant architecture
    • One version for all clients (a service) vs. a Product with many versions/customer cohorts
    • Hosting/delivery model
    • 3rd party technology integration dependencies
  • Team
    • Individual strengths and opportunities
    • Assess team productivity (Marketing and Sales BDR/SDR)
    • Gaps and ways to address, especially in context of growth plans and new needs
    • Team capacity and future needs
    • Vendor/contractor management/ROI
  • Basic Execution discipline
    • Dashboards/KPIs/OKRs
    • Analytics and Reports that are being used to improve
    • Experimentation and testing ability/mindset (@speed)
  • MarTech stack maturity and potential risks/issues to update/replace technology
  • Deliver report with findings, recommendations and potential risks/upside in valuation/growth scenarios
  • Read out presentation of the report on zoom call
GROW ARR

We'd love to work with you

Schedule a call with our team to start exploring how you can apply our team's B2B SaaS marketing experience.

LET'S TALK
Team photo SP