The SaaS Marketing Plan
The playbook is designed for the SaaS Marketing team. Use it as part of your current marketing game plan, or as a new hired Director of Marketing brought in to make waves at the SaaS startup.
Execution
Connect with stakeholders to assess their needs and available resources.
- Introduction
- Preliminary Evaluation
- Marketing Reviews

Action List
Develop a strategic marketing plan, create actionable items, and draft the marketing budget.- Budget Planning
- Strategy Development
- Tactical Task Listing

Execution
Turn visions into reality with an emphasis on smooth execution.
- Strategic Planning and Operations
- Growth in Sales and Market Development
- Financing Prep work

Who is the SaaS Marketing plan for?
Founders, Marketing Directors and New Hires
This detailed 90-day marketing playbook is crafted to help founders, directors, and marketing teams navigate the SaaS landscape, understand the product, and develop an actionable marketing plan.
- Word/PowerPoint Template
- Detailed PDF Guide
- Director Level Content
- Strategic Focus
- Tactical Implementation
- GTM Initiatives

Download the Playbook
Get the 90 Day SaaS Marketing Plan
Frequently Asked Questions
What's included in the emailed packet?
The emailed packet includes three essential files. First, you'll find a PDF playbook offering a detailed overview of the 90-day plan. Next is a streamlined version of the marketing plan in a Word document, fully customizable to fit your startup’s needs. Lastly, there's a brief slide deck summarizing the marketing plan, also customizable for presentations to upper management.
What is SaaS?
Software as a Service is a game-changer for startups. Instead of installing software on your local machines, SaaS lets you access powerful applications over the internet. Here’s why it’s perfect for founders like you:
- Hosted Remotely: No need to worry about managing servers; the provider handles it all.
- Access Anywhere: Use the software from any device with an internet connection, perfect for remote work.
- Subscription-Based: Pay monthly or annually, keeping costs predictable and manageable.
- Always Updated: Providers take care of updates, so you always have the latest features without the hassle.
- Scalable: Easily scale up as your business grows, without significant infrastructure changes.
- Cost-Efficient: Reduce upfront costs on software and hardware, freeing up capital for other critical areas of your startup.
Think Google Workspace, Microsoft Office 365, Salesforce, and Zoom—these SaaS tools can help you focus on growing your business, not managing software.
What key SaaS metric do I measure?
For SaaS founders, tracking the right metrics is crucial for growth and success. Here are the key ones to keep an eye on:
- Monthly Recurring Revenue (MRR): Predictable monthly revenue from subscriptions.
- Annual Recurring Revenue (ARR): Your long-term revenue outlook, measured annually.
- Customer Churn Rate: Percentage of customers who cancel; lower churn means better retention.
- Customer Acquisition Cost (CAC): The cost of acquiring a new customer.
- Customer Lifetime Value (CLV): Total revenue expected from a customer over their relationship with you.
- Customer Retention Rate: Percentage of customers who stick around.
- Net Promoter Score (NPS): Measures customer satisfaction and loyalty.
- Monthly Active Users (MAU): Unique users engaging with your service monthly.
- Average Revenue Per User (ARPU): Average revenue per user or account.
- Gross Margin: Revenue minus COGS, showing profitability.
- Expansion Revenue: Additional revenue from upselling or cross-selling to existing customers.
These metrics help you make informed decisions, boost customer satisfaction, and drive growth.
When should I go with PLG or SLG?
In SaaS, choosing the right sales strategy is key. Here’s a quick overview of self-serve vs. led-sales:
Self-Serve (Product Led Growth)
- Best for: Low-cost, simple products with broad appeal.
- How it works: Customers sign up and use the product without needing direct interaction with your sales team.
- Benefits: Lower acquisition costs, quicker sales cycles, and scalability. Great for startups with limited resources.
Led-Sales: (Sales Led Growth)
- Best for: High-cost, complex products requiring customization.
- How it works: Sales reps engage with potential customers, offering demos and tailored solutions.
- Benefits: Personalized customer experience, higher conversion rates, and deeper customer relationships. Ideal for enterprise-level solutions.
Choosing the Right Strategy:
- PLG: Opt for this if your product is easy to understand and adopt without much guidance.
- SLG: Go this route if your product needs a personal touch to showcase its value.
Both strategies can be powerful; it’s about matching your approach to your product and target audience.
Is SaaS Support important?
Providing stellar support for your SaaS is crucial for customer satisfaction and retention. Here’s how to do it effectively:
- Comprehensive Knowledge Base: Create detailed guides, FAQs, and tutorials to help customers find answers quickly.
- Live Chat Support: Offer real-time assistance for immediate issues, boosting customer satisfaction.
- Email and Ticketing System: Use an organized ticketing system to handle and track support requests efficiently.
- Regular Webinars and Training: Host sessions to educate users about new features and best practices.
- Community Forums: Foster a user community where customers can share tips and solutions.
- Dedicated Account Managers: Assign account managers for personalized support, especially for high-value clients.
- 24/7 Support: Consider offering round-the-clock support to cater to global customers.
By combining these methods, you can ensure your customers receive timely, effective, and personalized support, helping your SaaS thrive.
How do I market SaaS?
Marketing your SaaS effectively is key to attracting and retaining customers. Here’s a concise strategy:
- Content Marketing: Create valuable content like blogs, whitepapers, and case studies to showcase your expertise and attract organic traffic.
- SEO: Optimize your website for search engines to improve visibility and attract targeted traffic.
- Social Media: Use platforms like LinkedIn, Twitter, and Facebook to engage with your audience, share updates, and build a community.
- Email Marketing: Nurture leads and retain customers with personalized email campaigns, offering tips, updates, and promotions.
- Free Trials/Freemium Model: Allow potential customers to experience your product firsthand, reducing barriers to entry.
- Paid Advertising: Invest in PPC and social media ads to reach a broader audience quickly.
- Customer Testimonials and Case Studies: Leverage satisfied customers’ success stories to build trust and credibility.
By combining these tactics, you can effectively market your SaaS, attract new users, and drive growth.
Why do you offer this playbook for free?
Our purpose is to assist fellow marketers and build relationships with new startups. Ultimately, our goal is to attract new business by showcasing how our marketing agency can boost their digital efforts.
SaaS Case Studies

Severa
Increasing signups for SaaS
Launched creative Go To Market techniques to drive up SaaS signups and increasing the user base of a...
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Pagezii
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Running Product Market Fit and Go to Market campaigns for Pagezii SaaS tool designed for Marketers.
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HomeComing
SaaS MVP market launch
Market launch with visual identity and message development for a MVP SaaS app.
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